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1.  My Family Tragedy: How it inspired me to create Core7.  

2.     The Questions To Know If You Are On The Right Financial Track.  

3.     The 7 Professionals Every Person Needs To Be Financially Secure.  

4.     How To Know You Have A Good Realtor.  

5.     Getting Pre-Approved.  

6.     The 5 Keys To A Great Credit Score.  

7.     How Do You Know You Have The Right Mortgage?  

8.     How Much Of A Down Payment Do I Need?  

9.     How Much Can I Qualify For?  

10.  Fixed Rate Loans vs Adjustable Rate Loans.  

11.  Locking In The Best Rate.  

12.  No Cost Loans.  

13.  No Cost/0 Points/Paying Points?  

14.  How Much Are Closing Costs?  

15.  Why A Financial Advisor Important When Buying a Home?  

16.  Pay Off Your Mortgage Or Not?  

17.  What Tax Benefits Do I Receive When I Buy A Home?  

18.  How Much Cash Do I Need Monthly?  

19.  How Much Will A Wedding Cost?  

20.  What Are Your Values? The Key To A Financial Plan.  

21.  What NOT To Say At An Open House.  

22.  The Best way To Make An Offer To Buy A Home.  

23.  The 4 Responses You'll Get From A Seller.  

24.  What Happens When Your Offer Is Accepted?  

25.  The 2 Factors You Need To Know When You Lock In Your Rate.  

26.  Protecting Yourself- From Lawsuits When You Buy A Home.  

27.  What You Need For Your Closing.  

28.  Do You Know Why You Need A Realtor After You Close?  

29.  Don't Procrastinate... The Critical Steps After You Buy A Home.  

30.  Do You Have Enough Cash Reserves?  

31.  The 3 Basic Insurances You Can't Go Without.  

32.  How To Receive More Money In Your Check.  

33.  Saving For Retirement....The Best Way.  

34.  Don't Be Like Elvis... He Did Not Have A Will.  

35.  Paying For Children's College...  

36. Should I Buy A Vacation Home?  

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For: All Core7 Professionals Use: Human Resource Cross Sell to a Client in Process

For: Mortgage Originator Use: With Clients Who Are Rate Shopping

For: Financial Advisor Use: With Clients When There Is a Potential Issue

For: Mortgage Originator Use: To Endorse Realtor 1 or 3 Months after Closing

For: Real Estate Attorney Use: Financial Advisor Cross Sell After the Closing (aggressive approach)

For: Real Estate Attorney or Mortgage Originator Use: Financial Advisor & Estate Planning Attorney Referral at Closing

For: Mortgage Originator Use: Financial Advisor Closing Cross Sell for a Refinance

For: Mortgage Originator & Real Estate Attorney Use: Mortgage Protection Cross Sell of a Financial Advisor

For: Mortgage Originator, Estate Planning Attorney or Realtor Use: Outgoing Mortgage Review, Estate Document Update or Equity Assessment

For: Property & Casualty Insurance Agent Use: Umbrella Policy Cross Sell of Financial Advisor

For: Accountant Use: Net Worth Cross Sell of Realtor

For: Accountant and Property & Casualty Insurance Agent Use: Financial Advisor Referral

For: Real Estate Attorney Use: Financial Advisor Referral after Closing on a Purchase

For: Real Estate Attorney Use: Financial Advisor Referral after Closing on a Refinance

For: All Core7 Professionals Use: Follow Up On Referral If No Contact Was Made

For: Realtor Use: Mortgage Originator Referral

For: All Core7 Professionals Use: General Referral for all Core7 Partners

For: Property & Casualty Insurance Agent Use: Realtor Referral after Purchase of a New Car

For: Accountant Use: Realtor Referral for Those Who Don’t Own a Home Yet

For: All Core7 Professionals Use: To Prospect for a Meeting

For: All Core7 Professionals Use: Follow Up on Prospect Attempt If No Reply Is Received

EMAIL SCRIPTS RETURN TO SENDER RESPONSE FROM A LETTER OR MAILING

PROSPECTING EMAIL AFTER LEAVING A VOICEMAIL

RESPONSE TO OBTAIN AN APPOINTMENT WITH A PROFESSIONAL WHO IS "HAPPY WITH THEIR CURRENT BUSINESS RELATIONSHIP"

