Master and systematize your marketing in just 6 weeks! Do it yourself or hire a virtual assistant to do it for you.
I've been helping reverse mortgage loan officers online for 13 years now. I'm more than familiar with your frustrations with building and maintaining a solid digital marketing presence.
I've created a proprietary 3-Tier Marketing Strategy that has been helping my clients get more referrals. For the VERY FIRST TIME, I'm revealing EVERY step in the process - the same process I've used to help award-winning, top producers at leading companies grow their businesses!
Why am I revealing all my secrets? Because I BELIEVE in what you do to help seniors. And I know it's been a SH*T show for reverses these past 2 years. I want to help YOU help more seniors.
"Claudia's teaching style makes it very easy to follow - even for a non-techie like me!"
~ Mary B.
Are you ready to transform your marketing game and make 2025 your most successful year yet? Whether you’re a reverse mortgage professional or a seasoned loan officer looking to grow your pipeline, this is your moment to shine. Join us for the Marketing Momentum Method, a 6-week immersive experience designed to help you master the art of LinkedIn marketing, content creation, and email outreach.
Each lesson is pre-recorded so you can progress at your own pace, with weekly live Q&A Zoom sessions where you’ll have direct access to me to get all your questions answered. You'll also have lifetime access to the course and the community.
Quickly & Easily Edit Your Profile With Step-By-Step tutorials (Perfect Profile Method)
Prepare your thoughts and material with the Downloadable Workbook
Easily Understand how this 3-tier system works to help you get more leads
Boost Your Visibility and Influence
Elevate Your Professional Image
Accelerate Your Sales Goals
Automate most aspects of it with my secret tools
Gain confidence in your marketing strategy
Learn at your own pace (yes, it's a 6 week program but you have access for life!)
Build successful referral partnerships
AND OUTSOURCE IT ALL (if you want to!)
Increase your sales through prospecting on LinkedIn
Connect with potential referral partners to grow your business
Get real results, not fluff
FINALLY, have a digital marketing plan that works without all the heavy lifting or high consultant costs
Have a steady marketing machine to help you grow your network
Identify your ideal audience and build a LinkedIn profile that WOWs. With access to the Perfect Profile Method you could create your profile quickly and easily.
I will share the automation tools I use to make connecting and nurturing LinkedIn relationships fast and easy! You'll learn how to craft engaging messages and how to use Sales Navigator to build solid lists of your target audience.
I will guide you through each step of setting up the automation and sending your first campaign. I'll even share my messaging templates!
This week you learn what content people want and engage with. We'll outline a strategy for posting, including using a scheduler to automate posting. I'll give you tips for using AI to generate content quickly!
You'll get access to Mortgage Marketing Vault for 1 full year! Everything is in the vault to make your content production super fast and easy!
It's one thing to connect on LinkedIn but what if your new connection isn't on it very often, nor are you? That's why we send a monthly newsletter! Many of my top producing clients RELY on the monthly newsletter to get leads every month!
This week you'll learn how to sign up and set up your Mailchimp account, including cleaning your list and importing it.
You will learn EVERYTHING you need to create and send a monthly newsletter. We'll discuss monthly themes and how you can use the content I create for you inside the Mortgage Marketing Vault every month to send out a gorgeous, themed newsletter.
In this final week, we'll discuss your overall strategy, how to measure results, how to hire and train a virtual assistant and how to grow your email list.
Valued at over $8,000 - Join Today for Only $1197 $997
This is our special launch price. The price WILL go up the next time we offer it, so be an early bird and get that worm!
$1197 $997
Lifetime Access to 6-Week Bootcamp Courses
1 Year All Access to Mortgage Marketing Vault
Lifetime Access to Community
Weekly Live Q&A Calls for 6 Weeks
All Bonuses
$599 $499
Now and 1 more payment in 30 days
Lifetime Access to 6-Week Bootcamp Courses
1 Year All Access to Mortgage Marketing Vault
Lifetime Access to Community
Weekly Live Q&A Calls for 6 Weeks
All Bonuses
$997/month
We will...
Audit & Edit LinkedIn Profile
Write Customized Messaging for your LinkedIn Campaigns
Set-up, Run & Monitor Connection & Messaging Campaigns
Post on Your Social Media 2-3 Times per Week
Create & Send Custom Monthly Newsletter
Upload New Connections to Email List Each Month
Note: there are additional paid tools which will be required to set up your marketing automation. These include LinkedIn Sales Navigator, campaign automation software, social media scheduling tool and Mailchimp for newsletters.
