
Lenders recognize the CENTUM Network as their fastest growing customer and pay top-tier
volume bonuses to our Franchisees. Through our Preferred Lender Relationship Programs,
more lenders choose to partner with us to develop exclusive business opportunities
like our NEXSYS Underwriting Administration Service (UAS) and Customer Product
Advisor (CPA)…offering you more. Lenders recognize that CENTUM is a true value-added
partner with innovative programs that create value for the CENTUM Network and want
to partner with us to help increase their sales and efficiency.
CENTUM Primo Mortgage Products – Industry Leading Best Rates and Commissions
Through CENTUM Canada’s Primo Mortgage Products, Franchisees can provide Agents
the best rate for their clients and receive top commissions in return. Earn on average
(based on 2009), over 130 bps in up-front commission with an exclusive renewal fee
program that pays you on renewals. That means you automatically receive 60% of the
up-front commission at the time of renewal. This opportunity allows you to attract
and retain your clients throughout the term of the mortgage and potentially earn
hundreds of thousands of dollars in renewal commissions each year. And, we offer
you and your Agents our NEXSYS Underwriting Administration Service (UAS) on
these products to handle all the administrative paperwork for you. Your UAS applications
will receive preferred service levels and approvals within hours.
Mortgage Protection Plan - Earn up to 70% More Revenue per Mortgage Transaction
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Mortgage Protection Plan will help increase your revenue by up to 70%, on average, per mortgage transaction.
Mortgage Protection Plan provides agents with the ability to protect their clients’ mortgages against Death,
Disability, Critical Illness, and Involuntary Unemployment. With only 3% of clients sourcing out additional
coverage on their new mortgage, 97% of your clients need some help in ensuring they, and their family, are
protected in a time of need... and we will make sure you are ready.
With Mortgage Protection Plan Insurance, Agents could be trained to spend just an additional few minutes with
each client to help ensure a client’s mortgage, Family, and Credit are protected.
Mortgage Protection Plan Insurance provides exclusive training that includes full training on the products,
features, sales systems and unlimited Agent support seven days a week to maximize sales results.
NEXSYS Underwriting Administration Service (UAS) – Get Priority Status
With Lenders
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Offered absolutely free to most Brokers and Agents, you can say “good-bye”
to the back and forth paperwork inefficiencies with lenders. With the Centralized
Underwriting Administration Service (UAS), the Agent completes the application and
the UAS will choose the lender based on the Broker’s agreement, get the lender
commitment, handle all the document management, and make sure the transaction closes
on time. Our exclusive NEXSYS Underwriting Administration Service (UAS) reduces
wasted time and puts your transactions in priority with our core lenders, allowing
Agents to do what they’re good at – selling mortgages! In some cases,
you’ll even earn more commission than going direct to the lender yourself.
Customer Product Advisor (CPA) – Increase Your Commissions
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Customer Product Advisor (CPA) is the most effective web-based lender and best rate
search product on the market. Use intuitive client criteria drop-downs and access
a list of ideal lending institutions, products, lender guidelines, the best rates
and more. Save valuable time and increase your commissions by placing tough transactions
with the right lender at the best rate. Also, all lender rate changes and lender
promotions are live when they happen and you’ll receive an automatic email
notification when any lender makes a rate change on any product.*
*A monthly subscription cost applies; see the CENTUM Intranet for details.
Find out why Customer Relationship Management (CRM) is right for you. Choose one
of the options below that is most important to you:
The CENTUM AutoPilot CRM: Offered Free to the CENTUM Network
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The exclusive free CENTUM AutoPilot CRM is trademarked by CENTUM, and is fully integrated with Filogix. The AutoPilot CRM automatically downloads all the agent’s client transactions into one client database, eliminating any double-entry. The AutoPilot CRM also retroactively adds all past client transactions the agent has entered into Filogix over the years. The agent can easily add or delete from their contact list at anytime. The CENTUM AutoPilot CRM is web based and is a fully automated process for the agent. The agent receives an automated email monthly from CENTUM, and just needs to click “Yes Run AutoPilot” and a personalized newsletter and rate alert email prepared by CENTUM Financial Group will be sent to the agent’s contact list.
Increase referrals and build equity in your business today with The CENTUM AutoPilot CRM.
Equity Builder Lead Generation CRM With Sales Mentoring – Grow Your Sales
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The Equity Builder Lead Generation CRM is fully integrated with Filogix and syncs
all your client transactions into one database, eliminating any double-entry. It
also retroactively adds all past client Broker transactions you have entered into
Filogix over the years. This powerful client database and lead generation tool allows
you to access client information, set up customized reporting and more.
