9 Steps To Success
1. Motto Center Set Up
3. Grant Company Access
1. Motto Center Set Up
Start by setting your Monthly Affiliation Fee. We will setup your Email, CRM, Motto Learn and all links to our wholesalers. Follow the instructions of the Motto Center (pdf) below. Set up email on iPhone or Android here.
2. Filling your MU4
3. Grant Company Access
1. Motto Center Set Up
Visit the NMLS Website and Log in into your account. Under "Filing>Individual" complete the MU4 with your information and select NC, SC(DCA) and GA for licensing. Refer to MU4 App (pdf) below.
3. Grant Company Access
3. Grant Company Access
4. Scheduling Finger Prints
Visit the NMLS Website and Log in into your account. Under "Filing>Company Access" search for NMLS ID 2102061 (Marin Holdings, LLC) and add our company. Refer to Company Access (pdf) below.
4. Scheduling Finger Prints
6. Set up your Drip Campaigns
4. Scheduling Finger Prints
Visit Field Print Website and follow the instructions by Signing Up, Filling Personal Information, Signing the E-Consent and Scheduling your visit by selecting your closest location.
6. Set up your Drip Campaigns
6. Set up your Drip Campaigns
6. Set up your Drip Campaigns
Motto Spark is our CRM/Marketing System provided by Total Expert. This is one of the most powerful tools in our network. You will be able to access it thought Motto Center. Refer to the Motto Spark (pdf) below.
7. Set up Encompass
8. Build your Pipeline
8. Build your Pipeline
Encompass is our Processing System for loan origination that will cover the entire loan life cycle. LO-101 training will prepare you to become an expert with Encompass. Follow the steps on Encompass (pdf) below.
8. Build your Pipeline
8. Build your Pipeline
8. Build your Pipeline
We believe in our "5-1-25" Model. By having 5 Real Estate Agents providing 1 client each month that closes a $250,000 loan, you will be able to accomplish $25,000/month in income for yourself. Learn about Co-Marketing below.