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Natalia Kabbe- Attorney and Counselor at Law
my shocking discovery
Dear Mark & John,
Here is an example of what a great difference talking to you last night made in my business. You told me that I, being an analytical personality, may tend to spend more time than necessary with clients because I give them too many details and explain too much for too long. I have been doing that thinking that people really need to have all this information and would like to get really educated before they make decisions to first, engage me and second, what type of planning to engage in.
Well, today I called one of my clients who has just completed planning with me, and here is what he said (when I mentioned what I learned about personality types and what I tend to do):
"you are really good at what you do and I could see that and I trusted you. You gave a lot of really good information and a lot of it was very interesting BUT I definitely did not need all of it to make decisions to hire you. In fact, I was ready to move forward and decided to do it relatively soon and you could have done all the explaining I needed in HALF the time. I met with you, saw what you did, decided to do it and then it was like "let's do it, where do I sign?" For a "driver" personality like me, if I see that this makes sense, I am ready to go!"
He then said, "imagine if you could cut off half the time with each client, how many more deals you could do!"
Boy, was I in for a surprise! Here I was thinking I am giving clients all this valuable education and true understanding of how all this works and many of them do not even need it!!!!!!!
Natalia Kabbe -
Attorney and Counselor at Law
Bob DonnellyHome Express Mortgage
Synergy Team,
I just want to say that my Realtors tell me how they are WOW'ed by the persistent, consistent communication that "I" send to my Realtors showing them that "Bob's for real, Bob's in the game." You and I know that it's not just what I'm doing; it's also thanks to ActionVision which helps me plan my every step so I can keep focused on the big pieces that are the most beneficial to my business; it's the dynamite combination of MaxSys {monthly newsletter system) and SAM {e-mail/phone/mailing combo system} that are helping me build my referral base with much less stress and effort on my part - they help to carry the ball to the ten yard line so I can go in for the touchdown. What I especially like is how MaxSys and SAM work together to show my referral sources that I'm serious about helping them build their business. MaxSys has a "homemade" feel to it that allows me to show how much I care for my referral sources and clients. SAM gives this a different kind of twist to help me gain the trust and respect of my referral sources, while letting me help them with their business, in hopes of my gaining some of that new business they otherwise would not have had.
Thanks for making my life run so much more smoothly, team. One of the best perks is that the time I save using these systems lets my wife and I visit our daughter and her family in Florida twice a year the past two years, where we never went more than once a year in the past.
Bob Donnelly, Home Express Mortgage, Chicago
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Bob Lauper-Compass Mortgage
Donna,
Thanks for calling me recently to see how Action Vision was working for me. I believe strongly that all very successful businesses need a written plan with measurable goals and defined steps that need to be taken to achieve those goals. And, you need a system to measure your success. For me, Action Vision is a very positive and motivating system that will help me achieve the success I desire. Action Vision is my written business plan for success. My A/V plan keeps me organized and focused on the things I need to do to succeed, and it measures how well I am doing. I feel great satisfaction when I accomplish the tasks I set at to do each month and I am even more motivated to push myself harder in order to succeed in any area I have come up short of my goal. Lastly, I have a great coach and motivator in Jon Nicholson. Jon provides me with honest and unbiased advice as well as excellent sales tips. Jon always makes me feel that he cares about my success above all else.
Have a great day; I look forward to talking to you again soon.
Bob Lauper, Mortgage Consultant
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Tom Ninness-Cherry Creek Mortgage
Dear Mark:
I just wanted to let you know how much the Action Plan has done for me. I've been in the mortgage industry for 18 years; 16 of those years as a producing branch manager. I've always closed respectable numbers, averaging 15 to 18 million a year in personal production and running multiple offices in excess of 150 million a year. Everything I did was either by crisis management or by having awesome people working for me. I have never been in the position of running the business. Instead, it's been running me.
With the Advanced Action Plan, I finally have a system that I can measure results. If I do 90% of what the plan calls for, then I will get 94% of the goals we set. In my case, set a $30 million production for myself, and $100 million for the branch.
Those numbers will be surpassed. We are now on target for over $40 million in personal production and the branch should do over $130 million for 1998.
