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The Loan Officer's Practical Guide to Selling and Marketing Mortgage Services - Developing a Loan Officer Marketing Plan You know how to make a mortgage loan, but how do you go to originate one? This product teaches you how to understand the needs of your customer or referral source - and then solve them. For each situation, there are materials and tools for addressing solutions. The reader learns the basic job of a loan officer from the sales perspective. Understand how to source loans from: Real Estate Agents Home Builders Property Managers Financial Planners Investment Advisers Accountants Attorneys Understanding the primary sources for business, the new originator is initiated into the process of identifying a territory and the markets within that territory. A workbook assists in the planning of strategy. Tools, letters, presentations, flyers, and other resources are provided to help work these sources. Other marketing tools include Open House Spreadsheets in Excel, Rate sheets, Application Kits, Forms for Complete Applications, Marketing and Promotional Materials, Product Discussion Sheet, Customize-able Marketing Letters to Realtors, Builders, Accountants and Financial Advisers. Similar, but less robust, products are sold for nearly 5 times the cost. All of our products are designed to give the highest possible value.
About the Author
Thomas Morgan, (55) founder and director of Mortgage Management Systems, attended New York University until 1983. He joined the mortgage business in 1983 to review closing documentation for a multifamily lender. Thomas entered residential lending in 1985. He was a top producing loan officer with Wye Mortgage, Citicorp, American Residential-Chase and FMI, and was also a branch and area manager until opening his own mortgage firm, Hamilton Mortgage, in 1992. Along the way he processed, underwrote, closed, funded or serviced over $585,000,000 in mortgages. At Hamilton he developed an internal training program for loan officers and operations staff. There was so much demand for quality training that, in 1996, he formed QuickStart Mortgage Training. Since then QuickStart has trained over 22,000 loan officers, processors, underwriters and closers, and developed internal training programs for over 1500 banks, credit unions and mortgage companies, including 4 top 25 national lenders. He is the author of 16 mortgage related books. He is a certified trainer for ILCPE, Top Producer, EZ Mortgage, Byte, and Calyx. He is approved in the states of IL, IN, TX, MD, NC, SC, KY, OH, UT, WV, and WI. Among the books and articles Thomas has written is the Practical Guide series of text books on all facets of the mortgage industry. These are written from the perspective of the professional industry participant, not from an outsider. This series includes text books on loan origination, loan processing, mortgage sales and marketing, regulatory compliance and business planning and management. In addition to attending New York University, Thomas Morgan has also attended University of Maryland - University College, University of the District of Columbia - School of Urban Planning, and George Mason University. Thomas lives in Potomac, Maryland, with his wife, Karen, and two children, Taylor and Matthew.