12 Week Fast Track HECM Toolbox Sales System

Module 1: 10X Presentation and Conversion Secrets

We cover a lot in this module.  Be sure to revisit the video showing the sample HECM Tool Report recap video email to send to borrower prospects and copy it to make it your own (Timestamp 57:39).  Follow and create a super signature for your weekly flagship email campaign (Timestamp 62:38).


Tasks to Complete from this Lesson

  1. 1
    Practice using the HECM Tool with various scenarios
  2. 2
    Record a recap video and email it to yourself and attach the HECM Tool Report pdf
  3. 3
    Practice the Balanced Retirement Models Method
  4. 4
    Write your Super Signature PS and come up with the next steps for your borrower prospects to take action 

Module 1 Resources

Balanced Retirement Model Method

The Balanced Retirement Model Method is a great way to have your borrower prospects conclude that accessing housing wealth is vital to a successful retirement.  

The $1 Million Originator Genius Model

The model is genuinely genius when followed.  Take one block at a time and master it.  This powerful visual model helps you keep on track with building a successful reverse mortgage origination business. 

How to record a recap video after your initial meeting

Watch this video of recording a screen capture video to send to your borrower prospects and anyone they want to include. You will learn what to say and how to structure the video. 

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