Welcome: Be sure to watch the video below now.


(PART 2: How to get 1-4 deals every month from existing partners with simple automation)


Welcome to our next video on how to get more business from your existing referral partners with your UPP or Unique Partnering Proposition. In this video, we’ll show you how to grow your business with existing partners by helping them close more business and putting yourself in the relationship drivers seat.

Welcome Back…..This is the second of a number of ways you’ll learn to fast-track the growth of your business if you watch this entire video series. We’’ll show you 5 ways that you can grow your business without burning the candle at both ends. 5 Ways that will exponentially help you grow your client base and referral partner base. And here is the even better news…..this video includes methods that don’t require ad spend, but we’ll also show you how to ramp up even faster on a really small ad budget.

Before we begin, you may not be familiar with me and my background. More importantly, you may be thinking, why should I take my valuable time and listen to this guy?

I want to reassure you that in the next few minutes, and in this video series, I will be giving you real, actionable items that will help you increase lead flow, save money and get valuable wasted time and effort back – time, effort, energy and resources you could be using to grow your business. I am going to show you how to go beyond the standard approaches used by most originators, to grow their business slowly over time and show you how to use automation to grow faster with greater consistency and profits.

We use automation to eliminate chasing people which is an originators single biggest waste of time. You just partner those interested in doing business your way, using powerful marketing automation to provide quality leads on a consistent basis. Even if you are just starting out, you can quickly gain the trust and confidence of realtors by using automation to work their old leads. Most realtors aren’t that good at follow up. They just don’t prioritize the work of making the calls, and most lack automation that would do the heavy lifting for them.

Using MDO 3D Automation, you can provide follow up for them and breath new life into their old leads. We are going to show you how you can really impress your realtor partners and earn more of their business and even gain their commitment to exclusive partnership.

I am Tim Scholten.

I m a 30 year banker. I have done almost everything in banking you can imagine. I built some of the most highly successful and innovative teams for a top 20 bank in the US. In 2008 I started helping community banks during the financial crisis and became a growth and turn around specialist saving banks ready to collapse and helping others return to profitability. Now I am helping mortgage originators like you with our Million Dollar Originator (MDO) programs that I built to help banking clients across the US.

I partner with Aaron Schulman who has been working in the internet marketing and automation space for over 15 years. Together, we are helping Loan Originators, both seasoned veterans and brand new originators start and grow their businesses on Autopilot.

If you watch this entire video, you’ll learn how apply simple automation steps to quickly earn more of your existing realtor partners business. You can go from begging for leads to requiring exclusive referral relationships. Isn’t it about time you changed your script from begging for deals to being the one in charge? How would it feel to be in the relationship drivers seat for a change?

Promise #2, At the end of this video, you will be invited, for a limited time only, to a million dollar strategy session. If you register and keep your Million Dollar Strategy Session, you will walk away with a 12 month success plan, a 90 day action plan and weekly action plan template that will guide you to Rapid Success. I invest this time with you at no cost to ensure you have a clear action plan for your success and get a taste of the true value we bring to our client relationships.. At the end of the call, we’ll invite you to review our service and marketing automation options – if you want to work with us, or if you want to do it on your own – It’s totally your call. This call has a real market value of $594, and is not a glorified sales presentation.

And my third promise to you … as a bonus, we will give you a special gift (worth $600) to get you well on your way to doubling or tripling your leads in the next 90 days or less

If you watch and apply the principles in this video, you WILL earn more business from your existing realtor partners faster. You won’t need to call them every week to beg for the next deal like all the other originators are doing. They will automatically have you at the top of their list to call when they have a deal. And if for some reason, they don’t, you’ll easily be able to replace them with a partner this is committed to making you their exclusive partner.

What would it mean to your bottom line if all your partners gave you the first shot at all their deals? How much more business could that mean for you? Here is the even better news. You’ll be helping your partners close more deals from their old leads. We always start with old leads because we have found that there is tons of value hidden in old leads that no-one wants to call. We just load those old leads into our 3D Automation system and let it do all the work.

It starts making contacts with consistent follow up and finds new opportunities inside those old leads. Your partners will be amazed at how efficient and effective our 3D Automation system is at helping them generate new business. Just get their list of old leads, load it into the MDO 3D Automation system, and let it do all the work.

