Pat Sherlock’s Mortgage Prospecting University:
Empower Your LOs with Modern Prospecting Skills
to Boost Referral Sources
3 Reasons Why Your LOs Don't Have Enough Referral Sources:
• No Roadmap to Develop Successful Referral Relationships
• Don’t Know What to Say or Do to Win the Business
• Don’t Know How to Convey Their Unique Value Proposition to Potential Referrals
Are Lack of Referral Sources Sinking Your Loan Officers’ Sales Results?
The number one reason LOs don’t hit their sales goals in a difficult market is lack of referral sources.
Top producers typically rely on 10-20 referral sources to drive a steady stream of loan volume – regardless of marketplace conditions. The top 1% of mortgage sales professionals may even have 50 or more referral partners.
In comparison, struggling LOs often have only a handful of referral sources.
To make matters worse, many managers don’t have the time or expertise to teach LOs the modern prospecting skills that will make a difference in their production.
The result? Plummeting loan volume, declining market share and loss of revenue, not to mention the formidable cost of missed future opportunities.
Choose from 3 Options to Increase Your Sales Team’s Referral Sources:
Core Prospecting Skills:
- Finding Referral Sources
- Mastering the “Initial Prospect Meeting”
- Handling and Overcoming Objections
Next Level Prospecting Skills:
- Video and Personal Branding
- Winning at Presenting in Front of Groups
- Getting Customer Referrals and Using AI in Lead Generation
Prospecting Mastery:
- Identifying the Right Fit, Presenting Value, Asking for the Business
- Roleplaying to Practice and Refine Sales Techniques
- Personalized Coaching to Ensure Accountability
8 hours (4 sessions) includes roleplaying + 3 Bonus Recordings
10 hours (5 sessions) includes practicing skills +2 Bonus Recordings
25 hours (8 sessions) includes roleplaying and accountability coaching
What Managers and Students Are Saying About the Training
“I’m a new LO and have had several training courses and this one was the best because it was relevant and current. Other training companies make mortgage a math business and don’t focus on prospecting.”
– CB, CMG Home Loans
“I’ve learned more in this
class than I’ve learned
over the past year. I think
it’s been great.”
– JW, Fulton Mortgage Co.
“I’ve had a lot of training
but this course was so much
more impactful because it
gave me the blueprint to
originate referral sources
and borrowers.”
– RW, Guild Mortgage