Module 3: Mining for Reverse in Your Database


Support Files for this Module - Please note: Download the files to your computer before modifying them.

  1. Presentation Slide Deck
  2. Evidence of Success Postcard Canva Template

🔍Module 3 Summary: Mining for Reverse in Your Database

Core Objective:

Leverage your past clients, current clients, and sphere of influence to generate consistent reverse mortgage opportunities using a repeatable outreach system with HECM Tool Reports, postcards, emails, and videos.

Key Concepts:

  • Client-for-Life System:

    Build trust, stay top of mind, and generate a 10–20% transaction rate from your existing database.

  • Past Client Connect Calls:

    Check in to provide value (mortgage review, estate planning, tax exemptions, etc.) and earn the right to ask for referrals.

  • Evidence of Success Postcards:

    Tell compelling short stories (real or AI-assisted) that illustrate successful reverse mortgage scenarios.

  • Case Study Emails with HECM Tool Reports:

    You can use real examples and videos to encourage and re-engage past clients and referral partners.

✅ Assignments

1. Database Outreach:

  • Schedule 1 hour per week to call past clients
  • Ask about their housing plans, financial needs, and offer value through referrals
  • Ask for introductions after giving value

2. Evidence of Success Campaign:

  • Write three postcard stories using your past scenarios or AI prompts
  • Use Canva or prospectsplus.com to design and mail
  • Mail to past clients + referral partners

3. Email Campaign:

  • Turn each postcard story into an email
  • Send to your sphere and past client list
  • Attach a relevant HECM Tool Report PDF
  • Include a short screen-share video walkthrough

4. Case Study Scenarios (Create + Send):

  • Payoff mortgage + line of credit
  • Short-to-close success story
  • Reverse for purchase with tax-free funds and payment relief