The Mortgage Planner's complete marketing and systems for Before, During, and After the transaction. This is a one time cost and download for the entire marketing tools and systems Brad uses day to day.  It is his library of marketing tools!

• Initial 30 minute initial set up call with Brad Roche.
• 100+ downloads!
• Complete access to folders for Before, During, After system. 
• Mortgage Planner Mobile- Podcasts and more!
• PowerPoint Referral Partner Presentation
• Scripts for Before, During and After the process for all team members.
• Working "rate shoppers" and what to do to win the deal.
• Team meeting notes From Brad's team so you know what we are working on live that day or week. (Mortgage Planner Mobile Required)
• Cross-selling marketing (Financial Planners, CPA, Lawyers, Insurance Agents, Listing Agent and Employers)
• Email Templates- During the process, preapprovals, after closing, after referral partner meetings, poor credit and more!
• During Process Cart for wowing clients and partners. 
• Database mailers (letters and postcard samples)
• Passport to Charlotte Tools and Branding
• Business to Business Marketing
• Implementation modules and training videos.
• Live Activity Boards for the process and Referral Partner Tracking of the system. 

 This is best in conjunction with a Mortgage Planner Membership which includes website access email accountability with Brad.

Due to downloadable marketing materials, no refunds after purchase.