I have all my loan officers on the Advanced Action Plan. They all feel as strongly as I do about your product. By duplicating our efforts every day, week and month; we will have predictable results. That's what the Action Plan does for us.
Thank you for everything, Mark. We look forward to the rest of the year with you and your organization.
Tom Ninness, Branch Manager
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Roger Rossi-Re/Max Suburban
Dear Mark:
I wanted to send you a quick note and tell you how impressed I am with the ActionVision business planning and goal setting system. This system is truly remarkable and easy to use.
I didn't believe you when I was told that it could take less than ten minute per month to implement. This system is not only helping me earn more money, but also have more personal time and keep better balance in my life. Last month, I've been working on the system. I earned $52,000 in commissions. Mark Boersma is the best.
Roger A. Rossi-Remax Suburban
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Marve Stockert-IAMB
Dear IAMB member,
I have known Mark Boersma for a number of years and would highly recommend him as a resource extremely well versed in the mortgage industry. The systems, tools, and training that Synergy can implement for your company could make a tremendous difference for you and your team.
I know that Mark developed and implemented the ActionVision System. This will save you a great deal of time, make more money for you, and put systems in place that will increase your business even when you're not working on your business.
As Executive Director of the IAMB, I have seen a number of companies come and go. Having plans, systems, and tools that help you loan officers make more money, do so in less time, with less effort, and build loyalty all at the same time is something about which I think every president of any sized mortgage company would be extremely excited. I would highly recommend that you consider this for yourself. As well for you whole team.
Marve Stockert
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John Weller-Cherry Creek Mortgage
Dear Mark,
I didn't believe you when you said you could help me take my income from $150,000 in 1997 to over $350,000 in 1998. You see 1997 was my best year ever, and I was having a hard time believing that I could repeat that feat. However, after setting some ambitious goal in my Action Plan, and the accountability you helped me with, now I'm a believer. My Action Plan set out a path for 350 loans, and I did 360 loans with personal income after paying assistants of $350,000. Thanks.
I am really excited about starting the Sales Masteries program. It seems too good to be true, but then again so did the $350,000. I look forward to having your teamwork with my referral sources to bring them so much added value that they refer all of their business to me. Also, to having your team provide its sales development expertise so all I have to do is sit back and bask in the glory. Who knows? Maybe $500,000 isn't a high enough goal.
Thanks again, and if there is ever anything I can do to help you increase your business, please let me know.
John Weller
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Greg Maddox-Lakeside Mortgage
Mark,
Thank you for the time, energy and resources you're investing in my growth. Like most business people, I experience my share of ups and downs on the potential "Mortgage Industry Roller Coaster." I want you to be assure that I was experiencing a wall (or many walls) of opportunity you have never failed to motivate and inspire me. The time we spend together on the phone always leaves me with a fresh outlook on how I can be tremendously successful in this business.
Thanks again! It is greatly appreciated.
Greg
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Chuck Snyder-Coldwell Banker
Dear Synergy Solutions,
I can't tell you how much I appreciate the efforts of Mark Boersma and Kathy Aramburu. The ActionVision System is helping me not only in my business, but in all areas of my life.
I've had struggles with consistency in the past and this ActionVision System is really helping me maintain consistency. What and easy system! It's everything you said it was and more. I would highly recommend it to anyone.
Keep up the good work.
With warmest regards,
Chuck Snyder, Coldwell Banker
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Andrew Ramir-Lakeside Mortgage
Hi Mark and Andrea,
Thanks for all your support! It is amazing what a monthly therapy session with you can do.
Andrew
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Rick Fortson-Realty Executives
Dear Mr. Boersma:
I wanted to write you a quick note of thanks regarding ActionVision, and what it is doing for my business. I have been in sales for many years and have seen many systems. ActionVision is truly unique and has done the impossible for my business.
I have struggled with consistency and this system is so easy that it's been a simple walk for follow through. As a matter of fact, I am having my wife and two older children go on to the system. When you said that I can take my income from $75,000 up to over $200,000 in 12 short months, I have to tell you I was more than skeptical, but seeing is believing and I'm a believer after only 90 days. I am so excited!
