Activity 6 - Determine your Criteria for choosing Lending Partners

Gen-XY Advice Foundations - Mortgage Management Program

Introduction - Becoming your clients Mortgage Management Program Coach

Before you get started - Download the Workbook
Welcome to the XY Advice Foundations - Mortgage Management Program Course (3:38)
Meet theXYacademy Team (3:15)
What is a Best Practice Mortgage Management Program? (7:53)
Exercise: Introduce yourselves and Set Your Course Goals (0:28)

The Value of a Mortgage Management Program for your Business / Branch

Introduction - The Value of a Mortgage Management Program for your Business (2:11)
What does Pink Face Cream Have To Do With a Mortgage Management Program? (9:10)
What Strategic Problems is Mortgage Management Program solving in your Business? (5:46)
Activity 1 - Strategic Problems solved by a Mortgage Management Program (2:24)
Module Recap - and what we'll cover later on in the course (4:01)
Quiz - The Value Of a Mortgage Management Program For Your Business/Branch

Module 2: How a Mortgage Management Program helps you Win the Client Value Equation

Introduction - Winning the Client Value Equation (2:45)
Creating your Ideal Client Avatar's (4:22)
Meet Experience Wealth's Average Aussie Family (6:08)
Activity 2 - Create your Ideal Client Avatar (4:22)
The Value Of a Mortgage Management Program For Your Avatar (5:08)
Quiz - How a Mortgage Management Program Helps You "Win" The Client Value Equation

Module 3 - Mortgage Management Program for First Home Buyers

Introduction - Mortgage Management Program for First Home Buyers (2:54)
Establishing Property Goals - for First Home Buyers (6:23)
Affordable Borrowing - Helping your FHB Lifestyle Proof their Property Purchase (9:46)
Repaying the Loan - looking at your FHB’s Ideal Loan Repayment Timeframe (5:15)
FAQ's and FSU's of the Mortgage Management Program for FHBs (11:30)
Activity 3 - Building your "House View" - for First Home Buyers (4:11)
Quiz - Mortgage Management Program for First Home Buyers

Module 4 - Mortgage Management Program for Next Stage Buyers

Introduction - Mortgage Management Program for Next Stage Buyers (3:01)
Establishing Property Goals - for Next Stage Buyers (4:39)
Affordable Borrowing - Helping your NSB Lifestyle Proof their Property Purchase (4:43)
Repaying the Loan - looking at your NSB's Ideal Loan Repayment Timeframe (4:10)
FAQ's and FSU's of the Mortgage Management Program for NSB's (5:49)
Activity 4 - Building your "House View" - for Next Stage Buyers (2:28)
Quiz - MMP Model for Next Stage Buyers

Module 5 - Mortgage Management Program for Refinancers

Introduction - Mortgage Management Program for Refinancers (2:29)
Establishing Property Goals - what is the reason for Refinancing? (2:26)
Affordable Borrowing - Helping your Refinancers Lifestyle Proof their Lending Limit (2:08)
Repaying the Loan - looking at your Refinancers Ideal Loan Repayment Timeframe (1:31)
FAQ's and FSU's of the Mortgage Management Program for NSB's (3:55)
Activity 5 - Building your "House View" - for Refinancers (1:45)
Quiz - Mortgage Management Program for Refinancers

Module 6 - Choosing a Lending Partner - Finding "Best Terms" for your Client

Introduction - Choosing a Lending Partner - Finding "Best Terms" (2:44)
The Pre-Approval - knowing what the Lenders think up front (2:09)
Ranking Lending Partners - Ways to judge Lenders other than by Interest Rate (2:41)
Recommending a Lender - How to choose who you use for each client (8:29)
Activity 6 - Determine your Criteria for choosing Lending Partners (1:45)

Module 7 - Getting Your Clients Started On Their Mortgage Management Program

Introduction - Getting Your Clients Started On Their Mortgage Management Program (2:19)
Your Mortgage Management Program Meeting - Preparation (5:39)
Your Mortgage Management Program Meeting - The Meeting & Recommendation (6:31)
Your MMP Meeting - Post Meeting work - Implementation & Financial Planning Referral (3:50)
Demo - Mortgage Management Program - Meeting (12:59)
Activity 7 - Record and share your own MMP Meeting (0:42)
FAQs & FSUs of the MMP Meeting (5:23)

Module 8: Ongoing Support - Helping your clients Pay off their Debt

Introduction - Ongoing Support - Helping your clients Pay off their Debt (1:20)
Keeping your Mortgage Management Program up to date - pre work (2:23)
Keeping your Mortgage Management Program up to date - Client Discussion/Contact (2:13)
Keeping your Mortgage Management Program up to date - Post Meeting Work (2:18)
FAQs and FSUs of Ongoing Support (1:52)

Module 9 - Packaging and Pricing Your Offer - Winning The Client Value Equation

Introduction - Packaging and Pricing Your Offer (1:50)
Identifying your Cost - What will you Charge, for Time and Client Experiences? (5:00)
Using your Ideal Client Avatar to Build Your Plan and Package Fees (5:00)
Example - the Experience Wealth Plans, Packages & Pricing Model (5:38)
Activity 8 - create your Packages and Pricing Model (Initial and Ongoing) (0:46)

Module 10 - Creating Your Value Story - A Tale Of Client Success

Introduction & Expected Outcomes of this Module (1:09)
Challenge your thinking – How does a Mortgage Management Program solve a problem in your Business? (1:20)
Challenge your thinking - The value of Mortgage Management Program for your Client Avatar (1:33)
The Pitch - Part 1 - The Call (9:14)
The Pitch - Part 2 - The Meeting (6:33)
Activity 9 - Create your own "Pitch" and upload your video (0:15)

Module 11 - The Launch - Building A Pilot Group And 90 Day Action Plan

Tech Tutorials - Partner Videos

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