BUSINESS BUSINE SS S Y TEM

Transcription

1 BUSINESS YSTEM

2 BUILD YOUR BUSINESS! GET RECOGNIZED - We Help Build Your Brand STAY INFORMED - At Your Informa on Portal MACVO.com GET FOUND - With Your Fully Customizable Personal Website STAY TOP OF MIND - With Your Weekly Mortgage Advisor KEEP YOUR CONTACTS CONNECTED - With Your MAC Mobile App. HELP WHEN YOU NEED IT - With Our Toll Free Technical Support NEVER MISS A CALL - With Your MAC Personal Assistant Answering Service GET ORGANIZED - With Technology That Helps Run Your Business FIND THE RIGHT LENDER - With The Revolu onary SuperApp EARN MORE - With Exclusive Mortgage Products Not Available At Banks PROTECT YOUR CUSTOMERS - With A Complete Insurance Solu on TOP LEVEL ACCESS TO MORE LENDERS - Through The VIP Lender Hub GET MORE REFERRALS - IMPACT Your Customers GENERATE MORE LEADS - With Your Customer Communica on Program (CC) MAKE AN IMPRESSION - With Your e-direct Communica ons MANAGE YOUR FINANCES - Real- me With A Click Of A Mouse! WE VE GOT YOUR BACK - With Our In-House Compliance O cer LEARN TO EARN - At Mortgage Alliance University WELL DESERVED RECOGNITION - With An Unmatched Rewards & Recogni on Program START YOUR CAREER WITH CONFIDENCE - With Your Very Own Support Underwriter MAC STORIES - Our Mortgage Professionals Share Their Reviews

3 GET RECOGNIZED! We Help Build Your Brand Na onal Brand Campaign The big banks are recognized brands! Mortgage Alliance s mul -million dollar Na onal Brand Campaign builds consumer awareness and helps Mortgage Alliance Professionals get recognized. We educate customers on why they should use a Mortgage Alliance professional. Your Customer Can Win $100,000! Your customers are automa cally entered into a ballot for a chance to win up to $100,000. This gives you a great opportunity to establish credibility in your community and show that you are part of a reputable company. Visit for contest rules and regula ons. Marke ng & Adver sing Consul ng No templates for us! We believe your adver sing should be as unique as you are. We focus on custom designing your ads with the help of our in-house marke ng crea ve team. Whether you need assistance with ideas for your ini al campaign, crea ve design development, compliancy with adver sing policies and provincial regula ons, our marke ng department is here to help you build your brand.

4 STAY INFORMED! At Your Informa on Portal -MACVO.com Knowledge is power that s why Virtual O ce is visited by over 1000 Mortgage Alliance Professionals every day. Access all lender & insurer informa on from rates to broker packages in MACVO - updated by the lenders and insurers themselves! As your informa on resource, Virtual O ce contains everything you need. Manage your Rate Advisor (weekly ) and design your personal Mortgage Alliance website right from Virtual O ce.

5 GET FOUND! With Your Fully Customizable Personal Website Canadians are turning to the web when searching for mortgage informa on. Get online presence and generate leads with your Mortgage Alliance website. Every Mortgage Alliance Professional has a customizable website. Visitors can sign up to your Mortgage Advisor and submit online Mortgage Applica ons that sends the deals directly into MortgageBOSS!

6 STAY TOP OF MIND! With Your Weekly Mortgage Advisor Mortgage advisor goes out to over 125,000 recipients every week. It s a great resource to keep your name top of mind with prospects, customers and referral sources. Rate advisor goes out from your Mortgage Alliance address automa cally every week. You can choose your the layout (rate displayed vs. dynamic rate link), add your photo and add a personalized message for your database of customers, prospects and referral sources!

7 KEEP YOUR CONTACTS CONNECTED! With Your MAC Mobile App Give real me rate informa on on the GO with your MAC Mobile App, personalized with your name and picture! With the Mobile App you can access industry news, mortgage calculators, and important links right from your hand-held device. Share it with your referral sources to get up to date news, rates and most important get to you! Want a peak at the MAC Mobile App? Log into h p:// from your hand-held device.