PROSPECTING EMAIL TO OBTAIN A MEETING

ASSISTANT FOLLOWING UP TO SET AN APPOINTMENT WITH A REAL ESTATE AGENT

REALTOR REFERRAL TO A LENDER

REFERRAL TO A REALTOR FOR AN EQUITY ASSESSMENT

REFERRAL GENERATOR FOR THE FINANCIAL ADVISOR

FOLLOW UP TO ENSURE A CLIENT GETS IN TOUCH WITH YOUR FINANCIAL ADVISOR

HOLIDAY GOAL-SETTING EMAIL TO A BUSINESS PARTNER

WHAT MAKES ME DIFFERENT SCRIPT (LENDER

MORTGAGE PROTECTION INSURANCE REFERRAL TO THE FINANCIAL ADVISOR AT A LOAN CLOSING

MORTGAGE REVIEW REQUEST EMAIL

FOLLOW UP TO SET A MEETING WITH A PARTICULAR PROFESSIONAL EMAIL

LOCK SPECIALIST INTRODUCTION (IF YOU HAVE A TEAM MEMBER WHO LOCKS INTEREST RATES)

PROSPECTING EMAIL TO A REALTOR FROM PAY MORTGAGE PROFESSIONAL WHO HAS OTHER FINANCIAL LICENSES

PROSPECTING EMAIL FOR A PHONE APPOINTMENT

FOLLOW UP TO A PROSPECTING PHONE TO OBTAIN A MEETING

FOLLOW UP TO A PROSPECT AND CALL

EMAIL SUGGESTING A MORTGAGE MANAGEMENT PROGRAM USING THE PROGRAM MORTGAGE COACH

IN PROCESS PROSPECTING EMAIL TO REAL ESTATE AGENT REALTOR FOLLOW UP EMAIL WITH

 LUNCH AND LEARN CROSS SELL TO A CLIENT IN PROCESS TO MEET THE HUMAN RESOURCE DIRECTOR

REBUTTAL TO A CLIENT SHOPPING DIFFERENT MORTGAGE LENDERS

REBUTTAL TO A CLIENT SHOPPING DIFFERENT MORTGAGE LENDERS

"ASKING FOR PERMISSION" TO MAKE A FINANCIAL SUGGESTION OR REFERRAL

POST CLOSING REALTOR ENDORSEMENT

POST CLOSING REFERRAL TO A FINANCIAL ADVISOR (AGGRESSIVE

POST CLOSING REFERRAL TO A FINANCIAL ADVISOR AND AN ESTATE PLANNING ATTORNEY

REFERRAL BACK TO A CLIENTS FINANCIAL ADVISOR WHEN MONEY HAS BEEN FREED UP FOR INVESTING AFTER A

IN PROCESS PROPERTY AND CASUALTY INSURANCE AGENT REFERRAL TO A FINANCIAL ADVISOR USING THE UMBRELLA POLICY

OUTGOING ENDORSEMENT EMAIL TO BE A RESOURCE FOR A CLIENT

PROACTIVELY REACHING OUT TO A CLIENT TO ASK FOR AN INTRODUCTION TO A PARTICULAR PROFESSIONAL

"I TAKE A DIFFERENT APPROACH TO MORTGAGE LENDING" SCRIPT

PROSPECTING EMAIL TO A REALTOR IN PROCESS

PROSPECTING EMAIL TO A FINANCIAL ADVISOR IN PROCESS TO REQUEST A QUICK PHONE CALL

MORTGAGE REVIEW REQUEST

3 MONTHS AFTER CLOSING REFERRAL TO A FINANCIAL ADVISOR FROM THE MORTGAGE PLANNING QUESTIONNAIRE

PROSPECTING EMAIL WITH THE BOOK WHAT'S YOUR RATE REFERENCING THE CORE 7 REFERRAL SYSTEM

MORTGAGE ORIGINATOR FOLLOW UP TO A CUSTOMER IF THE CUSTOMER IS NOT RESPONDING TO THE PROFESSIONAL THAT WAS REFERRED

MEETING REQUEST FOLLOW UP TO A MAILER

MORTGAGE ORIGINATOR OUTGOING EMAIL TO A REAL ESTATE OFFICE MANAGER OR BROKER VOLUNTEERING TO TRAIN THEIR AGENTS

INTRODUCTION TO A FINANCIAL ADVISOR FOR A CASH FLOW ANALYSIS AT PRE APPROVAL

REFERRAL TO A FINANCIAL ADVISOR FROM THE MORTGAGE PLANNING QUESTIONNAIRE

MORTGAGE ORIGINATOR SUGGESTED TO A REAL ESTATE ATTORNEY OR ESCROW OFFICER FOR A PARTNERSHIP

INTRODUCTION TO A REAL ESTATE AGENT WHEN REFERRED BY A REAL ESTATE ATTORNEY OR ESCROW OFFICER

REFINANCE OPPORTUNITY EMAIL WHEN THE FED MAKES AN ADJUSTMENT.

