Purchase Market Sales Meeting

Loan originators transitioning from a refinance market to a purchase market may need help adjusting their business models to the more competitive self-generated business model. This doesn't mean you need a seminar - you need regular coaching; daily, weekly and monthly. This ensures you set reasonable targets and stay on track to meet your goals. 

In-Person Sales Meetings

Some classwork is necessary to start off, but also to get pumped to get out and get new business, armed with confidence.

Web-based Coaching

Coaching can be complex, but more often a coach simply provides daily accountability, the way a manager should.

Systems-Based Approach

While many sales trainers advocate a strategic approach, or focus on motivation and big concepts, we provide proven systems to support business development.

Loan Officer Boot Camp

Since 1996, we have provided the original new loan officer and processor training programs - we call them "boot camps" because they are tough and robust basic programs you need to have before you go into combat.

Sales Manager Boot Camp

Top salespeople are great to anchor a branch, but what management training have they had? Here is a system to manage a production team, from rookies to top producers.

Basic Processor Training

Fundamental skills classes online at your own schedule in the comfort of your home or office.  These 8 modules have been demonstrated to provide all of the key skill and management strategies for processing in today's hyper-vigilant underwriting environment. ​