Loan Officer Musts: Total Cost Analysis and Other Sales Tools

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total cost analysis

As a loan officer, it is key to serve as your client’s advisor for life as you show them the cost of their loan over time with a total cost analysis, and more. So, accurately and clearly portray their loan options to them as you grow this client-to-borrower relationship. 

Keep reading to learn how to successfully do so with Mortgage Coach and the Jungo + Mortgage Coach integration. 

total cost analysis

What is Mortgage Coach?

The Mortgage Coach suite of enterprise online and mobile applications enhances the conversation between the borrower, mortgage professional, and Realtor. So, this enables a confident mortgage decision. 

Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. 

With Mortgage Coach technology, financial and real estate professionals provide clearly illustrated mortgage options with detailed financials, charts, video narration, and live updates on any device, ensuring an informed home loan choice. 

Why Use Mortgage Coach?

Mortgage Coach does a lot more than just providing compliant pricing presentations. Their educational YouTube channel wants to make mortgage professionals well-equipped teachers. They upload new videos frequently. Also, they often have other industry experts speaking on subjects. This includes consumer direct leads, lifestyle business habits, and sales strategies.

In addition to Mortgage Coach, CEO Dave Savage also offers helpful information and guidance. Because of this, the options for growing personally and professionally are endless.

What is the Jungo + Mortgage Coach Integration? 

Jungo expands its CRM integration with Mortgage Coach to further increase productivity for mortgage professionals. With a simple click, loan originators, marketing admins, and executive management can now generate mortgage reviews for thousands of customers all at once–directly from the CRM. 

In today’s competitive environment, Jungo’s CRM and Enterprise Solutions provide a huge advantage to origination sales teams. 

Request a free, no pressure demo with Jungo today to learn more about these two sales tools in action. 

Jungo + Mortgage Coach

How Could You Use Mortgage Coach?

With Mortgage Coach, Jungo users have the ability to create batch or individual Mortgage Coach presentations. Plus, rent vs. own cost comparisons and total cost analysis, all directly from within Jungo. The combination of Jungo’s CRM abilities and Mortgage Coach’s pricing presentations is productive. This allows you to send beautifully detailed mortgage pricing options to borrowers, straight from their contact profile in Jungo.

And because all that loan data is already in your CRM, it’ll be easy to update your clients on their options. With the total cost analysis tool, you can easily run annual loan reviews for your borrowers with data from your CRM. So, when you call them to wish them a happy loan anniversary, you have up-to-date information about their loan. 

Bottom Line

Invest in your future with technology that creates borrower home loan strategies. Also, improve your pipeline conversion and connect with clients on a deeper level. Present yourself as a trusted advisor with total cost analysis and education for your borrowers.

No matter how long you’ve been in the loan business, it’s critical to never stop learning. Check out Mortgage Coach today!