My business is currently on pace where I will earn over $300,000. I am so excited about the opportunities to realize the dreams in all areas of my life and therefore, sharing with everyone I know on how great the system is. Synergy has not only developed one of the most awesome systems to business today, but has truly put together a team of trained and caring professionals that provide service which is unparalleled.
Good luck in your international effort. I know you will be extremely successful.
Rick Fortson, Realty Executives
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Linda Alexander-Re/Max Classic
Dear Mark,
I wanted to let you know how much I get out of your monthly coaching call. I always look forward to it and come away energized! I just wanted to let you know how important it is to me for both my personal and business life.
Linda
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Forrest Cambell, Monterey Bay Mortgage
Dear Mark and the Synergy Solutions Team,
Thank you so very much for coming out to California and meeting with my chapter! I knew the meeting would be a huge success but there were people on my board that were skeptic. Now they are huge fans and true believers.
I also want to thank you for all of your help developing the ActionVision Plan for the chapter. With this business plan, our chapter will accomplish so much this year and provide our members with benefits and services that they have never experienced previously. I am really excited about that!
I had very good reports from all of the Board of Directors that completed their business X-Rays with you and I think that will help each director to understand how to better build there business and understand how personality types work with their business.
Finally, we had 5 new members join the day of the meeting and over 70% of the people that came for the first half of the training stayed for the second half.
Thanks again.
Forrest Cambell
Awarded Broker of the Yearby the California Association of Mortgage Brokers,
Monterey Bay Mortgage
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Amy Bendigkeit-Koenig & Strey/GMAC
Mark Boersma,
Great talking with you today...I'm find myself humming the "Rocky" theme song when I get off the phone with you!
A funny story that I've meant to mention to you the last month: while showing a listing (a gorgeous new construction 4700+ sq/ft for $1 million) I bumped into the builder and spoke to him for a couple minutes and then again later that day to have a couple questions answered. Total conversation time 10 minutes, tops. A week later he called to have me list the home just because he liked "my attitude!" Synergy puts a spring in my step because I know where I'm going! .
Regarding my professional business development, I'd like to have my chiropractor contacted for a business x-ray and pursue a mutually beneficial referral resource. He just sold his house & bought a home thru me. Now that that is taken care of I'd like for him to know about Synergy. How do we proceed?
Thanks!
Amy Bendigkeit, Koenig & Strey/GMAC
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Anita Sullivan-Re/Max Affiliates
Thanks for the e-mail, I had a totally awesome week, and negotiated 5 contracts in one day. With the direction I have been receiving from my synergy coach, my staffing dilemmas are getting closer to resolution. My income for April, May & June will average double what I did for February & March. I give you all a 9!
Anita
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Carol Lawson-Collins,Collins/Lawson Enterprises
Dear ActionVision team,
I just wanted to tell you about the success I have had from ActionVision so far. I know I am pretty new to this system, but I have already made $1000 in just the first 9 days in December. How's that for a Christmas bonus?! I started the ActionVision system at the end of October. Overall, it is helping me to be more accountable to the goals that I have committed to achieve. ActionVision has identified my weakness, one of which is my lack of focus. My lack of focus had been preventing me from getting to where I want to be. Since I have committed to ActionVision, I have decided I need to be "coachable" in order to get to my dreams and goals. Jon has been a great inspiration for me; he has shown me how to be more focused, especially in my dollar-productive activities. In order for my non dollar-productive work to be completed, I have hired an assistant, my husband. So far, I have seen and increase and improvement in my marriage because we are working so well together as a team! I like that face that I am controlling to hold myself accountable and the ActionVision system comes and pushes me when I need it.
Thanks so much for assisting me in my business!
Carol Larson-Collins, Collins/Larson Enterprises
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David Dykstra-GSF Mortgage
Dear Jon and Synergy team,
ActionVision has been a great addition to my business since I started using it! Thanks for all your hard work and cheerful help. Did you know that I have closed 24% more loans per month than I did before using AV? I also found out that I'm at a 35% sales closing ratio, which is three and half times as good as the average loan officer. That's very encouraging, but I'm anxious to bump that number up consistently each month, and I believe AV will help me do that.
Thanks again, and I'm glad to be working with you.
