Branding
What is a phrase or statement that describes why a client should trust Rocket to handle their mortgage—what is it?
Give example Branding Phrase:
A: What is “brand promise” (or “unique value proposition”)? (say this or give me an example)
A client says, “I’m not interested.” What is your best first step to handle this objection and keep the conversation moving?
Give me and arp, What is: Acknowledge their response, show empathy (e.g., “I totally understand—you probably get a lot of these calls!”), a
Which Rocket product helps clients tap into the equity they’ve built in their homes in order to consolidate debt, cover expenses, or invest in renovations—and what is a key benefit you’d present
What is a Cash-Out Refinance? (Key benefit: Access capital with potentially lower interest rates compared to other debt, and often with manageable terms.)
This IS Rockets Mission
Help Everyone Home
How can you use Copilot or NAvigator to help you rep out a strong branding message with a client who is on the fence?
Use CCS skill builder or benny apps or us navigator, Use Copilot to draft a branding script based on program highlights,
: When a client says, “I don’t have time to talk right now,” whatdo you say here what should you do to make the most impact in the few seconds you have?
GIVE ME an time arp
"I completely understand—your time is valuable!"
Or explain how you would handle call with example
On Purchase Calls What Programs can you mention to create value or branding for the client?
Verified Approval letter
Bridge Loans
Rent Rewards
Credit Upgrade (if applicable)
Down payment assistance
This is Rockets Strategy
AI Fueled Home Ownership
Name one core value or differentiator that sets Rocket apart in the mortgage space, and give an example of how you would communicate that to a client.
: What is “speed, technology, or client experience”
Add a brand (using own words that applies to question)
use example statement
You hear, “Your rate isn’t as low as another lender’s.” What is an effective way to address the rate objection while still keeping the client engaged?
something like:
What is: Recognize their concern, clarify the details of the competing offer, and pivot to value—explaining what makes Rocket’s overall offer, support, or speed unique, and asking if you can do a quick comparison to see if there’s more you can do for them?
A client is a veteran interested in buying a home with little to no down payment and favorable terms. Which program do you recommend and why?
What is VA Loans? (Because VA loans allow veterans to buy with zero down and offer special benefits just for those who have served.)
Name One True North Goal
CLient propserity
Company Culture
Partner Reputation
Share Holder Growth
A client says, “I’ve never heard of Rocket—why should I go with you instead of my local bank?” What branding or stat could you share to build trust
A: What is: We are a direct lender, fast closing
“We’re America’s largest mortgage lender, and winners of multiple JD Power awards for client satisfaction, Technology is top tier in industry
“The process just seems too complicated.” What is a strong way to respond and rebuild their confidence in moving forward?
something like: Empathize with their concern (“I get that the mortgage process can feel overwhelming!”), break down the steps into simple, manageable pieces, and reassure them that you’ll personally guide them at every stage to keep things as smooth and stress-free as possible?
Explain the benefits of the Credit Upgrade program how you’d position this product to help a client who is just outside qualifying for their dream home. (FOR CONTEXT ASSUME CLIENT WILL QUALIFY FOR CREDIT UPGRADE)
What is: The Credit Upgrade Program helps clients who are just below a qualifying credit score to receive guidance and resources, improving their score and opening up more favorable loan options—so they can qualify for the home, product, or rate they want. Example: "If your score is within reach, this program could literally help you unlock a better rate or more buying power, potentially saving you thousands
Name Two Strategic Bets
Pioneer Unbeatable Mortgage Offerings
Power Financial prosperity for Everyone
Build a Rock Solid Foundation
Transform Every Experience With AI
Prevail In Purchase
You want to personalize the Rocket brand for a first-time homebuyer who’s worried about using an online process. How do you tailor your message to build trust and deliver confidence in our service?
Give me a great brand or:
Saying something like: our online process, highlighting that Rocket guides clients every step of the way, and emphasizing our reputation for making homebuying smooth and understandable—even for those new to mortgages
pointing out that our team is always available for questions—so they’ll never feel alone during their homebuying journey?”
highlighting Rocket’s commitment to client support, explaining that first-time buyers have access to educational resources, live help, and an easy-to-use platform, all designed to make the online experience as stress-free as possible?”
: A client raises both a time and a rate objection, saying: “I really don’t have time for this, and I’ve already seen a lower rate somewhere else.” How can you quickly acknowledge both, regain trust, AND MOVE CALL FORWARD?
Give me a strong arp that addresses both objections and overcomes them
Should we brand programs or go into specifics on Calls YEs or No?
If Yes Why?
IF No
Why Shouldn't we brand certain programs or go into specifics on calls ?
Answer NO:
Because we dont want to mention certain programs for some a client might not qualify for them.
we want to be broad to give banker a chance on the call.
Why are Mr Cooper Leads So Important?
Can be either answer explain it well.New CLient BAse Conversion, Savings for Cooper Clients .They want to speak with us
More revenue for the company
much needed lead flow
IF we convert well shows how good we are as a business