Dylan Kramer has averaged $50 Million in production for the last eight years. He is the National Top Producer at Starpointe Mortgage (A national net branching firm) in 2005 and 2006.  Dylan is exceptionally passionate about the closed client relationship as it has helped him Dylan spent over five years and tens of thousands of dollars developing and fine tuning the Mortgage Annuity Solutions system.

So many loan officers and company owners know they should be doing these things but either lack the plan, don’t know the first step or approach the closed client with a model that says “I want to sell you another loan” instead of “I am here to help you meet your financial goals”.  In traveling the country and talking to loan officers and company owners, there has been strong interest in getting this system up and running for their practices or companies.  The whole system is now available via a one day site visit.

In a small group setting Dylan teaches you how to ensure you can change the perception your clients have of you and your business, making you their resource for all things related to their personal finances and ensuring that you have first chance at that next loan.

You know how most learning sessions give people a ton of material to integrate into their business and most attendees can work 2-3 nuggets into their business for incremental growth?  We want to give people who attend our site visit a fully loaded client retention program that is easy enough for them to understand and implement, or have an assistant execute, without a lot of heavy technology training.

This visit will spend a lot of time on the “how to execute”.  In addition to the usual site visit data like overview, mission and a stack of scripts we will focus on the “blocking and tackling” of our mortgage annuity solution.  This provides the attendees with the chance to go back and implement the entire campaign into their business.

Key Learning and Take-aways from this site visit:
 

• An understanding of the importance of your mortgage annuity business since the end of the refi boom.

• Systematic marketing techniques to generate transaction opportunities for
  clients in a rising rate environment.

• A de-mystification of the closed client mentality.

Deliverables included in this site visit:

• A full mortgage annuity system in on a CD.
   

• Full “how to’s” on how to use both “transaction specific” and “ongoing maintenance campaigns” to ensure engagement of your closed clients over the long run to ensure that you are top of mind when the next transaction or mortgage opportunity presents itself.
   

• Primer on how to use fewer software solutions to keep it simple.
   

• Mortgage Coach – How to ensure all closed files end up correctly getting the Rate Watch report with correct data.
   

• ACT – How to use it out of the box, without complicated overlays, to ensure closed loan data is at your fingertips when closed clients re-enter the selling zone.
   

• A complete discussion on using a team member to execute this strategy for all details freeing up more time your you to stay on your highest and best use.

Investment: $1895

To request a Site Visit, so you can see our comprehensive business plan in action, please fill out the form below.  Agency Director Dylan Kramer will respond to your inquiries personally. All fields are required.