Loan Officers Weekly Coaching Program
During the coaching sessions we will review and create:
A custom goal tracker based on your existing business and where you want to go, and more importantly what works for you.
Review of current tools/software and/or addition of new tools/software
Implement and set up of new tools/software and incorporate in your business.
Review of monthly marketing budget
Social network audit, where do you have a presence, where do you need a presence.
Review of goals and marketing efforts from previous week
Goal setting and marketing plan for the upcoming week
Communication efforts on each bucket of the Road to 6
Realtor conversations from the previous week and your sales pipeline
Lead management review of self-generation business
Progress of finding new Realtor connections and your plan on how to connect with them.
Creation of social media posts/ads for the week on each social platform
Review of your lead generation ideas from the previous week including ad review
Marketing of your current loan programs
Open houses marketing / prospecting plan
Database management in your CRM
Current market conditions discussion and any updates in the business
This program is designed to take you to the next level by focusing on 7-day blocks. Setting short term achievable goals and holding yourself accountable is what it takes.
The cost is $499 for 4 one-hour sessions, if continued $499 per month
Coaching session is done via zoom for one-hour sessions.
You will only be allowed 1 reschedule a month.
Be prepared to discuss ALL aspects of your business.
Be willing to use “out of the box” ideas.
This is about YOUR business.
If you are serious about taking your career to the next level, willing to think outside the
box and learning how to get different or better results, this is for you!