$247.00 USD



Top features

  • Stay in touch with your clients & business partners on auto-pilot.
  • Build your database with lead magnets.
  • Create your intake & application system so it's turnkey.
  • & Let Core7 guide you the entire way! (OUR COMPLIMENTARY IMPLEMENTAION SESSION)

So let me tell you how this works:

1) Sign up for the 30-day FREE TRIAL of the core7 Auto-Pilot Marketing System

2) Then schedule your Implementation Session with Core7 and we help you set up your system & create your Application Funnel.

3) Then you'll have an e-mail  that you can copy & paste that has a link to your application or questionnaire, so you can gather your clients information and get started right away.

Here's the thing...If you aren't happy with the system and don't think it's a good fit you can cancel within 30 days, and you don't lose a thing......SO LET'S GO!!!!!!!

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Loan Officer & Financial Advisor Partnerships

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)