We have seen response rates of over 50% from junky old leads that no one wants to call any more. Out of just 50 JUNK leads we have seen as many as 4 to 6 new deals approved for your realtor partners.

You just take the calls and get the prospects pre-approved and amaze your realtor partner with new business. New business that you resurrected from their old JUNK!

You set the expectation that they bring the loan opportunity back to you, which they gladly will.

You’ll not only be helping your partners grow their business, but you’ll be adding a list of pre-qualified applicants to your pipeline on a consistent basis….all on autopilot. If MDO 3D Automation can do that with JUNKY OLD LEADS, imagine what it can do for your partners with newer leads. You can use your system to automate more of their follow up, thereby insuring more future business and further cementing that relationship.

One of the biggest problems I hear from mortgage originators is how difficult and slow it is to land meaningful realtor partnerships. Most originators don’t have an edge. They lack a UPP or Unique Partner Proposition. They are just begging for deals. They need to constantly show up and buy lunch or coffee to get an opportunity to ask for a deal because they don’t have anything unique to offer. If their timing is good and the realtor likes them that day, they may be lucky and get deal.

They just don’t have anything to offer that realtors really want or value. As a result, working with realtors feels more like begging for deals. Realtors have the upper hand in the relationship and they know it. They constantly use it to their advantage. The realtor is in complete control of the relationship. They still direct where 80 to 90% of where their customers go to get their financing. They hold out for favors, or lunches, or happy hours. You may be their go-to originator today, but they will drop you in a New York minute for another pretty face.

Originators that succeed in building strong realtor partnerships have typically done so over the long haul. They invest time and money in those relationships. If you need to grow your business and make money now, the long haul isn’t very attractive and many not be an affordable option. Especially if you’re new to the origination game. You need to start closing deals and making money now.

If you are busy, but still need to grow, you just don’t have the time to invest in schmoozing realtor partners. You want to be working on closing deals, not begging for the next one.

I talk to Originators that have tried all the schmoozing tactics. It often takes years to gain the respect and trust of a realtor. Often times, you need to work on their TRASH Deals that no one wants to work on before they will hand over anything meaningful. Earning their trust can take years to get to a level of any kind of consistency in referrals.

The reality is that everyone is working realtors in pretty much the same way. Only those that can really differentiate what they have to offer or build relationships over the long haul have more of a sure thing. The runway to build a successful origination business can be long if you use these old-fashion techniques.

This is where automation can be used to differentiate your value to partners. If you haven’t taken a look at how automation can connect with prospects, partners and clients, you owe it to yourself to take a good hard look. Automation can eliminate many of the mundane tasks originators used to have to do and put them on autopilot. Now they can set it up and forget it.

Here is how 3D Automation can work for you in getting more from your realtor partners. You simply ask them for their old leads. Show them how you will use 3D Automation to nurture those leads to prove that it can generate real business for them and you. You load up their list and let 3D Automation make the multi-channel contacts their old leads and wait for the prospect to reach out to you.

When they reach out to you, you have someone who has chosen to contact you which is ten times more valuable than a cold contact. For those that are ready to purchase, you simply get them pre-approved and back to your realtor partner to find them the right home. They will see the immediate value you bring to the partnership and look for ways to provide more leads. We’ve seen MDO 3D Automation generate 10 to 12 more deals per year per partner when your partners go all in. What other originator has this kind of value that they can bring to the partnership?

Our MDO 3D Automation system has sales flows built in to nurture these relationships, automatically. You just keep working on the high value work and let the 3D system do the heavy lifting of uncovering real opportunities for you. This is exactly what automation is intended for. It makes you more effective and more productive and more valuable to your partners. It allows you to grow without burning the candle at both ends. This is how successful originators grow their business and expand their capacity to do more without spending more hours. Their automation continues to work for them while they sleep and are on vacation. This is exactly what automation should be doing for you…..helping you improve the quality of your life while also helping grow your business and income!

Here is why this is so important. There are really only 5 main ways to grow your origination business:
Personal Contacts – Referrals
Past Clients – Repeat business
Referrals from Realtors, Builders, Title Companies, Investment Advisors, CPA’s, etc.
Purchased Leads,
Direct Advertising.

