Editor’s Choices – Highly Recommended
Judy Margrett – Judy Margrett is President of The Turning Point. Stephen Margrett is her husband, second principal and computer designer. The Turning Point ['TTP'] is considered the mortgage industry’s primary ‘vehicle’ for post closing customer retention. Customer retention of course leads to many other by-products such as customer referrals. Listen to Judy describe the most advanced computer-based theories emanating from LOS systems and flowing through to applications such as ACT! Please check out our Partners page. Judy may be reached via Email at judy.margrett@turningpoint.com. (38 minutes)
Email:judy.margrett@turningpoint.com
Dan Thoms – Dan Thoms is Vice President of Education and Business Development for the CampusMBA division of the Mortgage Bankers Association. He was just given the nationally prestigious 2004 Instructional Design and Curriculum Development Leader of the Year Award. Dan has taken the CampusMBA from 2,000 students five years ago to 40,000 today. In fact, the CampusMBA is the largest distance-learning entity in the country! THIS IS A ‘MUST INTERVIEW’ FOR EVERY EXECUTIVE AND ORIGINATOR. Dan may be reached via email at dthoms@mortgagebankers.com. (35 minutes)
Pat Sherlock – Recently recorded in January 2003. Pat Sherlock has been in the mortgage industry for over 20 years. She has had senior management positions in sales, secondary marketing and operations. Pat founded QFS Consulting Group in 1991 and focuses the firm on improving sales production and effectiveness in the mortgage sector. Pat wrote the now industry classic (46 minutes)
Email:psherlock@qfsconsulting.com
Jeff Blackman: Secure THE YES and Peak Your Profits! – In this results-session, you’ll learn about: (1) How to secure ‘the yes’ not the ‘close.’ (2) 8 guidelines to get ‘the yes.’ (3) Trial questions. (4) How to respond to…I’d like to think it over. (5) Building value. (6) The 5 yes profit points…and more!
Jeff Blackman, is an international speaker, author, success coach, broadcaster and lawyer. His customized programs on sales, marketing, leadership and change…help you outdistance competition and reach new levels of unprecedented success. Jeff’s clients call him, a ‘business-growth specialist.’ For example, Jeff’s customized ‘Referrals: Your Road to Results’ learning-system, in 23 months-helped one mortgage industry client-generate new business, directly attributable to referrals, of $230 million! (29 minutes)
Email:jeff@jeffblackman.com
Phone:(847) 998-0688
Jeff Blackman: Probe…Your Path to Profit – In this results-session, you’ll learn about: (1) The power of questions. (2) Motivated vs. unmotivated need. (3) The 7 advantages of asking questions. (4) 15 crucial questions to ask. (5) The 5 probe profit points…and more!
Jeff Blackman, is an international speaker, author, success coach, broadcaster and lawyer. His customized programs on sales, marketing, leadership and change…help you outdistance competition and reach new levels of unprecedented success. Jeff’s clients call him, a ‘business-growth specialist.’ For example, Jeff’s customized ‘Referrals: Your Road to Results’ learning-system, in 23 months-helped one mortgage industry client-generate new business, directly attributable to referrals, of $230 million! (22 minutes)
Email:jeff@jeffblackman.com
Phone:(847) 998-0688
Rick Crandall, PhD: How to Build Relationships with Anybody – This class talks about major barriers to building relationships with prospects and clients, and the philosophy behind building trust with new people. Then it explains 13 secrets to building relationships that have been proven in psychological research and practical application. It ends with 7 specific suggestions for taking action to build better relationships.
Rick Crandall is recognized as the foremost expert on marketing professional services for people who hate to sell. He has many books and tape sets on the topic. Among the services Rick offers are consulting, seminars, and speeches. (24 minutes)
Email:rpcrandall@aol.com
Phone:(415) 209-9838
Rick Crandall, PhD: How to Actually Like Personal Selling: Turning Selling from Sleazy to Satisfying – This class provides an overview of selling and contrasts old-fashioned presentation/closing sales approach with the more professional relationship, consultative-type sales. Like all marketing, sales is based on relationship building, not on convincing people to buy something they don’t need or want.
Rick Crandall is recognized as the foremost expert on marketing professional services for people who hate to sell. He has many books and tape sets on the topic. Among the services Rick offers are consulting, seminars, and speeches. (42 minutes)
Email:rpcrandall@aol.com
Phone:(415) 209-9838
Paul Donohue: Create Distinction Or Face Extinction – Paul Donohue,CRMS is interviewed by John Ondrick. They discuss the concepts of creating A Value Distinction in your local Marketplace and how to differentiate yourself from your competition. This engaging interview talks about how to develop a strategic philosophy to be the Brand of choice with your customers.
Paul Donohue, CRMS has been building, selling and financing homes since 1976 and he has over 3000 personal loan application originations. Paul speaks, trains and teaches Mortgage Professionals across the country. (39 minutes)
Email:paul@thebrooksgroup.com
Phone:1-800-633- 7762
Paul Donohue: What To Do When Your Phone Stops Ringing – Paul Donohue discusses the emerging realities of the new Mortgage Marketplace. He reviews the ten key things you need to do and know to sell your way through tough times.
