Discover How to Create an Experience That Ensures Clients and Referral Partners Only Want To Work With You!
October 17th - 18th, 2019 in Phoenix, Arizona
Loan Partner “Wow” Training is a 2 day in-person, hands-on training for Loan Partners and Loan Assistants where they will learn systems and processes to streamline and increase your business.
They will learn about amazing team culture and mindset, while they unplug, synergize, and practice scripts together through role play.
Your Loan Partners and Loan Assistants will leave the training with the tools needed to be an even more awesome and valuable team player for you as their Loan Officer. The strategies and techniques they will learn and practice will enable them to “wow” clients and referral partners.
Do you want your clients and referrals partners to have an amazing experience working with you and your team?
Are you finding yourself frustrated with who should be doing what on your team?
Are you working extra hours because you don’t feel confident delegating tasks to your team?
Are you tired of feeling worn out from "putting out fires" that should be handled by your Loan Partner/Loan Assistant?
Are you too busy to train a Loan Partner/Assistant in an exact process that will ensure your loan process and client experience is amazing?
Do you lack the desire to create an exact system and then take the time to train your Loan Assistant/Loan Partner and team on how to implement it?
Do you want to stop being the one to make sure the loans are being handled and instead focus on building and deepening stronger referral relationships?
Do you want to have more time for your family, loved ones or hobbies, knowing that your Loan Partner can handle it while you’re out?
Irene has been in the Mortgage business for 20 + years and has been coaching Top Producing Loan Originators in The Freedom Club/Mortgage Marketing Animals since 2012.
She is passionate about inspiring and encouraging others to believe in their success and map out a specific plan to achieve results.
As Irene was coaching, she saw a huge need for a live training program to help Loan Partners with systems and processes, scripts and dialogues, and other specific ways to “Wow” the clients and referral partners. She knew that if Loan Originators had a live training they could send their Loan Partner/Loan Assistant to, it would not only free the Loan Originator up to go get more business, but through working a specific system designed to build and strengthen stronger relationships with clients and referral partners, they would receive even more warm referrals and grow their business.
Irene loves spending time with her husband, kids and grandkids. She enjoys traveling, learning, self-improvement, live music, theatre, movies, and going to the beach.
Kevin was a High School Teacher for 20 years and Head Varsity Basketball Coach. He then worked in the mortgage business as a team with Irene for 12 years.
He uses his experience as a teacher and Coach to train on how mastering the fundamentals can enable Loan Partners and Loan Assistants to excel and help their Loan Originator Team reach their goals. Loan teams, like basketball teams, when working together, can push business to new heights and levels of success.
Kevin has fun spending time with his wife, kids and grandkids. He enjoys playing golf, traveling, reading, movies, and going to the beach.
*Loan Partners can stay at a hotel of your choice.
There are several within a short distance from the conference room