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| ABOUT MORTGAGE BATTLECALL |
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| MORTGAGE BATTLECALL ARCHIVES |
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| A subscription to Mortgage Battlecall is one of the best investments you can make in your mortgage career.
Get instant access to...
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Unlimited coaching and mentoring to answer all your mortgage questions.
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Practical, hype-free advice to help you close more loans.
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Free custom designed marketing materials we will create and upload onto the site for you to use in your business.
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A fast-growing, active, helpful community of mortgage professionals who learn from and help each other.
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Thousands of business-building resources, articles, sales scripts, marketing templates, downloads and more.
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Access to our exclusive warrior forum to post loan scenarios and get feedback.
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Audio and video mortgage tutorials.
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Critiques of all your marketing materials.
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Top producer case studies.
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Turnkey mortgage business plans you can use immediately to generate new business.
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Loan officer recruitment strategies.
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Lead generation techniques.
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Become part of one of the fastest growing mortgage communities on the Internet.
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Think about it. Close just one extra mortgage loan because of our expert advice and your membership is paid for many times over.
Join now and become a mortgage warrior today... | | |
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| Here's what some of our members are saying...
"I just wanted to thank you for putting together a professional, top-notch website. I joined today as a member of Battlecall and I have browsed the website and it is packed full of helpful information. I am fairly new in the mortgage business and this site will really help me out. Keep up the good work and I will spread the word to my mortgage buddies."
Chris Johnson, Loan Officer, Supreme Lending In Searcy, AR
"Hi Rob, there is so much here it's going to take me a while to go through it all. Wow great stuff!!!"
Charles Larkin, New Loan Officer, Marlborough, MA
"The templates and marketing campaigns will prove extremely useful I'm sure. I can't wait to start using them in my marketing campaigns as I go out on my own under my own license and will keep you up to date on everything as I go."
Mike Martel, Senior Loan Officer, Formerly With Novastar Mortgage (Soon To Be Out On His Own), Thompson, CT
"This site is a tremendous resource. Rob, you've done a good job here. Bravo! :-)"
Nancy Duby, Former Processor Now A Loan Originator With Lendia, Worcester, MA
"Rob, I love your new Battlecall site and your Sink Or Swim Loan Closing System that I purchased."
Ryan Loesch, Loan Officer With Pavillian Capital, Folsom, CA
"I am so happy to have found your web-site. I'm changing careers and the site is a wonderful resource. Thank you Rob, be well."
Sukey Dominguez, New Loan Officer, New Loan Officer, Chicago First Mortgage, Mesa, AZ
"Hey Rob, I just wanted to drop you a line personally and tell you how great I think your mortgagebattlecall.com site is. The monthly fee is far outweighed by your content and training tools. I mostly browse the forums but have posted once or twice. I wanted to just say thanks in advance."
Mike Colagrossi, Managing Partner, First Rate Financial In Belevue, WA
"I am new to mortgagebattlecall.com and this information looks fantastic."
Chris Rosenbergen, Loan Officer, Fairfield Financial Mortgage Group In Danbury, CT
"Just a note to let you know that I feel your website is very informative. Thank you for your attention to detail and value added service you are providing us loan officers in the field. Your efforts to provide this at about a dollar or so a day per member is literally pushing the envelope to new extremes compared to other training I have purchased. Best of days to you."
Brian Furey, New Loan Officer, Firstline Mortgage Incorporated, Las Vegas, NV
"Your site "battlecall" is awesome and is the only mortgage site that I will subscribe to, real value and thanks a million."
Jackie Hotchkiss, Licensed Mortgage Broker, All-Florida Mortgage Centers, Inc In Clermont, FL
"Thanks for picking up the torch here. Coming up with fresh marketing materials and good sales copy is something I think a lot of us always intend on doing, yet rarely find the time to see through. Thanks for the support. This site is great!"
Nathan Canning, Loan Officer, Bryco Funding In San Francisco, CA
"I love your site and your info and your enthusiam, thank you!"
