Lion's Share Group

An effective step by step system, process and deal flow to manage your client communication strategy effortlessly

Managing Business 101 - Purchase Principal

This program is part of our MANAGE Series: Managing Business 101: An effective step by step system, process and deal flow to manage your client communication strategy effortlessly

Purchase

When communicating with your clients you have an opportunity to truly educate and add value along the way. Building long term relationships that create loyal clients right from their first communication with you to their Mortgage Burning Party.

Having a clear communication strategy and tools that add value is key to your success and endless referrals over the coming years. Treating every client like:

• Your First,
• Your Last, and
• Your Only Client

This is key to building a large database of clients that will become your endless source of referrals. There are three phases of the communication process that your client will go thru when considering a home purchase; whether it is their first home, or they are existing home owners and are selling and purchasing a new home.

This program covers two scenarios:

• Purchase for first time home buyers after they have been pre-approved using the pre-approval process outlined in Managing Business 101 – Pre-Approval Program (section 2), or
• Existing Home Owners that are selling their existing home and purchasing a new one

These Deal Flow Charts walk you thru all the different phases and steps required providing you with an easy step by step process and guide when working with clients that are purchasing a new principal home. Learning how to deal with the incumbent lender and objections to ensure your client makes the right selection is strategic, critical and requires a defined process for success. This program will go thru each of the boxes highlighted below and provide you with all the scripts, templates and tools to successfully complete each step.

When it comes to existing home owners, this program will help you focus on and beat your competition which is, in a majority of cases, the existing incumbent lender. Learn the three phases of communicate with your client, as you walk them thru the purchase of their new home and mortgage, that will provide them with options that will build your reputation while leveraging what makes you different. Saving unnecessary interest and providing optimum terms and conditions that meet your client’s needs now and in the future.

Program Components

Training Modules: A comprehensive set of 31 training modules that will walk you through all elements of the program while providing invaluable information and insight and narrated by a top producing mortgage broker. Learn how to implement, use and maximise results with differentiating techniques. These training modules go above and beyond just reading the content of the workbook that you will receive - they explain in detail how to maximise the use and results of this Program in your business.

Templates: Includes a large number of documents (templates, scripts, calculators and/or tools) for you to download to help you work effectively and efficiently. Point and Click easy to use soft copy templates to maximise your business growth and deliver value to your clients - no reinventing the wheel required - no technical experience required.

Workbook: The workbook is a step by step guide to learning, understanding, and implementing the program content. A guide that will be used over and over again - while initially learning the program and then for future reference. Start to build your library of knowledge and experience. Refer to this workbook while you are watching the training modules.

Updates and Upgrades to the Program:  When you purchase our programs you have access to any and all updates for a 365 day period. You will receive updates to these any templates as well as program upgrades automatically. This membership also gives you access to our Bank of Canada template to send out to your database for all the fixed announcement dates, attendance and recordings of our member’s only webinars, and 30 minutes of free coaching per year with Chief Education Officer - Claire Drage - a top performing mortgage broker and trainer in the industry. After 365 days of purchase you will be required to pay $99/year to keep your membership in good standing. 

REMINDER, APPROVED USE AND COPYRIGHT INFRINGEMENT: Please remember that you have purchased the right to use this program, its training modules and templates. Do not distribute to anyone other than your own staff and assistants to be used on your own mortgage clients ONLY. It is forbidden to sell or distribute without permission from The Lion's Share Group Inc as per the Terms and Conditions agreed upon when you ordered this program.