1. Webinar With Dan Keller
How To Leverage Video, Social and
Mortgage Coach Edge To Help
Make 2014 Your BEST Year Ever!
Dan Keller, Mortgage Advisor
Mortgage Advisory Group,
Bellevue, Washington
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3. Follow Dan on FB/Twitter For More Info…
www.Facebook.com/dankellermtg
www.Twitter.com/dankellermtg

4. About Dan Keller
“The secret to success is to do common things uncommonly well.” – Henry Ford
Featured speaker at Sales Mastery
2013 w/ Darren Hardy, Tom Ferry &
Andy Andrews
Keynote* speaker at WA
Association of Realtors Ed Con
2011, 2012, 2013*
National Mortgage Professional
Magazine Top 40 Loan Officer Under
40 Award – 2013
Loan Origination Production – Top
1% at Mortgage Advisory Group
Nationally Recognized Blog – Online
Marketer
Passionate about
WOW!

5. Today’s Power Agenda
(1) Video Strategies for LOs
(2) Your 2014 Social Strategy
(3) My Online Success Formula
(4) Q&A

6. 2014= Year of Opportunity
You have to take advantage of
an opportunity of a lifetime in
the lifetime of the opportunity.
Take action. There is no better time to
take action than RIGHT NOW!

7. Steve Harney – Expert Says…

8. My Life Changing Moment…
“To each there comes in their lifetime a
special moment when they are figuratively
tapped on the shoulder and offered the
chance to do a very special thing, unique to
them and fitted to their talents.
What a tragedy if that moment finds them
unprepared or unqualified for that which
could have been their finest hour.”
-Winston Churchill

9. Preparation – Qualification - Opportunity

10. Preparation – Qualification - Opportunity
5-yrs ago, I was a college strength coach/professor. If I can, you can!
…..BUT – I knew 5-yrs ago I’d be on this webinar today. I knew this would happen….
- 2013 Mortgage Professional Magazine “Top 40 Under 40”
- 2012 Mortgage Professional Magazine “25 Most
Connected Mortgage Professionals”
- 2013, 2012, 2011 Washington State Association of
Realtors – Keynote Speaker on Tech/Marketing/Video
- 2013 will close over 100 purchase transactions

11. My Personal Mission Statement & Message
To Real Estate Agents For 2014…
“The person that knows how
to acquire, optimize, and
retain a customer the BEST
will get paid the MOST.
Period.”
- Todd Duncan (NY Times Best Selling Author)

12. Part One: Acquiring A New Loan
Video
-Real Estate Agent Introductions (eyejot video I posted on
MC wall- LIVE example, 5-months to work… Done!)
-Real Estate Agent Updates
-Video Text Message – Game Changer
-MC Edge – Total Cost Analysis
-MC Edge – Open House Flyer/Financing Options
-MC Edge – Rent vs Own Analysis (FOR REAL ESTATE
AGENTS)
MAJOR GAME CHANGER!

13. Part One: Acquiring A New Loan
-VIDEO: RE Agent Introductions – Eyejot.com = great for branding YOU

14. Part One: Acquiring A New Loan
Video
-Real Estate Agent Introductions – Eyejot.com
Subject: Video Message/Info For Thomas Transaction
Video Scripting:
- Intro
- Congrats
- Request 10-15 min
- Go over how the process works in our office..
- To ensure exceptional experience w/ our mutual clients…
- Ultimately, to guarantee future referrals by providing a
WOW experience…

15. Part One: Acquiring A New Loan
Video
-Real Estate Agent Updates
One
touch,
live
message
15-sec
or less….

16. Part One: Acquiring A New Loan
-MC Total Cost Analysis – New Application Live Link –
http://mcedge.tv/16ivkj

17. Part One: Acquiring A New Loan
-Mortgage Coach Total Cost
Analysis – Open House
-Live Link –
-http://mcedge.tv/16itoz

18. Part One: Acquiring A New Loan
Mortgage Coach TCA – Realtor: Rent vs Own (New Strategy)
http://mcedge.tv/16iulw

19. Part Two: Optimizing
Gear You Need For Implementing Video
-Laptop or webcam
-Smart Phone
-Eyejot.com (messages)
-Bombbomb.com (email marketing)
-Mortgage Coach Edge
-Microphone** (advanced)
-Editing Free Software (Mac = iMovie (easy), Windows Media
Player)
-Advanced – Camtasia ($300), screen recording, editing…)

20. Part Two: Optimizing
Social Strategy - Attracting RE Agents w/ Social

21. Part Two: Optimizing
Social Strategy
Case studies of “HOW” businesses are using social to WIN.

22. Part Two: Optimizing
Social Strategy - Attracting RE Agents w/ Social
SHARE what you are doing to HELP clients and
other agents…
-FB
-Twitter
-Instagram
-Vine
BRANDING
YOU and
BUYING
BRAIN
CELLS
Think before you post.
The future of social is video. The velocity of info is moving faster
and faster…

23. Part Two: Optimizing
Social Strategy - Attracting RE Agents w/ Social
INSTAGRAM –
Take a pic of ratewatch, explain
what the heck is going on in less
than 15-sec… Bite size for clients
and agents to digest/explain.
Instagram = twitter and FB

24. Part Two: Optimizing
BONUS: Find Top Real Estate Agents w/ Social
Once you have the tools, you’re equipped for the opportunity, go to
Facebook
Twitter
Zillow
Yelp
Learn about them, find a
commonality, and share
their stuff. Comment..
DON’T ASK FOR BIZ
before the first date!
Advanced: Find agents w/ reviews,
more review, more social they are…
Connect with them, they get more
online leads, NEED MC Edge
software

25. Part Two: Optimizing
Attracting Real Estate Agents w/Video
Online Reviews – Say Goodbye to Testimonials, soooo 2010
GET THEM OFF YOU SITE!!!!
How I won over the #1 agent in my town…. 2 years in making
- eyejot intro when he was listing agent on deal - 2-yrs ago…
-Pop-bys
-Stayed relevant
-Met with broker owner spoke at office meeting
-Connected via social media –LISTENED for 2-years!
-Referred him 3 listings
-Asked for Lunch meeting
-MC Edge
-Open House MC Edge
-Client – closed early using TCA and this……….

26. Part Two: Optimizing
Attracting Real Estate Agents

27. Let’s Connect & Stay Connected
www.Facebook.com/dankellermtg