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  TESTIMONIALS
In response to your question of why I thought there were currently no testimonials from professionals of the female persuasion...I think that is probably because women are usually too busy working to toot their own horn!!!!! (smile)

The truth is I do not measure success in one deal or even two, but rather the overall enhancement to my daily routine as a whole. I use Lender's Insight for evening appointments, weekend appointments, cross country appointments; basically, I use it when it is more convenient for my borrowers. I have had rave reviews, and I find that the borrowers feel much more connected than with just a phone call or confusing email.

I currently have a couple moving to Spokane from Atlanta. We have done their entire loan through the phone with Lender's Insight as a companion piece. We even reviewed their closing docs together online through Lender's Insight. They told me that they felt that were very informed and appreciated that I could speak to them very late in the evening when they both got home from the day. I was able to do this from the comfort of my home with my daughter asleep in the next room, safe and sound. Don't tell anyone, but I was even in my pjs! But to the borrowers, I was professional and right there with them.

I also used this program with a local couple that worked crazy hours. We met online and via phone, and again, I was working from home in the evening with my family well cared for while I did what I needed to for my clients.

Believe it or not, I even use it in the middle of the work day. Some people just can’t get to the office and don't really feel comfortable with the internet or phone. But when I tell them we can have a virtual meeting... I think their curiosity gets the best of them and they end up really liking the process!

What is my point? My point is that this is a very useful tool that enables me to shine far brighter than my competition who is still in the email/fax/phone mode. I am able to build trust and rapport with my clients, and meet their needs in a way that the competition simply can't. Clients love real time with hard copy follow up. They love being a part of the process!

— Laura Wells
Country Wide Spokane Valley, Wa.
(509) 228-6122


I have been using Lenders Insight for 2 weeks and I have added it to my tool box for good. I spoke with a potential borrower in San Francisco and he told me that I was the only lender who met with him "in person" and that was why he chose to work with me. His Realtor was so impressed that he has referred me another client and he may get an equity line from me himself. The best part is that I "met" this client on the phone and had a meeting with him on Lenders Insight. San Francisco is 70 miles away and I never left my office (but I might have for a $700,000 loan). — Hans Bruhner
www.AnyHomeLoan.info
707-887-7950

If a picture is worth a thousand words, then Lenders Insight® is priceless. As the developer of our unique Professional Mortgage Planning process, I rely heavily on providing my clients with many illustrations to demonstrate the benefits of properly developed equity management strategies. With Lenders Insight®, a very simple installation process readies one's computer to provide an impactful visual presentation. While all technology has inherent downsides, in the case of Lenders insight®, this generally corresponds to slow Internet connections and firewalls; but overall, this system is hard to beat. Ease of use for both the mortgage professional and the consumer, Lenders Insight® is a powerful and valuable tool that makes it a great value and a very useful tool. — Randy Luebke
First Reliance Mortgage
Newport Beach, Ca.


By using LendersInsight I have been able to do the following:

1) Have immediate meetings with clients who call, instead of having them call me back and potentially lose them while they decide when they will be available to meet.
2) Meet "Face to Face" with my clients that are hundreds of miles away. This feature alone has impressed many clients.
3) The client feels that they are an integral part of the process, since they can see what I'm seeing and be an active participant in their own fiscal well-being.

More than anything else, it sets me apart from the competition and gives my clients service that even much larger institutions cannot offer.

LendersInsight is GREAT! — Cyrus Shargh
www.MyBestMortgage.com
310-370-9929 Office
310-938-3256 Mobile


I recently switched from a trial user to a full time user with Lender Insight in a matter of 1 week after I received praises from my clients on how impressed they were following their on-line experience with me, within a weeks time I converted 3 leads into complete applications.

I was sold from the moment Jim first showed us the program and I knew that this would set be apart from my competition.

This is the new generation in mortgage lending, all the young adults grew up with key boards in their hands and for these clients, this is an excellent tool in communicating. My Realtors love this concept too and they are now bringing me donuts, the tables have turned!

I now use Lenders Insight for all of my applications on a daily bases.

