Our program is 100% agent-centric. We are not equipping you to land business with a CPA, or a financial planner. This program will prepare you to protect your current agent relationships as well as develop new ones with productive agents. Take the tour of this site, then book a session with us as we ask you several probing questions about the obstacles to your success. We will help pave the way.

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Build Your Team of Agents

Historically, an LO safely needs 7-10 productive agents to close $1,000,000 in loans per month, provided the mortgage amount is about $200,000 per loan. Of course the challenge is most “productive agents” already have some type of relationship with an existing LO and that LO is not just going to back down. The other LOs will fight to retain those relationships.

Mortgage products generally do not sway an agent to shift their loyalty or their mortgage referrals.

It must be something about you. It is not your brand. It is not your mortgage products. It is you adding value in areas that are agent-centric, not focused on your mortgage ability.

Nor is it your credit card paying for agent leads. You are not an agent’s “Sugar Daddy” whipping out your credit card only to discover that is not how to build a relationship or loyalty. Nor can you give agents listing or buyer high-quality leads, it is not sustainable.
You must add value in order receive referrals.

Build Your Dream Team

  • Our program will also equip you with what to say when meeting with the Mega-Producer Agent, Mid-Level and Moderate.
  • Follow-up is key to building relationships, our custom emails will create the positive responses you desire from agent.
  • You will receive a strategic daily program, Monday through Friday, by just investing 15-30 minutes each day, proven to equip loan officers to create agent sit-downs (all of training is online and ready to be a resource to equip you for the agent conversations ahead).

Rethinking The Agent Sitdown

The reason many LOs do not get business from agents is “The LO pulls of the path of pursuit, and chases a different agent.” Unfortunatly, after only one interaction, the LO thinks, this is not working, she is not interested in me, I will pursue another agent.

Relationships are a process.


Because the creators of this program are Realtors, we understand what creates an interest for them. We have developed over 12 different types of interactive events that an LO can do to build those agent relationships. Keep in mind, if what you are presently doing, is just a service like paying for Zillow leads, or printing their brochures, but it is not interactive, you are probably not on the path to win their hearts.


Every time you conduct an “agent sit-down” or an interaction you are building on a new relationship, or enhancing an existing one. There is a phrase, “Ingore your agents, they will go away.” Agents need an “at-a-boy” (or at-a-girl) every so often. That is what we designed for your Wednesday. Agents need advanced training in key areas such as building inspections, or price reductions. That is what we designed for your workshops. Agents need to do far better at holding open houses. That is what we designed for your Friday. Listing agents are often wondering, “is the LO not going to make loan commitment date?” That is why we put together a program for you on Thursday – to have a meaningful exchange with listing agents that produces a “sit-down” for you.


It is often a challenge to get you and the agent to have time to drive to Starbucks, get a quiet table, have a meeting, and then drive back to the office. While face to face is ideal, we have created a powerful ONLINE presentation. Hang on, none of it is about you! It is 100% designed to find out the challenges the agents are facing. The questions based presentation is about discovery of what agents need from the Mega Producer, the Mid-Level and the Moderate producer.

And here is the key. Then you invite them to the next step. A workshop that is online or possibly in person. We have these dynamic workshops ready for you. We have the email invitation for you to send the agents.

Whether it be a face to face, or a workshop conference call, or an office workshop, or an online presentation, or cold call survey you do of agents, or interacting with listing agents to get sit-downs, or popping by on Sunday open houses (or Tuesday) – we have your whole system in place.