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Presented By: JOHN SMITH VP of Mortgage Lending

Partner Xchange

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Page 1: Partner Xchange

Presented By:JOHN SMITHVP of Mortgage Lending

Page 2: Partner Xchange

That has doubled the business of our loan officers, making us one of the 10 largest home loan companies in the U.S. with more top loan originators than any other bank or mortgage company.*

* According to Scotsman Guide and Mortgage Executive Magazine 2014 Top Lender Lists.

Page 3: Partner Xchange

The new, improved Partner Xchange is focused on helping real estate agents double their business.  We do this by interviewing top agents from around the country, and they provide best practices and practical tips on how they’ve successfully grown over time and how they run their business day-to-day. A new interview is put onthe site every week.

Nancy TassoneChicago, IL-------------------$500 Million Career Volume

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These agents are truly the cream of the crop. We have

interviewed over 50 agents who have collectively closed more than $7 billion of home sales last year, and they’re from all over the U.S. including New

York, California, Utah, Florida, Texas as well as prime markets

like Boston, Denver and Chicago.

INTERVIEWS AVAILABLE EXCLUSIVELY

ON THE PARTNER XCHANGE.

Page 5: Partner Xchange

We’ll provide you with instruction, training, tips and tools to help you improve your business in each area.

Patrick LillyNew York, NY-------------------Billion Dollar Agent

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Most real estate agents spend 80% of their time doing task oriented and clerical work and only 20% doing rainmaking and selling activities. In order for you to double your business, that needs to be flipped.

Deanna KoryNew York, NY-------------------$1.5 Billion Career Volume

HIRING THE RIGHT PEOPLE IS CRITICAL TO YOUR BUSINESS.

Page 7: Partner Xchange

Employ the tools that will allow you to contact your past clients and sphere of influence a minimum of 24 times a year. Your past customers should be your sales force and your biggest advocates providing you with referrals.

Jennifer MyersWashington, DC-------------------$30 Million in 2014

CONSISTENT MARKETING IS KEY TO BUILDING ASELF-SUSTAINING BUSINESS.

Page 8: Partner Xchange

Dominate your market by investing in smart marketing that returns your investment with at least a 6-to-1 Ratio. Be relentless at client follow-up and active lead follow-up, and prospect daily for new business and referrals.

MANAGE YOUR CONTACTS AND HOST EVENTS TOSTAY IN THE GAME.

Ari AlbinderBoca Raton, FL-------------------$214 Million in 2014

Page 9: Partner Xchange

Stay up to date with the latest apps, websites and services designed to grow your business and keep you on the cutting edge.

Will SteakleyAustin, TX-------------------$225 MillionCareer Volume

THE RIGHT TECHNOLOGY MAKES ALL THE DIFFERENCE.

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• Full access video library• Best practice advice from top agents• Industry resources and supporting apps

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• Social media support & tips• Top agent coaching series• Monthly webinars & archives• Enjoy magazine• Real estate agent-focused content• Advice & tips on new apps• Sharable social content

Fresh, new and always useful content for current and new users.

Page 13: Partner Xchange

Everything from the prior version of Partner Xchange is still on the latest version, including loan status monitor, custom flyers and widgets. We’ve even made it easier for agents to access their loans in-process and their existing marketing flyers.

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Create professional one-page flyers for your properties or meet any other marketing need with a few clicks of your mouse.

• Customizable co-branded templates

• Upload multiple property images

• Generate loan option comparisons

• Multiple platform-friendly PDF format

• Include your profile and contact info

• Extensive library of options to choose

from

• Share your flyer through social media

Page 15: Partner Xchange

Increase your referrals, close more deals and boost yourSEO with a complete profile in our agent directory.

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Grow your referral business with direct access to topagents around the nation. Our Referral Xchange wascreated with you in mind!

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Introduce your client to your loan officer usinga pre-formatted message, including a link to Sample email message:kick off our easy online loan application process.

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Never be left out of the loop again – receive instant updates about your clients’loan status from pre-approval to closing.

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Nurture your business relationships effortlessly with a FREE exclusive monthly magazine packed with timely and fun content for your clients.

