The Agent Magnet Home Study Course
A Loan Officer's Breakthrough Formula for Standing Out from the Crowd and
Attracting Real Estate Agents
Included with a membership or can be purchased separately
Finally...a how-to, step-by-step manual for loan officers who want a proven
system for getting more clients from Realtors.
Are you a new loan officer unsure how to get started with marketing?
Are you an experienced loan officer with expertise in pricing loans and closing
on time, but you struggle with marketing to real estate agents?
My name is Jeffrey Nelson. I'm the author of the home study course.
For the past decade I've been teaching loan officers like you how to get clients
from real estate agents using proven marketing principles known as the 4
P's.
As I've worked with hundreds of loan officers, these are the
following issues that come up repeatedly. Some or maybe all will sound
familiar to you.
- You've been successful until recently. Too
many Realtors in your local area have in-house lenders and won't refer clients
to you.
- You're a brand new loan officer, but the company you
work with doesn't offer much marketing support. Their idea of
marketing is for you to visit (cold call) real estate offices and hand out a
flyer promoting a niche loan program. You've done it a few times to find the
process a waste of valuable time and you believe there is a smarter way.
- You're confident in your abilities as a loan officer
but Realtors never seem to notice you. You can't get one to give you
a chance and you struggle with marketing altogether.
- You're marketing to Realtors, but not seeing any
positive results. When you meet a Realtor you barely get past your
first name when they tell you how they are loyal to another lender.
- You worry you won't achieve success
quickly. You need more clients now, but you wonder how long it will
take for something to work and you continue procrastinating.
- You've spent money on other marketing products only
to be disappointed. You feel let down or you fell for a get rich
quick scheme. You're skeptical of anything on the Internet, but you need to find
a solution to your marketing problems.
If any of these issues describe you, keep reading. If not, than my
program probably isn't right for you.
For many loan officers, marketing to Realtors is a necessary evil. Their expertise is in pricing loans and
helping families secure home financing - it's not in the field of marketing.
Yet, loan officers know if they're not marketing to Realtors, they're invisible.
What they want is an easy-to-understand and effective approach to Realtors. They
want...
- A proven model for connecting with Realtors that makes sense. You
don't mind following a methodology if you could count on it consistently. You're
not expecting overnight results, but something with a track record.
- A way to make you attractive to Realtors. You're tired of real estate
agents telling you how happy they are working with another lender. You're done
wasting your breath explaining to Realtors why you can help them when they're
not listening anyway. You know you make a difference and if a Realtor gave you a
chance you could prove it, but just how do you get to that point?
- An approach that positions you as an expert. You do not want
marketing filled with hype that touts your similarities with your competitors,
instead, you want marketing that establishes your differences so you stand out
from the crowd and attract agents.
The Secret to Overcoming these Challenges So Realtors Beat a Path to
Your Door….
Over the past decade I've been teaching loan officers
the fundamentals of marketing. But unlike the P's taught in your
college marketing class (Product, Price, Place & Promotion), I've
modified it to create a better mix. The secret to your success can be summed up
with this:
PLANNING is your foundation from which you build your
marketing strategy. Failures don't plan to fail, they fail to plan.
POSITIONING is your communication tool to reach your
targeted audience in an overcrowded marketplace. It's how you cut through the
noise and get noticed.
PACKAGING shapes perceptions
prospects develop about your services, so you can focus more on developing a
relationship and less on hard selling.
PROMOTING your services is
what gives you credibility and visibility. When your brand identity
becomes recognized, agents chase you.
When you make these fundamentals the core of your marketing, you'll find
your efforts with marketing to be easier and more effective. It removes
much of the confusion loan officers endure everyday in regard to
marketing. And as a result...
You differentiate from competition...
And then you get noticed by Realtors...
Then they show interest in your services...
And then you can engage in conversation...
And you don't get objections or rejection...
Then they trust you and refer clients to
you.
In fact, here is what many loan officers have reported once they learned how
to use these fundamentals to improve their marketing:
A Loan Officer with No Prior Experience Formed
Relationships With 4 Different Agents in 60 DaysShe had
no prior mortgage experience, in fact, her degree is in education and previously
taught first grade before deciding to enter the mortgage industry, had been
going to offices, dropping off flyers, with the usual approach to finding a
realtor. After consulting with her and recommending the same strategies as
outlined in my program, she formed new relationships
with 4 different realtors within 60 days.
