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Mortgage Bankers & Correspondents | The DNA for Success

Is your company looking for new profit centers? Do you feel that your company / team could be running more effectively but you don’t have the time or resources to figure out how to make that happen? Connect with other like minded professionals in this unique mastermind group to ask questions, share thoughts and best practices. If you would find value in one of the members, in this mastermind group, to provide a complimentary 30 minute Strategy Session please complete a few short questions online and one of the members will connect with you.

We have been working for decades with mortgage companies and professionals.  We assist them in developing systems which create new revenue streams, increase high quality lead generation, obtain more referrals, create profitable partnerships, hire the right people and help to improve leadership and management skills.  Check out just a few of the stories from mortgage companies and professionals.

“Nothing Like It In The Mortgage Industry”
ActionVision changd not only my business but my life as well.  The systems are amazing, the network is powerful and the tools are out of this world.  I have been in the mortgage industry for decades and have been to so many seminars and . . . 

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ActionVision changed not only my business but my life as well.  The systems are amazing, the network is powerful and the tools are out of this world.  I have been in the mortgage industry for decades and have been to so many seminars and workshops and events.
I have never experienced anything like ActionVision and the Legacy Partner Network!  The network includes Realtors, CPA’s, financial planners, insurance agents, speakers, authors, and even a company which builds million dollar conservatories all around the world.
I have started two Coffee Connections and plan on starting more.  It’s now my system for helping me to meet a lot of amazing referrals sources in all different industries and have them come to me rather than me going to them.
Those on ActionVision and in the network “Get It” as I like to say.  Yes, they realize that with systems we can double our income while reducing the hours we work . . . but . . . more than that those in the network, realize that we can all discover our life vision and when we learn to live that daily, with others, we all see a lot greater success, have a lot more fun doing it when we do it with like minded people.

 

Ed Noel

Elliot Ames Nevada, Inc.

“Systems = Success” 
What can I say . . . it’s changed how I think about success, systems and people!  I’ve been a leader in the mortgage industry largely in
the wholesale area and the systems, tools and networks produce success . . .

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What can I say . . . it’s changed how I think about success, systems and people!  I’ve been a leader in the mortgage industry largely in the wholesale area and the systems, tools and networks produce success individually and as a team.
The BOS – Business Operating System is magical.  Personality Masteries. the DNA for PEOPLE has helped me to understand people so fast it’s scary.  The 5/30 Grid, the DNA for BUSINESS, is easy to understand and implement and the DNA for LIFE helps us all to learn how to see success in every area of life.
I have used the systems and the networks in recruiting, mentoring and management for both internal reps and then to bring added value to our clients.
Amazing!
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Paul Wyner

Home Point Financial

I just wanted to let you know how much the Action Plan has done for me. I’ve been in the mortgage industry for 18 years… I have never been in the position of running the business. Instead, it’s been running me.

“Surpassing My Goals” I have all my loan officers on the Advanced Action Plan. They all feel as strongly as I do about your product. By duplicating our efforts every day, week and month; we will have predictable results and will surpass our goals.

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I just wanted to let you know how much the Action Plan has done for me. I’ve been in the mortgage industry for 18 years… I have never been in the position of running the business. Instead, it’s been running me.

I have all my loan officers on the Advanced Action Plan. They all feel as strongly as I do about your product. By duplicating our efforts every day, week and month; we will have predictable results and will surpass our goals. 

I just wanted to let you know how much the Action Plan has done for me. I’ve been in the mortgage industry for 18 years; 16 of those years as a producing branch manager. I’ve always closed respectable numbers, averaging 15 to 18 million a year in personal production and running multiple offices in excess of 150 million a year. Everything I did was either by crisis management or by having awesome people working for me. I have never been in the position of running the business. Instead, it’s been running me. With the Advanced Action Plan, I finally have a system that I can measure results. If I do 90% of what the plan calls for, then I will get 94% of the goals we set. In my case, set a $30 million production for myself, and $100 million for the branch. Those numbers will be surpassed. We are now on target for over $40 million in personal production and the branch should do over $130 million for 1998. I have all my loan officers on the Advanced Action Plan. They all feel as strongly as I do about your product. By duplicating our efforts every day, week and month; we will have predictable results. That’s what the Action Plan does for us. Thank you for everything, Mark. We look forward to the rest of the year with you and your organization.

