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Selling & Presentation

Create Your Unique Selling Proposition

 
At Level 2 of the Pyramid, you will learn to increase your closing ratio from lead-to-client. This will occur when you can efficiently explain loan programs and counter any client objections with relevant solutions.

You will achieve the ultimate goal of Level 2 when you establish your Unique Selling Proposition (USP). This is the competitive differentiator that will set you apart from your peers and allow you to reach the next Level of the Pyramid.

On the way to developing your USP, you will master how to:
  • Sell & present over-the-phone
  • Sell & present face-to-face
  • Educate new borrowers
  • Counter objections
  • Ask for referrals
  • Conduct post-closing interviews
  • Conduct annual mortgage planning reviews

Work smarter, not longer. In other words, don’t spend all your time trying to get more leads – simply close more of the leads you already have. That is the cornerstone of selling and presentation.

Statistics show that consumers make a buying decision on a product within the first 30 seconds of receiving a presentation on that product. But in the mortgage business, you rarely have the benefit of a visual aid – that’s because most of the time your first interaction is over the telephone.

If you want to progress up the Pyramid, you must absolutely perfect your phone presentation. Top producers in the indutry focus on their selling and presentation skills, some are able to close loans on nine out of every ten people they speak with.

Imagine if you applied this 90% close rate to your business. Well, with the presentation tips and scripts in LoanToolbox you won’t have to imagine. You can make it a reality.

Join LoanToolbox today and you’ll improve your selling and presentation with:

70+ Phone Scripts
Perfect your phone pitch and close more loans with 70+ phone scripts on everything from countering client objections to loan officer-client role-play to client education.

Here's What I Say™
Get Realtors® on your side with Greg Frost's 11-month sales training program Here's What I Say™. This complete training manual of the 11 half-hour presentations includes question and answer handouts, optimal seating arrangements, and more.

Power Presentations
Share information with referral partners through multiple turnkey Power Presentations. These one-stop presentations include materials, transcripts, audio files, handouts, and more. Sharing this information not only provides immediate value to your referral partners, but also clearly identifies you as a credible and knowledgeable professional.

These are just a few of the specific tools that you’ll get with a membership to LoanToolbox. Membership also includes:
 
   

Features & Benefits of Membership

 
   
Turn-key Marketing Campaigns
  Enhance your marketing with over 800 downloads including emails, flyers, audio files, ready-to-burn CDs, postcards, informational handbooks, and more.
   
Develop Referral Relationships
  Build a 100% referral-based business with LoanToolbox. Pursue, solidify, and maintain referral relationships with comprehensive tutorials and proven-to-work campaigns. Target CPAs, Real Estate Agents, Bankers, and more.
   
Learning Center
  The heart of LoanToolbox membership. Gain knowledge and confidence in your skills with practical information, tips, and techniques from the nation’s top originators – originators who have already reached your goal at the top of the Pyramid. Hands-on training sessions will give you the real-world experience you need to succeed.
   
LoanToolbox Community
  When you join, you will become one of our most valuable resources – a member of the LoanToolbox Community. Participate in our highly active online message boards and learn from your peers. Share your experiences (it works both ways!) with a peer in Alaska who will lend tricks of the trade he learned from a loan officer in Miami.
   
Talk to the Experts
  Imagine starting a software company and having monthly access to the mind of Bill Gates. In the world of mortgage professionals, that’s what its like to Talk to the Experts. Pick the brains of cream-of-the-crop mortgage professionals like Greg Frost and David Kuiper in our monthly conference calls. Send in questions, engage in dialogue and learn from others in these highly-productive calls.
   
“Tips from The Toolbox”
  Stay tuned to the latest mortgage news with weekly tips sent directly to your email and voicemail. We know it’s not easy to read dozens of newsletters and magazines to hone your trade – that’s why we do it for you and cherry pick the hottest tips for you.
   
Conference Call Series
  Top loan originators share their secrets of success in an ongoing series of conference calls. Use the knowledge gained from these calls to stay on top of the latest trends and successfully navigate your way through a constantly changing landscape.
   
     
Close more loans and improve your selling and presentation skills with LoanToolbox.
     
Take a Trial Join Today Call 800-963-1900
 
 
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Pyramid of a Complete Loan Officer
Level 1—Essential Knowledge
Level 2—Selling & Presentation
Level 3—Marketing
Level 4—Operational Systems
Level 5—Leadership & Team Building
Level 6—Legacy
 
Success Story

"I just signed up for Platinum Plus last week. My first message to my entire database went out the other day and I already have had an inquiry for a $1 million re-fi, a potential referral to a Real Estate Agent, and another inquiry from a client that wants to get out of their ARM into a Fixed. Not a bad return after only 2 days of use."
Jeff Wilensky

See Success Stories
     
 
MBA Member