An Experienced Loan Officer with No Client Base
Developed Instant LeadsA loan officer moved from
Texas to Arizona. In Texas, she had been a loan officer for 3 years and worked
within a system where she was given leads. Her boss consistently averaged 30
loans per month and would feed part of her pipeline to her. Now living in
Arizona and joining a mortgage company that doesn't provide leads, she struggled
to break ground with agents in the area. After she implemented strategies as
outlined in the program, she immediately experienced
successful first-time interactions with realtors 90% of the time. This has
quadrupled her networking success and resulted in 3 - 7 new leads
monthly.
An Experienced Loan Officer Increased His Earnings by
$24,000.00 AnnuallyA loan officer who works in a
company that has a telemarketing team that generates appointments, has struggled
since the refinance market slowed. The quality of appointments and loan
applications stifled, affecting his income. After he implemented his strategy,
similar to the outline in the program, he produced 3 new loans monthly and has
increased his personal annual earnings by $24,000.00.In
fact, he earned back his investment more than 48 times.
An Experienced Loan Officer Added $3 Million to Her
Pipeline within 30 DaysA loan officer for more than 10
years specializes in builder accounts. She understands it takes multiple
impressions before a builder gives you a chance. Her first impression with
builders is excellent, but than she struggles with how to follow up until she's
earning their business. Once again, after implementing strategies, like those
I've compiled in the program, she added $3 million to
her pipeline within 30 days.
I've used these strategies to help brand new to exceptionally experienced
loan officers... …From loan officers who have never dealt with agents before
to loan officers who have spent their entire careers servicing
them….
…And now you can put these same strategies to work on
magnetizing agents… see which comprehensive strategies compiled in the
companion workbook would be most helpful for you?
- Agents stereotype loan officers, which of the three types are you and is it
costing you a fortune? p. 8
- Where does your current marketing strategy score? After completing the
scorecard you'll know exactly which areas need improvement. p. 11 - 12
- Learn the difference between marketing activity and marketing effectiveness.
The results might surprise you. p. 13
- Learn why most small businesses fail and understand why you have to think
like a small business to succeed. p. 15
- Do you have a written production plan for the next 12 months? Learn how to
make it an essential planning component of your business. p. 16 - 17
- Before you ever approach an agent, do you know your strengths and
weaknesses? Complete a SWOT Analysis and discover where your opportunities
exist, and the threats that could destroy your business. p. 17
- Do you make the mistake of building your marketing upon assumptions? Learn
how to gather feedback from clients that helps you improve your decision-making.
p. 17
- Targeting agents is like hiring employees. You wouldn't hire an employee,
who didn't meet your job criteria, why hire an agent that doesn't either. p.
18
- Find out if your marketing messages are guilty of making the same promises
as other loan officers. p. 20
- Understand why every mortgage company appears alike and why you must be
different. p. 22
- Discover your hidden talents that make your services more attractive, so
agents clamor for it. p. 24 - 26
- Comprehend the power of The Placebo Effect and it's impact on your marketing
strategy. p. 29
- Marketing materials create your brand identity. What image are your
materials creating? p. 30 - 31
- Are your materials packaged professionally? Learn why and how a professional
graphic designer makes sense. p. 32
- With agents having different communication styles, are your materials
packaged to meet the needs of each one? p. 33
- Do agents toss your brochure in the trash or does it peak their curiosity
and provoke them to ask questions? p. 34 - 37
- Discover the biggest mistake loan officers make in promoting their services.
Than learn the secret of successful hot dog vendors that can change which agents
you approach. p. 39
- Are you tired of being rejected by agents? Learn a systematic approach to
meeting agents and never being rejected again. p. 40
- Do you have permission to market to your prospects, customers and agents? If
not, you'll see how gaining permission changes the playing field. p. 41
- Do you struggle on how to follow up with agents after an initial meeting?
Never struggle again, learn the important key to keeping their attention long
after your initial contact. p. 42 - 46
- Stumped on how to creatively promote your services? This section shares 7
distinct strategies that can catapult you over the competition. p. 47 -
54
- Does every loan application you originate bring endless referrals, new
relationships with agents and expand your referral sources? Discover how you can
market your services using each loan application process as your platform. p. 55
- 56
- Don't worry about what to say when you communicate to borrowers, agents, and
your referral sources. Included are 15 form letters you can easily incorporate
into your marketing. P. 57 - 71
Click to Order
Marketing doesn't have to be difficult. When you have
the right information and tools it can be down right simple. Read what participants of my live seminars have said about
the program:
Awesome. Enlightening. Very worthwhile and
money well spent! I am closing loans but they are here, there and
everywhere. I thought being on commission would give me a greater sense of
control, but somehow I feel totally out of control instead. The Agent Magnet Program has helped me structure my business
the way I want it to be. I appreciate Jeff's willingness to share his
knowledge and experience. He brings professionalism to the industry that can
only benefit all of us.
