Use the video implementation guide, worked mortgage example, and planning tools to build an assessment funnel that captures useful buyer context before your first follow-up.
$297 $97 Special one-time payment · Instant access · No subscription or recurring charges
Includes nine bonus planning tools: Buyer Assessment Planning Worksheet, Assessment Question Framework, Buyer Stage & Category Framework, Context-First Funnel Map, Landing Page Wireframe, Thank-You Page Planning Worksheet, Email Follow-Up Planning Worksheet, CRM Field & Tagging Worksheet, and Compliance Review Checklist.
Created by James Mucci, a mortgage professional since 2001 with experience as an originator, brokerage owner, wholesale account executive, and mortgage sales leader.
Review the lessons, open the templates, and begin mapping your system. If the Starter Kit does not give you a clearer path for building or commissioning your assessment funnel, request a refund within 30 days.