FAQ's
What is pitchSIMPLE?
pitchSIMPLE is a web-based mortgage loan selling system. It lets you create an interactive, professional proposal presentation custom-made for your clients. It helps you build a foundation for a professional relationship, separate you from the competition, and close more loans by adding value to your company and your offer. The pitchSIMPLE proposal "shows" rather than "tells" homeowners specific, concrete information customized for their particular goals and needs. This creates excitement that leads to the sale.
What types of loans are best for pitchSIMPLE?
pitchSIMPLE works for all loans - purchases, refinances, cash out, rate and term, debt consolidation, piggy-back, closed end seconds and HELOCS. Use it for all Prime, Sub-Prime, or Alternative A programs. You design your proposal around the loan programs best suited for your borrower.
When should I use pitchSIMPLE?
Use pitchSIMPLE for every borrower that qualifies for a loan. Once you pull credit and qualify your customer, you're ready to begin building your customized proposal with pitchSIMPLE.
What makes pitchSIMPLE different?
Everything. pitchSIMPLE is a new web-based interactive proposal system designed by mortgage professionals for mortgage professionals. Currently, very few loan officers in the mortgage industry provide their clients with eye-popping, thought-provoking presentations. For this reason pitchSIMPLE will immediately give you an edge. A benefit-specific and interactive proposal will differentiate you from others, and transform you from a mere loan officer into a trusted advisor.
Is it safe?
Absolutely. Our system has built in safety fire-walls and protection devices that completely protects your company's and your clients personal information at all times.
Can I use my company's logo?
Absolutely. Your clients will never know pitchSIMPLE exists. The proposal you create will have your company logo, color-scheme and feel. As far as your client is concerned, the proposal was generated completely by your company for them.
What computer system does my client need?
Your clients only need a windows based computer, an e-mail account and access to the web. They retrieve their customized proposal via a link in their e-mail.
What if my customer doesn't have a computer?
No problem. Simply print your proposal. Then you can fax, send or present in person.
What are Proposal Builder Pages?
Proposal Builder Pages give your borrowers important information regarding their loan. They include Company Quick Facts, Goal Worksheet, Credit and Risk Evaluator, Investment and Wealth Building Opportunities, Loan Option comparison (side by side and easy to follow), Moving Forward Quick Steps, and several others. Pick and choose the Proposal Builder Pages that best suit your client's needs.
What is pitchTRACKER?
pitchTRACKER is a built-in tracking and monitoring tool designed to allow owners, managers and loan officers keep an eye on their loan pipeline at all times . On a daily basis, you can monitor your individual or company pipeline and track your progress with loans pitched and sold. It also provides you the opportunity to calculate closing ratios for each loan officer using the system. This lets you know your team's progress and follow up on deals as necessary.
Should my experienced and successful loan officers use pitchSIMPLE or just my rookies or below average ones?
All loan officers regardless of experience should use pitchSIMPLE. It will increase closing averages for all levels of talent and experience.
Can I edit, change or re-use my proposals?
Absolutely. Your proposal will be saved in your personal archive and is available for edits or re-using at any time.
How long does it take to use pitchSIMPLE?
You can create a proposal in a matter of minutes.
How many proposals can I put into the system?
pitchSIMPLE allows for unlimited space. You can add, delete and clean your pipeline of proposals at any time.
How do I get support or training?
pitchSIMPLE provides free support to all users upon subscription through our toll free customer support line. We also will provide free training on using pitchSIMPLE either via phone conference or personal visit.
How do I sign up?
Simply click on this link to order or call 1-866-417-7348 today.
Can I upgrade my package if my staff grows?
Absolutely! Click here to upgrade package
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