David Dykstra-GSF Mortgage Corporation
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Jon,
Just wanted to tell you how well AV is going for me so far. Mark sent me an e-mail telling me that I've seen a 30% increase in my productivity since I started ActionVision. There are days where I can actually feel the difference ;).
Thanks for keeping up w/ me, checking in to make sure I'm staying on top of my assignments, and being there to provide me w/ ideas and suggestions for improving my business life as well as showing me how to have more time to enjoy my personal life.
I look forward to growing and improving even more over time. Thanks for being a part of that.
Kati Busby-InterFirst
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Guy Benjamin-Advent Mortgage
Dear Mark, Jon, and Synergy team,
Thank you for all of your help over the past few months. I've really enjoyed being on ActionVision and seeing my business improve as a result.
I have seen an 18% increase in me productivity since I started ActionVision. Despite some health challenges, my working together with Jon has still produced great things in my business. In my first few months, I've also seen growth in the areas of time blocking and getting referrals from past clients. I believe things will only continue to improve!
Thank you for your support, time, and energy! I look forward to building my business alongside your team.
Sincerely,
Guy Benjamin, Advent Mortgage, Inc.
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Thaddeus Roller-Allied Home Mortgage Capital Corp.
My name is Thaddeus Roller and I'm a part time Pastor and part time mortgage professional. I graduated from college last May and have only recently begun working in the mortgage industry. Ever since I began working in my office I heard people talking about "Synergy this" and "Synergy that". I It wasn't until I began participating in a few phone-workshops that I began to see why "Synergy" was such a buzzword in our office. Soon after I began listening in on the phone conferences I got an opportunity to speak with Mark Boersma one-on-one. He took an immediate interest in what I was doing, both in the mortgage industry, as well as outside of work. Soon after that first conversation he offered me something, the value of which I may not even fully grasp yet, he offered me complimentary coaching sessions and a personalized Action Vision plan. Last week I got a package in the mail. I hurriedly opened it up and was excited to have received my own Action Vision plan and accompanying resources. Even though I have only begun to scratch the surface of what Mark and Synergy have to offer I have already gained much as I have started applying apt principles and important concepts to my business, personal life and ministerial responsibilities. I'm thankful to Mark, CPN, LMI, Synergy, and everyone involved for their support, and their complimentary service, to the end of impacting people everywhere, through me, and others like me, for the Lord.
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Richard C. Deck-Preferred Mortgage Assc. Ltd.
I am writing this letter of recommendation on behalf of Synergy Solutions and Mark Boersma. PMA researched very carefully the services of Synergy Solutions and were very pleased with what was offered.
Now that we have become involved in the ActionVision Program, our expectations have already been surpassed. Our individual mortgage associates have become much more focused on their personal business and goal setting. From a management perspective, we see that we can only increase the amount of business we are able to generate. We appreciate the guidance that we are receiving from Synergy Solutions, and will continue to receive.
The goals set by the individual mortgage associates are lofty, but with this system in place, quite achievable. We look forward to increasing our production and in turn helping to increase the production at GE Capital.
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Pastor Robert J. Brown- Missionary Baptist Church
Our leadership team of Pastor and Deacons has been greatly benefited by our association with Synergy Solutions, Inc. From the very beginning we have been challenged to determine not only our purpose for existence, but also the implementing of that purpose. By becoming goal oriented we have established our focus and have planned our energies for this year.
The unique concept of ActionVision is very new to us. Yet, we now can see how the process of listing our key objectives will enable us to accomplish the mission we have set for God's work. In such a brief time we are already able to see the immense value of ActionVision.
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Allan Strand-Columbia National
I have been working with you for a while and wanted to send you a quick note to express my gratitude for introducing me to the ActionVision system. At first I felt overwhelmed, but I soon began to experience better balance in my life after focusing on two things to work on every month. By focusing only on dollar-productive activities, I have made more money and improved my marriage a great deal.
Simply put, ActionVision has made my life easier, more manageable, and more fun. It's been a pleasure working with Synergy Solutions. I now
practice better self-management, and my focus has drastically improved. You have challenged me to go greater heights, bigger goals and better balance in every area of my life. I will highly recommend and endorse Synergy to anybody looking to increasing productivity and maintain balance in life.
