Contributing Faculty Additions

Four more power originators from across the country, joined our esteemed faculty…and will continue to bring their fresh insights to you!

  • Derek Egeberg
  • Jason Klaskin
  • Marty Preston
  • Karen Swanson

Content Theme

Purchase Palooza

Your ticket to gaining purchase business!

Our faculty—who are active originators just like you—shared their secret strategies and simple step-by-step action plans to help you gain purchase business!

  • Forecast 2011
  • Jason Klaskin’s “9 Easy Steps to Getting Your Foot in the Door with Realtors”
  • Sue Woodard’s “Gaining New Referral Partners: A Step-by-Step System That Really Works”
  • Derek Egeberg’s “1 Day to Deepen and Gain New Relationships” (Part 1)
  • Derek Egeberg’s “1 Day to Deepen and Gain New Relationships” (Part 2)
  • Marty Preston’s “Show the Listing Agent Some Love!”
  • Cindy Ertman’s “Secure 5 New Realtor Partners in 3 Months”
  • Erik Janeczko’s “9 New Resources for You to Capture Realtors”
  • David Kuiper’s “Get Involved in Your Local Realtor Association”
  • Derek Egeberg’s “Sales Tips”
  • Erik Janeczko’s “Tips for Making Your Networking Work”
  • Why Now is the Time to Buy Power Point Presentation (with reach out email and promo flyer)

Ride the Refi Wave

Tips, scripts and strategies to help you navigate the refinance craze!

Swipe and adapt proven resources from top producers and be even more efficient in your efforts to reach out to your clients about refinancing!

  • David Kuiper’s “Touching Base Letter”
  • Erik Janeczko’s “Do’s and Don’ts During the Loan Process”
  • Cindy Ertman’s “We’re Here to Help” Letter
  • Jodee Brydges’ “Refi Reach Out Opportunity” Letter
  • Jim McMahan’s “What is Your Rate?” refi script

Power Presentations

Readymade PowerPoint presentations will give you an advantage when educating your clients and relationship partners!

Use these presentations to educate and gain the trust of new referral partners–plus, add value to your existing Realtor partners. Add your branding, customize some of the slides and get out into the market and show that you're a trusted pro!

  • USDA
  • Why Now is the Time to Buy
  • FHA Loans

Faculty Q&A’s

We turn to our faculty from time to time to get their answers to some of your most pressing questions!

Read these short “Faculty Q&A’s” to get the inside scoop on a variety of topics that impact you as an originator in today’s marketplace.

  • How do you respond when someone asks, “What is Your Rate?”
  • What is your best advice for originators who are not receiving business from their referral partners?
  • Why is it great to be in the mortgage business right here, right now?

Legislative Updates

Accessthe latest information, tools, and links regarding pending legislation that affects the mortgage industry.

Monday Jumpstart Voice Broadcasts

Gain a sales tip, and find out what strategies your peers are using—and finding success with—in these short weekly audio lessons.

  • Jason Womack (first Monday of each month)
  • Sue Woodard
  • Mark Madsen
  • Khai McBride
  • Linda Davidson
  • Sally Bucciero
  • Jason Klaskin
  • Derek Egerberg
  • Dave Cook
  • Marty Preston
  • David Kuiper
  • Erik Janeczko
  • Cindy Ertman
  • Jim McMahan
  • Jim Sahnger
  • Rene Rodriguez
  • Ed Conarchy

Weekly Sales Call

Weekly coaching and educational audio lessons brought to you by LTB Director of Training and Education Jim McMahan, to help you become a more fiscally literate originator. Jim tackles what’s currently going on in the market and why, and gives you some high impact talking points and articles to share with your clients and referral partners, week in and week out.

  • It’s Time to Take Charge
  • My Recession is Over
  • Become the Messenger
  • Perspective on the Industry
  • Maximize Efficiency to Create Capacity
  • The March to the “New Norm”
  • True Bottoming Process
  • Proper Incubation
  • The Beginning and the End
  • What Are You Pitching to Your Realtors?
  • This Too Shall Pass
  • Big Week
  • The “Magical” Second Quarter
  • Anchor Clients in Your Camp
  • What’s the View Like from There?
  • Bountiful Thinking
  • Confusion and Chaos is a Darn Good Thing!
  • What Do You Say?
  • What Does “Thank You Friday” Look Like?
  • The Big Three
  • Sand Shifts & Concrete Sticks
  • Are You in Control or is the Market in Control?
  • Take the High Road
  • Turn Tragic Transactions into Victories
  • What Makes All the Difference to You?
  • Are You a Quality Listener?
  • This Too Shall Pass (Part 2)
  • Get Out of My Way
  • Why the Market is “Breathtaking”
  • Get a Better View
  • Cautious Optimism
  • Willing to Spend the Time?
  • Are You Missing What’s Right in Front of You?
  • Managing the Annuity
  • Solid Advice
  • Lead with Questions, End with Authority
  • You Must Be Fiscally Literate
  • Lead People to Action
  • Survey the Landscape
  • Labor Plus Pain Equals New Life
  • Strategic Thank You’s
  • Where Have You Been?
  • Time to Focus on the New Year
  • Add Market Share to Your Business

Conference Calls

Insightful audio interviews with various market experts to help you have a competitive advantage in your marketplace! Plus, top professionals touch on the hot topics that surround the mortgage industry.

