Sales Engine Training Webinars

SE (Sales Engine) is the CRM built from the ground up for the Reverse Mortgage Professional.

Register for your session below:

Sales Engine 101: The Basics

Select your day & time
Mondays 8:00 a.m. Pacific / 11:00 a.m. Eastern
Mondays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Tuesdays 1:00 p.m. Pacific / 4:00 p.m. Eastern
Tuesdays 3:00 p.m. Pacific / 7:00 p.m. Eastern
Wednesdays  8:00 a.m. Pacific / 11:00 a.m. Eastern
Wednesdays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Thursdays 1:00 p.m. Pacific / 4:00 p.m. Eastern
Thursdays 3:00 p.m. Pacific / 7:00 p.m. Eastern
Fridays 8:00 a.m. Pacific / 11:00 a.m. Eastern
Fridays 10:00 a.m. Pacific / 1:00 p.m. Eastern
Saturdays 1:00 p.m. Pacific / 4:00 p.m. Eastern

Sales Engine 202: Power Users
Select your day & time

Mondays 9:00 a.m. Pacific / 12:00 p.m. Eastern
Mondays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Tuesdays 2:00 p.m. Pacific / 5:00 p.m. Eastern
Tuesdays 4:00 p.m. Pacific / 7:00 p.m. Eastern
Wednesdays  9:00 a.m. Pacific / 12:00 p.m. Eastern
Wednesdays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Thursdays 2:00 p.m. Pacific / 5:00 p.m. Eastern
Thursdays 4:00 p.m. Pacific / 7:00 p.m. Eastern
Fridays 9:00 a.m. Pacific / 12:00 p.m. Eastern
Fridays 11:00 a.m. Pacific / 2:00 p.m. Eastern
Saturdays 2:00 p.m. Pacific / 5:00 p.m. Eastern

SE Training Sessions will cover the following:

  • Managing lead records
  • 3 things you should be doing with every record
    Reverse Mortgage Professional Sales Engine
  • Managing your account preferences
  • Scheduling follow-ups, reminders & calendar events
  • Creating meaningful and customizable lead lists
  • Integration with ReverseVision loan origination software
  • Automated lead delivery from most national lead providers

Your Local Online Business Presence

Establishing The Local Presence Of Your Reverse Mortgage Business Online

Wouldn’t it be great if prospective reverse mortgage borrowers would seek you out? Well they may just be doing that, and you may be missing out.

Google Places

Your Reverse Mortgage Business Online

In this day and age we all know that “Google” is widely accepted as a legitimate verb… at some point we have either told someone to, or had someone tell us to “Google it”. So when a potential borrower is considering a reverse mortgage, one of the first things they will likely do is “Google it” in the hopes of finding information on a trustworthy and well established reverse mortgage lender in their area.

The question is… will they find you? Have you established your Google Places listing? These listings are the first results to appear in Google searches related to local businesses. They are what you see in the map results, and what a large number of people use when seeking out a business in their area.

Why are the Google Places results so appealing to “searchers”?

  • This is obvious, but they are the top. People want the information they are seeking as quickly as possible.
  • They immediately provide people with contact information – phone number, location, directions.
  • They lead people to your website. A Google Places listing has the option to add a link to your business website, so even if your business website is not on page 1 in Google, this map listing that is at the top of the results will lead them directly to your website where they can gather more information about you.
  • They can include reviews. People can learn about the reputation of your business, which often gives them that extra motivation to make that call to you.
  • They provide an established third party summary of your business. A business must verify to establish it’s Google Places listing, so it gives people an extra bit of comfort that you are who you say you are.
  • Also, these listings can include images, summaries, categories, links, and give people an overall picture of your business.

Establishing Your Google Places Listing

Establishing Your Google Places Listing

As daunting as internet marketing can be, getting yourself listed in Google Places is something you can do yourself.