Debby Eller, Loan Officer With Capital Empire, Nuevo, California
Join now and become a mortgage warrior today... | | |
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| Home |
Featured Resources
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Featured Mortgage Broker Training, Loan Officer Lessons And Other Real Estate Resources Found On mortgagebattlecall.com
This department covers just some of the featured mortgage & real estate tools, spreadsheets, downloads and other resources found on our site. It is meant to give you a sampling of what we have to offer here on mortgagebattlecall.com. Please view the download library for a full list of all our downloadable resources.
RESOURCES IN THIS DEPARTMENT:
* Don't
forget...there's more great stuff in this department on the next page. Simply scroll down,
click "next page" at bottom and eureka you've found it...then dig right in,
warrior! :-)
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DOWNLOAD = Chock-Full 51-Page Mortgage Business Plan And Mortgage Marketing Plan With Full Financials And Revenue Forecasts
Feel like you're shooting in the dark? In order to succeed in the mortgage business you've got to have an organized war plan. Here, hot off my fax is a chock-full 51-page business plan from an actual mortgage company, obtained through government records. Inside are a full description of the business, industry and market analysis, marketing plan, management plan, operations plan, financial plan, risk assessment and contigency plans. As well as full appendicies of financial forecasts and 5-year revenue predictions. This plan was obtained through public domain sources but as a courtesy all identifying information has been blacked-out. Many of you warriors have been asking for a detailed step-by-step business plan, so I called a few sources and they delivered the goods. This resource alone should be worth a few extra thousand dollars in your pocket. And if you are starting a mortgage company of your own and need a business plan template, this is an absolute must! Enjoy! This resource is in Adobe PDF format. . . . >>> READ MORE
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DOWNLOAD = Lowest Rate Not Always Best Flyer
Here's a funny but serious flyer you can use to help stop the rate shoppers we're all plaqued with. Many times people think that you're just a commodity and don't realize that there are many different interest rates for every situation. As a broker, you've got access to hundreds of loan programs and lenders. You aren't just a middle man--you're a valued trusted advisor and need to be treated like such! Think about it...buying a home is the biggest investment of a person's life and isn't something to be taken lightly. Use this flyer to inject a bit of humor into the sales process and a well needed reality check. Prospects will see it and immediately know that you are a person who cares deeply about their financial future. Feel free to modify to suit your needs. This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Think Again Prospect Flyer
Here is a great flyer I've used to successfully prospect clients that have been turned down elsewhere or may have gotten discouraged with the loan process. Oftentimes even if a person is rejected once, they think they'll never be able to qualify for a mortgage anywhere else. WRONG! As loan officers, you know that there's a loan out there for almost anyone. And if you can find them a good deal that fits their situation...you will. After all, it's about helping your customer and then helping yourself stay in business. Use this flyer to "reactivate" these serious prospects and generate new business. Feel free to edit and modify to suit your needs. You can easily make changes and include your name and contact details so prospects can easily find you. This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Powerful Postcard Lead Generator
Many of you have been asking about some of my marketing methods and templates I use. Here is a powerful postcard lead generator I use in conjunction with my lead site as seen at FindTheLowestRate.com. It's a 4 x 6 postcard stuffed to the brim with hot buttons and keywords designed to get attention. Couple this with your own lead generation website and you'll have a powerful combination. Postcards are a cheap, effective way to market yourself and they don't cost a lot of money. Why spend for the envelope and letter? It may never get opened. But, a postcard MUST be read, even if it's heading for the trash. Now, that's powerful! Feel free to edit and use as part of your own website campaigns. This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = A Deadpan Simple FSBO Sales Script For Loan Officers Targeting For Sale By Owner Properties
FSBO's (For Sale By Owner) properties, I think, are one of the best kept secrets in the mortgage industry. There's a reason why you never hear much about them and that's because they are VERY LUCRATIVE prospects. Think about it. A person decides to sell a home themselves but they don't know how?! They get hit with droves of unqualified buyers and waste time pandering to tirekickers. If you the mortgage broker can relieve them of this stress, then every prospect that walks in the door is a potential borrower for you. . . . >>> READ MORE
