Hi, my name is Heath Riddle and I'm with Neo Home Loans. About three years ago, I decided to change my entire approach to mortgage lending. I got really tired of this common mindset in our industry of being purely transactional. Here's your rate and here's your payment. I just felt like this was not serving the communities or my clients as good as it could. So instead of just selling debt to the consumer, I've shifted to the approach of selling value, providing education and more of an advice-driven process.

To deliver on this mission, I knew I was going to need a solution that could help me elevate this process. Let's face it, spreadsheets, email campaigns, and even manual calls are just not efficient enough or easy enough for clients to really follow. That's when I discovered Housing Link, when I was listening to a MortgageCoach episode about two and a half years ago.

Let me tell you, Housing Link has been a game changer for my business. It's completely transformed how I interact with my clients and how I deliver value. Housing Link allows me to create customized professional presentations to deliver value and information to my prospective homebuyers, referral partners, or even larger audiences. Really, the only limit is your imagination.

One of the ways I like to use Housing Link is for what's called a client dashboard. I use this for my clients and their pre-approvals. These client dashboards break down all of the client's loan options. I'm able to provide them with market updates and strategies and educate them about the entire loan process.

They allow me to attach a video going over the MortgageCoach presentation to discuss the loan options in detail with the client. The video can be via Loom, BombBomb, or YouTube. It also allows me to attach PDFs that have important information I want to provide. You can also add the buyer's agent contact information, or anybody else, an insurance or financial advisor, homeowner's insurance, or referral partners you work with.

The cool thing is, these client dashboards don't just stop there. They can eventually evolve into post-closing dashboards or even refinance dashboards. Everything stays organized and it's all in one place. My clients love this. They love it so much that I can tell you it has increased my conversion and it has also reduced rate shopping. These client dashboards are just the beginning.

Housing Link has really helped me out within my community. I also use Housing Link for co-branded digital offers, listing presentations, and community presentations for builders and developers. This platform is really going to give you an opportunity to level up your business within your community. It's going to allow you to provide a high level of value to your clients, past clients, and referral partners.

If you're ready to stand out from the competition in your community and you're truly ready to deliver exceptional service, then Housing Link is the tool you've been waiting for.

Hi, I'm Michael Thayer with Guild Mortgage. I was introduced to Housing Link about two years ago and it managed to change the way I market myself and my business.

So what is Housing Link and why do I utilize it? First, let me tell you what Housing Link is not. Housing Link's not another shiny piece of technology. In fact, there's nothing like Housing Link in the market today.

This is a true plug-and-play platform that allows me to bring all of my content and tools and resources together, like MortgageCoach, MBS Highway, Altos, Zonda, and hundreds of others, into a single platform so I can effectively present to my clients with ease. Talk about showing your value proposition to your clients and realtors and builders. This differentiates me from my competition. It shows why I'm the mortgage professional they need to work with.

I don't just start with my realtors, builders, and clients. I even apply this to financial planners, CPAs, and attorneys, literally everybody.

Housing Link will enable you to run circles around your competition because your competition cannot effectively convey, communicate, or illustrate complex strategies. With Housing Link, we can effectively convey what most clients perceive to be complex and confusing topics by bringing all of our tools and resources together, like MortgageCoach, MBS Highway, even Matterport 3D listing videos, and other powerful tools, into a single seamless presentation to effectively illustrate and explain a financial strategy to our clients.

So stop sending confusing emails with several PDFs attached trying to explain complex topics and strategies. Be a modern mortgage advisor and start utilizing a game-changing platform like Housing Link.

Again, Housing Link is not another shiny piece of technology. You will not struggle to implement this. This is a true plug-and-play platform that will help you gain market share. So set up your account, record a quick summary video, and get ready to go. Hope you enjoy it.