Paul Donohue, CRMS has been building, selling and financing homes since 1976 and he has over 3000 personal loan application originations. Paul speaks, trains and teaches Mortgage Professionals across the country. (46 minutes)
Email:paul@thebrooksgroup.com
Phone:1-800-633- 7762
Bill Brooks: Building And Sustaining Trust With Your Prospects – This is a study of a key principle of sales. In this seminar Bill Brooks teaches you how to create value and trust and to sustain it through all three phases of a sale. He also reveals the seven most important characteristics that top salespeople have as it relates to building trust with your customers.
Bill Brooks, CSP,CPAE,CPMC,CMC is founder and CEO of the Brooks Group, an internationally recognized sales and consulting firm. The author of nine books, Bill Brooks has delivered programs in over 350 different industries. Bill’s goal is to give individuals and organizations the tools and vision they need in sales and leadership, in order to succeed in today’s diverse marketplace. (15 minutes)
Email:bill@thebrooksgroup.com
Phone:1-800-633-7762
Bill Brooks: Accurate Listening – In this seminar Bill Brooks teaches you how to LISTEN YOUR WAY TO THE SALE. Bill will discuss ten points that will help you sharpen your accurate listening skills. He will also reveal The Greatest Secret In Sales Success.
Bill Brooks, CSP,CPAE,CPMC,CMC is founder and CEO of the Brooks Group, an internationally recognized sales and consulting firm. The author of nine books, Bill Brooks has delivered programs in over 350 different industries. Bill’s goal is to give individuals and organizations the tools and vision they need in sales and leadership, in order to succeed in today’s diverse marketplace. (14 minutes)
Email:bill@thebrooksgroup.com
Phone:1-800-633-7762
Denise Koepke – Time Management – Denise Koepke is the President and CEO of Remote Control Management. Denise was Nextel Corp.’s top instructor and is in demand by Fortune 200 companies around the world. She just recently returned from China and South Africa. Denise’s skills are diverse: she not only offers structured on-site training at all levels of the marketing process but also incoporates her personal coaching system (‘The remote Control Coach’) into the process. Denise may be reached by Email: dkoepke@r-c-m.com. (26 minutes)
Email:dkoepke@r-c-m.com
Denise Koepke – Prospecting – Denise Koepke is the President and CEO of Remote Control Management. Denise was Nextel Corp.’s top instructor and is in demand by Fortune 200 companies around the world. She just recently returned from China and South Africa. Denise’s skills are diverse: she not only offers structured on-site training at all levels of the marketing process but also incoporates her personal coaching system (‘The remote Control Coach’) into the process. Denise may be reached by Email: dkoepke@r-c-m.com. (22 minutes)
Email:dkoepke@r-c-m.com
Jacqueline Zimmermann: ACT! For Beginners – Jacqueline Zimmermann is President of ACT TECHNOLOGY in Riverside, California. Jacqueline has worked side-by-side with some of Symantec Corporation’s (owner of ACT!) senior technical support members and is a Certified Consultant. Jacqueline is considered by many to be one of the top ACT! experts in country and/or the world. She may be contacted for consulting services. Visit her Web Site at www.acttechnology.com. (42 minutes)
Email:jax@acttechnology.com
Phone:1-877-709-3400
Jacqueline Zimmermann: ACT! For Intermediate Users – Jacqueline Zimmermann is President of ACT TECHNOLOGY in Riverside, California. Jacqueline has worked side-by-side with some of Symantec Corporation’s (owner of ACT!) senior technical support members and is a Certified Consultant. Jacqueline is considered by many to be one of the top ACT! experts in the country and/or the world. She may be contacted for consulting services. Visit her Web Site at www.acttechnology.com. (40 minutes)
Email:jax@acttechnology.com
Phone:1-877-709-3400
Jacqueline Zimmermann: ACT! For Advanced Users – Jacqueline Zimmermann is President of ACT TECHNOLOGY in Riverside, California. Jacqueline has worked side-by-side with some of Symantec Corporation’s (owner of ACT!) senior technical support members and is a Certified Consultant. Jacqueline is considered by many to be one of the top ACT! experts in the country and/or the world. She may be contacted for consulting services. Visit her Web Site at www.acttechnology.com. (37 minutes)
Email:jax@acttechnology.com
Phone:1-877-709-3400
Curtis Warner: Effectively implementing an ’800 Number’ strategy – Curt strategizes on how Loan Originators can use a multiple 800 number strategy to ingratiate themselves within the Realtor community. A ‘direct’ strategy to capture customers before they reach Realtors is demonstrated. Curt clearly shows that costs are minimal versus the opportunity for significant returns. Please visit their Web site at www.archtelecom.com. (23 minutes)
Email:curtisw@archtelecom.com
Phone:(800) 535-3343
Curtis Warner: Effectively implementing a VOICE BROADCAST strategy – Curt discusses how to effectively integrate Voice Broadcasting into your client/prospect/Realtor database to bring value added to both your customers and your bottom line profits. Specific applications are discussed and bottom line costs brought into the equation. Arch Telecom is well respected within the mortgage industry. Arch telecom has over 10,000 large and small business customers nationwide, including businesses in the Hotel, Motel, Insurance, Direct Mail, Real Estate and Mortgage Industries. Please visit their Web site at www.archtelecom.com. (32 minutes)
Email:curtisw@archtelecom.com
Phone:(800) 535-3343