Solutions

Please Read If You Are a First Time User:

Why Did We Create This Site?

We wanted you to know each time we added content to any of the Solutions.  You can click on the picture to preview the content and read the description to see if it has relevance to you or your team.

How Should I Use This Resource?

-Login at the www.kendalltodd.com site to download the content.
-Each post below has the exact location where you can find this new information (and required subscriber Solution Level) . 
-The Search function at the bottom of each page is a quick way to find this topic, or additional related information.

Loan ToolBox Interview

Solution 1 - Online Web Training - I did an interview with David Kuiper for Loan Toolbox a few weeks back.  It was released this week and I've put a link to it from our Student Solution 1 - in the Online Web Training Section.  You can go there and download and listen to it if you are interested from a loan officer perspective on talking to financial advisors.

Tax Freedom Day

Solution 4 - Additional Resources - this is a great little report to hand out at a consumer event, to a CPA education event, or even at a Realtor CE event.  The cover page alone is also a good single page handout, as this provides the key days worked to fund the taxes on everything from federal and state, to property taxes.

Mari and Liz Interview

Solution 1 - Online Web Training - Mari and Liz attended Borrow Smart University, and they've since transformed their business.  They've gone from pursuing - to being pursued by top Realtors, loan officers, and even the media.  They are doing 3X the prequalifications since they restarted their business with a whole new approach - simply put they are now financial educators who monetize their business through loans they provide for consumers.  Listen as they share some of their recent successes, failures, and even hired a 'speaking coach' to help them train to become great presenters.

Mike Young Interview

Solution 1 - Online Web Training - Mike just completed a one day event where he strategically trained his 48 loan officers while also allowing them to go deeper with the over 100 Realtors and Financial Advisors who attended with them.  Learn a little about how Mike has made a unique commitment to his clients, and his company.  His commitment has him on track for his best month ever in loan closings during the middle of a mortgage liquidity meltdown - you'll have to listen to the recording to hear just how big a month that is!

CFP Credits - Submission Form

Solution 4 - CFP / CPA Classes - The CPA Classes are approved now for CFP credits.  Most of the classes are 2 hours.  We've provided a simple form with instructions on how to submit a list of financial advisors or others that you teach who also desire Certification Credits.

A Coach Mentality - Executive Summary

Solution 2 - Coach Best Practices / Success Stories - Scott is really doing a nice job of positioning himself in his local market.  He is constantly dripping on his clients to keep them aware of his efforts and reducing likelihood they would go elsewhere, while also creating awareness for advisors get a better feel for his value proposition.  This one page (front and back) flyer offers some interesting considerations.

Setting Up an Attendee Folder

Solution 3 - Facilitator Additional Resources / Study - Here's a nice well thought out folder setup that one of our Facilitators is using for their consumer events.  This goes to the consumer during the event as 'homework' they can do after the event, and included the one page interview form.

Get The Scoop Realtor CE Event Promotion

Solution 4 - Realtor CE Class Marketing Materials - This flyer sample is being used as part of a summer Realtor CE campaign - ice cream truck and all - with great response.

Mentor Curriculum / Tools Coming Together

Solution 6 - Mentor Program Benefits - One of the Solution 6 features we are making available for Mentors will be the ability to private label our Borrow Smart Retire Rich consumer site.  Since each Mentor will be a CoAuthor - this branded site will function as their main author/speaker/event management page for their team - providing their clients and partners with access to the software that ties to their book and directly mergers with our Borrow Smart software version 3.0 (and Mortgage Coach).  Future participants can register and pay for live events, learn more about the author, etc.  You can learn more about the Mentor program by contacting Larry Herst at 919.688.8222 or larryh@kendalltodd.com.

Reverse Mortgage Alternatives

Solution 3 - Facilitator Resources - Best Practices / Study - This is an interesting MBA paper on Reverse Mortgage securitization and alternatives.  There are some interesting stats and information here for those seeking to master equity distribution strategies.

Compliance Alerts

Solution 1 - Student Additional Resources / Study - We see these all the time, from AIG, and other broker dealers and insurance companies that are positioning themselves for possible litigation if their advisors, agents or reps are sued for losing money they repositioned for their clients.  You should familiarize yourself with these types of papers, as they help you better understand our position on 'cash flow repositioning' as opposed to 'equity repositioning' as your core focus.

Educate or Start a Professional Study Group

Solution 4 - Insurance Agent Presentation - Best Practices - Here is a sample presentation organized by Scott Johnson.  He presented this to an insurance agent study group.  This is an interesting niche to consider, either by asking insurance agents if they participate in a study group (like Don Blanton's Mentor group), or in this case it was a Missed Fortune study group that Scott found in his local market.  Consider starting your own study groups for professionals that you lead in your local community.  You have a year worth of good content that you could bring to each new meeting until others feel comfortable contributing.

Rex & Co.

Solution 2 - Additional Resources / Study - If you are working with a client, new products and services will become a way of life.  I've provided a PPT and recent article on a new product that we'll be writing more about - a company that buys a % of your equity for cash and shares in your upside appreciation.  This is a realy niche product - 1% market share sort of thing, but there is some real possibilities for funding Long Term Care or other needs using just this product, or in combination with other products (Reverse Mortgages, HELOCs, etc.) to provide additional equity.

Realtor CE 4 Hour Class Update

Solution 4 - Realtor CE Class - We're behind on the release of a new version of this, so I went ahead and corrected a few typos, and updated the slides that had last years data in them.  This should be helpful until we get the new version format up on the site.

Realtor CE Press Release to Local Realtor Board

Solution 4 - Real Marketing Materials - One of our star teams, High Sierra Mortgage (Mari and Liz), shared with us a press release they recently used to promote their Realtor CE event with a local real estate board.

Good Old Fashion Thank You Notes

Solution 3 - Facilitator Best Practices / Study - There is nothing like a hand written thank you note to say you care.  I was recently reminded of this with a thoughful card from one of our BSU Mentors who was returning to Borrow Smart University for a refresher.  I've uploaded his card design, (as well as my own) to get you thinking about that little extra low tech / high touch communication tool.

Reverse Mortgage Invitation

Solution 3 - Reverse Mortgage Workshop:  Kent Kopen provided a nice folding tent card design that he is using for a Reverse Mortgage mailer.  You can view it under the Reverse Mortgage Workshop materials in Solution 3.

Ordering Liability Management Interview Pads

Solution 1 - Borrow Smart Analysis:  We added a link where you can upload your pads for inexpensive internet printing and delivery.  Click the icon to preview the content addition.

Tic 1031 Q&A Added

Solution 4 - CFP/CPA Classes:  We added the full Questions and Answers from our call as a Word Document.  These are the 'tough' advisor questions and answers to each.  Helpful as a handout if you are teaching the TIC 1031 exchange class to Realtors, Advisors, CPAs, etc.  Click the icon to preview the content addition.

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