There are two Sales Mentoring Programs available:
Advanced Sales Mentoring: learn from the Equity Builder Expert…proven
traditional sales techniques on how to build a database of consumer contacts and
how to market to those contacts for lead generation. This step-by-step coaching
program can potentially increase your sales by up to $20 million in 2 years. You
could achieve these volumes without spending thousands of dollars per year on advertising,
not even close.
Social Media Sales Mentoring: learn from the Social Media Expert...this
program focuses on proven techniques on how to build a database of consumer contacts
and how to market to those contacts using online social media.
The step-by-step companion guides and training will help you to grow your business
through word of mouth, existing clients, and referral sources. As a Broker or Agent
you get so busy with client interviews, mortgage applications, lender follow-up,
coordinating financing with clients, lawyers, and realtors that you feel you don’t
have the time to implement the things that will help your business grow. Equity
Builder can be your support staff. We’ll show you how to use Equity Builder
Lead Generation CRM with Sales Mentoring to achieve your business “wish list”.
Much of it will be automated. All of it will be relevant, professional, and incredibly
helpful.
The Equity Builder Lead Generation CRM with Sales Mentoring includes tools and mentoring
to build a database of consumer contacts, increase lead generation and retention.
Equity Builder Lead Generation CRM With Sales Mentoring includes*:
- Powerful Database: Equity Builder retroactively adds all past client
Broker transactions you have entered into Filogix over the years, so you have a
client database for lead generation and retention on day one.
- Single Entry: the intelligent Equity Builder platform syncs all
customer transactions into your database, eliminating any double-entry.
- Marketing and Leads: email notifications to remind you of files
closing, mortgages maturing, and pre-approvals expiring. A client database allows
you to get the right message to the right people at the right time.
- Sales Campaign: email notifications of deals ready for insurance.
Cross-sell an important product to your clients and earn up to 70% more revenue
per mortgage transaction.
- Pre-populated Forms: including insurance which populate automatically
once a customer’s information is entered into the Filogix Expert mortgage
application.
- Work Flow: complete lender conditions management and document management
capabilities.
- Integrated Back Office Management: payroll, agent splits, audits,
and full office and agent sales pipeline and sales reporting capabilities.
Plus, the Sales Mentoring Programes include*:
- Unlimited Training and Support: a companion guide to build a book
of business, unlimited access to weekly two hour Lead Generation Training Webinars,
unlimited one-on-one Lead Generation Sales Mentoring email support and unlimited
Equity Builder technical phone support which includes set-up of your own personal
“dashboard”.
- Marketing Campaigns: email templates specific to generating leads
with hundreds of additional templates available.
- Lead Generation Mentoring Training: focused on how to work with
templates, how to work with labels and how to send/handle mass emails.
- More Marketing and Leads: more email notifications to remind you
of transactions approved, all applications submitted through Filogix, and client
birthdays.
- Sales Forecasting: reports that track commissions, performance
against goals, mortgages maturing, and cash flow.
- Reporting: reports that track clients by Agent, pre-approvals expired
month-to-date (MTD) or year-to-date (YTD), and applicants with or without email
addresses.
Can you or your Agents afford not to take advantage of this?
*A set-up fee and monthly subscription cost applies; see the CENTUM Intranet for
details.
Potential clients can now find you; our Lead Generating Websites* are search engine
friendly and are registered with more than 500 search engines. Get a fully customized
website to meet your specific requirements with features like:
- Video & Multimedia
- RSS News Feeds to offer your clients valuable and highly relevant news
- A Personal Blog for clients to interact with you
- An online application that auto-loads your customer applications right into Filogix.
When used with Equity Builder, any online applications submitted through your website
are automatically loaded into Filogix and your contact list, and you will receive
automatic email notifications of any new leads; no need for any double entry.
*A customization fee and monthly subscription cost applies; see the CENTUM Intranet
for details.
Does the thought of making a change seem like a huge inconvenience and time consuming?
At CENTUM, we are incredibly skilled at helping you make the change. We will work
with you throughout the entire process and make the transition as simple as possible.
As a Franchisee, once your transition is complete, our exclusive Equity Builder
can automatically download all client and transaction information you and your office
have ever entered into Filogix over the years; no double-entry required to create
your own client database.*
*An Equity Builder monthly subscription cost applies; see the CENTUM Intranet for
details.