This document discusses how Mortgage Coach can help mortgage lenders prepare for the loss of refinance business and pivot to purchase business. It outlines two top priorities for CEOs: preparing for a 75% loss of refinance business by Q3 and creating a culture of NMLS compliance. Mortgage Coach delivers technology and training to help lenders build purchase-focused habits and processes through accountability, celebrating small successes, and achieving expertise over time.

1. o It’s time for a personal
best
o Another record breaking
year

2. dave@mortgagecoach.com
| dtsavage
| dtsavage
| mortgagecoach

3. What are the two top
priorities of most CEO”s
today?

4. #1
Today is all about being
prepared to lose 75% of
your REFI business by Q3

5. #2
To create a Culture of NMLS
Compliance as soon as
possible while ensuring that
we become more purchase
business centric

6. HOW?

8. The best time to generate referrals

11. 100%

12. 20%

13. 30%

14. Hey you can get you
3.5% at 1 point or
3.25 at zero
point…What do you
want ?
45%

15. Advice
must be
more clear
and
obvious!

16. 1%-5%

18. ALWAYS CC OR BCC THE
REALTOR

20. Quality Service that Exceeds Expectations

21. What % of your team do you want to be
among the top 1%-5%?

27. And of course Compliance....

28. We help you execute a “Culture of
Compliance”

29. It’s a critical time to
pivot your business
to be purchase
focused

30. MC
Experience
MOBILE
APP
PURCHASE
SUCCESS
1. Buyer Total Cost Analysis
2. Rent vs. Own Analysis
3. Home Buyer Option Analysis
4. Move up Buyer Analysis
5. Why Buy Now Analysis
6. Home Seller Options Analysis
MC Purchase Formula

33. Mortgage Coach Home Buyer Strategies
Buyer Total Cost Analysis
Rent vs. Own Analysis
Home Buyer Option Analysis
Move up Buyer Analysis
Why Buy Now Analysis
Home Seller Options Analysis

34. ALWAYS CC OR BCC THE
REALTOR

38. during the borrower conversation. "be sure to download my
app in the Apple store so you can view your mortgage options
anytime and anywhere - Just go to the apple store and search
"mortgage coach" and then click on the link in the email that
includes your mortgage options. I can also walk you through
the options remotely if your using your iPad or iPhone. - I'd
also love to hear what you think of this new way to make your
mortgage decision"

39. how to use to lock a rate or discuss options while your in a
coffee shop (now when your at a coffee shop you can pull a TCA
on your iPhone & iPad and walk a client through a TCA -- now
anytime and everywhere you are ready to show and tell success
stories and walk clients through the options so they can lock in a
rate or make a mortgage decision)

41. 4 Wow features that
will help you break a
purchase business
record fast

42. control your clients
desktop & mobile

43. Loan Officer Borrower Experience

44. Add LIVE SHARE to all your quotes
winning more loans with more Wow

45. Crush your competition with the
ULTIMATE MORTGAGE EXPERIENCE

47. during Realtor meetings "I'd love to share a few stories of how I've helped
home buyers make better decisions and become better referral
sources. (open your iPhone or iPad and while them through a client story
while highlighting key points in the app) another way you can use this app is
that I'll cc or bcc you every time I send a viewing link to one of your clients --
now you can review it anytime, anywhere -- so you don't need to wait until
next time your at your desktop - I'd love to know what you think the first time
you use it. Now let's download it right now on both your iPhone and iPad"

48. during conversations with friend, family members and past
clients "Hey (first name) would you like to see my new iPhone &
iPad app that helps me deliver better advice to my clients who or
refinancing or buying a new home ? (then walk them through a
success story walking them through your app) What do you think?
Is this a better experience than last time you did a home loan? (if
they love it) help them install it on their iPhone an iPad so they're
ready for your future advice and help.

50. know when your clients
are paying attention

53. Get a real-time alerts

54. every rate quote could
have 4x impact

55. vs.
1 client touch-
point

56. vs.
1 client touch-
point
4 clients
touch- points

57. Mortgage Coach will help
you be prepared to lose
75% of your REFI business
within weeks

58. Mortgage Coach will help
help you build a Culture of
NMLS Compliance

59. Mortgage Coach delivers game
changing technology and
personal training to create new
habits

60. Our Success Coach’s
We help you turn your good
intentions into daily habits
Channa Anthony Tenise Lori

61. Have an epiphany
Accountability
Take baby steps
Celebrate
A formula for a new habit
Epiphany Accountability Baby Steps Celebrate New Habit

62. Your Coach
Your Branch Manger
You accountability partner
Outlook reminders
Accountability

63. 1st
TCA
5
TCA’s
20
TCA’s
100+
TCA’s
The
hardest
one
Have skill
Have skill
+ beliefs
Have skill
+ beliefs at
expert
levels
Trainee
Trainee
Mortgage Coach
Mortgage Coach
Master
“Baby Steps” to excellence

64. 1st
TCA
5
TCA’s
20
TCA’s
100+
TCA’s
The
hardest
one
Have skill
Have skill
+ beliefs
Have skill
+ beliefs at
expert
levels
Trainee
Trainee
Mortgage Coach
Mortgage Coach
Master
“Baby Steps” to excellence
TODAY

65. o Record breaking
purchase business
o Record breaking speed
to create a Culture of
NMLS Compliance

66. www.mortgagecoach.com