Patti
Pomeroy
Amerifirst
Financial |
Wow! Jeff changed my pre-conceived ideas of what
marketing is/consists of. This information radically changed how I present
myself through print, web, and other media. You need to
take advantage of his strategies to capture how you will market yourself.
If you rely on other people to convey the information, you have cost
yourself thousands of dollars and years of trial and
error.
Tim Hedrick
Lifestyle
Lending |
I was wowed! I highly recommend all loan officers
get Jeff's program. The 4-step method, as a whole, was enlightening. I feel I gained enough knowledge to put "me" together in a
more professionally attractive package to attract the agents I
want.
Jan Damm
Eagle Home
Mortgage |
A must for the professional
that is ready to turn the corner in their business. You'll learn how
to establish a dominant presence within your market.
Jesse Williamson
Southwest
Mortgage |
Great concepts and formulas! I gained the
understanding that there is a need for change in the way I run my personal
business. This has given me the motivation to continue
down the road less traveled by most loan officers.
Kevin DeAngelo
Savannah
Mortgage |
I recommend this program to
others, just not my competition! Jeff's ideas on promotion are
excellent and I learned the importance of having consistency in the look &
feel of marketing messages.
Bruce McHenry
Achieve
Mortgage |
And you'll receive an Audio Tutorial to accompany
the companion workbook…
You'll get a
professionally recorded 4-disc audio set of my live seminar that includes over 3
hours of my hands-on instruction.
You can listen to it in your
car or play it while you're following the lessons in the workbook. You get the
same workbook that the audience received so the information from it and the CD's
go hand-in-hand.
But that's not all, because you get
$491.00 in extra bonusesThe Agent Magnet Home Study Course
is supported online! In my website is a designated area for VIP clients.
There's a slew of additional material to assist you in building your strategy to
magnetize agents.
Bonus Gift #1
Production Planning Workbook - MS Excel
Spreadsheet - ($197.00 value)
This bonus alone is worth the entire course. The workbook, which is a
series of connected spreadsheets, helps you accurately establish realistic and
achievable production goals. It removes the guesswork with as little as
90 days of historical data and includes a forecasting tool so you can plan your
marketing strategies correctly.
Effectively plan achievable production goals
Determine and estimate your marketing budget and expenses
Calculate costs so you know how much marketing you need to reach your
goals
Forecast your annual volume so you know how many relationships you
need
These worksheets also help you keep track of:
- Your production history, which you use when planning future goals
- Your percentage of pulling originated loans through to closed loans
- Your average income per loan and average loan amount
Bonus Gift #2The Agent Magnet Home Study
Course is a true study course. With the workbook and audio CD's, I've also
included a dozen worksheets you'll get online to help you complete the
exercises as mentioned in my materials. Knowledge is power. And with
these easy self-guided exercises, you'll maximize your comprehension so you can
get results quicker. - ($197.00 value)
- SWOT Analysis Form & Worksheet - This exercise and
worksheet helps you identify traits you can use to differentiate from
competitors.
- Realtor Survey Sample - It's a survey you use to
collect valuable information from Realtors.
- Agent Magnet Profile Worksheet - This worksheet helps you
build a demographic for the kind of Realtors you want to work with.
- Subject Matter Inventory Worksheet - This exercise and
worksheet helps you evaluate all your skills and knowledge so you can
uncover hidden opportunities Realtors find attractive.
- Positioning Statement Samples & Worksheets - Perhaps
the most valuable exercise in the course, you'll walk through step-by-step to
define your own unique positioning statement. You'll find the samples an
excellent reference.
- Introductory Statement Sample & Worksheet - This
exercise extends your Positioning Statement into a full introduction.
- 5 Stages of Cross Promotion Form - You can use this diagram
to help you spot the cross marketing opportunities that exist with every loan
application you originate.
- Cross Promotion Worksheet - This worksheet helps you design
your own cross marketing campaign so you can produce more referrals quicker.
- Problem-Centered Message Sample & Worksheet - This
exercise will polish your sales presentation skills and improve your marketing
venacular. Once you learn the concept of promoting problems instead
of selling solutions, you'll find more Realtors interested in meeting with
you.
- Actual Brochure Sample - The brochure helps you visualize
how you want your materials to appear.
- Actual Special Report Sample - The report gives you
additional marketing ideas for getting Realtors interested in your
services.