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DOWNLOAD = How To Drum Up Business From People In Your Past, A Referral Letter For Green Pea Loan Officers
Here's an easy way to generate referrals from past clients, friends and who have you. Remember me? That's something you might say to a former business colleague, associate or friend. But, how do you introduce yourself again after so many months and years? Here is an excellent letter we drafted for a fellow warrior to use as a starting point to letting everyone know what business they are in and how being a mortgage broker can help. Feel free to edit as needed. It helps "green peas" break the ice! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Mortgage Sales Script For Use With Call Capture Technology And When Calling Back On A Specific Property
If you use any sort of call capture telephone software, you'll need a reason or better yet a script to help you call the customer back. Don't fumble over your words and not know what to say. You'll lose the lead and waste all the money you've already spent on the call capturing technology. Here is an excellent call capture script you can use which is specific to the property they are calling on. This resource is courtesy of Erik Webster, who is also the author of our loan officer survival section here on Battlecall. Thank you Erik for sharing this great resource! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Our Version Of An ARM Conversion (Adjustable Rate Mortgage) Prospecting Letter That Warns Of Things To Come And Generates Callbacks
A fellow Battlecall warrior recently sent us his version of an ARM (adjustable rate mortgage) conversion letter. We took his letter and made it one better with our own Battlecall spin. It's where you target people who are in variable loans and try to convince them to refinance into a fixed interest rate before their loan adjusts. This is a huge market right now and I would even venture to say that it is even bigger than the current purchase market. With all of those low ball, teaser and exotic rates out there...many of these borrowers will be panicking when time is up! That's where you come in, super hero loan officer to refinance them into a fixed rate and save the day! Bravo! . . . >>> READ MORE
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DOWNLOAD = Purchase Deal Mortgage Processing Guideline Worksheets To Make Your Life Easier And Retain Your Sanity
Don't waste hours setting an appointment, filling out a 1003 application, collecting documents, running it through DO/LP automated underwriting, etc. and go nowhere! Here's what I do...I simply take out one of my Pre-Qualification or Processing Guideline worksheets (refinance or purchase), spend some time on the phone with the customer asking specific questions, and within a few minutes I know whether this is a done deal or not. I never even have to meet with the customer if I don't want to! . . . >>> READ MORE
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DOWNLOAD = 33 Free Real Estate Reports You Can Sell And Market With (Great For Call Capturing)
Here are 33 great reports on real estate covering the home buying process, home inspections, first time homebuyer questions, things to look out for in any real estate deal and much, much more. We've used these reports as templates in many of our emails when trying to keep in touch with borrowers, offering them free information. They come in a text based format in a zip file and can be easily modified and edited to suit any purpose. Use them as the basis for your company brochures, call capture free reports or what have you. This resource is in a Zip file format. . . . >>> READ MORE
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DOWNLOAD = Not Your Ordinary TIL Cheat Sheet
We have a number of TIL cheat sheets up here on Battlecall. This one is a little bit different in that it lists everything covered on the GFE and what line items are to be calculated into the TIL. It's extremely important that this final figure is correct, not only for compliance reasons but for accurate comparison shopping between loans and lenders. Use this tool carefully and make sure you follow its instructions. This resource is courtesy of Erik Webster, who is also the author of our loan officer survival section here on Battlecall. Thank you Erik for sharing this great resource! This resource is in Microsoft Excel format. . . . >>> READ MORE
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DOWNLOAD = Trusted Advisor Mortgage Shopping Worksheet
Are you afraid of your competition? You shouldn't be. When you are upfront with your customers, educating them and helping them get the the best deal given their situation, the competition issue becomes irrelevant. Here is a great mortgage shopping worksheet that covers all the bases for your clients when looking for a loan. . . . >>> READ MORE
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DOWNLOAD = Emergency Loan Change Checklist
Hold your horses! Everything's changed on this loan and we need to act fast in order to save the deal. Not sure what to do? Whip out my handy Emergency Loan Change Checklist and watch your processors head spin faster than the girl from The Exorcist. Change the loan amount...change the rate...change the term...change the lender...cancel the loan...these are ALL things that will affect every other aspect of the paperwork on the mortgage. Use my emergency checklist next time you need to stop on a dime and chart a new course. Full steam ahead warriors! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Bare-Bones Payment Calculator
