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The Mortgage Planner Marketing System (Before, During & After Systems and Marketing Library)

The Mortgage Planner Marketing System (Before, During & After Systems and Marketing Library)

  • 99500


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. 


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