  • Gaining New Referral Partners: A Step-by-Step System That Really Works by Sue Woodard
  • Compensation Rule Meeting—Expert Insight and Implications, hosted by Sue Woodard and Jim Milano
  • Break the Ice with REALTORS™, hosted by Marlene Miciunas and Jason Klaskin
  • Why I’m not freaked out, hosted by Sue Woodard, Jim McMahan, S. John Murray & Ed Conarchy
  • Make a Fortune in 90 Days hosted by Rene Rodriguez and Steve Harney
  • A Talk with Tim Braheem

Gift of Knowledge

Pearls of wisdom from national bestselling authors and top industry professionals, that can be burned to a CD, branded, and distributed to your current referral partners—and referral partners you want to work with!

  • Credit: Why it Matters Now More Than Ever Before, hosted by Linda Ferrari and Rene Rodriguez
  • Steve Harney Uncovers How We Can Bring the Market Back
  • NAHB’s Chief Economist Reveals the Economics of Government Regulation
  • Steve Harney Shares How to Make a Fortune in 90 Days
  • Up Close and Personal with Best Selling Author Jack Canfield
  • An interview with National Best Selling Author Bob Beaudine
  • Increase Your Share of the Market

Talk to the Experts

Webinars hosted by Contributing Faculty Members and special guests, to help you gain knowledge on what strategies top pros are leveraging and what success they’re having!

  • “What Does Professional Performance Look Like?”-Hosted by Jason Womack & David Kuiper
  • “You’ll Never Look at Lead Generation the Same”-Hosted by Larry Montana & Sue Woodard
  • “Purchase Palooza”-Hosted by David Kuiper, Derek Egeberg, Jason Klaskin, Marty Preston, Cindy Ertman
  • “Keys to Building Power Partnerships”-Hosted by Erik Janeczko & Derek Egeberg
  • “Top Pros Help You Navigate the Refi Craze”-Hosted by Jim McMahan, Ed Conarchy, Jason Klaskin, David Kuiper & Marty Preston

Just Ask Jim

Your burning questions answered by twenty-five year industry veteran and MSS’s Director of Training and Education Jim McMahan, via video.

  • Gain Control of the Market

Business Boosters

Utilize these Business Boosters as part of your marketing campaign to develop relationships with Realtors, CPA’s, Financial Planners and Insurance Agents.

  • It’s That Time of Year Again, Part 1
  • It’s That Time of Year Again, Part 2
  • USDA Loan Program
  • FHA’s Streamlined 203(k) Loan Program
  • Social Media and You
  • 3 Tips for a More Productive Day
  • The Value of Rejection
  • Go Back to School…for Free
  • What’s In a Word, Part 1
  • What’s In a Word, Part 2

Quick Tips

One page articles that discuss consumer-related topics and give clients resources they can use in their daily lives, which not only helps you reinforce your role as a trusted resource, but also reminds your customers that you’re available at all times for all of their needs.

  • Low-Cost Dates That Won’t Look Cheap, Part 1
  • Low-Cost Dates That Won’t Look Cheap, Part 2
  • Low-Cost Dates That Won’t Look Cheap, Part 3
  • Low-Cost Dates That Won’t Look Cheap, Part 4
  • What You Need to Know About Warranties
  • A New Type of Gift Registry
  • The Benefits of Volunteering
  • Tips for Travelling Through Time Zones
  • What To Do If You Are Asked for a Loan
  • Tips on Dinner Party Planning

Mortgage Rate Updates

Alert referral partners to your current rates and loan programs. Send these to your Realtor partners, and other referral partners for maximum leverage! Due to current compliance regulations, it is important to understand that Mortgage Rate Updates are designed to be sent to your professional contacts only, and are not designed for consumers.

  • A New Way to Improve Your Credit
  • 5 Things to Know About Tax Scams
  • Need to Get Out of a Car Lease?
  • What’s in Your File Folder?
  • The Importance of Planning Ahead
  • Fannie & Freddie to Increase Fees
  • Inflation vs. Deflation
  • The Scoop on Consumer Confidence
  • Safe Haven Trading

Miscellaneous Letters

Visit My LTB/Platinum Plus and select “Miscellaneous Letters” from the Marketing Library dropdown

Using these Miscellaneous Letters to reach out to clients and referral partners on a consistent basis will enable you to establish and maintain strong relationships.