Here is another great tool from my files. This little Excel spreadsheet doesn't look like much, and frankly it isn't. But, when you just need to generate a quick rate for a 1st and 2nd mortgage and want to see how the pricing will affect the customer's monthly payments, it does the job. It will also calculate the monthly difference between two price points, a useful feature for when the customer is considering paying points to "buy" the interest rate down. Enjoy this little calculator, it may be small but if you use it right...it can be powerful! This resource is in Microsoft Excel format. . . . >>> READ MORE
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DOWNLOAD = Fast Closing Fee Sheet
The secret to closing loans is easy. You've got to be organized and you've got to think ahead. Here is a fast closing fee sheet which list all fees and charges associated with the loan. It even includes any points involved or other commissions due you. Every lender requires a full list of all credits and debits on the loan so that they can tally-up the final numbers and disperse the funds at closing. Use this fast and easy closing fee sheet with your title companies and attorneys as well as the lenders you work with. Doing so will ensure that every closing is a quick one. This resource is in Microsoft Excel format. . . . >>> READ MORE
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DOWNLOAD = Foolproof Title Order Sheet
Only fools and horses leave things to chance, and in the mortgage business this couldn't be more true. After years of modifications and writing small details down and taking notes, I've come-up with a foolproof title order sheet than even an attorney could use! Lol! Everything is spelled-out and nothing is left to chance. The order sheet has explicit instructions and ensures that you--as the loan officer--always remain in control. Stupid are the people who rely entirely on outside third-parties to close their loans for them. Because the lawyers and title companies get paid regardless, they don't have the same commission incentive to get the deals done--only you do! Which is why from now on you're going to give yourself the upper hand and not let an incompetant outsider foul up your next loan. And I say that to them with the utmost of respect. ;-) This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Set The Stage Welcome Letter
First impressions can make or break a mortgage deal. How you set the stage with your borrowers will have a direct and immediate impact on your bottom line. Don't forget that you'll be "working" with your new client over the next 4 to 6 weeks, so start things off on the right foot with this customizable welcome letter and you'll close your loans a lot more quickly. Now that's a first impression any top producer would be proud of! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Voice Dialer: A Handsome Male Voice To Help You Generate New Leads, #2
Here is another handsome male voice you can use in all of your automated dialer calls. For targeting a locality, these are perfect for churning out a decent return on the money invested. If you've ever gotten one of these phone calls then you know what I mean. They can be highly effective because they are short, sweet and to the point. Give Mr. Dialer a try on your next phone campaign and see how it works. . . . >>> READ MORE
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DOWNLOAD = Complete Rebuttal & Objection Sales Scripts For Loan Officers, Mortgage Brokers & Mortgage Bankers
We all know that people have been subconsciously trained to automatically say "no" at the first chance. Don't let customers stop you from making the sale. The first "no" is really the green light to keep on moving. Here are some great sales rebuttal and objection scripts you can use to overcome these hurdles and move onto the real business--getting more loans in the door. This resource is courtesy of Erik Webster, who is also the author of our loan officer survival section here on Battlecall. Thank you Erik for sharing this great resource! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Consumer Crusader Brochure Pack 2
One of the easiest ways to create trust is to be there for your borrowers as a resource, no matter what they need. I've used these consumer brochures from government agencies as free handouts when a client has a question on something relating to real estate, their mortgage or just running a home. They've always thanked me for my willingness to go the extra mile and it helps them to remember me in the future (think referrals). Every couple of months or so, I pass one of these brochures along and it makes them think of me again! A great referral strategy you can use too and it costs nothing. Now that's a price any mortgage warrior would love! :-) Brochure Pack 2 Includes: Healthy Lawn Healthy Environment, Drinking Water From Household Wells, The Great American Home Safety Check, Selecting A New Water Heater, Propane Prices What Consumers Should Know. This resource is in a zip file format. . . . >>> READ MORE
