12 Week Fast Track HECM Toolbox Sales System

Module 2: Mining for Reverse in Your Database

We reviewed mining for reverse mortgages in your database.  Be sure to revisit the video showing the checklist for your annual client reviews.  Also, follow the simple Evidence of Success postcard process and access the template in Canva below in the Module 2 Resources.  


Tasks to complete from this Lesson

  1. 1
    Schedule time each week to call your past clients for their annual review
  2. 2
    Write three Evidence of Success Postcards using the Canva template and based on your own client stories or get the help from AI
  3. 3
    Order postcards from Canva and mail them yourself or use a company like www.prospectsplus.com
  4. 4
    Mail your first postcard to past clients and your sphere of influence (referral partners)
  5. 5
    Create emails from each postcard and email them to your sphere and past clients 

Module 2 Resources

Evidence of Success Postcard

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.  

Q&A/AMA Call Recording

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