You have taken the time to understand my goal and aspirations. I know you're committed to my success and strive to fond ways to support your clients. Success is easier to achieve when you have a faithful friend along for the journey
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Edward Rivera-First Financial Mortgage Consultants
Dear Mark,
Your executive coaching system is really making a big impact on me and my team. Any time one of my managers asks me about the source of my success, I always point to my ActionVision plan on my table. In fact, the majority of my team members have signed up for the ActionVision planning system. The system is providing us with the invaluable experiences both personally and professionally.
I was hesitant at first about your coaching system-I thought it wouldn't work. My doubts were immediately overcome by the results I began to see in my business. I have become more consistent, organized, and committed to following though on my actions. This is the most accurate, powerful, and effective system I have come across in the industry. There are always things I want to work on and improve, and having someone keep me accountable and on track is invaluable.
I am really looking forward to reaching my goal of working only 3 hours a day over the next 12 months. For anyone looking to create a balance in every area of his or her life, ActionVision is a must. If you would like any additional information or have any questions, then please feel free to contact me.
Edward Rivera
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Candy Carlson, New Castle Mortgage
Dear Mark & Cyndy,
Mark, as president of Synergy, I thought you would like to know that the one-on-one coaching has made a positive impact in my life and to say thank you to you Cyndy, as my coach, for helping me get through one of the toughest years in both my personal life and my business. There have been many challenging times over the last year, and if it wasn't for Cyndy, it would have been so much harder, and I am not sure I would still be in business today. Thank you for your insight, encouragement and professionalism!
The business still has room for great improvement, but I am on the right track. Thank you for what you do. It has been a great experience.
Candy Carlson, New Castle Mortgage, Red Bluff, CA
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Ty Kern, InterFirst, Costa Mesa, CA
Mark,
The Business X-Ray I took a while ago gave me a major kick in the teeth, Mark. To be honest, I thought it was unbelievable that I was losing around $96,000+ week, but as I progress with my ActionVision plan, I'm a believer. Things have picked up enough that I've just hired 2 assistants and am starting to look for two more to keep up with the increase in my business.
Thanks, Synergy!
Ty Kern,
InterFirst,
Costa Mesa, CA
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James Madejczyk, Wells Fargo Mortgage
Mark,
The results I'm getting from ActionVision are great! After all these years of hard work, I see the potential of working less hours and making LOTS more money! Best of all, Action Vision can help me find that groove where I can really excel. Your coaching has helped me to reach that next level with my business and personal life and I'm really excited about it.
It was so painful for me to peel my fingers off of some of the activities I was doing and use outsourcing services, but doing so has given me the freedom to focus on the more critical issues on my plate. Now that the market has changed my income has not taken the downward trend that the majority of my colleagues have experienced. I know ActionVision plays a role in this. Thanks for helping me change how I do business!
James Madejczyk
Wells Fargo Home Mortgage
Hoffman Estates, IL
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Paul Schouest, Southern Mortgage Brokers, Inc., Atlanta, GA
Mark,
I can't thank you enough for ActionVision. It really has, as you say, "rocked my world." Both my brother and I are seeing great results in our business from following the ActionVision plans your company developed for us. We've seen huge growth over the past 3 years at a time when most have seen a 10% decline in income.
What's especially cool is that I haven't had to work harder, just smarter. I've been able to improve my sales closing ratio by 2-3 times, which means more income and less work. Before I was being paid on 10% of my actions, now I'm being paid on 20-30%. I look forward to that % increasing even more as I become more focused on synergistic actions. I'm learning that the more teachable I am, the more I want to help others with their own business and the more I help others, the more business I attract. It's a great way to do business.
Thanks, Synergy!
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Joel Silberstein, First Meridian Mortgage, Brooklyn , NY
Mark,
To be honest, consistency and time management haven't always been one of my strong suits, but thanks to ActionVision it I'm getting better! My AV plan has both built into it so I don't have to work at consistency as hard as I would be doing on my own and you've taught me to time block my activities, which is so appreciated! Working with people more effectively by my studying their personalities has helped me in a HUGE way, and has even given a boost to my self esteem. I'm learning more and more about how to control my business and where it can take me instead of IT controlling me.
Thanks, Synergy team, for helping me build my business and bringing in the accountability I needed!
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