MORTGAGE ORIGINATOR PROSPECTING FOLLOWUP EMAIL TO A REALTOR WHO SAYS THEY ALREADY HAVE A STRONG RELATIONSHIP WITH THEIR CURRENT ORIGINATOR

MORTGAGE ORIGINATOR PROSPECTING EMAIL TO A HUMAN RESOURCES DIRECTOR TO SET UP A COMPANY RELATIONSHIP

RESPONSE TO A RECRUITER WHEN YOU'RE NOT INTERESTED IN BEING RECRUITED

REACHING OUT TO A BROKER/OWNER TO OFFER THE WHAT'S YOUR RATE SEMINAR JOINTLY

INTRODUCTION LETTER TO A PROFESSIONAL USING THE BOOK WHAT'S YOUR RATE

MORTGAGE ORIGINATOR TO REFER A FINANCIAL ADVISOR AFTER THE CLOSING OF A HOME Hi

REALTOR FOLLOW UP EMAIL WITH “WHAT WE HAVE DONE TO BENEFIT OUR REALTOR PARTNERS" (PARTNER NEEDS TO PUT TOGETHER THEIR UNIQUE VALUE PROPOSITION) REALTOR FOLLOW UP EMAIL WITH

EMAIL TO A PROFESSIONAL BUFFERING MORTGAGE MANAGEMENT SERVICES FOR THEIR CLIENTS USING MORTGAGE COACH

MEETING DIALOGUE FOR A REALTOR PROSPECTING FOR FINANCIAL PROFESSIONAL RELATIONSHIPS REALTOR-FINANCIAL PROFESSIONAL MEETING

REALTOR FOLLOW UP EMAIL WITH WHAT WE HAVE DONE TO BENEFIT OUR REALTOR PARTNERS

REALTOR PROSPECTOR WITH THE BOOK WHAT'S YOUR RATE AND HOW YOU CAN HELP. (YOU NEED TO CREATE A LIST OF CAMPAIGNS TO OFFER

 PROSPECTING FOR REALTORS FROM ATTORNEY OR ESCROW OFFICER INTRODUCTIONS

REFINANCE OPPORTUNITY WHEN THE FEDERAL RESERVE MAKES AN ADJUSTMENT

RESPONSE TO AN AGENT THAT ASKS FOR INFORMATION

LUNCH AND LEARN SEMINAR REQUEST TO YOUR TOP 100 CLIENTS

SEMINAR FACEBOOK MARKETING

WHAT'$ YOUR RATE SEMINAR HR CROSS-SELL IN PROCESS TO A HUMAN RESOURCES MANAGER BUFFERING THE COURSE

REACHING OUT TO ASK FOR SEMINAR OPPORTUNITIES

CASH FLOW ANALYSIS CROSS SELL TO A FINANCIAL ADVISOR

REFERRAL TO THE FINANCIAL ADVISOR FROM THE MORTGAGE PLANNING QUESTIONNAIRE

VARIATION OF A FINANCIAL ADVISOR CROSS-SELL FROM THE MORTGAGE PLANNING QUESTIONNAIRE

MID PROCESS SURVEY THAT FOLLOWS UP WITH THE CLIENT TO SEE IF THEY APPROACHED A DECISION MAKER REGARDING YOUR LUNCH AND LEARN