"Claudia has helped me grow my LinkedIn to over 5000 valuable referral partner connections. I love how my profile looks and I get compliments on it. I definitely recommend this course!"
~ Katie
"Run don't walk to get help from Claudia! She has helped my business more than I could ever have imagined - I can't live without her team supporting me! I get leads from my monthly newsletter minutes after I send it!"
~ Linda
"Last year I got 19 leads which turned into 9 loans from Claudia's system - it WORKS"
~ Laurie
$1164 value
Mortgage Marketing Vault is your content hub resource! We specialize in reverse mortgage content that passes compliance. In the vault, you'll have access to all the images, templates, captions, videos, articles and so much more. This is valued at $1164 and you'll get the first year free! After that you can lock in a monthly plan or choose annual at our current prices (it WILL be going up by next year!)
$495 value
If you haven't jumped into using artificial intelligence for your content, emails and images, you're in for a treat. We'll show you an easy and affordable way to save massive time by utilizing AI tools!
$2000 value
I'll be available once a week during the bootcamp for open Q&A zoom meetings. Bring your challenges and questions and I'll do my best to help you solve them. Keep in mind, this isn't just for the bootcamp content - it can be any marketing question! It's like having your own marketing consultant!
$495 value
In this bonus module, I will walk you through setting up a LinkedIn ad account and running your first LinkedIn ad targeted to your ideal referral partner.
$997 value
Want to grow your email list even faster? I will teach you how to set up an opt-in form and/or page on Mailchimp. This is a great way to grow your list AND provide value to your network.
$495 value
Canva is an easy graphic and document creator. You'll learn how to make basic graphics using their templates or ours, how to edit our templates and other Canva basics. The free version is great but the pro version offers A LOT more. We'll tell you all about it!
$997 value
Learn the tools I use and how to automate cold email outreach to your ideal referral partner prospect!
Navigate LinkedIn with confidence and class! Our indispensable list of Dos and Don’ts ensures that every move you make on the platform builds your reputation and steers clear of common pitfalls.
Meet and network with other professionals in our community. Discuss what's working and what's not. Share your experiences, wins and ideas with like-minded professionals. And get your marketing questions answered.
Valued at over $8000 - join today for only $1197 $997
Yes - if you utilize all the tools I share with you, the monthly cost can range from $150-250. This depends on which tools you decide to use, and the size of your email list. Plus, we HIGHLY recommend you buy a pro subscription for Canva - you will have soooo many more options and tools and it's only $120 for the whole year - totally worth it!!!
Yes, I am accepting a small number of done-for-you bootcamp services. Please set-up a free consultation at: www.meetwithclaudia.com
No - you will have access to the course for as long as it remains relevant.
No - while we encourage you to join the calls, you can still gain value in watching the recordings.
You are invited to join our private Facebook group. There you can ask questions and interact with fellow reverse mortgage professionals.
We have experience with VAs from the Philippines. For general administrative work, the cost per hour is between $4-7. If you need someone more specialized for graphics or technical work, the cost is between $6-$10/hour.
I've been a passionate user and advocate of LinkedIn for two decades, making me something of an aficionado of the platform. My journey began in the fast-paced world of Silicon Valley, where LinkedIn was my go-to resource as a high-tech recruiting consultant. When I began to switch my focus to my marketing company, Wordflirt, LLC, LinkedIn became even more instrumental. I leaned into it to expand my network, land marketing clients and build valuable referral relationships. This strategy wasn't just effective; it was transformative, driving 80% of my lead generation and substantially contributing to my company's growth.
Now, I help entrepreneurs, agents, and coaches use my 3-tier Marketing Momentum Method to grow their networks and their businesses. My activity and influence on LinkedIn caught the platform's attention, and I was honored to be recognized as a super user. They invited me to serve as a LinkedIn Advisor, where I have the opportunity to provide feedback on products, engage in discussions about future initiatives, and participate in usage studies.
So, if you ask me, I'll tell you without hesitation: LinkedIn is my favorite digital marketing platform! Coupled with content production and monthly newsletters, I found the perfect marketing trio! Now I want to share it with YOU so you can make 2025 your best year yet!
A $8,000 value. But you can get it today for...