Annual Mortgage Review Strategy

Annual Mortgage Review

This report is a sure way to create clients for life. Be a trusted advisor for the long term and your own referral engine by adopting the Annual Mortgage Review strategy. With this report, you’ll uncover new purchase opportunities, refis and referrals. Introduce this report with: “According to my records, it looks like you’re up for a review on your mortgage. I want to make sure you have all the information you need, so take a look at this report and give me a call!”

Access the walk through tutorial: How to Create an Annual Mortgage Review Analysis

Please watch the video above for details on:

• Setting up the borrower’s current mortgage scenario
• Assessing the client’s goals and financial picture
• Creating new refinance loan scenarios
• Selecting your analysis metrics
• Delivering your advice through the reinvestment strategies
• Generating an MC link 

View how to create an Annual Mortgage Review TCA: Guide - Annual Mortgage Review