ARE WE STILL THE LENDER OF YOUR CHOICE

ESTATE PLANNING ATTORNEY CROSS-SELL AT THE LOAN CLOSING

REFERRAL BACK TO A CLIENTS FINANCIAL ADVISOR ON A REFINANCE WITH CASH FLOW HAS BEEN FREED UP

CROSS SELL FOR A PHONE APPOINTMENT WITH A FINANCIAL ADVISOR

MONTHLY SHORT FOLLOW UP EMAIL BLAST TO REALTORS

OFFER TO A BROKER OWNER OR MANAGER OF A REALTOR OFFICE MARKETING THE WHAT'$ YOUR RATE SEMINAR

A REAL ESTATE ATTORNEY OR ESCROW OFFICER SUGGESTING A RELATIONSHIP

FOLLOW UP TO SEE IF A PROFESSIONAL RECEIVED THE BOOK WHAT'S YOUR

LETTER / EMAIL TO OFFER THE WHAT'S YOUR RATES SEMINAR TO A REAL ESTATE OFFICE

SCRIPTING WHEN A CLIENT WON'T PROVIDE INFORMATION AND JUST WANTS A RATE

PROPERTY AND CASUALTY CROSS SELL TO SOMEONE WHO JUST BOUGHT A NEW CAR

FINANCIAL PROFESSIONAL CROSS-SELL OF A REALTOR TO A CLIENT WHO DOES NOT OWN A

FINANCIAL PROFESSIONAL CROSS SELL TO A REALTOR OF A CLIENT WHO OWNS MULTIPLE PROPERTIES

FINANCIAL ADVISOR REFERRAL TO AN ESTATE PLANNING ATTORNEY

ESTATE PLANNING ATTORNEY REFERRING A FINANCIAL

REALTOR REFERRING A LENDER SCRIPT

INTRODUCTION TO ANOTHER LENDER WHILE MAINTAINING THE RELATIONSHIP WITH THE CLIENT

MANAGER RECRUITING LETTER WITH THE BOOK WHAT'$ YOUR RATE

LOCK SPECIALIST INTRODUCTION - IF YOU HAVE AN ASSISTANT LOCKING YOUR LOANS

MAGAZINE FOLLOW UP TO CLIENT

STEP-BY-STEP CAMPAIGN FOR COLD CALLING REALTORS. SCRIPTING

PROSPECTING CAMPAIGN USING THE CORE 7 REFERRAL SYSTEM

PROSPECTING EMAIL IF YOU HAVE A DIRECTOR OF BUSINESS DEVELOPMENT

IN PROCESS PROSPECT AND CROSS-SELL WITH THE BOOK WHAT'S YOUR RATE

REALTOR REFERRAL EMAIL INTRODUCTION

SUBORDINATION EXPLANATION

THIS IS AN EXAMPLE OF ARE IN PROCESS LOAN CHECKLIST

WHY DO I HAVE TO BRING MONEY TO CLOSING IF I'M DOING A NO POINTS NO CLOSING COST REFINANCE EXPLANATION

WORDS THAT WORK

PROSPECTING LETTER WITH THE BOOK WHAT'S YOUR RATE AND REFERENCING THE CORE 7 REFERRAL SYSTEM

REAL ESTATE ATTORNEY OR ESCROW OFFICER REFERRING AND ESTATE PLANNING ATTORNEY AFTER A CLOSING (AGGRESSIVE)

AFTER CLOSING REFERRAL OF A FINANCIAL ADVISOR ( AGGRESSIVE)

FINANCIAL ADVISOR CROSS-SELL OPPORTUNITIES WITH SCRIPTING

QUESTIONNAIRE TO ASK FINANCIAL ADVISORS

REACHING OUT TO ASK FOR A MEETING TO SEE A PROFESSIONAL'S UNIQUE PROCESS

REACHING OUT TO ASK FOR SEMINAR/ PRESENTATION OPPORTUNITIES

GREAT QUESTIONS TO ASK CLIENTS

REACHING OUT TO YOUR DATABASE FOR INTRODUCTIONS TO PROFESSIONALS

PROSPECTING EMAIL TO OBTAIN A MEETING WITH A PROFESSIONAL AND DESCRIBE A UNIQUE PROGRAM

DIRECTOR OF BUSINESS DEVELOPMENT PROSPECTING CAMPAIGN DIRECTOR OF BUSINESS DEVELOPMENT PROSPECTING CAMPAIGN

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(The Core7 Resource Bundle is included)

CORE7 NETWORKING GROUPS: Learn how to create structured networking groups to generate referrals, add value to your partners, and make a difference in the lives of your clients. (STEP BY STEP)

YOU WILL LEARN:

• How to recruit the right professionals for your team.
• Execute The Core7 System/Methodology to generate Incoming and outgoing referrals.
• How to run your Core7 Networking group meetings.
• The Accountability Reminders will keep you on track to execute the system

THE CORE7 REFERRAL SYSTEM How To Create Structured Mastermind Groups To Generate Referrals and Add Value To Your Clients TABLE OF CONTENTS

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PART 1: MY STORY

PART 2: THE INTERVIEW/AN OVERVIEW OF CORE7

PART 3: THE CORE7 REFERRAL METHODOLOGY/SYSTEM ✓ Primary Referral Targets for the Realtor ✓ Primary Referral Targets for the Real Estate Attorney/Closing agent ✓ Primary Referral Targets for the Mortgage Originator

PART 4: KEY PRINCIPLE

PART 5: PRIMARY REFERRAL TARGETS FOR A FINANCIAL ADVISOR

PART 6: PRIMARY REFERRAL TARGETS FOR THE ACCOUNTANT

PART 7: PRIMARY REFERRAL TARGETS FOR THE ESTATE PLANNING ATTORNEY

PART 8: PRIMARY REFERRAL TARGETS FOR THE PROPERTY & CASUALTY INSURANCE AGENT

PART 9: HOW A FIRST-TIME HOMEBUYER CAN GET HIS ENTIRE CORE7 TEAM TOGETHER

PART 10: CORE7 MASTERMIND GROUPS: FORMAT AND SYSTEM

PART 11: YOUR ACCOUNTABILITY MATERIALS ✓ Lead Tracker ✓ Guest Reminder ✓ Mastermind Agenda ✓ The Quick Start Checklist & Running Your Core7 Mastermind Meetings ✓ Referral Tracking ✓ Hot Seat ✓ The Core7 Lesson ✓ Assigned Homework & 1 On 1 Partnership Planning Sessions ✓ Accountability Questions ✓ Your 1 On 1 Partnership Planning Sessions: The Accountability Questions

