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MoveUp HomeBuyer® system allows originators to quantify for their clients a commonly overlooked benefit of buying a larger home – a decrease in their tax liability that can be applied toward the purchase of a new home. |
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$595 |
Complete a 45 Minute Interview Call with Tom Ward to discuss the changes your industry is facing and position yourself in your field as the local expert. Promote your services and your company so people know who to go to when they have questions.
What is Included: 30-Minute prep call with Tom Ward to brainstorm topic, format and the questions for the interview 25 CD’s with interview on MP3 Format. Customized with your company logo and contact information Link to send out MP3 via email to past present and future clients 12 months of hosting of replay link Use of our Tell A Gram Marketing system to help get your message out to your database 45 Minute interview session being interviewed by Tom Ward Release of Copyright Production and editing of interview Utilization of state of the art recording system
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$149 |
| The DMR appears on the subscribers’ website and provides Loan Officers a way to provide information to their clients about interest rate trends without publishing specific rates. Majestic Consulting publishes a daily mortgage index and the 1 year, 2 year, 5 year and 10 year Treasury Bond yields and ARM indices tables daily. These are updated on your site automatically and make you the expert in your market. |
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$799 |
MRA is a relationship management tool that allows you to notify your customers automatically when certain rates or dates are reached. It allows originators to fulfill the promise to their clients to “watch the market” for them. Here’s how it works. The Loan Officer inputs key information about the client and their existing loan. Based on this information, the system automatically delivers e-mail alerts to both the Loan Officer and client for the following: Refinancing opportunities when a certain interest rate is reached ARM change dates The annual mortgage check-up |
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$599 |
| My Rate Alert Annual Renewal |
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$99 |
| MoveUp HomeBuyer® system allows originators to quantify for their clients a commonly overlooked benefit of buying a larger home – a decrease in their tax liability that can be applied toward the purchase of a new home. This benefit can often be hundreds of dollars a month, enough to convince buyers they can afford to purchase the larger home. This is especially true for high-end buyers who believe the myth that their deductions are phased out. The MoveUp HomeBuyer Tax Analysis tool asks originators to simply input their clients’ financial data into a template that is almost identical to the current federal 1040 and Schedule A tax forms. The software produces a report and a cover letter that shows the tax savings that would be gained by purchasing the larger home. As a result, many potential buyers become comfortable buying a larger home than allowing originators to close more deals. |
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$100 month |
Daily Market Index My Rate Alert Move Up Home Buyer Tax Analysis (with unlimited reports) Household Blended Debit Rate Calculator |
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$595 |
| Mortgage operations, from taking an application to closing, should run with the precision of an Olympic relay team. The Majestic Consulting Processor Training Manual contains 27 training sections, quizzes and answer keys, a complete glossary of terms, and a detailed training schedule. Training sections include: File flow, 1003 Training, Calculating Self-Employment Income, HELOC’s and fixed seconds, Buy-downs, Pipeline Management and more. The procedures disclosed in this manual allowed Majestic Marketing to close 417 loans in one month, 416 closing on either the closing date as included in the contract or on the date of refinance. |
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$995 |
| Includes the manual plus 3 hours of train the trainer consultations |
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$17.95 |
The ability to put yourself into other people’s shoes is an extremely valuable resource. Empathy minimizes conflict and promotes prosperity. In business, it creates a better experience for everyone involved -- customers, employees, and management. Customers feel taken care of. Employees feel appreciated and become more loyal and efficient, strengthening the company and making it more profitable. Empathy improves every situation it touches, setting off a chain reaction of positive events that Tom Ward calls The Empathy Effect.
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$1,000 |
| Designed for Owners, Net Branch Owners and Loan Officers, the Hourly Mentorship Program provides you with direct access to Tom Ward, and his 19 years of business expertise, to discuss any strategic, tactical, or urgent issues via telephone that are affecting your business. |
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$995 |
Designed for company Owners and Net Branch Owners, the ® assessment starts with a questionnaire that you complete, which is designed to highlight your current business practices. Next, Majestic Consulting will analyze your responses to the questionnaire, and evaluate your current P&L, using Tom Ward’s One Transaction Thinking® tool. Your responses will be evaluated and assessed against "best practices" and recommendations made in the following areas: Average Loan Size Margins made per loan Loan volume Commission structure and Cost of Sales Operating expenses Business practices Database management Compensation structure Company culture A one-hour telephone consultation to review the assessment with Tom Ward and Ken Maier, Majestic Consulting’s ® specialist, is included in the cost. |
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$895 per month |
Specifically designed for multiple Owners/Net Branch Owners in mind. Participants in the ® Mentorship Program will have unlimited email access to Tom Ward, 2 one hour scheduled coaching calls to discuss any strategic, tactical or urgent issues affecting your business, without concern for time billings. Recording of the coaching calls in MP3 format. Membership in the MBO Mastermind Group which entitles you to participate on the monthly conference calls with other business owners from across the country. |
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$29 per month |
The Vision for Mortgage Business Owners (MBO) is simple…create the first national organization strictly for mortgage entrepreneurs that focuses on making more money and improving your business practices.
Each month, Tom conducts a monthly webinar call for all members that explores key issues and best practices for mortgage origination, including marketing, operations, workflow, commission structures, profit-sharing, expense management and more. In addition, each month Tom allots two hours for members to call in and speak to him directly on any issues affecting their business. To make accommodate as many members as possible, the calls are limited to 10 minutes. In addition, members have access to “Ask the Experts” where they can e-mail any questions they may have to Tom to get his perspective. |
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