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.
July 2007
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.
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.