PART 12: HOW TO RECRUIT THE RIGHT PROS FOR YOUR CORE7 TEAM

PART 13: THE CORE7 SCORECARD PART

14: DAILY ACCOUNTABILITY REMINDERS *BONUS ✓ REFERRALS FROM THE 1ST TWO PAGES OF A TAX RETURN ✓ CORE7 SCRIPTS ✓ QUALITIES OF A CORE7 PROFESSIONAL ACKNOWLEDGEMENTS

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The step-by-step core-7 realtor process from start to finish. From when the referral first comes into the annual equity review. Included are all of the templates, Scripts, copy and paste emails, fact finders, the Core7 buyer presentation, transaction worksheet, and much more. What's included: 

THE 3 STEPS WHEN A REFERRAL IS RECEIVED:

1. Scheduling the appointment
2. Sending the Buyer questionnaire
3. Thanking the Referral Source

THE BUYER QUESTIONNAIRE IS RECEIVED: (The next 3 Modules cover this topic. PART 1,2,3)

1. An in-depth look at the Buyer Questionnaire
2. A review of each question in detail with possible responses to each
3. How the information fits into your preparation for The Buyers Meeting 

PRE-MEETING DATA ANALYSIS:

1. Using information from the Buyer Questionnaire
2. Steps to prepare for the Buyer Meeting 

THE BUYER MEETING:

1. An Example/Role Play of a Buyer Meeting using The 6-Step Buyer Meeting Process
2. Using The Core7 Realtor Powerpoint Presentation (Located below- Be sure to edit and customize)

A CLOSER LOOK AT REFERRALS:

1. The Why & How of making Referrals
2. How to respond if a buyer is already working with a Lender/Mortgage Originator
3. How to follow up after the referral is made 

SHOWINGS & GUIDELINES: (This is an Overview and how Showings work in The Core7 Referral System) 

MAKING AN OFFER:

1. Pre-Qualification/Pre-Approval Strategy
2. Mortgage Contingencies
3. Buyer Preparation

ACCEPTED OFFER:

1. Steps when an offer is accepted
2. Coaching, Managing Expectations, and Buyer's Remorse
3. Making Referrals
4. Preparing The Core7 Realtor Transaction Sheet/Set-Up Sheet

NEGOTIATING THE PURCHASE & SALE:

1. Steps after the offer is accepted
2. The Importance of communication with your Core7 Partners at this point

REVIEWING THE COMMITMENT LETTER:

1. Process of reviewing the Commitment Letter
2. How to handle Extensions. Scripting and Timing.

 CLEAR TO CLOSE:

1. Review of Final Preparations
2. Steps for a smooth closing

THE WALK THROUGH: (This is an Overview and how The Walk Through works in The Core7 Referral System)
THE CLOSING:

1. How The Core7 System applies to The Closing

POST CLOSING:

1. The Core7 System for staying in touch with clients and maintaining the relationship
2. The Top 5 Post Closing Referrals a Realtor can make
3. Cross-Sell Scripting and Copy & Paste Emails

 THE ANNUAL EQUITY REVIEW:

1. The Equity Review and the many referrals and opportunities it creates

 BONUSES:

Chef's Table: 
One of the best ways to strengthen relationships with existing clients and meet new clients all why enjoying a great meal.

 Attorney/Escrow Officer Closing Package: 
In-Process Copy & Paste Emails for Real Estate Attorneys & Escrow Officers to communicate and assist clients during the Home Buying Process

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The step by step Core7 financial professional process from start to finish. Illustrating the detailed steps when a referral comes in during the purchase or refinance of a home and also building a full financial plan highlighted by the core 7 quarterly financial health checkup. Included are the fact finders, worksheets, well strategy analysis, the core 7 relationship builder, Scripts, copy and paste emails and much more. Module highlights: learn to run a fee based business based on the quarterly financial health check up, creating action plans and generating outgoing referrals for all of your partners.what's included:

REFERRAL DURING THE MORTGAGE LOAN PROCESS:

1. Steps for handling referrals during the mortgage loan process
2. Referral scripting and value opportunities. Including The Cash Flow Analysis and The Relationship Visualization Question (R.V.Q) 

THE CORE7 CASH FLOW ANALYSIS:

