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| Home / Tools/ Pyramid / Legacy |
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LegacyLive Your Dreams |
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The ultimate goal of loan origination is to create a self-sustaining corporate entity. When you achieve this goal, you will attain the freedom to live your life as you wish. You will have the option of continuing to run your own business; or, if you prefer, to allow others to maintain the day-to-day functions of your company.
Whatever path you choose, you will have successfully created a legacy that will allow you to put aside monetary concerns and simply live your dreams.
Through LoanToolbox, you will master each of the first five Levels of the Pyramid of a Complete Loan Officer. Once you reach this goal, you will be ready to plan your Legacy.
The key to planning your legacy lies in succession management. When you reach Level 6 of the Pyramid, you must establish a succession plan that includes:
- Recruiting candidates or promoting internally
- Defining a financial package that addresses your ongoing compensation
- Developing a long-term integration plan for you successor
- Establishing your role with the company post-integration
When you have this plan firmly in place, you will have completely mastered the Pyramid of a Complete Loan Officer and will enjoy the freedom you have earned through hard work and effort.
And LoanToolbox has all of the resources you need to achieve this ultimate goal. |
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LoanToolbox Membership
With an annual membership to LoanToolbox, you get the resources you need to build and maintain a 100% referral-based loan origination business—all for less than the amount you’ll make after you close your first or second additional loan.
- Hundreds of ready-to-use marketing tools
- Easy-to-implement strategies from top loan producers
- Tips for building your database and referrals
And LoanToolbox is always there for you, available online 24/7. Click here to learn more. |
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LoanToolbox Platinum Plus
With LoanToolbox Platinum Plus, you get all of the benefits of LoanToolbox Platinum in addition to exclusive tools and products designed to maximize your ability to market your client database.
- Upload your database and we'll send out campaigns on your behalf
- You Magazine, a customized monthly email publication we send to your database
- Timely industry alerts that we auto-email to your client database
- Track the results of your campaigns with monthly online reports
Simply put, you give us your database and we’ll do the rest. To learn more about Platinum Plus, click here. |
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Platinum Partners
With Platinum Partners, you will send co-branded marketing campaigns with the name and logo of you and your referral partner. You will then setup automated marketing campaigns to your partner’s clients—campaigns that will increase your name visibility and brand both you and your partner as expert information sources.
You and your referral partner can co-brand the following and more:
- You Magazine, a monthly multimedia email publication
- Marketing collateral such as market alerts, holiday postcards, and success stories
- Consumer booklets on relevant topics such as Credit Scoring, First Time Home Buyers, For Sale by Owner and more.
- Timely email alerts, such as mortgage rate changes
To learn more about Platinum Partners, click here. |
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Enterprise Edition
With the Enterprise Edition, your team will have full access to LoanToolbox’s proven marketing tools and solutions that will empower them to thrive in an ever-changing market. With the Enterprise Edition, you get:
- Personalized collateral to create a sense of comfort and confidence in the minds of your customers
- Training modules and ongoing informational conference calls to help you retain top team members.
- Customized newsletters, CD labels, fully-automated marketing campaigns and more.
To take your business to the next level, call us today at 800-963-1900 or click here to learn more.
Group rates exclusive to 20 or more users. |
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| Success Story |
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"I just signed up for Platinum Plus last week. My first message to my entire database went out the other day and I already have had an inquiry for a $1 million re-fi, a potential referral to a Real Estate Agent, and another inquiry from a client that wants to get out of their ARM into a Fixed. Not a bad return after only 2 days of use."
Jeff Wilensky
See Success Stories |
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