  • Create Your Account – First you need to create your Google Places account.
  • Follow The Prompts – Once you have created your account, you will be guided through a series of steps that take you through the process of establishing your listing.
  • Locate Or Create Your Listing – You will be asked to search for your business. If your listing exists, you will be asked to verify it right away. If it is not yet established, you will be asked to create the listing, and then verify it.
  • Verification – You will be given the option to verify by phone or by post card. The phone verification is immediate, but you must be able to accept a call at that moment at the phone number of your place of business that will be on the listing. The verification post cards come within 2 weeks of you prompting a request for one, but some people prefer these if the phone verification is difficult – for example, if your business has an automated phone system, the automated Google verification call cannot get through it, so you will need to select the post card option.
  • Develop Your Listing – Once your listing is created and you have verified it, you will be able to edit it and add information, categories, and images. Adding these items is important to give your listing credibility and to attract interest.

Maintaining Your Google Places Listing

Once your listing is established, it will serve as a significant part of your local business presence in Google and online in general.

  • Keep Your Information Current – It will be important to always make sure your listing has your current contact info, website address, etc., as this will be a highly visible representation of your business. People calling the wrong number or looking for your business at an outdated address could turn them off to working with you. Keeping the information current establishes reliability.
  • Respond To Reviews – You cannot control the reviews people will leave you but you can take time to respond – to positive and negative reviews. If reviews are positive, thank people for their kind words and for using your services. Other searchers will view this as you having a good rapport with your clients. If there are negative reviews, take the high road and leave a cordial response. Apologize for their negative experience and offer the person the option to contact you to discuss their issue more. This often shifts the negativity off of your business because people see that you are concerned about your service, and that you are willing to work with people.
  • Encourage Positive Reviews – Whether it be through your website, Facebook page, or in person, encourage your happy clients to leave you reviews on Google. When a list of results comes up, those positive reviews can be the difference between someone choosing your business over another listing right next to it.

Taking this small step today can have long term positive benefits for your business, so establish your listing, and when people are told to “Google it” for a great reverse mortgage business in your area, they’ll be likely to find you!

Keeping Your Website Fresh

At Reverse Focus, we recognize the importance of keeping your website fresh. Our website template offers an incredible option for any originators who need a web presence. If you don’t have a website, be sure to check out this option – you have a great-looking, custom website online within an hour. See how here.

New Headers

Custom Reverse Morgage Lending Website

For our Members who do have a Reverse Focus website, we’ve added 3 new options to the header images you can choose from. Remember, you can check as many of the header images as you’d like and your website will display a different one of your choices each time someone comes to the home page.

Social Media Options

Custom Reverse Morgage Lending Website

If you have social media accounts (Facebook, Twitter or Linked In), we have an option to include links to your accounts as well. Just go to the Social Media section in your Manage area, check the options you want to display and add the link to your page/account. Make sure to test the link on you site to make sure it was entered correctly.


Custom Reverse Morgage Lending Website

One final reminder is that we have a section where you can enter your NMLS# as well as indicate any accreditations you have to display these on your site (BBB, Equal Housing, NRMLA, etc).

I hope this helps you in your efforts to keep your website fresh and up to date!


You must have a website to achieve your potential

You must have a website to achieve your potential.

If you don’t have a website, Reverse Fortunes can get you online TODAY!

Our website system is extremely easy to use and will give you the professional, quality presence you need on the web for pennies a day. Continue reading

What is Reverse Mortgage University?

Reverse Mortgage University is the foundation on which I have built my successful Reverse Mortgage company. The foundational building blocks on which I have built my business are universal and can work for anyone who wants to be a successful Reverse Mortgage Loan Originator.

We have developed systems which are time-tested and proven to help you get more reverse mortgage leads and turn those leads into reverse mortgage sales. The different modules of Reverse Mortgage University include Reverse Mortgage Knowledge, Reverse Mortgage Skill Sets, Reverse Mortgage Marketing, Reverse Mortgage Operational Systems, and Reverse Mortgage Leadership. You also get access to powerful tools such as our Reverse Mortgage CRM RmCRM, Reverse Mortgage Websites, Reverse Mortgage Marketing Strategies and Reverse Mortgage Leads Central, to name just a few. This is a comprehensive and ever-evolving platform.

We at hope we can be part of your growth and expansion in this ever growing, and exciting Reverse Mortgage Market.

Best regards,

Eric A. Hiatt