1. How to conduct a Cash Flow Analysis during the mortgage loan process
2. Key aspects to focus on to assist your Core7 Partner

DIRECT REFERRALS:

1. Working with a client AFTER the close of a mortgage loan, or when referred directly
2. Value Creation: Leadership, Relationship, Creativity
3. Relationship Visualization Question (R.V.Q) Scripting

THE CORE7 T.O.A REVIEW:

1. Next steps after the R.V.Q (Relationship Visualization Question)
2. How to organize the input and information from your client using The T.O.A (Threats, Opportunities, & Advantages Tool)
3. Creating the foundation for the Action Plan

THE CORE7 WEALTH STRATEGY ANALYSIS (W.S.A):

1. Step by Step review using the Wealth Strategy Analysis. Including scripting to introduce your Core7 System, your Core7 Team, and your unique process
2. This module reviews each question in detail with possible responses to each

THE CORE7 ACTION PLAN:

1. How to use the information in the R.V.Q (Relationship Visualization Question) and the T.O.A (Threats, Opportunities, & Advantages Tool) to create The Core7 Action Plan
2. Tools to create a Strategic Action Plan: The Action Worksheet & The Action Letter to present the information
3. Step by Step review of each document with scripting 

SCHEDULE THE CORE7 ACTION PLAN REVIEW:

1. Scripting and Emails to assist in making the appointment to review the Core7 Action Plan

REVIEWING THE CORE7 ACTION PLAN:

1. How to review the Action Plan
2. Conveying your value and asking for the business
3. Introducing your Quarterly Financial Review (Q.F.R)
4. Implementing Financial products

REVIEWING PRODUCTS:

1. Implementing the products in the Core7 Action Plan
2. Scheduling your Quarterly Financial Review (Q.F.A)
3. Set Financial Goals

CORE7 QUARTERLY FINANCIAL REVIEW:

1. Step by Step review of The Quarterly Financial Review (Q.F.R) and it's overall benefit to the client
2. Why you should be a FEE BASED Financial Advisor
3. The Quarterly Financial Review (Q.F.R) is the foundation and Unique Selling Proposition of The Core7 Financial Professional Process

THE CORE7 RELATIONSHIP BUILDER:

1. All the key Information needed to build your database
2. This working document that will deepen your relationships with your clients.

BONUSES:

Financial Advisor Referrals From The First 2 Pages Of A Tax Return: 
There are so many easy referral introductions to a financial advisor from the first two pages of a tax return. In this module, we walk through each opportunity and give multiple options to use "the referral generator". This module contains great strategies for any professionals who work with personal tax returns. (accountants, mortgage originator, insurance professionals, etc.) 

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Core7 Mortgage Originator

The step-by-step Core7 mortgage process from start to finish. From when a referral comes into the annual mortgage review. included are all the In- process templates, referral strips, copy and paste emails including the referral generator, fact finders, mortgage planning questionnaire, mortgage review and much more. Highlights of this module, how to generate outgoing referrals to realtors and financial advisors. How to minimize rate shopping. What is included:

THE REFERRAL IS RECEIVED:

1. Scheduling the Loan Consultation
2. Delivery and Explanation of the Pre-Consultation Worksheets

THE PRE-CONSULTATION WORKSHEETS:

1. Review of all forms sent to the client
2. Handling Client Pushback  

REVIEWING THE DOCUMENTS: (The next 3 Modules cover this topic. PART 1,2,3)

1. An In-depth review of the Pre-Consultation Worksheets
2. A review of each question in detail with possible responses to each. (What to look for and why?)
3. How to use the information to prepare for The Loan Consultation.

THE LOAN CONSULTATION:

1. A step by step example of a Loan Consultation
2. A Unique Prospecting Method
3. All scripting, emails, cross-selling, and referral generation

READY FOR PRE-APPROVAL:

1. Issuing REAL pre-approvals
2. Endorsing your Referral partners
3. The Importance of maintaining contact

ACCEPTED OFFER:

1. First steps when a client's offer is accepted
2. How to get a commitment to move forward
3. Dealing with Rate Shoppers (The .125% Policy/Agreement)

THE RE-CONSULTATION: (after accepted offer & borrower commitment to the process):

1. Educating the client about Interest Rates and Rate Movement
2. Scripting for Referral/Cross-Selling and Prospecting activities
3. Creating a LOCK STRATEGY with your client

 LOCKING STRATEGY: 

1. Steps to create a Locking Strategy
2. Addressing the Total Cost Analysis and Interest Rate Concerns
3. The Rate Lock Confirmation
4. The Loan Program Confirmation

PROPERTY & CASUALTY CROSS SELL:

1. Referring the P&C Agent (EASY)
2. The Umbrella Policy
3. Financial Advisor Cross-Sell/Referrals
4. Company/Corporate Benefit Cross-Selling

 THE LOAN IS APPROVED:

1. Business Building and Cross-Selling steps you can take when the loan is approved

THE MID-PROCESS SURVEY:

1. 3 Great Reasons to Conduct a Mid-Process Survey

 COMMUNICATION & OPERATIONAL LETTERS: 

1. 7-10 Day Update Template
2. Rate Lock Reminder
3. No Points/No Closing Cost Refi Explanation ("Why do I have to bring money to closing when I'm doing a no cost loan?)

