Take Your Business To The Next Level

Become A
Luxury Home Mortgage Advisor 

LEARN HOW TO BUILD A PROFITABLE MORTGAGE BUSINESS 

What’s the difference between multi-million-dollar producers and those that are barely surviving? It’s not the interest rate they are offering or their enthusiastic service. It’s the skills, strategies and systems they have developed and implemented successfully. The mortgage industry is constantly evolving and never before has investing in yourself been more critical. Whether you’re just starting out, or, are at a breakthrough point in your business where reaching the next level is becoming increasingly difficult, you don’t have to figure it all out on your own.

DO YOU WANT TO EARN MORE IN 2020? 

We’ve developed the tools and systems to help you make quantum leaps in your mortgage earnings. In our hyper-competitive industry we need every advantage we can get. We are serious about helping you supercharge your mortgage business, without having to work harder. By implementing our turnkey strategies, marketing techniques and broker toolkit, we guarantee we’ll help you take your business to the next level. Profitability comes from accountability…your dedicated course instructor will ensure you are staying on track. We won’t make you do push-ups, but we will push you to turn your business vision into reality. 

DOUBLE YOUR INCOME: MARKETERS LIE, NUMBERS DON’T 

There are a lot of so called “mortgage coaches” who claim they’ll double your income using a magic bullet they call “internet marketing”. Don’t get us wrong, using the internet and social media to promote yourself is part of our 10-step program to double your income – but it’s not the core of our coaching. Scott, Roland and Calum have all built multi-million-dollar businesses from scratch. They’ve broken this down into 10-detailed steps, so you don’t need to learn by trial and error. The math is simple: implement our systems, generate more profit per file and watch your income grow exponentially. 

FREE ACCESS TO ALL OF OUR MASTER CLASSES 

We’ve developed some of the most profitable, hyper-niche, marketing plans in the industry. These are rolled out throughout the year and cost an average of $295 – $595 per class. As a student enrolled in our luxury program you will have access to each and every master class we offer, at no additional cost! These exclusive classes are one of the fastest ways to double, triple, even quadruple your mortgage volume.

ON-BOARDING CALL, QUIZZES AND HOMEWORK

Once you sign-up for the Luxury Home Mortgage Advisor course you will receive an on-boarding call from a member of your dedicated coaching team. You will be given homework assignments that will generate new business for you. We will check-in with you to make sure these have been completed and to answer any questions you may have.

10-STEPS TO GUARANTEED SUCCESS

Building a network of top-tier professionals & getting them to endorse, recommend and introduce you to their high-net-worth-clients is one of the fastest ways to double, triple, even quadruple your mortgage volume. But you don’t have to start from scratch. Over Calum & Scott’s twenty-year career in mortgages they have funded over $2 billion dollars with almost exclusively high income, high net worth and low maintenance mortgage clients. We guarantee our proven, 10-step program, will deliver 5X more than you have invested in yourself. If you are not satisfied for any reason, simply let us know and we will give you a full refund. 

POWERPOINT TEMPLATES, SCRIPTING & COACHING

Building a network of top-tier professionals & getting them to endorse, recommend and introduce you to their high-net-worth-clients is one of the fastest ways to double, triple, even quadruple your mortgage volume. But you don’t have to start from scratch. We will coach you on the activities that will deliver the best return on investment of your time and give you proven scripts and PowerPoint presentations that you can use to target luxury realtors, private bankers and angel investors.

BUSINESS PLAN REVIEW

Part of your coaching requires you to complete our 42-page business plan. Once completed, you can submit your plan for a formal review by your dedicated coaches. We want to ensure you are set-up for success and have a blueprint that will increase your mortgage originations exponentially.

DIFFERENTIATE YOURSELF WITH POWERFUL BRANDING

Building your personal brand is a proven way to attract the clients you truly want to work with. Graduates are authorized to use Luxury Home Mortgage Advisor logos on their email signature, social media & on all marketing materials. Your contact details will also be added to the exclusive Luxury Home Mortgage Advisor Directory.

What Makes Our Luxury Course & Training So Unique?

Simply put…we create millionaires by increasing profit earned per file in any market. We will give you the exact systems and tools to double, triple and quadruple your income. 

Course Curriculum

Module 1. Introduction

Key Concepts – Website orientation; where/how to download broker resources; testing at end of each module; submitting questions for weekly power calls; course instructor contact details

Download: Daily Time Blocker

Download: Top Down Goal Planner

Module 2. Understanding Luxury Homeowners

Key Concepts – How luxury homeowners think; what they do and do not like; decision making; belief and value systems; fundamentals of the 5 affluent market segments; how to target and work effectively within each segment

Download – Activity Tracker

Module 3. Your Luxury Sales & Marketing Plan

Key Concepts – Analysis of your current business; financial projections; goal-setting; vision, mission and values; unique selling proposition; SWOT analysis; analyzing the luxury market; time management; marketing strategies for your referral network and existing clients; networking tactics and opportunities; online and social media strategy

