How to use Lenders Insight ® RIGHT NOW if you are a...

LOAN OFFICER

Follow up with every active lead you have right now.
Revitalize and reconnect with old loan leads and prospects.
Get your borrowers off the float vs. lock indecision fence with The Mortgage Market Guide Bond Page.
Show your clients their savings and your expertise with the Mortgage Coach Total Cost Analysis, Consolidation Analysis, or Equity Repositioning.
Increase client's monthly payment comfort level by showing them their increased tax savings with the Move Up Tax Analysis from Majestic Consulting.
Eliminate the problem of indecision by one reluctant or absent borrower by meeting with up to 4 borrowers at once.
Let your clients watch you (or your assistant) fill out the application, pull credit, complete the GFE, and even obtain an underwriting decision, during every phone or email application.
Touch base with every application you have in process now, especially if you have not met face to face.
Subtly remind your clients what you look like during your Annual Review or client check in calls.
Have a live discussion of the Mortgage Coach Rate Watch during a market change or during your Annual review.
"Be there virtually", just in case your underwriter, closer, or processor is not located in your office.
Set up and review a Mortgage Coach Total Cost Analysis for clients who have been alerted by MyRateAlert from Majestic Consulting.
Communicate in a new way with your established Realtor, Builder, and affinity base to show them new programs, marketing examples, and tools.
Break the ice and set appointments with new Realtors, builders, and affinity partners who are on your "develop" list. Be more effective than just a voice mail message.
Be "virtually" available to builders on site agents during the weekend.
Communicate news quickly and virtually with up to 4 of your referral partners at one time.
Deliver Business Booster Ideas from the Loan ToolBox.
Display specific educational segments of the Loan ToolBox as part of your continuing education for your partners.
Improve your Business, Quality of Life and Lifestyle.

COACH, TRAINER

Use with your proprietary visual aids.
Make your points more dramatically.
Be available virtually from anywhere.
Speak with up to 4 clients at a time, virtually.
Hold a mini-seminar for clients who have similar needs and interests.
Use it to share presentations.
Show and Tell in a unique way to make initial contact with prospective clients.

SALES MANAGER

Dramatically improve your LOs' Lead to Loan and Loan App to closing ratios
Use as a recruiting tool!
Be one of the first in your market to offer this unique selling tool.
Call your database of prospective LOs and present them with updates on your companies latest unique product offerings and value-added services without having to travel.
Improve your LOs' communication skills.
Increase your LOs sales by demonstrating for your LOs how they can build new Realtor and Builder relationships with your unique selling proposition,
Encourage your LOs to make contact with their existing customers by offering an Annual Mortgage Check Up while the customer relaxes in the privacy of their own home.
Encourage a greener environment by reducing traffic and pollution
Help the United States' fight terrorism by reducing our dependency on foreign Oil
Improve the quality of your LOs' and customer's lives by reducing travel time, thereby reducing wear and tear on their automobiles and lowering the risk of automobile accidents

WHOLESALE OR MI REPS

TIME LEVERAGE: Work more efficiently by connecting virtually live with up to 4 LO's or processors at a time, from the convenience of your office.
UNIQUENESS: Deliver new programs, explain nuances, pricing specials, and other details virtually LIVE and IN PERSON with all of your personality that is absent from corporate emails and faxes.
Improve your information delivery ratio! How many faxes and emails get tossed or deleted?
Train LOs and processors live.
Set new appointments. This is much more effective than "dropping in" on an office unannounced.
Highlight and show unique and underused sales and marketing tools your company offers.
Train how to use your companies web site better.