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