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.
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.
The program focuses primarily on keeping mortgage professionals accountable for their success and provides trainees with a plan, accountability partner, community, and competitive environment.
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
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 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.
Mortgage leadership coaching programs include customized team experiences for better team alignment and on-site workshops for bringing the training to your team.
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.
Currently, Vision for Success has three distinct coaching programs:
What sets Doran’s program apart from many other training programs is his strong focus on marketing techniques and measurable outcomes.
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.
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.
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.
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.
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