Training Pages
Step-by-step instructions how how to use the training tools.
120 articles
- How to Access the Graduation Test
- What is the Graduation Tracker?
- What is the Real-Time Submission Tracker?
- What is the Monthly Tracker?
- What is the Live Attendance Tracker?
- What is the Monthly Success Tracker?
- How to Make Submissions90-Day Sales Bootcamp
- What is Weekly Lead Gen Tracking?
- How to Unlock the Training Content by Completing the Program Orientation Section
- What is a Weekly Mental Map?
- How to Access the Training Content
- What is an Opportunity Statement?
- Go Through Onboarding Again!
- Accessing Digital Materials
- How to Use the Training Dashboard
- How to Track Video Progress
- How to Access my Graduation Certificate?
Mortgage Training
How-to articles specific to loan officers
- The Purpose of Broker Open Houses for Loan OfficersWhy attend and some simple follow-up tips
- How to follow up with a realtor who switches teams
- How to follow up with Realtors I know from past transactions and haven’t heard from them in a while (and they don’t respond to my phone calls/texts/postcards, etc.)
- How to follow up with Realtors I used to work with and they started working with another lender
- How to follow up with realtors that I meet at Broker Opens
- How to follow up with Realtors that switch brokerage companies (i.e., from Keller Williams to Compass)
- How to follow up with Realtors that switch brokerage companies and the new brokerage has an affiliation with a different lender
- How to have a Realtor recommend ONLY me, rather than giving 2 or 3 names
- When connecting with familiar and new agents, most inform me that their clients arrive pre-approved by online lenders. I've urged agents to refer for a second opinion. How can I tackle this challenge?
- The Mortgage Process from Start to Finish
- B2C Business Triggers for Loan OfficersFollow-up Tips for Potential Borrowers or Past Clients
- B2B Business Triggers for Loan OfficersWhat is a business trigger to follow up with referral partners?
- Strategies to Fill Your Help List with New OpportunitiesTargets vs. Leads for Loan Officers
- "Active" Pipeline Status UpdatesIn-Process Milestones
- Understanding the Stages of the Mortgage Lending PipelineMortgage Pipeline Stages
- Understanding Loan Officer Referral Sources by Percentagefor Credit Unions and Community Banks
- How to Build a Strong Referral Databasefor Credit Unions and Community Banks
- How Loan Officers Can Support Realtor Partners with Open HousesUsing Marketing Suite for Open House Co-Branding
Mortgage Scripts
Conversation Starters
- Handling Objections from Real Estate Agents - "I Already Have Someone"for Credit Union and Community Bank Loan Officers
- Is Now the Right Time to Buy?What to say when a potential buyer asks about timing the market.
- Realtor Prospecting Script
- Refinance Prospecting Script
- “What’s Your Rate?” Script
- Post Closing Script
- How to Stay Connected After Closing
- Turn Conversations Into Collaborations Script
- A Message from Our founder, Dr. Bruce:Welcome Message for New Bootcamp Members
- Bootcamp Structure and ResourcesCurriculum-Based Training and Accountability
- Table of Contents
- Week 0 Course Overview
- Day 1 | QuickRead Book OverviewThe 4-Hour Workday
- Day 3 | Professional Development TimeblockProfessional Timeblock
- Day 4 | Marketing & Operations Development Timeblock
- Day 2 | The WHOLE Person TheoryBuilding a Strong Foundation for Success
- Day 5 | Weekly Evaluation & Planning
- Day 6 | Onboarding Week Recap
- Day 7 | Sunday Planning
- Week 1 | Habit #1: Opportunity Statement(s)Weekly Overview: Opportunity Statement
- Day 8 | Habit 1 QuickRead Book
- Day 9 | Unique Belief Proposition
- Day10 | How You Do It Different
- Day11 | Who You’ve Done It For
- Day12 | Ask for the Business
- Day13 | Week 1 Recap
- Day14 | Plan on Sunday
- Week 3 | Habit #2: Proactive Prospecting
- Week 2 | (Days 15-21) Habit #1: Industry Training
- Day22 | Complete QuickRead Book
- Day23 | Pipeline Assessment
- Day24 | The Ideal Client
- Day25 | Inside Sales Prospecting
- Day26 | Conduct the Appointment
- Day27 | Week 3 Recap
- Day28 | Plan on Sunday
- Week 4 | (Days 29-35) Habit #2: Industry Training
- Week 5 | Habit #3 Fight Club Follow-up
- Day36 | Habit 3 Complete QuickRead Book
- Day37 | Fight Club Mindset
- Day38 | The Fight Club Follow-Up System
- Day38 | The Fight Club Follow-Up System
- Day39 | Challengers Sell More
- Day40 | The Art of the Deal
- Day41 | Week 5 Recap
- Day42 | Plan on Sunday
- Week 6 | (Days 43-49) Habit #3: Industry Training
- Week 7 | New Client Onboarding
- Day50 | Habit #4 Complete QuickRead Book
- Day51 | What is Referability?
- Day51 |What is Referability?
- Day52 | New Client Onboarding
- Day53 | 3 Rewards of Business
- Day54 | Advocate Events
- Day55 | Week 7 Recap
- Day56 | Plan on Sunday
- Week 8 | (Days 57-63) Habit #4: Industry Training
- Week 9 | Influencer Marketing
- Day64 | Habit #5 Complete QuickRead Book
- Day65 | Your Marketing Message
- Day66 | Celebrity Status
- Day67 | Style & Substance
- Day68 | Person of Influence
- Day69 | Week 9 Recap
- Day 70 | Plan on Sunday
- Week10 | (Days 71-77) Habit #5: Industry Training
- Week11 | Course in Confidence
- Day78 | Complete QuickRead Book
- Day78 | Complete QuickRead Book
- Day79 | Bet On & Invest In You
- Day80 | Build, Maintain, & Protect Confidence
- Day81 | Help! I’m Overwhelmed
- Day82 | Performance Moments
- Day83 | Week 11 Recap
- Day84 | Plan on Sunday
- Week12 | Graduation & Next 90 Days
- Day85 | Habit #1: Opportunity Statement
- Day86 | Habit #2: : Proactive Prospecting
- Day 87 | Habit #3: Follow-Up System
- Day88 | Habit #4: Customer Experience
- Day89 | Habit #5: Entrepreneurial Spirit
- Day90 | Next 90-Days
- Day91 | Plan on Sunday