Success Stories
How One Experienced LO Went from 2 Loans to 15
Problem: Sue, an 18-year veteran in mortgage sales, hit a roadblock in her production.
A product knowledge superstar, she had been at IMBs before moving to a credit union. She knew how to close a deal but had issues getting enough referral business to meet her sales goals in a more difficult market.
Solution: Frustrated with her results, she joined my program to update her prospecting skills to increase her Realtor referrals.
Results: After implementing the new techniques she learned in the training, she went from having 2 loans in her pipeline to 15!
From Zero to $1.5M: How Mike Transformed His Sales Volume in 60 Days
Problem: Mike’s managers were about to write him off after 9 months of no production.
With 12 years’ experience as an LO at some large well-known lenders, he had sales talent but
had relied on refis and quality leads to generate loans.
However, his current position at a regional bank was a different story. The bank branches he was assigned to did not refer quality applicants. Company training revolved around products but not how to self-source Realtor referral partners.
Solution: In just 8 weeks, Mike learned the latest selling techniques needed to win more Realtor referral business. He was taught a structured prospecting process and hands-on training gave him the opportunity to practice the new skills.
Results: Post-training, Mike closed 5 loans for a total of $1.5 million!
How One Rookie Packed His Pipeline with 30 Loans
Problem: After 5 years as an underwriter in commercial lending, John moved into mortgage sales but the transition wasn’t easy. Working remote at his branch, John was advised to attend open houses to generate referral business but that strategy failed to produce the results he wanted.
Solution: Frustrated and disappointed, he enrolled in my prospecting program with little to show for his first year as an originator.
John was taught how to zero in on his target audience, present value to potential referral sources, and to scale his prospecting efforts via group presentations and social media.
Results: John’s sales results have been phenomenal. Today, he’s on track to close 30 loans in 2024!
How One Mortgage Sales Pro Doubled Her Production with New Prospecting Skills
Problem: Heidi, a 13-year mortgage sales veteran who started out in the business as a processor. As an originator, she was generating $800,000 a month in loan volume but felt she could do so much more.
Heidi knew her selling techniques needed to change if she was going to improve her production, she just wasn’t sure how and where to begin.
Solution: Heidi learned how to expand her territory, identify her niche and present to a Realtor.
Results: By implementing a structured prospecting process, she doubled her volume and now is one of the top loan officers at her lender.
How One Experienced LO Shifted His Production into High Gear with a Prospecting Roadmap
Problem: William, a 13-year veteran of mortgage origination at credit unions, faced a crisis in his sales career. During the refinance boom, the credit union leads were great but now he was expected to generate new loan demand.
He was motivated to improve his production but wasn’t sure what to say or do to capture Realtor referrals.
Solution: William enrolled in my prospecting bootcamp and immediately became more confident when going after referral business.
Results: By following the prospecting roadmap detailed in the training, he was able to change his pipeline from 100% member-sourced to 75% self-sourced. William and his manager were thrilled with the results.