  • Tax Deadline Extended!
  • PMI Tax Deductibility Extended Through 2011!
  • HUD Extends 90-Day Seasoning Waiver
  • Higher Fees Coming from Fannie Mae and Freddie Mac
  • FHA Announces Increase to Monthly Mortgage Insurance Premiums
  • Ask Past Clients for Referrals
  • USDA Loans Will Have Monthly Mortgage Insurance as of October 1, 2011
  • Extension of the Home Affordable Refinance Program
  • SpecialFannieMaeHome Path Buyer Incentive Offer
  • FHA Changes Rules on Advertising
  • Super Conforming Mortgage Loan Limits Expire September 30
  • History Shows Home Loan Rates Still Low
  • Don't Make That Big Deposit or Transfer
  • The Impact of a Government Shutdown on Mortgages
  • Special Fannie Mae HomePath Buyer Incentive Offer (updated with new deadline)
  • Impact of S&P’s downgrades U.S. Credit Rating, Fannie Mae and Freddie Mac-What Does This Mean to You?
  • Rates Near 2011 Lows
  • New Appraisal Standards Effective September 1 for Fannie & Freddie
  • Great News for Underwater Homeowners
  • Fall Back, Beginning Sunday, November 6
  • Honoring America’s Heroes on Veterans Day
  • Reminder: Changes to HARP Program Announced
  • FHA Loan Limits Increased Again

Practical Financial Tips Quarterly Newsletter

Send the Practical Financial Tips quarterly newsletter to your clients and business partners to stay in the forefront of their minds year round. This newsletter is published during the first month of each quarter (Jan, April, July, Oct).

  • First Quarter issue released January 21, 2011
  • Second Quarter issue released April 15, 2011
  • Third Quarter issue released July 22, 2011
  • Fourth Quarter issue released October 21, 2011

Homes and Money Quarterly Newsletter

Send the Homes & Money quarterly newsletter to your clients and business partners to stay in the forefront of their minds year round. This newsletter is published during the second month of each quarter (Feb, May, Aug, Nov).

  • First Quarter issue released February 18, 2011
  • Second Quarter issue released May 20, 2011
  • Third Quarter issue released August 19, 2011
  • Fourth Quarter issue released November 18, 2011

LTB ARMs Indices Graphs

ARMs Charts make powerful presentation visuals for those clients you’re presenting ARM products to!

  • First Quarter released March 18, 2011
  • Second Quarter released June 24, 2011
  • Third Quarter released September 23, 2011
  • Fourth Quarter released December 16, 2011

Holiday Postcards

Take advantage of the holidays by sharing LTB’s Holiday Postcards with your relationships. It’s just one more way to let your database know they’re on your mind—and that you’re available to assist with all of their lending needs.

  • New Year’s 2011
  • Valentine’s Day
  • St. Patrick’s Day
  • Welcome to Spring
  • Memorial Day
  • Welcome to Summer
  • Happy Independence Day
  • Time of Year Again (Back to School)
  • Happy Labor Day
  • Happy Halloween
  • Happy Thanksgiving
  • Happy Holidays
  • Merry Christmas
  • Happy Hanukkah

Updates made to

  • Legislative Updates page
  • FHA Updates page
  • Consumer Handbooks(were all reviewed, and updated versions of English and Spanish are live)
  • Home Buyer's,
  • Consumer Credit Scoring,
  • 33 Ways to Sell Your Home Fast
  • Reverse Mortgages
  • Equity Management
  • Jim McMahan’s “30 Year Fixed Rate Conventional Mortgages” Graphs

Platinum Plus Exclusives!

  • Video Email Marketing
  • 75 new videos added to the library
  • Social Media Syndication Features—Visit the right hand column on Platinum’s homepage for easy to follow instructions for all of the features mentioned below!
  • “Apply Now” feature added—With this feature the member can track which campaign pieces are being utilized.
  • “Import Relationships” feature added— Now you can upload new contacts or update existing contacts directly from your Gmail, Windows Live, and Yahoo accounts – and there's even a way to bring in your Facebook contacts as well!
  • “Apply Now Click-Throughs” feature—Find out which marketing pieces grab the attention of your database–and get the biggest hits!
  • Get More Contacts Widget—Turn website visitors into contacts with this new widget!
  • Enhancements
  • “Send Marketing” Pieces to New Contacts—Watch a short video on the Platinum home page to learn how to send marketing pieces to new contacts that have been added to your database since your last quarterly marketing piece was released.
  • Blank Marketing Template—Use this template in the marketing library to create and send your own email more than once a week to different contact groups
  • Rate Alert Feature—Now, when market changes trigger possible refinance opportunities for your clients, you will receive an email alerting you of this opportunity.
  • Add and Manage Leads Feature—Watch this short video to discover how to quickly add—and manage—your leads!

Special Alerts

Special Alerts are designed to provide timely information, be it interest rate hikes, rates hitting all time lows, etc. These alerts are a great way to get your phone to ring!

  • “Before the Fed Meets” Postcard Alerts on January 19, March 8, April 20
  • “Rates Near All Time Lows” – May
  • “Rates Near 2011 Lows”-August

YOU Magazine

This monthly innovative online publication will enable you to achieve unprecedented marketing results! With contributing articles from bestselling authors from across the country on topics from health and finance to success and quality of life, there’s something to interest everyone! There were 12 issues with over 60 articles released in 2011!

  • January
  • February
  • March
  • April
  • May
  • June
  • July
  • August
  • September
  • October
  • November
  • December

Copyright © 2012Mortgage Success Source, LLC.
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