Get More Referrals from Financial Advisors & Close More Loans with our all-in-one coaching, software, and marketing system.
HomeQB® is for loan officers and enterprises that want to:
1:
Get more referrals from financial advisors, even if you've never worked with advisors before.
Our step-by-step online coaching gives you the advanced skills, scripting, and knowledge you need to work with financial advisors, CPAs, insurance agents, and attorneys. We'll show you how to find trusted advisors in your market, how to reach out to them, what to say when you meet with them, and how to turn your meetings into closed loans.
2:
Get more clients from social media, even if you don't have time to create fresh content every day.
Differentiate yourself as the #1 housing wealth advisor in your market with our daily social media marketing content. This helps you attract and engage qualified borrowers and top referral partners.
3:
Close more loans and get more referrals from your database, even if most of your clients have interest rates below 5%.
Automatically send clients an estimate of their home value and housing wealth each month to capture more debt consolidation loans, home equity loans, and strategic cash-out refinances. Co-brand with the top financial advisors, insurance agents, and real estate agents in your market.
Our training, coaching, and marketing systems have benefited over 10,000 top producers in mortgage, real estate, and financial services.
From Eric, an MLO who's new to working with advisors:
"I sent out my first 6 sets of emails, and upon sending the follow-up email, I have secured one lunch meeting and one coffee meeting in the next week. Many more to come!"
From Maxwell, an MLO who's new to working with advisors:
"I taught my first financial advisor CE class yesterday, and had a blast doing it!"
From Audra, an MLO who uses our system with real estate agents and financial advisors:
“I love being a member! It helps me stay educated and relevant. I’ve really been able to use the tools to grow my business. I couldn’t be more delighted!"