 POST CLOSING CROSS SELL: 

1. Mortgage Originator referrals to the Financial Advisor at Closing
2. Real Estate Attorney/Escrow Officer referrals to the Financial Advisor at Closing
3. Refinance Referrals to the Financial Advisor using Mortgage Coach and The Total Cost Analysis
4. The "Mortgage Protection" Cross sell referral

AFTER CLOSING FOLLOW-UP MARKETING:

1. 3 & 6 Month Realtor Endorsement Emails (BCC Realtor)
2. Birthday Follow-Up
3. 1 - 3 Month Referral from Mortgage Planning Analysis Follow-Up
4. Tax Time Business Owner Cross-Sell

THE MORTGAGE REVIEW:

1. 4 Questions that generate consistent referrals
2. How Mortgage Originators generate unlimited outgoing referrals to Realtors & Financial Advisors
3. The Referral Generator
4. The Refinance Referral- Using The Equity Assessment 

BONUSES:

1. Real Estate Attorney/Escrow Officer Closing Package
2. In-Process Copy & Paste Emails for Real Estate Attorneys & Escrow Officers to communicate and assist clients during the Home Buying Process.
3. Financial Advisor Referrals From The First 2 Pages Of A Tax Return: 

There are so many easy referral introductions to a financial advisor from the first two pages of a tax return. In this module, we walk through each opportunity and give multiple options to use "the referral generator". This module contains great strategies for any professionals who work with personal tax returns. (accountants, mortgage originator, insurance professionals, etc.)

CLICK THIS LINK TO PURCHASE THE 50 DAYS TO CORE7 NETWORKING SUCCESS COURSE (The Core7 Resource Bundle is included)

 This module walks through the first month to jumpstart your mortgage business or started from scratch the right way! It is created to assist a new mortgage originator, but can also be a way to recharge your existing mortgage business. The highlights of this module: Creating your database, automate your marketing, your mortgage consultation, generating outgoing referrals to your partners, communicating with your clients and Real Estate Partners, and much more!  

ONLY A COUPLE HOURS A DAY!!!!! 

What you will learn: 

Day #1: Start With The Right Business Mindset
Day #2: Building Your Database ( attached is the core 7 database Builder)
Day #3 - #8: ( part 1) Create A Process To Obtain And Gather Loan Documentation Up Front.
Day #3 - #8: (part 2) Schedule The Loan Consultation And Receive Permission To Send The Pre-Consultation Worksheets. ( the pre-consultation worksheets will be attached to this post) 

Day #3 - #8: ( part 3) A Walkthrough Of Each Section Of The Pre-Consultation Worksheets And Handling Clients Pushback.
Day #9: How Much Do You Want To Learn? And How Many Closings Do You Need? ( attached is the core 7 income calculator) 

Day #10: Choosing A Closing Attorney Or Escrow Officer
Day #11: Partner Prospecting Interviews ( attached is the realtor and financial planner questionnaires) 

Day #12: Call On Your Prospects Introduced By Your Attorney Or Escrow Officer
Day #13: Where Will You Get Your Business? The Business Pillars.
Day #14: Create A Referral Directory
( attached will be the prospecting letter and the core 7 referral directory template) 

Day #15: Design Your Follow-Up Plan.
Day #16: Develop Your Unique Selling Proposition (USP)
( attached is the what's your rate book discount) 

Day #17: Creating Your Introduction Letter For Prospecting
( attached is the realtor follow up email, the realtor introduction letter, and the realtor no response follow up email.) 

Day #18: Build Your List Of Prospects Using The Core7 Approach System.
( attached is the email follow-up. the wrong attachment is on this one. The attachment on this one should be in day 19.) 

Day #19: Start A Core7 Mastermind Group
( included is The Mastermind agenda and core 7 cheat sheet. It may be much more simple to include the core 7 recruiting information package?) 

