Mortgage Coaching: Your Guide to the Top 10 Mortgage Coaching Programs

Shape Software
  • February 8, 2022
  • 10 min read
  • The mortgage industry is not for lazy performers. In fact, loan originators often work harder than anyone else to achieve their goals.

    But to become successful in this industry, working harder isn’t always enough. It’s about working in the right direction. And who knows better about helping you achieve your goals than mortgage coaches, who’ve been there and done it all?

    The mortgage industry boasts dozens of experienced coaches and trainers. The problem is, how do you pick a good coach? When there are more mortgage coaches in the market than ever before, how do you find the one that can really help you bring your mortgage business to the next level?

    In this article, we’ve curated a well-vetted list of premier mortgage coaches who don’t simply preach success to others—they actually did the work themselves first.

    We’ll dive deep into the unique strengths of their coaching programs, so you can decide who will bring you the most value for your business.

    Here are the best mortgage coaching programs worth your time and commitment.

    #1. Mortgage Champions with Dale Vermillion

    Mortgage Champions was founded by Dale Vermillion, a leading mortgage industry trainer, speaker, and consultant.

    Over the course of 25 years, Dale and his company have trained more than 1 million loan originators and consulted more than 600 organizations.

    Mortgage Champions currently provides three distinct training solutions to address the specific needs of teams of different sizes.

    • Saleslyft

      Saleslyft is a sales-focused fast-track program for small companies with up to 12 members that equips teams with a proven and systematic approach to sales in just under 4 hours. The program costs $249 and contains a library of tips, techniques and strategies that you can instantly start using to enhance your sales process. Saleslyft is available online and can be accessed from any device on-demand within 30 days of purchase. Plus, the program actively uses gamification to make the learning experience engaging and increase your knowledge retention.

    • MC Online

      MC Online is a training solution for bigger teams that want to improve their performance across several dimensions and includes modules for sales training, new hires onboarding, process-based management, operational performance, and service. The program aims at systematic improvement of team performance by establishing effective processes and workflows that will grow your business for years.

    • Enterprise

      Enterprise consulting addresses the particular challenges of enterprise clients and largely involves Dave’s personal consulting and experience as both an ex-C-suite level mortgage manager and trusted consultant for several hundreds enterprises.



    #2. CORE Training by Rick Ruby

    Rick Ruby, Reeta Casey, and Todd Scrima founded CORE Training back in 2001. Since then, their program has become one of the most referred training programs for loan originators.

    The program focuses primarily on keeping mortgage professionals accountable for their success and provides trainees with a plan, accountability partner, community, and competitive environment.

    CORE Training has three levels of loan officer coaching.
    • Level 1

      Level 1, or entry level, is a 12-month commitment program that includes an elaborate plan and access to group coaching sessions. The program also pairs trainees with accountability partners from CORE’s wide network of experienced mortgage professionals who guide Level 1 participants through instructional videos and audios.

    Step 1. Initial Contact

    Step 2. Tracking and Knowing Your Numbers

    Step 3. Basic Lists and Target Marketing

    Step 4. Building Rapport

    Step 5. Basic Organization

    Step 6. Basic Time Blocking

    Step 7. Mastering the Close

    Step 8. Reading and Mastering Guidelines

    Step 9. Basic Setting Up and Turning in a Great File

    Step 10. Basic Follow Up

    Step 11. Psychology & Emotion of the Business

    Step 12. Goal Setting and Business Planning

    • Level 2 & 3

      To access Level 2 and Level 3 coaching tiers you need to meet income requirements and visit the Summit event that is regularly held by CORE. At these levels you get access to top producing mortgage and real estate coaches, greater accountability plans, and devoted Facebook groups.



    #3. High Trust Coaching with Todd Duncan

    High Trust Coaching was founded by Todd Duncan, an award-winning trainer, and consultant with almost three decades of experience in the mortgage industry.

    Todd Duncan is also the author behind the New York Times bestseller High Trust Selling: Make More Money In Less Time with Less Stress

    The coaching features three different levels:
    • Producer Level Coaching

      Producer Level Coaching focuses on elevating productivity for loan officers through business discipline and measurable results. It includes bi-weekly coaching calls, a performance dashboard tracking system and also grants discounts to High Trust events.

    • Master Level Coaching

      Master Level Coaching is designed for accomplished loan originators, branch managers, and team leaders and focuses on strategies to build long-term scalable business. The coaching level also grants access to quarterly master classes from Todd Duncan.

    • Elite Level Coaching

      Elite Level Coaching is a one-year membership for a small selection of qualified candidates. The coaching is designed and curated by Todd Duncan and covers high-end areas of business development such as market share growth, self-leadership, management of high performance sales teams, and brand development.



    #4. Building Champions with Daniel Harkavy

    Building Champions coaching has a sharp focus on leadership training and mentorship. The case studies mostly revolve around helping companies establish high-performing teams, strengthen their cultures, and overcome particular enterprise-level challenges.

    The coaching has a wide roster of executive-level mentors and coaches with unique skills, and you’re free to select any coach to address the specific needs of your company — from crisis management and professional growth to effective communication and mission development.

    Currently, there are six coaching options available with Building Champions:
    • Leadership coaching

    • Small business coaching

    • Executive coaching

    • CEO mentor

    • Focused 360 coaching

    • Mortgage leadership coaching

    Mortgage leadership coaching programs include customized team experiences for better team alignment and on-site workshops for bringing the training to your team.



    #5. Performance Experts with Tim Braheem

    Tim Braheem entered the mortgage industry in 1992 and since then has been recognized several times as one of the top fifty producing loan originators in the US.