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Monthly social media posts, articles, webinars, videos and promotions geared solely towards real estate agents.

• New topics every month

• Real estate industry-relevant content

• Q&A with top agents and industry

pros

• Exclusive contests, prizes &

giveaways

Page 22: Partner Xchange

Brett ButlerVice President of Mortgage Lending

O: 847.592.9547 M: [email protected] guaranteedrate.com/brettbutler

NMLS:1296302 – LO LIC:IL – 031.0040529 – MB 0005932

NMLS ID #2611, (Nationwide Mortgage Licensing System www.nmlsconsumeraccess.org) • AL - Lic# 21566 • AK - Lic#AK2611 • AR - Lic#103947 - Guaranteed Rate, Inc. 3940 N Ravenswood, Chicago IL 60613 866-934-7283 • AZ - Guaranteed Rate, Inc. - 14811 N. Kierland Blvd., Ste. 100, Scottsdale, AZ, 85254 Mortgage Banker License # BK-0907078 • CA - Licensed by the Department of Business Oversight, Division of Corporations under the California Residential Mortgage Lending Act Lic #4130699 • CO - Guaranteed Rate, Inc. Regulated by the Division of Real Estate, 773-290-0505 • CT - Lic #17196 • DE - Lic # 9436 • DC - Lic #MLB 2611 • FL - Lic# MLD1102 • GA - Residential Mortgage Licensee #20973 - 3940 N. Ravenswood Ave., Chicago, IL 60613 • HI - Lic#HI-2611 • ID - Guaranteed Rate, Inc. Lic #MBL-5827 • IL - Residential Mortgage Licensee - IDFPR, 122 South Michigan Avenue, Suite 1900, Chicago, Illinois, 60603, 312-793-3000, 3940 N. Ravenswood Ave., Chicago, IL 60613 #MB.0005932 • IN - Lic #11060 & #10332 • IA - Lic #2005-0132 • KS - Licensed Mortgage Company - Guaranteed Rate, Inc. - License #MC.0001530 • KY - Mortgage Company Lic #MC20335 • LA - Lic #2866 • ME - Lic #SLM11302 • MD - Lic #13181 • MA - Guaranteed Rate, Inc. - Mortgage Lender & Mortgage Broker License MC 2611 • MI - Lic #FR0018846 & SR0018847 • MN - Lic #MN-MO 20526478 • MS - Guaranteed Rate, Inc. 3940 N. Ravenswood Ave., Chicago, IL 60613 - Mississippi Licensed Mortgage Company, Lic # 2611 • MO - Guaranteed Rate Lic # 12-1744-A • MT - Lic# 2611 • Licensed in NJ: Licensed Mortgage Banker - NJ Department of Banking & Insurance • NE - Lic #1811 • NV - Lic #3162 & 3161 • NH - Guaranteed Rate, Inc. dba Guaranteed Rate of Delaware, licensed by the New Hampshire Banking Department - Lic # 13931-MB • NM - Lic #01995 • NY - Licensed Mortgage Banker - NYS Department of Financial Services- 3940 N Ravenswood, Chicago, IL 60613 Lic # B500887• NC - Lic #L-109803 • ND - Lic #MB101818 • OH - Lic #MB0804160.000 & Lic #SM.501367.000 - 3940 N. Ravenswood Ave., Chicago, IL 60613 • OK - Lic # MB001713 • OR - Lic #ML-3836 - 3940 N. Ravenswood Ave., Chicago, IL 60613 • PA - Licensed by the Pennsylvania Department of Banking and Securities Lic #20371 • RI - Rhode Island Licensed Lender Lic # 20102682LL, RI - Rhode Island Licensed Loan Broker Lic # 20102681LB • SC - Lic #-MLS - 2611 • SD - Lic# ML.04997 • TN - Lic #109179 • TX - Lic # 50426 & Lic # 47207 • UT - Lic #7495184 • VT - Lic #2611-1 & 0930 MB • VA - Guaranteed Rate, Inc. - Licensed by Virginia State Corporation Commission, License # MC-3769 • WA - Lic #CL-2611 • WI - Lic #27394BA & 2611BR • WV - Lic #ML-30469 & MB-30098 • WY - Lic#2247