Download – 42-Page Business Plan

Module 4. Vision, Mission, Values

Key Concepts – Crafting your vision, mission statement, and value proposition; focusing your direction and purpose; marketing message and consistency; framework for strategic decisions; competitive differentiation

Bonus Content – 2018 Vancouver Panel of Mortgage Experts discuss building your mortgage business around high net-worth clientele

Module 5. Unique Selling Proposition (USP)

Key Concepts – Crafting your USP; simplified messaging for referral partners and clients; your elevator pitch

Bonus Content – 2018 Toronto Panel of Mortgage Experts discuss building your mortgage business around high net-worth clientele

Module 6. Becoming A Luxury Home Market Expert

Key Concepts – Local, regional and International market review; luxury home owners’ international perspective; using market statistics; driving forces behind statistics; currency fluctuations; emerging job markets; industry

Download – The 2019 Wealth Report

Module 7. Building Your Network of Top Tier Referral Partners

Key Concepts – Strong referral network/lifetime revenue; building a network of top-tier referral partners; teaching partners to endorse, recommend and introduce you to luxury homeowners; luxury realtor strategies; partners most brokers won’t target (e.g., angel investors)

Download – Cash-Flow Analysis Worksheet For Investment Properties

Module 8. Financial Advisors: The Opinion Leaders of Luxury Homeowners

Key Concepts – Top-tier financial advisors; how to grow and preserve their book; investment products and terminology; understanding bond yields, negative interest rates and fiscal policy; intelligent debt; non-taxable alternatives to liquidating registered investments

Case Study – Leverage Investing in Equities

Case Study – Leverage Investing in Real Estate

Module 9. The Affluent Client Meeting

Key Concepts – Ultimate client experience; your two clients (referral partners & customers); perfect loan process; Tuesday update calls; listing agents/captive audience; white glove service; non-verbal communication; memorability; word-of-mouth; clear and concise communication; lifestyle questionnaires; local history; gift-giving; creating “buzz” with luxury homeowners

Module 10. Luxury Marketing Strategies For Existing Clients

Key Concepts – Customer acquisition and retention; Top of mind awareness (TOMA); striking imagery; luxury lifestyle newsletter; email subject lines; A/B testing; referrals; endorse and recommend; video endorsement, Top 12 clients

Module 11. Event, Community, Seminars

Key Concepts – Event marketing tips and suggestions; elevating your personal brand; importance of selling the event; creating buzz before, during and after the event; giving back; employing seminars/subject matter expert

Case Study – Event marketing to gain 9,000+ LinkedIn contacts

Module 12. Online Marketing Strategies To Target Luxury Homeowners

Key Concepts – Online and social media strategy; Facebook, LinkedIn, Google, Flipboard and YouTube; education-based marketing vs. selling; 1 vertical market; power of creating a downloadable white paper

Case Study – 100 client meetings booked with sophisticated property investors

Module 13. Using Social Media To Target Luxury Homeowners

Key Concepts – Target referral partners who influence opinion leaders of groups to which luxury homeowners belong; networking directly with luxury homeowners; using LinkedIn effectively; top-of-mind awareness with existing clients and partners

Download –  Sample Letter of Engagement

Module 14. The Retired Upper Tier Client

Key Concepts – 2 priorities of moving into retirement; luxury home/reflection of success; utilizing equity to reduce taxable income; increasing longevity of investment portfolios; 3 powerful ways to add value to a financial planner/private banker

Download – Sample Letter of Direction

Download – Executive Loan Summary

Module 15. Commercial Mortgage Lending

Key Concepts – Differences between commercial and residential lending; 5 factors to consider when charging a fee; property valuation; terminology; ratios; net operating income; cash-on-cash return; debt-coverage-ratio; capitalization rate; commercial lenders; private bankers; 5-step loan process

Download – Commercial Loan Document Checklist

Case Study – 32 Unit Apartment Building Cash-Flow Analysis

Module 16. Sales Psychology - Enhance Any Presentation

Key Concepts – Want vs. need; taking the audience on a journey; make them feel uncomfortable; worse before better; enticing action; your solution; teach, tailor, and take control; mastering presentation skills

Download – “Investing in Real Estate” PowerPoint presentation for realtors

Module 17. Delivering Your Client Seminar

Key Concepts– Creating and delivering a seminar to potential customers; you are the subject matter expert; why they will buy immediately

Download– “Creating Generational Wealth through Real Estate” PowerPoint presentation for client seminar

Module 18. Your Personal Brand & Winning Habits

Key Concepts– Your personal brand; how to position yourself and differentiate your business; becoming a magnet for luxury homeowners and their centers of influence; Top-10 winning habits; using your luxury logos

Final Exam

Download– Luxury Home Mortgage Advisor logos

By Courier– Luxury Home Mortgage Advisor Certificate

What Makes Our Luxury Course & Training So Unique?

Simply put…we create millionaires by increasing profit earned per file in any market. We will give you the exact systems and tools to double, triple and quadruple your income