How many customer records do you have? Think about every storage box, every file cabinet, and every laptop or hard drive in your office.
If you lost even a fraction of those records, would you have $1,000 per record on hand to pay in fines? The numbers are terrifying, and the fines are real. November 1st is the compliance deadline for the Red Flag Rule.
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Sales Elite II
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“…with over 600,000 plus new mortgage professionals who have entered our industry over the past 5 years, it is imperative for your success to learn how to separate yourself and your business from the vast majority of mortgage professionals in this country. Money Tree will help you create that separation.” - Brian Bailey |
This is the Mortgage Industry’s most intense and informative workshop, taught by MoneyTree’s Co-Founder and CEO Brian Bailey. This premier training forum puts everyone, from the new mortgage professional to the most experienced and successful mortgage veterans, in a position to win immediately with state of the art tools and techniques by the best in the business. |
Topics Include:
Goal Setting – How to, Why we don’t, and Why it’s important?
Business Planning – How to schedule priorities for YOUR business; establishing the PERFECT day!
Scripts & Dialogues Training – Teaching you:
- What to say
- How to say it
- Who to say it to, and most importantly
- Why you say it
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Pre-Lending Package – We expose you to the presentation materials of the very best in the mortgage business. Learn how to use a Pre-Lending Package, and get the software to develop your own personalized Pre-Lending Package.
Purchase Market Plan – The Refinance Boom is over, how does your business cope?
Strategic Alliance Plan – How to effectively deal with other professionals in your marketplace – Realtors, Builders, Financial Advisors, Attorneys, and CPA’s.
Active Sales Force Program – Never have to ask for a referral again!!!! Learn how to drive more leads and referrals from this innovative, non-evasive, value-added marketing system. Also, Money Tree Training Group has embraced technology and created an Interactive Follow-up System. This system allows mortgage professionals to track all leads, referrals, emails, tasks, so leads don’t fall through the cracks. It also allows you to have direct access through instant messaging with the Coaching Center for any situation that you and your business may encounter.
Universal Laws & Principles of Success – How to determine what really DRIVES you. Instilling in you and your business the attribute and characteristics of THE BEST!
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“For the first time, I feel that my business is completely organized. Having your system and processes has made my business fool proof. For the first time, I feel organized and in control. Thanks guys for all you’ve done for me and my business.”
- C. Urbanski, San Francisco, CA
“Your Success Puzzle has come together. In just 6 months, I’ve made more money than last year… Thank you for pushing me; it’s truly been worth much more than money to me and my family.” - K. Stump, Tacoma, WA
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