Day #20: Find A Credit Repair Expert
Day #21: Create Your Daily Schedule
Day #22: Time Blocking And Managing Your Voicemail
Day #23: Become Financially Literate
Day #24: Used Loan Presentation Software
Day #25: Learn Your Elevator Scripts Based On Your Unique Selling Proposition.
( attached is an example of the core 7 Mastermind agenda) 

Day #26: Other Networking Groups
Day #27: Pick One Prospecting Activity That You Enjoy That You Will Do Every Single Day.
Day #28: A TIP- Make Good Service A Prospecting Activity 

CLICK THIS LINK TO PURCHASE THE 50 DAYS TO CORE7 NETWORKING SUCCESS COURSE (The Core7 Resource Bundle is included)

What’s Included:

• Corporate Mortgage Benefit  Overview
• In process cross-sell letters and emails
• Why you should have preferred housing
• What Makes Us Different attachment
• Next Steps to purchase a home
• Corporate Finance program flyers
• *30% Discount on the book: What’$ Your Rate?  How to buy a home a secure and secure your financial future at the same time.

Seminar Materials for Continuing Education Seminars and Lunch & Learn Presentations:

What’s Included:

• Seminar Check list
• Intake form
• Closing cost coupon
• Credit worthiness certificate
• Conditional credit worthiness certificate 

 SPREADSHEETS THAT POPULATE: 

Spreadsheets that you can email to your clients to add value.

• Profit & Loss Statement
• Balance Sheet
• Cash-Flow Analysis
• Net Proceeds Worksheet

MASTER WORKBOOK & VIDEO WALKTHROUGH -What'$ Your Rate? Presentation:

Included are:

• What’$ Your Rate? Seminar Workbook Master Copy (Follows the book ‘What’$ Your Rate?’)
• Video walkthrough of the workbook by Mark Maiocca offering suggestions for your presentation 

What'$ Your Rate? Seminar Workbook (Client Copy)

Included are:

• What’$ Your Rate? Seminar Workbook Master Copy (Follows the book ‘What’$ Your Rate?’) 

What'$ Your Rate? Client Information Package: 

• Spreadsheets
• Forms to start Process: (Applications, Forms, and Questionnaires)
• Financing Articles For Information Package

CLICK THIS LINK TO PURCHASE THE 50 DAYS TO CORE7 NETWORKING SUCCESS COURSE (The Core7 Resource Bundle is included)

This course outlines how to create awesome Loan Officer & Financial Advisor Partnerships!

Here’s what’s included in the course:

• How these partnerships typically work
• The hurdles and the benefits of the Partnership
• How to prospect for Financial Advisors (Scripts, Emails, & Letters included)
• Interviewing the Financial Advisor (Questionnaire Included)
• The Unique Meeting Presentation (templates, emails, forms, etc. included)
• The Mortgage Review and the 2 questions to generate outgoing referrals
• How clients benefit the most: full team collaborating on their behalf.
• How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners
• The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included)
• The best way for Advisors and Loan Officers to help each other (introductions to other professionals)

CLICK THIS LINK TO PURCHASE THE 50 DAYS TO CORE7 NETWORKING SUCCESS COURSE (The Core7 Resource Bundle is included)

Introduction To The Partnership

How we met and how we have generated an average of $150,000 in referral revenue each year. How t...

CLICK THIS LINK TO PURCHASE THE 50 DAYS TO CORE7 NETWORKING SUCCESS COURSE  (The Core7 Resource Bundle is included)

3 Key Principles That Our Partnership Is Built On

The 3 most important principles of a partnership & how we got to a 90% Referral to Closing Ratio...

The Process

Chuck's Buyer Process, and Buyer Questionnaire and how to be sure real estate is integrated into ...

Pre-Approval VS Pre-Qualification

Does your lender need to be available on weekends? Get Chuck's take on this. Quick Mortgage math...

Gathering Documentation

Why it's important to get all the loan documents upfront, and what it means if they don't.  

The Strategy Call

"The Strategy Call": The Why and How? This goes for Sellers/Listings also. Especially Sell/Buy s...

The Questions To Ask a Lender As a Listing Agent

What to ask Lenders when you get a pre-approval. More of Chuck's process The online tools that C...

How Realtors & Loan Officer Work With Financial Advisors

How to generate real estate referrals from Financial Advisors and Accountants? Lenders & Closing...

How PARTNERS Handle Hurdles, Extensions, and Bad News

The right way to handle extensions and hurdles When deals go sideways

CLICK THIS LINK TO PURCHASE THE 50 DAYS TO CORE7 NETWORKING SUCCESS COURSE

(The Core7 Resource Bundle is included)

The First Time Homebuyer Toolkit

4) OPEN CORE7 COMMUNITY: The Place To Meet Referral Partners

5) 30 DAY FREE TRIAL FOR THE CORE7 AUTO-PILOT MARKETING SYSTEM