On-Site Training can be custom-designed to meet the training needs of your team or group. Some of the available areas of focus include:

How to Sell and Deliver an Effective Strategy Session – I developed the Strategy Session to give loan originators a truly distinctive Unique Selling Proposition – one that would immediately capture your loan prospect’s imagination and set yourself apart from the crowd. In this training, you will learn how to approach prospective homebuyers so that they will immediately want what you have to offer – even if they have already talked to another lender or are months away from a home purchase. The Strategy Session positions you as someone who cares about the homebuyers’ overall success and is able to help them obtain it. With this approach, you can get the loan application appointment on the first try, and earn clients for life. Includes all the materials needed to implement this revolutionary approach to winning clients.

How to Turn Realtors into Partners – If you’re not satisfied with the number and/or quality of your Realtor relationships, this training will give you a step-by-step process for targeting, presenting to, closing, and then building profitable and mutually beneficial relationships with Realtors. Includes all the materials needed to implement this strategy for building profitable partnerships with Realtors.

How to Design Systems that Work – Many loan originators are prevented from reaching their potential by nonexistent or poorly designed systems. This training teaches you how to design systems that work – for lead generation, selling, pipeline management, etc.

Success Is Not an Accident: Time Management for Loan Originators – How is it that some originators can consistently close 20, 30, or 40 units a month – while others – with the same resources available to them – close only a fraction of that? The answer has nothing to do with how much time they have, and everything to do with what they do with the time. In this training, you will learn how to diagnose your time problems, and how to make a plan for solving them. No matter how disorganized or overwhelmed you may be right now, I will teach you how to identify and organize everything you have to do and want to do, determine your priorities, and make smart choices about how to spend your time. You’ll learn a system for getting organized – and staying organized.

How to Get All the Leads You Need – Lead Generation is not rocket science. In normal times, only 1 to 2% of the population in your market will be looking for a mortgage loan. Your job is to focus your resources on that 1 to 2%, and in many cases, this can be done without having to spend large sums of money. This training program is designed to show you how to think like your prospects – how to recognize the things that homebuyers, for example, do when they start thinking about buying a home – and how to use that knowledge to find your ideal prospects and make them an offer they’re not likely to refuse.

Effective Leadership – As you progress in your career, your success is likely to be dramatically affected – for good or ill – by your interactions with assistants, processors, loan officers, and other people who report to you – as well as by other stakeholders in the process, like Realtors, wholesale reps, title/escrow companies, appraisers, underwriters, etc. This training will help you focus on how to be a more effective leader by developing the three qualities found in all great leaders:
Vision – the ability to see things clearly – both as they are now, and as they could be.
Influence – the ability to understand, persuade, and move people.
Courage – fierce resolve; the refusal to ever give up.
 

What On-Site Trainings Include

Each participant will receive copies of all presentation & training materials.

Presentation Customized to Your Group: On-Site Trainings are generally customized to fit your audience and your needs. I will typically have your participants complete a survey several weeks prior to the event so that the training can be tailored to their experience level and aptitude.

Terms: The fee for On-Site Trainings is $2500 per day, plus expenses.