Bonus Gift #3
You could be getting more referrals and
Realtors with every loan application you originate. It's one of the
most commonly missed opportunities by loan officers - not cross marketing during
the loan application process.
When you learn about the hidden marketing
opportunities that exist DURING the loan application process,
you'll use these 15 promotional form letters in MS Word for
download, to re-capture it and produce more referrals -
($97.00 value)
- Introductory Letter to Buyer's Agent
- Introductory Letter to Seller's Agent
- Follow Up Letter to the Borrower
- Do's & Don'ts for Borrower
- Introductory Letter to Borrower's Financial Sources
- Success Notice Faxed to Buyer's Agent
- Success Notice Faxed to Seller's Agent
- Buyer's Agent, Seller's Agent & Borrower's Congratulatory Note
- Borrower's Survey Card
- Borrower Closing Package Letter
- Buyer's Agent Survey
- Borrower's Survey
- Borrower's Thank You Note
These extra Bonus Gifts help you maximize the home study
course. Unlike your college text books filled with pages upon
pages of information you had to figure out, the home study course and bonus
gifts are easy to follow.
Finally, your marketing efforts will begin to payoff and you'll
get consistent results. Soon you'll become an Agent Magnet and have
Realtors chasing you. And as you master these fundamentals I'm teaching
you, you'll find:
You'll know what to do...
You'll know how to do it...
You'll know why it works...
And you'll feel good about it.
I've been teaching these principles
for years and have helped loan officers across the country get more clients from
Realtors without the usual hassle or headaches. If you follow the
course it will work for you whether you're a new loan officer or a loan officer
with several years experience. As a matter of fact, as you get results from
working with Realtors, you'll turn around and integrate it into your marketing
efforts to consumers.
Your Investment in the Home Study Course
The home study course won't cost you an arm-n-leg. In fact,
it costs much less than what you'll earn in commission on your next loan.
Here's the deal. My philosophy is to make my course
reasonable. I want you to take it, learn it and use it. And when you see the
kind of information and value I pack into a product, you'll want to become a
member of my Agent Magnet Marketing Center.
So instead of charging $1000 for it, your investment for the
hard copy workbook, audio CD's, Bonus Gifts and online access to the pdf
workbook and mp3 files is only $197 (Free USPS Shipping).
Online Version Only. Save $50 by getting the online &
pdf version - no hard copy - for just $147. You'll still get the Bonus Gifts and
can listen to the mp3 files online. The only thing you won't get is a hard copy
of the workbook and audio CD's. Instead you can download the pdf workbook to
your computer to save and print. You can even download the mp3 files if you want
to burn your own discs.
Once you complete your order, you'll gain instant access to the
online version. The hard copy workbook and audio CD's are shipped to
you.
Click to Order
My 356-Day Money Back Guarantee
I want you take the Home Study Course and read through the companion
workbook, listen to the audio CD's, and access the VIP Client area to
view the bonus worksheets...take notes...prepare your marketing strategy...and
implement it one step at a time.
Then, if
anytime in the next 365 days you don't honestly believe that your modest $197
investment in this one-of-a-kind program has been worthwhile...and that
the Agent Magnet Home Study Course hasn't helped you create a marketing strategy
and materials that are a hundred times better than what you would have done on
your own...just send the program back to me for a hassle-free refund of the
entire purchase price (less S&H).
What could be more fair? Although, I can't guarantee the
type of results you'll achieve with this program since I don't know anything
about you, or your business, and I have no idea how well you'll study the
lessons that I teach, what I can tell you is this: The Agent Magnet Home Study Course will help you
create more effective and powerful marketing. Just like it will help
you steer clear of the most critical mistakes that cause many loan officers to
flat out bomb.
Click to Order
This course shows you the
"how" and explains the "why".
Roy
Howa
Freestand
Financial |
What's It Worth?
How much would you earn if you had a Realtor referring one client
monthly to you? For many loan officers it would add $25,000.00 to their
income annually. But where many loan officers fail is they aren't willing to
invest into themselves to capture this missing income. Will that be you too?
It's taken me several years, from reading hundreds of sales &
marketing books, attending numerous seminars and even working for the best
trainers in the world. I've lost thousands of dollars from countless
mistakes and wasted time and opportunity. Wouldn't you want to take a
shortcut and learn what works from one program?
But it's your choice. You can choose to do it on your own
and figure it all out by yourself. Or you can get there quicker using my home
study course. It's what you're searching for. Within an hour you could be
pulling ideas from it and using right away.
Thank you and I invite you
to....
|
What We Do