Unless you have a big lead or ad budget, the last 2 can be unaffordable. The first 3 can be done with automation, meaning, after creating your process, day-to-day management of these takes little time or effort.

Let’s say you are a brand new originator starting out and need to generate income fairly fast. You don’t have deep pockets and tons of money to spend purchasing leads or advertising. We work with you to help you optimize your free lead sources first. Then, hopefully your revenue has grown to where you can spend money to grow even faster by purchasing leads or advertising. MDO 3D Automation can help make that spend even more effective and rewarding. Let’s say that most of your business comes from Referral partners.

If you could increase the business you do with your partners by nurturing their leads for them, and could add just 6 new deals per partner per year, that would mean with 8 realtor partners, you should be able to add another 48 deals per year to your success with just this one approach of growing your business. That’s 4 additional deals per month or $6,000 in additional income per month or $72,000 per year.

MDO 3D Automation can help you get more consistent business from your existing partners. This powerful tool, with proven scripts and messages, does the majority of the work for you and will cure the problem of having partners send their deals to another pretty face when you don’t show up with lunch often enough. It will allow you time to grow the REAL value you bring to your partners by bringing them more business instead of coffee or lunch…thereby cementing relationships with real partnership glue.

If you are a seasoned originator with a book of business and a solid base of referral partners, the easiest way to grow is to do more business with every partner. MDO 3D Automation can make that dream a real possibility and take your business to the next level of success. You can exchange chasing partner time for closing more deals.

What would it mean to your income if you could spend time working on deals instead of working to get deals with your partners?

Most originators I know spend a significant amount of time staying in touch with their partners to ensure they are visible and get most of the deals. What if you could get all the deals and put that time to work turning those deals into closed business? Most originators tell me it is as much as a full day of their week every week. That could equate to another 12 to 16 deals per month closed, adding up to as much as $18,000 to $24,000 per month if the volume of activity is there. That is adding significant capacity to your business.

That is using automation to MULTIPLY your success!.

One client that I have worked with for several years recently added MDO 3D Automation his business. His first realtor partner that said yes having Kevin work his old leads saw 4 new deals from his first 50 old leads in one week. He didn’t waste any time. He immediately gave Kevin another 50 leads and this time, even though they were really old leads, had another clients that were ready to buy.

Now he makes his 3D Automation capability available on a first come, first serve basis. When they give him the leads, he schedules when he has capacity to add them to the system and work the leads smartly to ensure they go back to the right realtor. This new capability has partners waiting in line for his help following up on their leads, guaranteeing them and him future business. Something that kept him up at night before he now has a backlog of opportunity.

Our MDO 3D Automation system uses a combination of Ringless Voicemail, Text and Email messages to connect in a way that feels personal…..yet it is fully automated. Messages can be modified to meet your taste, but what we provide is tested and works. All you need to do is add your email signature, record the voice messages, and start uploading leads and 3D Automation will start working for you. You can set it and go on to some other productive work…hopefully the 20% work that drives 80% of your success. Automation gives you time back and capacity to do more with less.

Kevin is now responding to prospect requests, processing pre-qualifications and taking apps during the time he used to spend chasing his realtor partners. And when he used to get busy and didn’t have the time to chase those partners, the deals slowed down and that put him right back on the volume roller coaster. Now thats all behind him with automation creating a consistent and steady flow of leads.

Today instead of just OLD LEADS, he gets leads that are just a week or two old. When his partners get busy, they pass their newer stuff on to him, creating even more opportunities for both. These same partners use him for EVERYTHING, not just deals that he happened to be available for.

Here is what we do. We provide you with the system and messaging to help you create leads out of prospects for your realtor partners….. on Autopilot. It’s called MDO 3D Automation. We help you set it up, record your messages, and load your contacts. Then, just sit back and wait. Our system and scripts gives every single contact the feel that you are personally reaching out and following up with them.

Not some strange, robo-calling technology or mass marketing appeal that leaves people feeling alienated, or like just another number… Allow the system to do all the work while you work on closing business. When contacts are ready, they reach out to you. The work you’ve done creating and recording your messages works quietly behind the scenes to do the heavy lifting for you. Consistently making contact with prospects while you work on other priorities. This process creates new business for your realtor partners obligating them to you!