8 HELP WHEN YOU NEED IT! With Toll Free Technical Support Whether you need help with common technical issues, having trouble naviga ng MortgageBOSS or can t nd what you re looking for in Virtual O ce, we have our in-house Technical Support team to help you with any issues you might be having. Toll free Technical Support is available 5 days a week, 14 hours a day! And even Saturdays!!

9 NEVER MISS A CALL! With Your MAC Personal Assistant Answering Service Our agents have a live remote recep onists to answer calls 24/7. How It Works: When someone calls , a recep onist (your Personal Assistant) answers the phone with a Mortgage Alliance gree ng. Your Personal Assistant then screens and routes your business calls as per the instruc ons YOU provide and is capable of forwarding calls to any number you d like and personally announce the call to you. If you are not available, your Personal Assistant can take a message for you and forward it to your voic , , or cell phone as per your instruc on Features include: 24/7 Answering Service Simple Forward Screened Forward Messages Forwarded to your voic , , or cell phone

10 GET ORGANIZED! With Technology That Manages Your Business Organize Yourself - Access - Calendar & Appointments - Tasks & To Dos - Personal Contacts - Lender Organiza ons - Outlook & PDA Sync - Forms Library - Commission Receipts Full CRM (Customer Rela onship Management) - Past Files - Ac ve Files - Real-Time Files Status - Templates - Print Templates - Auto Business Alerts - Custom Se ngs - Custom Views - Security Groups - Ac vity Manager - Campaign Manager Repor ng - Custom Reports - Report Dashlets - Balance Statement Expense Manager Applica ons - Online App - O ine App With Lender Logic - Website App Audit Compliance Document Storage The technology dashboard for mortgage professionals

11 FIND THE RIGHT LENDER With The Revolu onary SuperApp Total Mobility The SuperApp allows you to take a complete mortgage applica on, access lenders rates and insurers policies, plus iden fy those lenders that would entertain your deal. Then just submit the applica on! Access the SuperApp even if there is no internet connec on! Take a mortgage applica on anywhere any me and submit it later when you re back online. Lender Logic Get rates and policies of the top broker lenders and mortgage insurers Rates in and real- me, Resources any me. With a click of a bu on, Lender Logic will lter available lenders according to your deal parameters and provide you with a list of lenders that represent the best t for your deal.

12 EARN MORE! With Exclusive Mortgage Products Not Available At Banks! RightMortgage Educate customers about mortgage pricing and get a compe ve advantage. Select features and op ons they want in their mortgage and eliminate the ones they don t. See the e ect on their mortgage rate immediately. SmartMortgage Show customers how to save money by paying the least amount of interest. Engage customers in future plans, whether they are long term, planning for a child s educa on, or more immediate like a vaca on. The choice is theirs, but the convenience is built-in. My First Mortgage We are targe ng 1st me home buyers with a mortgage that makes home ownership stress free. My First Mortgage bundles legal fees, tle insurance, 6 months home insurance, 6 months creditor life insurance, and 6 months warranty on appliances. All at no addi onal cost.

13 PROTECT YOUR CUSTOMERS! With A Complete Insurance Solu on Every mortgage should be protected! We o er Creditor Life & Disability insurance plus a complete insurance solu on including: Home, Auto, Life, & Commercial directly from your own website! CREDITOR LIFE $ Our No Ques ons Asked insurance is unique because it s easy. Your customer is covered. No ques ons to answer with guaranteed issue insurance up to $500,000. LIFE AUTO HOME COMMERCIAL Complete suite of personal insurance products available for your customers. Your customers who drive need Auto Insurance, why not through you? 100% of your mortgage customers will need home insurance, why deal with someone else? O er your customer insurance for a revenue property, o ce space, or professional liability!