CherryCreek

Tom Ninness

Branch Manager, Cherry Creek Mortgage

“Double My Income” I didn’t believe you when you said you could help me take my income from $150,000 to over $350,000. However, after setting some ambitious goal in my Action Plan, and the accountability you helped me with, now I’m a believer.

It seems too good to be true, but then again so did the $350,000. Who knows? Maybe $500,000 isn’t a high
enough goal.

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I didn’t believe you when you said you could help me take my income from $150,000 in 1997 to over $350,000 in 1998. You see 1997 was my best year ever, and I was having a hard time believing that I could repeat that feat. However, after setting some ambitious goal in my Action Plan, and the accountability you helped me with, now I’m a believer. My Action Plan set out a path for 350 loans, and I did 360 loans with personal income after paying assistants of $350,000. Thanks. I am really excited about starting the Sales Masteries program. It seems too good to be true, but then again so did the $350,000. I look forward to having your teamwork with my referral sources to bring them so much added value that they refer all of their business to me. Also, to having your team provide its sales development expertise so all I have to do is sit back and bask in the glory. Who knows? Maybe $500,000 isn’t a high enough goal. Thanks again, and if there is ever anything I can do to help you increase your business, please let me know.

CherryCreek

John Weller

Cherry Creek Mortgage

My Realtors tell me how they are WOW’ed by the persistent, consistent communication that “I” send to my Realtors showing them that “Bob’s for real, Bob’s in the game.” . . .

It’s thanks to ActionVision which helps me plan my every step so I can keep focused on the big pieces that are the most beneficial to
my business. It helps to carry the ball to the ten yard line so I can go in for the touchdown.

“Reduced My Stress And I Work Less!”
Thanks for making my life run so much more smoothly, team. One of the best perks is that the time I save using these systems lets my wife and I visit our daughter and her family in Florida twice a year the past two years. . .

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Synergy Team, I just want to say that my Realtors tell me how they are WOW’ed by the persistent, consistent communication that “I” send to my Realtors showing them that “Bob’s for real, Bob’s in the game.” You and I know that it’s not just what I’m doing; it’s also thanks to ActionVision which helps me plan my every step so I can keep focused on the big pieces that are the most beneficial to my business; it’s the dynamite combination of MaxSys {monthly newsletter system) and SAM {e-mail/phone/mailing combo system} that are helping me build my referral base with much less stress and effort on my part – they help to carry the ball to the ten yard line so I can go in for the touchdown. What I especially like is how MaxSys and SAM work together to show my referral sources that I’m serious about helping them build their business. MaxSys has a “homemade” feel to it that allows me to show how much I care for my referral sources and clients. SAM gives this a different kind of twist to help me gain the trust and respect of my referral sources, while letting me help them with their business, in hopes of my gaining some of that new business they otherwise would not have had. Thanks for making my life run so much more smoothly, team. One of the best perks is that the time I save using these systems lets my wife and I visit our daughter and her family in Florida twice a year the past two years, where we never went more than once a year in the past.

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Bob Donnelly

Home Express Mortgage, Chicago

For me, Action Vision is a very positive and motivating system that will help me achieve the success I desire. Action Vision is my written business plan for success.

“I Am More Motivated And Working Smarter!” I have a great coach and motivator that provides me with honest and unbiased advice as well as excellent sales tips and I always feel that he cares about my success above all else.

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Donna, Thanks for calling me recently to see how Action Vision was working for me. I believe strongly that all very successful businesses need a written plan with measurable goals and defined steps that need to be taken to achieve those goals. And, you need a system to measure your success. For me, Action Vision is a very positive and motivating system that will help me achieve the success I desire. Action Vision is my written business plan for success. My A/V plan keeps me organized and focused on the things I need to do to succeed, and it measures how well I am doing. I feel great satisfaction when I accomplish the tasks I set at to do each month and I am even more motivated to push myself harder in order to succeed in any area I have come up short of my goal. Lastly, I have a great coach and motivator in Jon Nicholson. Jon provides me with honest and unbiased advice as well as excellent sales tips. Jon always makes me feel that he cares about my success above all else. Have a great day; I look forward to talking to you again soon.

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Bob Lauper

Mortgage Consultant