features + concepts + stories + results

conversation

Loan Hack

App Taker

Mortgage Coach

Low margins

Low referrals

High margins

High referrals

Low Value

High Value

App Taker Presentation

The Perfect Presentation

Ingredients to a perfect presentation

Assumptions & Details

Short & Long Term Impact

Graphs & Charts

Audio & Video

The Best Way to Share the Perfect Presentation

A Referral Breakthrough

A Referral Breakthrough

interactive link

experience

A Referral Breakthrough

interactive presentation

Mr. Edge

Mr. EDGE

Husband

Wife

Advisor

A Referral Breakthrough

Mr. Edge

Mr. EDGE

A Referral Breakthrough

Easy for borrowers to share their EDGE experience with friends & family

A Referral Breakthrough

presentation that’s easy to share

vs.

Average Edge

powers the perfect

Seller Buydown & Open House Flyer helps target higher

loans

Seller Buydown Flyer

Open House Flyer

Total Cost & Rent vs. Own deliver higher value to

Realtors

Total Coast Analysis

Rent vs. Own

What makes RateWatch valuable?

Simple

Unique Insight

See how loan officers are using EDGE to deliver exceptional service & obvious value to borrowers and

Realtors

stories

email from the home buyer commenting on the quality of service

story #1

“It gave your presentation a personal touch”

“a 3 minute video is much easier as compared to reading a lengthy email”

Presentation of the monthly payment and cash needed for FHA vs. Conventional 30 year fixed purchase loan

Watch Video By Tim Singleton @ bit.ly/edgevideos

story #1

Review results

•Wow’s a borrower

•Won a loan

•Increased personal confidence

story #1

Feedback from a Realtor after watching an EDGE VIDEO

story #2

STRATEGY > Great video helping a Realtor sell a home faster by making qualifying easy for this listing

Watch video by Bill Marr @ bit.ly/edgevideos

story #2

Review results

•Wow’s a Realtor

•Increased personal confidence

story #2

Feedback from a Realtor after watching EDGE Open House video

story #3

“Love the open house video!”

“I’m so glad I found you”

Open House Flyer

story #3

“EDGE is the most valuable tool for loan officers I’ve seen in my career “

Todd Duncan

“The ease of flow and interactive web

presentation creates a unique presentation to customers setting you

apart.”

Jeremy ForcierSonoma, CA

is being adopted by top lenders

24 top lenders have rolled out EDGE over the past 4 months

203

“As a manager I'm concerned about a consistent sales message across my loan officer team. With Edge I now have a tool that allows me to feel confident that each LO has a process to follow that results in great looking easy to understand presentations to their customers every time without me having to micro manage their every move. It's easy to use, logical and very customer friendly. Our customers love the simple and elegant presentation of the key information needed to make an informed decision now.“

Jim McQuaig in Herndon, Virginia

Weekly Coaching ~ Tuesday @ 9AM

Weekly Training ~ Thursday @ 9AM

Mortgage Coach

Time Money Change

Challenges

Time Money

Confidence

Rewards