Example Loan Analyses

Find inspiration for your own Mortgage Coach presentations.
Have a look at these powerful WOW examples from some of the industry’s best.


CLICK ON the photos below to view their presentations.

Josh Mettle

Senior Loan Officer
Fairway Independent Mortgage

Strategy: Refinance Scenario
Presentation: Total Cost Analysis
Market: Salt Lake City, UT

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Don Goettling

Branch Manager
Skyline Home Loans

Strategy: Show the Benefits of Home Ownership
Presentation: Rent vs Own Analysis
Market: Valencia, CA

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Hans Bruhner

Mortgage Advisor
Pinnacle Capital Mortgage

Strategy: Explaining TRID to your Realtors
Presentation: Total Cost Analysis
Market: Sebastopol, CA

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Tim Lamb

Vice President of Mortgage Lending
Bankers Trust

Strategy: Cost of Waiting
Presentation: Total Cost Analysis
Market: Hiawatha, IA

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Joe Wiggins

Area Manager
AmeriFirst Financial

Strategy: HARP 2.0 Refi
Presentation: Total Cost Analysis
Market: Riverside, CA

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Chris Devin

Senior Loan Officer
Guaranteed Rate

Strategy: Refi Points vs No Points
Presentation: Total Cost Analysis
Market: Rockland, MA

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Clark Schafer

Chief Marketing Strategist and Consultant
Strategic QB

Strategy: Loan GPS Report
Presentation: Total Cost Analysis
Market: Wichita, KS

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Brad Louden

Senior Loan Officer
Premier Mortgage Planning

Strategy: Why Buy Now?
Presentation: Total Cost Analysis
Market: Pleasanton, CA

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Kelly Zitlow

Vice President
Cherry Creek Mortgage

Strategy: Pre-qualification Purchase Power
Presentation: Purchase Power Presentation
Market: Arizona

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Chris Hallows

Mortgage Advisor
Wallick & Volk Mortgage

Strategy: Limited Equity Move Up
Presentation: Total Cost Analysis
Market: Arizona

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Jeremy Forcier

SVP Retail Production West/ Mortgage Adviser
Peoples Home Equity

Strategy: Home Buyer Purchase Options
Presentation: Total Cost Analysis
Market: Petaluma, CA

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Ryan Kiefer

Branch Manager
PrimeLending

Strategy: Purchase Options
Presentation: Open House Flyer
Market: Hyde Park, OH

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Brian Wiesner

Mortgage Banker
Monaco Mortgage Corp

Strategy: Should you refi?
Presentation: Total Cost Analysis
Market: Upland, CA

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Will Rudloff

Loan Professional
Prodigy Home Loans

Strategy: Co-branded Listing Presentation
Presentation: Open House Flyer
Market: Orange Park, FL

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Thomas Popson

Senior Loan Officer
Mortgage Network

Strategy: Is FHA right for the Simpsons?
Presentation: Total Cost Analysis
Market: Westford, MA

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Danny Horanyi

Production Manager
Caliber Home Loans

Strategy: Rent vs. Own
Presentation: Total Cost Analysis
Market: San Diego, CA
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Strategy #2

Kevin Watson

Senior Loan Officer
Churchill Mortgage

Strategy: Refi options- 20 yr or 30 yr?
Presentation: Total Cost Analysis
Market: Brentwood, TN

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Suzanna Ravin

Branch Manager
Peak Mortgage

Strategy: Down payment and MI options
Presentation: Rent Vs Own
Market: Roseville, CA

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Bill Rogers

Senior Mortgage Consultant
Freedom Bank of Virginia

Strategy: Building Wealth with Home Ownership
Presentation: Rent Vs. Own
Market: Fairfax, VA

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Aaron Coker

Branch Manager
RPM Mortgage, Inc

Strategy: Refi options depending on appraisal
Presentation: Total Cost Analysis
Market: Portland, OR

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Gary May

Loan Officer
Embrace Home Loans

Strategy: Purchase Options
Presentation: Total Cost Analysis
Market: Rockville, MD

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Patrick Collins

Home Loan Specialist
Churchill Mortgage

Strategy: Marketing Message to Prospects
Presentation: Total Cost Analysis
Market: Brentwood, TN

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