Sales Tools, Guides, Scripts & Trackers

Sales Tools

Reasons To Call RealtorsFive Ways LOs Can Bring Value To RealtorsTLOP Mortgage FAQsClient In-Take FormLead Intake Form 2-1 Buydown CalculatorDetermine the Roles of Your Team TLOP PAIL Form Basis Point Conversion Guide 9 Financial Changes To AvoidThe 5 C’s of Home Buying TLOP Acronyms12 Ways To Kill Your Loan ApprovalFractions To Decimals

Scripts

TLOP Scripts – Scripting For The Appointment (Realtors)TLOP Scripts – What To Say In The Meeting (Realtors)Five Questions To Ask On A Realtor Appointment 5 Questions to Ask Past Clients When Conducting Annual Mortgage Reviews

Guides

MGIC’s Self Employed Income Calculation WorksheetNew VA Funding Fee Chart (April 7th, 2023)FHA Reduction in MIP Chart (Effective 3/20/23 Endorsements)Fannie LLPA MatrixAMI Look-Up ToolStudent Loan Policy by Agency Desktop Appraisal FAQ From Fannie Mae

Trackers

Loan Officer Business PlanTLOP Lead TrackerTLOP Realtor TrackerTLOP Circle Of Influence TrackerDominate The 1’s