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DOWNLOAD = Save Deals Before They Die Letter
If you're about to lose a hot deal and see your commission check just walk away, it's imperative that you do everything you can to save it. I just hate it when I put all this effort into something and the customer doesn't respond or simply dissapears not returning phone calls. This usually means that another broker may have gotten in touch and stolen them away. Is all fair in love, war and making a mortgage living? Use this "about to walk away" letter to reiterate your case and the benefits of doing business with you. If you can save even just 1 loan using this tactic, it's worth an additional $3,000 to $5,000 for you. Not bad for a quick email. Feel free to edit as you see fit. I've highlighted the most important part in yellow. This is the actual email I use and now it's part of your fight back arsenal. Onward warrior! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Sold & Closed Weekly Goal Tracker
In order to succeed in this business, you've got to monitor your progress weekly. Yes, selling loans is important, but more important are how many loans you close. The only loans that count are the loans that fund. Those are the only ones you will be paid-on. Oftentimes, loan officers and sales people like to brag about their "numbers", but in reality how many of these "big" deals make it to the closing table? Use this weekly tracker and let the actual numbers tell the REAL story. This resource is in Microsoft Excel format. . . . >>> READ MORE
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DOWNLOAD = Handy Tax & Hazard Worksheet
Need a handy place for your settlement agents to put all the tax and hazard information on a property? Now you have it. Use this Excel spreadsheet on every deal and you'll never have to go chasing for this information when it comes time for closing. Email it to your closing agent to fill-out and your loans will close and fund a lot quicker, meaning more commission in your pocket! This resource is in Microsoft Excel format. . . . >>> READ MORE
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DOWNLOAD = Sample Appraisal Report You Can Use With Your New Loan Officers To Help Them Understand
If your looking for a sample appraisal report you can use for your new loan officers, here's one that's just right to fit the bill! It's very detailed and has everything you need to fully dissect an appraisal report. And, if your in the Nevada area, the appraiser will give you a courtesy discount to boot! Now, that's a bargain if I ever saw one. This resource is courtesy of Erik Webster, who is also the author of our loan officer survival section here on Battlecall. Thank you Erik for sharing this great resource! This resource is in Adobe PDF format. . . . >>> READ MORE
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DOWNLOAD = Customizable Borrower's Handbook
Building trust with your borrowers is the fastest way towards getting the sale. If you want to close more loans in less time you have to first overcome the BIG HURDLE. And that's getting the prospect to listen to you and actually believe you. Here is a great customizable book which you can edit and use to educate your borrowers. Here is an excerpt from the description: "This book covers the basics about buying your first home. It is designed to answer commonly asked questions and provide clear definitions of terms you may be unfamiliar with." This resource is courtesy of Erik Webster, who is also the author of our loan officer survival section here on Battlecall. Thank you Erik for sharing this great resource! This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Mortgage Loan Proposal Email Letter Template #1
Everything here in the office is as automated as possible. That includes every contact and communication we send out to the borrowers. Here is loan proposal template #1 we use when we email a quote to a mortgage customer. We try to emphasize the benefits of working with us and hit the customer's hot buttons based on the feedback they gave us in the initial phone conversation. Obviously, depending on market climate and type of loans you offer, these letters should be adjusted accordingly. They do, however, provide you with something to get started with that you can change yourself without reinventing the wheel. There are 3 total in the series, so be sure to look for them here on Battlecall. This resource is in Microsoft Word format. . . . >>> READ MORE
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DOWNLOAD = Easy Purchase And Sale Agreement You Can Use With "For Sale By Owner" Properties Or When Your Real Estate Agent Drops The Ball
Before a purchase deal can commence, you must have a written and fully executed "purchase and sale" agreement. I wouldn't even consider submitting a loan without one of these and you shouldn't either! Whether the customer is buying through a realtor or direct from a "for sale by owner" seller makes no difference. You must have a "p & s" as it's known in the business, in your hand. Here is an easy purchase and sale agreement you can use when dealing direct with buyers and sellers. Every real estate agent has these in their arsenal and now you do too! This resource is in Microsoft Word format. . . . >>> READ MORE
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