Mortgage Market Guide - Members Only - CONTACT! Marketing Pack
 
All 68 business-building documents of the CONTACT! Marketing Pack are listed below and available for you to download and start using immediately.

DOWNLOAD INDIVIDUAL DOCUMENTS
To download a document, simply click on the respective icon for either Word format or PDF format. If you are prompted with a File Download box and the option to either open or save the file, click the "Save" button and find a location on your hard drive where you can easily locate the file. If the file opens automatically in Microsoft Word or Adobe Reader, simply save the file to your hard drive from within the program as you normally would. As an alternative method, each of the files can be saved directly by holding your mouse over the respective icon, right-click on your mouse and select "Save Target As..." from the list of available options. Then find a location on your hard drive and click "Save".

DOWNLOAD ALL DOCUMENTS AT ONCE
You have a secondary option of downloading all the documents at once in a convenient ZIP file. First, locate the "Download All Documents" section at the bottom of the list. Click the icon for the preferred format and save the file to your hard drive. Then open the ZIP file and extract the documents.
   
Mortgage Interest 
Capital Gains 
Mortgage Insurance 
Title Insurance 
Mortgage Rates 
Credit Rating 
Maintenance 
Location 
Appraisal 
APR 
Fed Funds Rate 
Financial Concerns 
Cold Client Letter 
   
Buyer - Beginning of Transaction 
Seller - Beginning of Transaction 
Selling Agent - Beginning of Transaction 
Listing Agent - Beginning of Transaction 
Buyer - Midstream of Transaction 
Buyer - Pre-Closing 
Buyer - Post-Closing 
Buyer - Post-Closing Note Card 
Selling Agent - Post-Closing 
Listing Agent - Post-Closing 
Buyer Survey - Post Closing 
Settlement Statement at Year End 
Buyer - One-Year Anniversary 
   
Beginning of Transaction 
Midstream 
Pre-Closing 
Post-Closing 
Post-Closing Thank You Note 
Post-Closing Survey 
Settlement Statement at Year End 
   
ARM Change Date 
Mortgage Insurance Removal 
Refinance Solicitation 
Financial Planner 
Controlling Debt 
Internet Fraud 
Prepaying Your Mortgage 
Home Equity 
Home Upgrade Tips 
Home Maintenance Tips 
Landscaping 
Fire Safety 
Lighting Upgrade Ideas 
Lighting Upgrade Ideas 2 
Identify Theft 
Burglar Proofing 
401K Planning 
Protect Your Home While Traveling 
IRA Planning 
Pest Control 
Tax Consequences 
Good Credit 
Automotive 
Identify Theft 2 
Wills 
Investment Accounts 
IRS Audit Targets 
   
Items Requested 
Personal Brochure 
Pre-Approval Certificate 
Refinance Items Requested 
Pre-Approval Information Letter 
Purchase Information Cover Letter 
Client Information Sheet 
Consultation Notes 
   
The Complete CONTACT! Marketing Pack 
CONTACT! is a database system that works with ACT!. The Contact! Marketing Pack includes all the valuable letters and forms within CONTACT! In Microsoft Word format, but is not the database software itself, which requires ACT! 6.0 or greater.

For more information on the complete CONTACT! software system, go to www.suewoodardonline.com

 
When you become a Mortgage Market GuideSM member, you will be entitled to other valuable services we've arranged at no additional cost to you. These services combined with The Mortgage Market GuideSM will provide you with all the resources you need.

 

 
 
   
 

"I am so glad that I subscribed to your service. I am learning more and understanding more about the markets. I believe this has made me a more credible, informed professional. There is not a day that goes by that at some point I say... "thank you Barry" ... for the updates and information that makes my job easier and more fun...

Darla Brunet
GMAC Mortgage

“Thanks for your updates. You're making me money by better managing my pipeline! The Mortgage Market Guide is also giving me an advantage in speaking with my borrowing clients and my affinity partners. I've had financial planners surprised by my (your) analysis. The Mortgage Market Guide's easy to understand presentation is taking these relationships from "me too mortgage company" to exclusive mortgage advisor.

I used your voice mail update with a hard shopping client on locking in. On playing your voice-alert to him over speaker, he said, "OK, just take care of it!" Now when I call him, our conversations are much more amiable and in an advisory capacity. He's not shopping anymore!”

Tony Tylman
Cornerstone Mortgage
San Antonio, TX



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