Just Like That, The "Forever Home Strategy®" is Working!

Written by Posted On Monday, 21 September 2020 05:00

In less than a week since last week’s blog post, Karl Weiss in Arizona has put together 8 refinances, 1 purchase loan, two listing appointment referrals for his realtor referral partners, one of those appointments turned into a listing that is now under contract in less than three days, and a purchase loan application as soon as the sellers find their “Forever Home!” I asked you to spend just a few hours a week working the “Forever Home Strategy®” to secure 20 refinances, a few listing appointments for your realtor referral partners, and a couple of purchase deals. Karl took up the challenge and is well on his way to smashing all expectations! Great Job Karl!

The commitment to following the plan and providing the best possible client information and experience, while becoming a trusted professional in your market is a special one, and one that absolutely is worth the effort. But how will anyone know that YOU are that special provider? The mortgage professional with the knowledge, expertise, ability, and proven track record they are looking for? Well, I hope to make that easier for you than ever before. Next Tuesday, September 22nd, 2020 during my regularly scheduled monthly coaching call, I will lay out for you the new “VRMS” designation for mortgage professionals. “Verified Residential Mortgage Specialist” is designed to set a standard of excellence, execution and delivery of the very best customer experience an originator can provide in your specific market.

This designation will include more than 25 hours of personal instruction. It will require proficiency in specific systems, procedures, technology, and delivery of mortgage loan in your specific market, more than 100 verified closed loans in the past 365 days as verified by your company and/or NMLS. We will also require specific customer feedback in the form of social media or written survey responses from the very clients served stating their satisfaction with their loan originator and the performance during the contact through closing experience.

Many of you reading this blog or watching this vlog post that are past or current clients of IMT Coaching LLC, may already qualify for this designation once your current information is verified! To find out more, please be sure to attend the monthly coaching call on Tuesday September 22, 2020 at 1pm eastern time. If you are unable to attend the call, you may contact me directly for more information.

Questions or comments: This email address is being protected from spambots. You need JavaScript enabled to view it.

Rate this item
(0 votes)
Michael White

After 18 years working in all phases of mortgage originations, Mike left day to day originations to start his consulting and coaching company. Now, more than 18+ years later, Mike is working with clients across the country in all markets, big and small, that have generated more than three billion dollars in loan originations within a year.

Mike teaches a system that is focused on time management, action planning, marketing a message, and creating value for both clients and referral sources alike. Quite simply, providing more value leads to more opportunities, more income, less time, and a systematic approach that begs to be duplicated.


By breaking down individual aspects of the mortgage business and providing a step by step approach to creating a consistent flow of opportunities that can lead to a highly successful mortgage practice. That is why people who incorporate these strategies out produce the national averages by almost 3 to 1!

Fundamentals and simple strategies provide day to day activities that help provide a “scheduled success” philosophy. It’s all about identifying, targeting, and establishing profitable referral relationships using exceptional value to keep you in the center of your own referral triangle. 



Realty Times

From buying and selling advice for consumers to money-making tips for Agents, our content, updated daily, has made Realty Times® a must-read, and see, for anyone involved in Real Estate.