Good Luck! — Rick Keanu Man
281-580-1110


True mortgage professionals know that what allows them to rise above the "commodity trap" is the expert planning advice they give to their clients and in turn are able to charge what they are worth. My challenge was that [95% of my business is over the phone] when I spoke with clients and went over the scenarios I had created specifically for their financial needs and goals, I had to send them the docs so they could look at them while I explained. Some clients will not hesitate to take that info and shop it with brokers who could not have set it up like I did up front and will take my advise and price it better. That piece of paper is extremely valuable so I was looking for a way to show them the analysis without giving it to them before they commit to me. Lenders Insight! Enough said. — J. Scott Johnson
CMPS
Raleigh, NC


I am a relatively new user of Lenders Insight ®, but I can say without a doubt, this is one of the best tools I have added to my mortgage practice this year! I used Lenders Insight ® during my free 14 day trial to literally move 3 clients from prospect into application. And my clients feedback has been fantastic, they love the ease of use and convenience of not having to come into the office, and frankly I feel this is more interactive then having my clients come to me. I've also teamed up with a REALTOR partner and we are working on ways to implement Lenders Insight ® into dual presentations. I highly recommend giving Lenders Insight ® a try; you will be well on your way to differentiating your self from your competition.
— Jerry Kuker
Charter Funding / Great Southwest Mortgage
Denver, CO

My name is Josh Condit and I have been originating mortgages for 11 years. I have always felt most mortgage companies are exactly the same, some better service/pricing than others. The best way grasp the attention of your borrower is a face to face conversation but this is difficult when their across town or the country. With LI I saved a nine thousand dollar commission just by being able to communicate and explain financing to a credit challenged borrower. I encourage you to check out Lenders Insight ®, its worth the money.
— Josh Condit
National Mortgage Access
Raleigh, NC
Jim, As I was purchasing a new home, I went through the process of asking 3 different lenders for "Good Faith Estimates" of the closing costs related to my purchase. I worked through e-mail, voice mail, and faxing for two of the lenders. It was time consuming and tedious. When I spoke with you, I was asked if I wanted to see the estimate right now in a virtual meeting. You walked me through the entire estimate right at my PC, saving significant time, and helping me to truly understand how the numbers in the estimate were developed and what they meant. I was really surprised at how easy and informative it was to communicate this way. Once I decided to use you, we finished the paperwork at my PC. I was offered the opportunity to finish the transaction without having to come in to your office, but I preferred to come in to meet you personally. Previously reviewing the estimate made taking care of the final details much easier, and meeting you in person gave me confidence that I made the right choice. Your virtual meeting process had a very positive influence on my decision to use you. I can't imagine a better experience in securing a home mortgage. I would recommend you and the process you use to anyone. Thank you.
— Steve Resch
Borrower
Durham, NC
Lenders Insight ® was very convenient and extremely helpful. The convenience came in the fact that I did not have to make a second trip to Jim's office on the other side of town to be able to work out the details of getting a loan. It was helpful in that I was able to follow along on my computer as Jim talked me through all of my options. I imagine this is what the technology is like in the college classroom today. It is a great tool for visual learners like myself.
— David Thompson
Borrower
Durham, NC

I have been a satisfied client of Lenders Insight ® since October of 2004, and it has become an invaluable tool in my business. It gives me a unique advantage in the marketplace because I can SHOW value to a prospect without having to meet face to face. Much of what we do is visual and not easily explained with words alone, and Lenders Insight ® allows me to communicate those concepts. Clients love the fact that we can tweak spreadsheets and run "what if" scenarios on the fly instead of emails after the fact. Not only do clients find it convenient, but it also allows me to work from home or remote locations as well. It has become such an integral part of our process that we offer the option of a "Virtual Consultation" to each client. We use it several times each week. I can't imagine going back to the old way of doing things!

Just the other day, during virtual consultation, my clients had this to say:

Tyrone: "I like the Virtual Consultation because it's very helpful for families with kids. It's hard to find someone to watch the kids, and this is just like being there, even though we're at home. I think it's great."

Kathy: "I like that I can see what we're talking about, because I'm a visual person. It helps me to stay on track with the discussion, as opposed to simply hearing it."

Lastly, Scott and Jim have taken a personal interest my success, adding value through consultation, training, and even referrals!

It has paid for itself many times over, and I highly recommend it.
— Barney Coelho
Cherry Creek Mortgage
Edina, Minn.