Finding the right tools for your Mortgage Planning Business.

Looking for an edge in today's tough market? How do you still service a client who can't qualify for a loan today, still earn a commission up to 2K, and build a growing list of current and future clients that will send you referrals? Not only can you do that, but you don't have to get involved in an MLM or force your client into a line of credit to be able to help them.

You're spending money on tools and subscriptions that help you bring in loan business. While we endorse and promote some of the best of these, we realize that you also need additional products and services that also generate a commission. You can still earn a living while helping your non-qualifiable clients and line up future business. Right now, you probably invest in your business and in yourself. You've got a combination of some or all of the following. A CRM, software for comparing loans, memberships to market news and marketing programs, a certificate showing you've been certified in a higher education, an auto responder, an online presentation program, and a hard mail marketing campaign or lead service. You've been to some paid or "free" seminars or training classes over the last 2 years. You have "free news" (sponsored marketing) that is emailed to you every day. It can be a little overwhelming trying to figure out what you need and what you don't need.

We've been there too. It's easy to get caught up in spending money on products and services that you either feel you need to have or have been convinced you need to have by very good marketing. Some have proven themelves to contribute to your sales and earnings, and some have not. You need to ultimately make the choice of what you need and most importantly, why you need it and how it will enhance your service, your revenue, and you referral business. Here at Mortgage Planner Tools we're going to show you tools, programs, systems, and trainings that could actually help you increase your production, your revenue, your sales skills, and your client retention. We're also going to ask you what you're using, and why. If you have a candidate that you're using and are happy with, tell us about it and we'll look at adding it in to the site for others to learn about.

Remember above all else. if you are going to put your time and money into a program it needs to make sense and you need to understand how you are going to use it and what it may cost in marketing dollars and effort to put it into place. Your best place to start if you're budget conscious (who isn't these days) is with a program that has a high appeal to the consumer, cost very little to get involved with, and can be presented to your past clients which keeps your marketing cost to a minimum, or only cost you a little time. You'll find a program that enables you to do that right here on our site.

Over the next several weeks we'll be adding programs and services to the site that are ideally suited to the role of the professional mortgage planner. Such as the IBS Financial Compass ( a fully administered and automated debt elimination and wealth building program), Mortgage Coach, and many others you may or may not be familiar with. We're also going to introduce you to programs and people you may not have heard of or don't know much about. And we'll be adding in links to educational sources as we work to sort out the ones we feel bring you the most value.

We're currently building in the programs and services we want to tell you about. Fill in the subscribe form up at the top left and we'll notify you each time we add one in. And feel free to tell us about what you are using and why it's working.

And remember, if you put the client and their well being first, the business and revenue will come.