All you have to do is implement the proven message series and you’ll start seeing your partners old leads turn into interested buyer who are ready to get pre-approved for their next home. You only talk to the ones that are ready, eliminating 90% of all the other activity that most originators need to do manually This is your opportunity to put yourself into the relationship drivers seat with your realtor partners. Instead of you begging for deals, they need you to follow up on their leads and need you to turn leads into buyers and real opportunities with ZERO, NADA, NO work from them. That is a valuable partner!

What I’ve shown you today is another step you can take to grow your mortgage business with your existing realtor partners. And.. another step that your lead sources are FREE. This is just one more way that MDO 3D Automation and our Success Roadmap can help you FAST TRACK your business growth.

Our Million Dollar Originator Program is designed to help identify where you are on your journey to the top and help you identify and take the next steps in your journey. What’s needed to succeed isn’t a secret, but how to accomplish it may require a guide. That’s where we come in. We help you stay focused on taking the next right step and ensure that you don’t spend your valuable time chasing the wrong things. It all starts with your personalized success plan.

We provide everything you need for your journey….the plan, tools, automation, scripts, educational videos, etc. as part of our Million Dollar Originator program.

You don’t need to continue to struggle and burn the candle at both ends like most people do starting out. You don’t need to make all the same mistakes that others have….throwing their time and money away on things that don’t work. You can have all the resources you need at your fingertips to work smarter, not harder.

The choice is yours….you can do this the hard way….learning by trial and error. Having your journey to success take years. Spending your valuable time and money chasing realtors with nothing to offer them or purchasing crappy leads that have been sold a dozen times before you get them. OR You can take the easy way….with your plan laid out for you….the tools and resources at your fingertips and an experienced guide by your side. The choice is yours…..hard or easy, fast or slow, bumps and bruises or a smoother and clear path.

OFFER: For a limited time, when you schedule a free Million Dollar Success Roadmap call, we will help you craft your personal 12 month marketing success plan, we will give you, for free, our proven scripts that you can implement right away for 5 different marketing segments, proven to get an average of 4 deals for every 100 leads or more, and a special discount if you decide to use our marketing automation service. On the call, we will help you identify the top 3 strategies you can use right away to get more leads in less time.

At the end of the call, we will simply ask you if you want us to help you implement the strategy, if you would like to join one of our case study groups, or if you want to do it all yourself. What every you decide, you’ll walk away with a clear marketing success plan and our free proven scripts valued at $594. In addition, should you choose to accept it, you’ll receive a special discount offer on our services valued at $600, just for allowing us to help you build a simple, clear, powerful strategy based on 45 plus years combined experience in the business. This offer is available for a limited time while we fill our available agency seats. [SLIDE 34]

So don’t wait….schedule your call today. At a minimum, you’ll get a FREE marketing success plan out of the deal. I promise you won’t be disappointed.

In the next video, I’ll show you how you can grow your business by adding new realtor partners with MDO 3D Automation and a list of realtor prospects. We can even help you create your prospect list if you don’t already have one.

We also provide a customized sales presentation for when you meet with prospective partners. If you need to grow quickly, adding more partners is one of the fastest and low-cost ways of growing. And our 3D Automation makes it even easier. When you tell your story of how you are using Automation to help your partners grow, your calendar will start to fill up with partner appointments.

What’s even better is that 3D Automation does the work for you. There’s no cold calling. Just respond to those that are ready and interested. We’ll show you how you can become their exclusive partner and move into the relationship drivers seat versus right from the start of the relationship. No more need to constantly be buying coffee or lunch and begging for deals.

We’ll show you how you can create a demand for your service where you have realtors contacting you for appointments because they are looking for true partnerships as well. Isn’t it time you put yourself in the driver’s seat and started gaining exclusive referral partners? So be sure to stay tuned for the next video. Part 3 of 5.

TO RECAP. You’ll get OVER $594 in actionable value with your personal top 3 strategies you can begin implementing TODAY to double or triple your flow of leads in the next 90 days while eliminating cold calling and saving up to 2 hours of your day or more!! Schedule your call now!