14 TOP LEVEL ACCESS TO MORE LENDERS! Through The VIP Lender Hub The VIP Lender Hub gives you access to lenders you don t normally deal with and the Hub underwriters ensure a smooth transac on. You get great service, great rates, and all the credit! - Access to Lenders with volume requirements - Repor ng and tracking documenta on system - Detailed knowledge of lenders you may not deal with

15 GET MORE REFERRALS! IMPACT Your Customers 67% of mortgage broker customers are not contacted post-closing. IMPACT follow-up makes sure your customers are not a sta s c! Stay In Touch IMPACT 5-year direct mail program nurtures your customer rela onships a er the mortgage is closed. MAC/MPH CUSTOMER SATISFACTION SURVEY 1 How long did you expect it would take to get your mortgage approved? Less than 4 hours About 24 hours About 48 hours 7 days 30 days Over 30 days 2 How long did it take to get your mortgage approved? Less than 4 hours About 24 hours About 48 hours 7 days 30 days Over 30 days 3 How satisfied were you with the recommendations of your mortgage consultant? Exceptionally satisfied Very satisfied Satisfied Dissatisfied Very dissatisfied 4 How satisfied were you with the way your mortgage consultant kept you informed during the mortgage process? Exceptionally satisfied Very satisfied Satisfied Dissatisfied Very dissatisfied 5 How would you evaluate our overall performance? Exceptionally satisfied Very satisfied Satisfied Dissatisfied Very dissatisfied 6 Would you use us to negotiate your mortgage renewal or your next mortgage for you? Yes No 7 Would you use the same MAC/MPH mortgage professional? Yes No 8 Would you like to tell us the name of your MAC/MPH professional? Joe Smith, Jane Doe 1234 Any Street Somecity, PR H0H 0H0 Keeping in touch Please complete the survey and fax back to 1 (866) Would you recommend us to your family or friends? Yes No 10 What is the most important reason you chose MAC/MPH to assist you in getting your mortgage? Company reputation Referred by a friend Referred by a realtor Advertising Knew mortgage consultant Satisfied past customer Company referral Internet Other, please specify: 11 Would you like to give us your name and address? Name: Address: City/Town: Postal Code: Address: 12 Is there anything you would like us to know about our service that we ve not already covered? Today s Date Christine Stewart th Street Somecity, PR H0H 0H0 Ph: (123) Dear Joe and Jane, With changing interest rates and new mortgage products constantly becoming available, your home financing is something that should be reviewed regularly, not just when it comes time to renew. I wanted to touch base with you in case your financial situation has changed, or even if you re simply looking for some unbiased advice or solutions on how you can be debt free faster. Whatever your need, I would be happy to lend my expertise! I m proud to say that business is going well, but I also wanted to let you know that I am always available for you or any of your friends or family that might be in need of my services. I will make time to provide my expertise, ensuring you or those you refer get the Right Mortgage. Please don t hesitate to contact me with any questions or concerns you have about home financing! With warm wishes, Christine Stewart Senior Mortgage Consultant Get Repeat & Referral Business IMPACT Direct Mail follow-up program generates more repeat and referral business by keeping your name top-of-mind! Easy To Use Whether you choose IMPACT Lite or IMPACT Premium, all you have to do is check a box and you re DONE!

16 GENERATE MORE LEADS! With Your Customer Communica on Program (CC) Every month we prepare new CCs (Customer Communica ons) that you can send as a personalized to your database of customers directly from your MortgageBOSS. It contains mely mortgage ps, news, informa on, and a call to ac on that help generate leads for you. Being the mortgage expert is now as easy as clicking Send!

17 MAKE AN IMPRESSION With Your e-direct Communica ons Whether you re following up a er a mee ng, giving someone the good news about being approved, or thanking someone for a referral, whatever the situation, professional e-direct s are sure to make a great impression! E-direct commuications for every situa on are conveniently accessible from MortgageBOSS and are very easy to use. Just click to mail merge and you re building rela onships!

