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Member Presentation Should I Refi.com www.shouldirefi.com/signup

Should I Refi.com - Member Presentation

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Page 1: Should I Refi.com - Member Presentation

Member PresentationShould I Refi.com – www.shouldirefi.com/signup

Page 2: Should I Refi.com - Member Presentation

Give our members exclusive rights to the domain www.shouldirefi.com in their local area of business.

Work with our members to help create successful marketing and advertising campaigns using the domain and built in forms to generate new business.

Create a membership base of the best and brightest loan officers and mortgage companies in the country.

Have www.shouldirefi.com be the 1st place to go when consumers are searching for a mortgage.

Purpose and Objectives

Page 3: Should I Refi.com - Member Presentation

Founder – Pete Johnston 10 year mortgage career Mortgage company owner in St. Paul, MN Active loan originator Phone: 888-788-7334 ext 3 Email: [email protected]

National Sales Manager – Gregg Gianpetro 30 + years in the mortgage industry Past President of the Minnesota Association of Mortgage

Bankers Entrepreneurial spirit and highly sought after mortgage

consultant Phone: 888-788-7334 ext 2 Email: [email protected]

Company Information

Page 4: Should I Refi.com - Member Presentation

Our message is simple and indirect: “fill out the free questionnaire and hear

from a local, knowledgeable, mortgage professional within 24 hours”

We promise that: Our members are the best local… mortgage professionals that live in the same

communities as our members and provide… outstanding prompt and convenient service.

Company Tagline

Page 5: Should I Refi.com - Member Presentation

The problem with most online mortgage companies is that they are based in one centralized location and don’t know much about their customers or the areas they are lending in.

Consumers love the convenience of the internet but feel most comfortable working with a local, reputable company.

The domain www.shouldirefi.com, built in forms, and technology to route leads to appropriate member is a perfect blend of both consumer ideals.

Local Touch

Page 6: Should I Refi.com - Member Presentation

Companies and/or individuals must meet our criteria in order to become a member.

This screening process is essential to preserve the integrity of the website since all members will be using the same domain.

Consumers can view the criteria for becoming a member at www.shouldirefi.com/members which gives them peace of mind knowing that they will work with the best that the mortgage industry has to offer.

Mortgage Professionals

Page 7: Should I Refi.com - Member Presentation

A mortgage professional possesses distinctive qualities, one of which is outstanding customer service.

Outstanding customer service is what most companies strive for but few achieve. Our members excel at it.

Real-time customer data transfer to our members will allow our members to provide the kind of service that our customers are looking for.

Service

Page 8: Should I Refi.com - Member Presentation

Our technology transmits real-time leads via email from the built in forms at www.shouldirefi.com to our approved members throughout the Country.

Real-time information is essential because the quicker a customer is contacted after filling out one of the forms, the greater the success rate is of the approved member in that area.

Members will also have a login ID and password to view and track their leads.

Areas of business are exclusive and on a first come, first serve basis.

How It Works

Page 9: Should I Refi.com - Member Presentation

www.shouldirefi.com (consumer)

Member Member Member

Purchase Form Refinance Form

Lead Flow

Page 10: Should I Refi.com - Member Presentation

We provide our members with a tool to generate their own exclusive leads and charge a monthly fee that is much less expensive than the cost of owning the domain www.shouldirefi.com or similar domain.

Provide tools and resources to assist our members in running successful marketing and advertising campaigns.

Believe in our members’ success and want to help them grow their business during turbulent times in our industry.

What We Do

Page 11: Should I Refi.com - Member Presentation

Sell leads. Should I Refi.com does not generate leads

nationwide and sell those leads. Leads that self-generate from the website will be sent to the appropriate member at no extra charge.

Sell memberships to the highest bidder. Our memberships are exclusive by market

or area of business and are on a first come, first serve basis.

What We Don’t Do

Page 12: Should I Refi.com - Member Presentation

Show and maintain an exceptional customer satisfaction rating.

Provide current license for your area of business.

Provide proof of brick and mortar for your requested area of business.

Agree not to share customers’ information to 3rd parties without their consent.

Provide 3 current lender or industry references.

Provide 1 title company reference.

Agree to a non-voluntary termination of membership if you do not meet or maintain these requirements.

Member Requirements

Page 13: Should I Refi.com - Member Presentation

Members can use the domain and built in forms with many different mediums that fit with their goals and budget to generate local leads. Examples include: Billboard Television Radio Newspaper Pay Per Click (Google™ AdWords for example) Optimized Sub-Domains on www.shouldirefi.com Local Announcements (ABC Mortgage has been approved as the local

member of Should I Refi.com, etc…) Traditional Marketing

Divorce Attorneys, Financial Planners, Realtors, Builders, etc…

Members will also have the opportunity to develop realtor relationships with the purchase leads generated from their marketing and advertising efforts.

Marketing and Advertising

Page 14: Should I Refi.com - Member Presentation

Together as a group, we will improve the organic ranking of the domain, www.shouldirefi.com, on the major search engines.

This would be extremely difficult and costly for most small to medium sized companies to achieve.

Our long term goal is for the domain to self-generate leads which will allow our members to scale back on their marketing and advertising budget.

Organic Ranking of the Domain

Page 15: Should I Refi.com - Member Presentation

Our membership dues are derived from two demographic components of an area: population and average home value.

Standard monthly dues range from $50 per month (areas with a population of 50,000 and below) to $925 per month (areas with a population of 3,000,000+).

Additional monthly dues based off of average home value range from $95 per month (areas with an average home value of $300,001 to $400,000) to $325 per month (areas with an average home value of $2,000,000+).

Members will also be charge a one time application and sign up fee upon officially becoming a member which secures their area of business.

Membership Dues

Page 16: Should I Refi.com - Member Presentation

We hope that you are equally excited to share in this opportunity as we are to have you as a member.

We truly believe becoming a member of Should I Refi.com will be a career and/or company changing decision for our members, not only allowing our members to be a part of an exclusive group of mortgage professionals, but will also assist you in generating the most sought after product in any industry…new business.

If you’re ready to become a member, please fill out our sign up form at ww.shouldirefi.com/signup_sign_up_today and our national sales manager, Gregg Gianpetro, will be in contact with you right away.

Please remember that markets are exclusive and are on a first come, first serve basis and will not be able to be reserved until the one time, non-refundable application and sign up fee is has been processed.

Summary

Page 17: Should I Refi.com - Member Presentation

Should I Refi.com10 River Park Plaza Ste 802St. Paul, MN 55107Consumer Home Page: www.shouldirefi.comMember Home Page: www.shouldirefi.com/signup

Gregg GianpetroNational Sales ManagerToll Free: (888) 788-7334 ext. 2Direct: (952) 303-5496Email: [email protected]

Thank you for your time!