Irvine, Calif.-based Mortgage Coach and Strategic Equity, Bellevue, Wash., have teamed up to create Equity Optimizer, a Web-based tool to help teach borrowers the importance of mortgage planning rather than simply acquiring a loan based on interest rates and fees.Equity Optimizer is based on Mortgage Coach's Marketing Machine, and features Steven Marshall's six-step scripted process to guide mortgage planners in the initial stages of educating potential borrowers on the principles of mortgage planning. Mr. Marshall is a mortgage planner and the founder of Strategic Equity. The program also features the tools already available on the Mortgage Coach Marketing Machine system, featuring the Personalized Mortgage Plan, the Annual Equity Review, and the Periodic Mortgage Review. Each of the products is supported by advice-delivery tools and printable marketing pieces that include explanations of Mortgage Coach's patented reports. The companies can be found on the Web at http://www.mortgagecoach.com and http://www.strategicequity.com.

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