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Unleash Your Sales Potential: Achieve Peak Performance in Mortgage Lending

Strategies for engaging reluctant consumers and referral partners in a challenging economy
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What we hear from Professional Loan Officers

  • I have a database but don’t really work it
  • I have several real estate agents I can reach out but I
    am constantly being rejected
  • I send several things to my database but no one engages
  • I am not sure how to add value to my referral partners
  • I don’t do a very good job in managing my time

Sounds Familiar?

Here is What’s Broken!

  • Spend too much time on “processing” my file, I don’t trust my processor
  • Have personal profile that is self-promoting resumes
  • Suffer from call reluctance, or
  • Connect and immediately sell
  • Get caught up with my emails and the day gets away from me
  • No consistency in my prospecting
  • No real well planned business plan with clear goals and milestones
  • Random marketing on spur of the moment
  • Realtors say they will work with me but ghost me
  • Inconsistent work schedule with insufficient time dedicated to work
  • Will work with any realtor that will give me a deal
  • When I make a sales call, I don’t listen enough to understand the borrower
    or referral partner
  • Don’t know what to do when interest rates rise

Yet, there is a solution and process that will help you deal with the changing times, conquer call reluctance and that will help you establish working relationships compatible model match referral partners

What it takes to have a great conversation and increase your business

  • Attract customers through a value-based outreach strategy
  • Earn The right of business through customer centricity
  • Carefully plan your sales calls with specific goals for each call
  • Stop Selling, Start Attracting by providing value
  • Aim on becoming a trusted advisor
  • Focus on providing a world class application experience to your borrower
  •  

What it takes to be a successful Mortgage Professional

  • Adapt to the constantly changing market
  • Be deliberate in choosing the right model match realtor
  • Focus on vital activity that will yield production
  • Work on the vital activities and dismiss the trivial
  • Carefully select the borrowers that you can truly help
  • Know your underwriting policies and keep current


This is why we created the Six Month Group Coaching Sales Accelerator

 

In this easy to follow, guided six month accelerator, you will master the essential building blocks needed to become high producing mortgage professiona establishing relationships with high value referral partners.

During this information packed and hands on group coaching sales accelerator you will discover how high performance mortgage professionals have maintained production regardless of the economic or interest rate environment;

  •  Develop the confidence to take customer-oriented application and develop excellent submission quality that will yield that will yield no more than three conditions.
  • Learn to prioritize the vital production activities from
    the trivial to maximize your income per hour

  • Focus on providing value in your proposals,

  • Practice the three keys of value selling

  • It’s not about you, it’s about the client

  • It's not about what you say, it’s about what you ask

  • it's not about creating a selling environment, it's about
    creating a buying environment.

  • See yourself as a trusted advisor that brings value and that promotes the interests of the client/referral partner.

  • Prepare for each call with the objective of the call

  • Be clear of the revenue/production oriented activities

  • Exercise Effective time blocking

  • Filter the vital emails from the trivial

  • Have established market and business plans with clear
    referral partner relationships and scheduled marketing
    activities for the year

  • Develop a strong professional self esteem

  • Carefully select referral partner relationships by providing value

  • Develop entrepreneur mindset

  • Know your success is in your hands


The Program Includes:

  • Weekly 60 minute Group Coaching Sessions with actionable, clear, and easy to implement steps.
  • Ongoing pre-recorded video training and corresponding participant manuals
  • Weekly drop-in coaching clinics for discussion and answers to your questions.
  • One 30-minute private session through which you will receive individual guidance 
  • Unlimited access to the “Coaching Minute” series
  • On-demand 24/7 Q&A in our Community


Your investment - $97 per month or $997 one-time payment.

Starting June 19, 2024

Payment Plan
One Time Payment