- Free
Nerd LO Vault
- Course
- 84 Lessons
Contents
Welcome! What to expect your first week!
We're So Glad You're Here! 4 Min Video
Use your Onboarding Teams Chat whenever you need or email: NerdMgmt@MtgNerdGroup.com
Benchmark Email Reference Guide.docx
- 191 KB
What does your Loan Tech or Virtaul Team Do For You?
LO and Loan Tech File Workflow.docx
- 25.1 KB
Intro To Sales Tracking & Your Key Numbers
What is your M.I.T. and Key Metric for Business NOW - 18 Min Video
Email this to Denise: Your Key Numbers.docx
- 14.7 KB
Define Your Week: The Power Is In The Prep - 16 Min Video
Track, Inspect, Audit - Fastest Way to Success!
Download the Performance Tracker HERE.xlsx
- 440 KB
Outbound Script Formula
Script Training with Exactly What To Say Coach:
Cheat Sheet: Exactly What To Say Phrases.docx
- 129 KB
Realtor Referral + How To Issue a PreApproval to Client and Realtor
Step 1: Define How You Want To Be Referred - 7 Min
Document: Sample E-Intro Template.docx
- 13.9 KB
Step 2: Issuing a PreApproval or PreQual to a Client = PPC or Pre Purchase Consult - 21 Min
Step 3: Update your Referrer SEPERATLY
IMPORTANT!!! Are you FRAMING the meeting? 2 min
Example: Live Zoom PPC with Denise to Client
Example: Client Video Screen Recording (not live zoom)
These email templates are in Dropbox: Understanding your PQ folder / Template Express
How to Use Excel Calc (8 Min)
1 PPC Payment Charts - Calculator.xlsx
- 174 KB
Live Call Feedback - Script Training
Client Under Contract: The Art of Presenting Interest Rates to Avoid Shoppers
Step 1: Visuals and Transparency is KEY: 55 min
Example: Denise Presenting Rates for Client
Newer LO's: How Do Mortgage Rates Work? 7 min
Newer LO's - What are Rate Adjustments? 4 min
New to Mortgage Coach software? 60 Min
Don't FORGET THIS step for every presentation you do! 2 Min
Courting Realtors: Scripting and Follow Up + Value Bomb Emails
Step 1: Mastering the initial Realtor Appointment - 21 Min
Step 2: Onboarding your Partner - Define your Process - 17 min
Step 3: How to Follow Up - Value Bomb Emails WEEKLY!!!
Tech Training and Stuff :)
How To Navigate Our Team Dropbox
Mortgage Guidelines and Matrix - The Hub
Upfront Systems - Overview - 10 min
How to set up a Mortgage Coach - QUICKLY: 2 Min
How to set up a Zoom Webinar or Meeting - 4 Min
Email Management Pro Tip: 9 Min
Edit Your Encompass Views for Efficiency - 3 Min
Canva Marketing Basics Webinar: 60 Min
How To Leverage HOMEBOT for MORE business!
Example: Homebot Welcome Email.docx
- 15.3 KB
BN Touch - CRM Training
Intro to BN Touch - 6 min Video
Learning The Campaigns: 27 Min Video
How to See Your Recent Leads: 2 Min Video
Cheat Sheet: How To Add A New Client to BNT.docx
- 339 KB
Cheat Sheet: Pipeline Status Definitions.docx
- 16.1 KB
Cheat Sheet: Partner or Participants Definitions.docx
- 12.8 KB
Prior to Contract: Pipeline Status Training - 70 Min
Cheat Sheet: Prior to Contract Training with Zoom Recording.docx
- 33.8 KB
Denise's Webinars: 1 to Many for Real Estate Agents That You Can Copy
Jan 2025: Rate and Market Forecast
Feb 2025: Convert like a PRO at Open Houses
March 2025: From CONFUSED to CONFIDENT!
Marketing Items
Social Media Graphics with Captions: www.BenchmarkMPD.com
Marketing Flyers, Business Cards, Other stuff: Visit our Team Canva Link
Nerd & MPD Coaching Calls:
Feb 2025: How Financially Strategic is YOUR advice to a consumer?
Jan 2025 - Kick Off Call - Dominate this year!
Dec 2024 - Building your 2025 Business Plan
MBS Highway Training
Variable Income Training
Nerd LO - Script Training - PPC: What to Say, When To Say it, and HOW to say it
Partner Value Bomb Examples
Content Formula for Value Bombs.docx
- 17 KB
Feb 11 - Just Helped A Realtor get this buyer under contract.docx
- 135 KB
Feb 18 - 3 Loan Programs You Need in 2025.docx
- 96.2 KB
Feb 25 - How We Turned this VA client into a CONTRACT.docx
- 58.1 KB
March 2 - Transform Your CMAs - MasterClass Invite.docx
- 93.7 KB
March 5 - This Non Contingent Loan Program is Fire emoji.docx
- 47.4 KB
March 9 - Quick Favor.docx
- 80.8 KB
March 16 - Real Estate is your Pot of GOLD.docx
- 179 KB
March 25 Move clients from Confused to Confident.docx
- 61.5 KB
March 27 - Check This OUT!.docx
- 61.7 KB
April 3 - What this power play means to YOU! Rocket + Redfin + Mr.Cooper.docx
- 179 KB
April 8 - VERY IMPORTANT - Mortgage Rates.docx
- 73.6 KB
Client Value Bomb Examples
Jan 27th - Every 7.2 Years This Happens.docx
- 160 KB
Feb 5 - Super Bowl Fun.docx
- 62.6 KB
Feb 11th - Helping Your Family Live Closer.docx
- 15.7 KB
March 5th - #1 Thing Your Should Do After Buying A Home.docx
- 122 KB
March 9th - Quick Favor.docx
- 13.7 KB
March 16 - Escrow Statements.docx
- 303 KB
April 3 - What is the Difference - Tax vs Lender.docx
- 15.3 KB
Refi Pitch: Calculator and Email Template (Look in Template Express)
How to Use the Exel Refi Calc
Refi Quotes Calc.xlsx
- 13.5 KB
Refi - Rate Pitch With Option.docx
- 182 KB
Refi - Rate Pitch Doesn't Make Sense To Refi Just YEt.docx
- 26.4 KB