18 MANAGE YOUR FINANCES! Real- me With A Click Of A Mouse! Real Time Commission Status MortgageBOSS allows you to see everything from status of your deals to when deal cheques are received from lenders- real me. Daily Payroll No need to wait for payday...our payroll is processed daily! In fact, we are the only mortgage brokerage with a dedicated Admin team that pays agents daily. Balance Statement Would you like to see a complete breakdown of your income and expenses - REAL-TIME? MortgageBOSS s Balance Statement allows you to do just that. Expense Manager When it s me to le your taxes, this tool will come in real handy. The expense manager allows you to input your expense receipts and generate your end of year expense reports.

19 WE VE GOT YOUR BACK With Our In-House Compliance O cer We provide agents and franchise owners with a dedicated compliance o cer to keep you up to date with provincial regula ons, and associa on ini a ves. Our Director of Compliance is aware of regula ons and trends across Canada. He is your counsel for all audit, compliance and consumer issues and is there to guide and protect you and your business. Working closely with legisla ve bodies, our compliance o cer is your one point person to contact for: - for Mortgage Alliance Policy & Procedures - for Provincial Rules & Regula ons - in case of consumer legal ac on or Errors & Omissions insurance claims - in case of consumer complaints to the Provincial Regulator

20 LEARN TO EARN! At Mortgage Alliance University Brand new agents, top producers & franchise owners know we are the undisputed leader in providing networking, educa on and training for mortgage professionals. With over 125 sessions per year and more than 30 CE credits to be earned, Mortgage Alliance University ensures you stay on top of your game. MAC University is supported by the industry so when you a end some of the sessions not only do you learn, you have the opportunity to network with lenders, insurers and other suppliers. The Curriculum MAC-U o ers live & online programs from basics to advanced. These include Orienta on, CDP, Success Series, MAC Academy, Special Sessions and more. For More Informa on, Please Visit

21 WELL DESERVED RECOGNITION! With An Unmatched Rewards & Recogni on Program We know how hard you work and we recognize the e orts of our people with special events and a comprehensive Reward and Recogni on program that s second to none! Every organiza on should recognize the performance of their top people but at Mortgage Alliance we Recognize and Reward them with an all expenses paid annual trip for two to a ve star resort loca on! Performance Level Awards We also make it possible for many good people to win their way onto the R&R Trip in other areas like lender sponsored awards, insurance sales and ve diamond customer service awards. Every year we also recognize success through our respected Masters, Elite and President Awards.

22 START YOUR CAREER WITH CONFIDENCE With Your Very Own Support Underwriter If you are new to the industry we are commi ed to helping you build your database of customers and grow your mortgage business. The key to that is ge ng o on the right foot, crea ng good habits and developing con dence. Every new mortgage agent is assigned a Support Underwriter who will not only help get you set up on the systems, they will also provide the support, coaching and guidance to help get you going quickly. Performance Level Awards Almost as important as you ge ng customers! Your support underwriter provides VIP access to lenders for our new brokers!

23 MAC STORIES Our Mortgage Professionals Share Their Reviews Zena The people, the systems, all are there to support and inspire us to build a highly successful business. Mortgage Alliance provides an environment and culture that fosters long-term success. The people, the systems, - all are there to support and inspire to build a highly successful business. The company s reputa on & leadership were important factors for me joining the team. They re visionaries and pioneers and I like to be associated with those kinds of quali- es. Joining was the best decision I made. Testimonials Shekarabi $100 Plus Million Club 8 Plus years with Mortgage Alliance The company s con nued support and direc on keeps me always mo vated to grow. I joined Mortgage Alliance more than 6 years ago and have since grown to become one of the top Mortgage Professionals in Canada. The company s con nued support and direc on always kept me mo vated to grow. Now, as a team leader, I can rely on the company s innova ve systems and dedicated support team to help manage my team and create more success stories such as mine. Maryam Saniei Testimonials $100 Plus Million Club 6 Plus years with Mortgage Alliance A er 14 years of working with a major bank, I joined Mortgage Alliance and have never looked back. A er 14 years working with a major bank, I joined Mortgage Alliance and have never looked back. This was a big step. I knew I wanted to o er my clients more than what I could o er them at the mobile sales channel. A er an extensive review of all broker networks I chose Mortgage Alliance. Why? Because they were commi ed to o ering the consumer a "preferable alterna ve" and supported me extensively to help me grow my mortgage business. Today, with the company's help I have become one of Canada's Top-Producing Mortgage Professionals. Eduarda (Eddie) Pita A Top MAC Producer 4 Plus years with Mortgage Alliance

