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Use Code “freetrial30” to get your first month FREE!
Yearly Membership (Save 60%)
$497.00
Every year
$97.00
Every month
The Mortgage Planner Membership is packed full of marketing and processes before, during and after the transaction. Lead tracking reports to send to Realtors, VIP Partner processes, During the deal power moves to work a true referral business. Upselling and cross-selling courses to expand your client and partner base. Easy items to impliment and use in your business maximizing your client referrals and CRM follow throughfor a repeat business that survives every market. (not CRM specific)
✓ Complete Referral Partner, Client Presentations & Processes
✓ Scripts and Dialog- phone call samples through the deal
✓ Hours of Webinar Training Sessions & Podcasts
✓ Referral based templates throughout the process
✓ Canva Links to Designs & Email Support
Membership trial includes a FREE Planning Call ($700 value)
See what our members are raving about!