    His coaching company, Performance Experts, offers coaching programs for both loan originators and team leaders.

    • Performance Excelerator

      Performance Excelerator is a 12-month program that pairs trainees with an experienced coach, providing tips and best practices from top industry producers while granting quarterly access to Tim Braheem.

    • Leadership 360

      Leadership 360 is a one year long business and life coaching program that provides accountability and support for building both sustainable business and transforming life experience. The program is exclusive to only 9 members a year.

    • Referral Partner Success

      Referral Partner Success is a fully online step-by-step program offering insight and advice on building deep relationships with partners and growing your business through referrals.

    • Team Workshop Mastery

      Team Workshop Mastery is a two-day workshop aimed at training high performing teams by unveiling team dysfunctions, facilitating effective team communications, and aligning team members around shared goals.



    #6. 20/20 Vision For Success with Christine Beckwith

    Christine Beckwith is an award-winning coach with a long history of success in the mortgage industry as both a top producing loan officer and experienced executive manager of a national fintech platform.

    She’s a wealth of practical knowledge on all types of topics ranging from mortgage marketing to the future of disruptive tech in this industry.

    Christine’s company, 20/20 Vision for Success Coaching, offers sales-accelerating coaching programs designed to help participants develop successful strategies for increased sales, expanded networking, and superior execution.

    Currently, Vision for Success has three distinct coaching programs:

    • Gold Sales Accelerator

      Gold Sales Accelerator is a 12-month coaching program that includes a full virtual training curriculum, one-hour coaching session per month, live support training and advanced quarterly sales classes.

    • Elite Platinum Sales

      The Elite Platinum Sales program includes everything from Gold Sales Accelerator as well as at least one hour long coaching session monthly, accountability checks with Christine, virtual training for up to five, and access to a Mastermind group with peer participants.

    • 20/20 Vision Elite Division

      20/20 Vision Elite Division provides top industry leaders with coaching on business scaling expertise, leadership, sales, and marketing. The program also includes custom events for participants.



    #7. Mortgage Marketing Coach with Doran Aldana

    Doran Aldana is the lead coach and founder of Mortgage Marketing Coach, a personalized mentor-style coaching program that aims to help mortgage professionals close more deals regardless of market conditions.

    What sets Doran’s program apart from many other training programs is his strong focus on marketing techniques and measurable outcomes.

    • High Impact Marketing

      His coaching revolves around high-impact modern marketing solutions developed specifically for the mortgage industry– and for three consecutive years he’s been awarded the “Best Service Provider” title by Canadian Mortgage Awards.

    • Mentoring

      To achieve best results, Doran partners with his clients as a mentor and aims to achieve measurable results in income growth or market share growth for every partner.


    #8. AMPLIFII by Rene Rodriguez

    Rene Rodriguez is a keynote speaker and a world-class sales expert with a history of advising leadership teams at Coca-Cola, Microsoft, and Bank of America. Additionally, he’s been named in the 40 under 40 list for 7 years straight.

    Over the years, Rene and his company, Volentum, have trained over 100,000 people in behavioral psychology to tackle some of the toughest challenges in leadership, sales, and change.
    Yet AMPLIFII, Rene’s workshop, is not your typical mortgage training program and Rene Rodriguez won’t be teaching you how to prospect or follow up on your leads.
    • Leadership Training

      Throughout a three-day masterclass, Rene teaches small groups of professionals how to become more powerful presenters, communicators, and influencers.

    • Communication Tools

      The masterclass helps mortgage professionals easily present their ideas in public, strike a chord with their clients from the get-go, and become inspiring leaders for their teams.



    #9. Personal Coaching with Dan Trinidad

    Dan Trinidad is a 30-year mortgage industry veteran and a CEO of a highly successful company in Partners Mortgage.

    A large part of Dan’s coaching strategy involves sharing his personal triumphs in turning around bad luck and establishing several successful businesses in the highly competitive mortgage industry.

    • Personal Coaching & Consulting

      He offers personal coaching and consulting services to mortgage professionals, helping them get unstuck, recover from loss, and achieve lasting success through growing profitable and meaningful business.


    #10. XINNIX System with Casey Cunningham

    Simply put, there are very few things that Casey Cunningham didn’t do throughout her 30-year-long career in retail mortgage banking.
    Casey has served as Executive Vice President of a $4 billion mortgage company, was named one of the Top Female Entrepreneurs by Atlanta Woman Magazine, and won yearly awards with the National Association of Women in Real Estate Business.

    She’s also a national keynote speaker and the founder of one of America’s most acclaimed mortgage sales and leadership training academies in XINNIX.

    • Performance Training Option

      The Performance Training Option includes multi-week performance programs with business development strategies, program specific accountability, and access to dedicated performance specialists throughout the program.

    • Performance Coaching Option

      The Performance Coaching Option is a 6-month or 12-month coaching, training, and accountability program aimed at helping you find the unique strengths of your business and scale them to grow your success.


    Choose the Right Mortgage Coaching Program for your Mortgage Business

    There’s no such thing as a one-size-fits-all training program. Having choices is crucial when it comes to deciding on the best mortgage coaching program for your business. Take time to think deeply about what you really want to happen in your business and find the coach and program that’s a genuine fit for your team.

    Once you’ve gotten the coaching, our platform makes it easy to do the rest. Shape CRM will help your agents consistently follow up on their leads, automate routine, non-revenue generating tasks, and address compliance issues before they start affecting your bottom line.

    If you want to see what a well-optimized mortgage CRM can do for your business, sign up today!