24 MAC STORIES Our Mortgage Professionals Share Their Reviews Geo Less than a year a er joining the MAC family I gained a solid understanding of the key drivers of success in the business. With a proven business system, marke ng strategy and ongoing support from head o ce, myself and 2 mortgage professionals purchased our franchise, MortgagePro.ca. The con nued success of our franchise is due to our passion for the business, employing only high quality sta, and most importantly having the backing of a trustworthy company with high integrity at the center of its products, services and proven business system. Testimonials Co-Owner of MA MortgagePro.ca We have the backing of a trustworthy company with high integrity at the center of its products & services. Chisle, AMP $100 Plus Million Club 8 Plus years with Mortgage Alliance The company s systems & incomparable support across the board are integral parts of my con nued success. Joining Mortgage Alliance was by far the best professional decision I ve ever made. The support and the culture are nothing but excep onal and the company s systems and incomparable support across the board are integral parts of my con nued success. The consulta on and service I receive from the di erent service pillars is second to none. Testimonials Roshan Wignarajah, AMP President s Club 9 Plus years with Mortgage Alliance I truly am proud to be a part of the Mortgage Alliance Family and we are a family like no other. With the leadership of Michael Becke e and the amazing people he has surrounded himself with, the company is the leader and innovator of the industry with amazing so ware and CRM pla orms such as MortgageBOSS, pay schedules like no other, being top level with all the lenders and the best branding and marke ng!!! When I look back on our choice on why we joined Mortgage Alliance, we made the BEST choice. I truly am proud to be a part of the Mortgage Alliance Family and we are a family like no other; we ght for each other, we support each other and we give each other the best tools to ensure we are number 1! Sco Ede, AMP Co-Owner of MA S&R Mortgage Group $100 Plus Million Club 9 Plus years with Mortgage Alliance

25 MAC STORIES Our Mortgage Professionals Share Their Reviews Karen Mortgage Alliance is de nitely the number one choice when it comes to deciding where to hang your hat. The Owner and upper Management are visionary and well respected members of the mortgage industry, the head o ce support sta are extremely helpful and a pleasure to work with and the other franchise owners are open to assist you at any me. The systems, technology and support are second to none and they really do follow through and deliver what they say they will. I feel like the people who make up Mortgage Alliance are an extension of my family and wouldn t be anywhere else. Testimonials Owner of MA Maximum Results The systems, technology & support are second to none & they really do follow through & deliver what they say they will. Monteiro, AMP President s Club 12 years with Mortgage Alliance We are very pleased with the rela onship we share with Mortgage Alliance. The whole team is friendly and open and the support we have been given over the years is nothing less than outstanding. Their a en on to detail and willingness to listen to our needs is extremely important to our franchise. Best decision we have made was to associate ourselves with a leader in this business with such high standards. Testimonials Owner of MA Canada Mortgage Network Best decision we have made was to associate ourselves with a leader in this business with such high standards. Ken Marks, AMP President s Club 7 Plus years with Mortgage Alliance Their compassion and convic on for their fellow Mortgage Professionals is unparalleled. I joined Mortgage Alliance REC Mortgages a couple of years ago and am already truely humbled by the humanity portrayed by the Mortgage Alliance family. A er ge ng to know many of the management team, I feel like we are family and not co-workers. Their compassion and convic on for their fellow Mortgage Professionals is unparalleled. I am very happy with the choice I ve made to join Mortgage Alliance REC Mortgages and looking forward to many years to come with the company. Sco Findlay, AMP Manager of MA REC Mortgages President s Club 2 years with Mortgage Alliance