• Chose your program Enhanced or Inclusive
• Contact our Eclipse team specialist
• Complete the Loan Professional interview and intake process
• Design your eclipse program
• Pick start date and go
• Receive progress and delivery reports weekly

• Branding
• Marketing
• Promotion
• Lead Generation
• Database Management
• Professional Presentations
• Client Conversion
• Client Retention

Lead Generation
Eclipse works with proven lead generation systems within all media formats to create a single campaign that provides a constant flow of purchase and refinance leads.

Referral Source Building
Loan professionals are constantly searching for ideas on how to establish more referral relationships?

Eclipse provides value added tools and presentation programs that talk to referral sources professionally.

A difficult action for many sales people is knowing how to approach a referral source that will not end up in rejection. Rejection creates fear. Fear paralyzes. Eclipse takes away the fears by arming loan professionals with sales approach techniques that work. They work because they are designed to offer value every time.

Eclipse has designed several sales approach campaigns. The following are a few examples:

RSC – Realtor Web Marketing
RSC – Buy Down
RSC – Education
RSC – Financial Planner
RSC – Rate Watch
RSC – Bi-Weekly
RSC – Down Payment Savings Program

Being Professional - Easier Said Than Done
It is easy to say someone is a "professional", but just by saying it doesn't mean it is true. Every referral partner and client is a well trained consumer with a set of skills accumulated over time that gives them the ability to quickly determine if one is a true professional based on their actions not their words.

Eclipse dresses a loan professional correctly to show their clients and referral partners that they are professionals. Armed with strong branded marketing materials, online educational sites and presentation tools you will have the professional WOW factor.

Top-of-Mind Awareness
Top-of-Mind awareness is critical in marketing. When a need arises the professional who first comes to mind typically gets the deal. This holds true for both referral partners and clients. The difficulty is staying on top of so many people. This is where a competent data base management system becomes critical. Being able to organize and manage data is necessary in creating campaigns that can keep you in front of your referral sources and on the top of their minds.

Eclipse tackles both referral sources and clients with its database management and solid marketing/promotional campaigns of:

Prospects:

How many times have you met a prospective referral source or client, traded info with all the right intentions of following up with them but never did? How many times over your career has this happened? How many lost opportunities have there been? Imagine if you could stay in-front of all your referral sources and clients with powerful information automatically. That's the power of Eclipse.

In-Process

How often do you update your current clients as to the progress of their loan? Understand that every client in-process with you is engaged in the largest financial transaction of their lives. You are on their mind 24/7 and you need to give them good reasons to talk about you. Everyone likes to brag or boast when good service happens. Eclipse keeps your client's informed throughout the process of their loan's progress by delivering milestone updates. Not only will your client's be appreciative of the communication, they may just share with someone your strong business practices.

Post Close

Mortgage loans do not need to be a one-time transaction. When you close a loan you have gained a client that can bring you business especially their own. Eclipse ensures that for 3 years you keep close to all closed clients.

Client Conversion
Unless your conversion ratio from call to close is 100% you need arm yourself with everything possible to maximize the highest conversion ratios possible. Eclipse provides loan professional tools and education to increase conversion ratios. Eclipse uses one of the best presentation software systems in the market that empowers loan professionals to stop selling and start presenting. Why is this so important? It is important because consumers don't like to be sold. They buy when they are educated and have been presented options. Eclipse takes a difficult task of clearly and professionally communicating the benefits of a proposed loan and turns it into an easy and straight forward presentation.