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Operational Systems

Develop a System for Success


In order to advance beyond Level 4 of the Pyramid, you will need to develop operational systems capable of delivering predictable and favorable results. Master the difficult world of business infrastructure and operational systems and you will impress customers and increase referrals.

You must also establish professional-caliber operational systems before you are ready to expand your business. Without this level, your business will not be able to support its own weight.

In Level 4 of the Pyramid, you will extensively focus on:

  • Outsourcing
  • Loan Process Efficiency
  • Improved Customer Service

With the help of LoanToolbox, you will learn how to go about processing loans more efficiently, as well as learn proven customer service systems.

With the wealth of knowledge and expertise in LoanToolbox, you will be able to streamline many of your existing processes and procedures to ensure that you close leads and service your customers as quickly and efficiently as possible.

Taking a Complete Loan Application
Although asking all of the questions on the loan application is important, taking a complete loan application involves more than just asking the questions on the 1003. Discover what questions you need to ask to close loans faster.

Perfect Loan Process
Discover and master the perfect loan process through a 71-step action item check list that includes everything from preparing a Total Cost Analysis spreadsheet to sending out a Referral Post Closing Letter.

Correspondence Library
Don’t re-invent the wheel when it comes to staying in touch with clients. Use this library of 25+ letters to keep in touch with them before, during, and after the loan process.

ACT! Database Template
If you are using ACT! to manage your client data, LoanToolbox will provide you with a template tailored to the mortgage industry. Process and manage data more efficiently with this customized template that is constantly updated for its 5,000+ users.

And when it comes to outsourcing, that’s exactly what LoanToolbox’s Platinum Plus service delivers. You simply upload your contacts into our database from any computer, day or night. We’ll take care of the rest by sending out automated campaigns on your behalf.

Features & Benefits of Platinum Plus Membership

Personalized Templates
  You probably aren’t a design expert. And that’s okay—because we are. Dig into over 500 collateral and marketing templates and personalize them with your name, photo and logo. Create your own personal brand that will resonate with both leads and clients. Cultivate your brand and use it to establish trust and confidence among your customers.
Automated Marketing Campaigns
  With Platinum Plus membership, you will receive our Business Booster and Mortgage Rate Update programs—just a few of our automated marketing campaigns—all personalized and delivered straight to your inbox. You then forward the materials on to your client base. With just a few hours of your time you will have reached out to your entire client base with a valuable communication. You save hours and get valuable face-time with your clients.
Online Rolodex
  Keep your online database updated with your clients’ latest contact info. We’ll send out automated marketing campaigns on your behalf (all of which you can edit and monitor online, of course). So let us do the busy work while you enjoy a day of fun in the sun (or a well-earned cat nap).
You Magazine
  Ever wish you had the time to create a monthly newsletter to email your clients? Don’t bother—we already did it for you. You Magazine is a professionally-written newsletter packed with timely and informative articles that we’ll send to your client base. The best part: most clients find You Magazine so informative that they’ll forward it on to their friends and colleagues—and you grow your database without doing a thing!
Special Alerts
  So the Fed just raised rates. Wouldn’t it be great to keep your client database up-to-date with this sort of important market news? With Platinum Plus you will. That’s because we—or make that you—send out timely market alerts to your entire database. Your clients will now have their fingers on the pulse of the industry—with only you to thank.
Monthly Online Reports
  Your marketing might look great and make your clients say “Wow!”. But if you aren’t looking at the results, how are you ever going to get better? With Platinum Plus that’s not a problem, because you’ll have online access to all of your ongoing—and already finished—marketing campaigns. See what worked (and what didn’t) then run an automated campaign to replicate your best results. See, isn’t marketing easy?
Platinum Plus Membership includes everything you get with standard Membership:

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.
Raise your business to level it deserves with LoanToolbox’s Platinum Plus membership.
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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
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