Stream the next Client Conversion Training starting on August 22!

Live Virtual Client Conversion Training

Irene, Kenny, and Kevin Duford
  • 4 Session Live Virtual Training
    Dates For Next Class:
    All Sessions: 9:00-11:30 Pacific Time
  • Thursday, August 22nd, 2024
  • Friday, August 23rd, 2024
  • Thursday, August 29th, 2024
  • Friday, August 30th, 2024
    Deadline To Register is
    August 20th, 2024

Client conversion can be predictable - if you give your team the training they need.

In fact - the Loan Officers who invest in their team are the ones that thrive in the marketplace.

  • Do you want your team to know how to talk to the external and internal needs of your clients?
  • Are you struggling to build up an honest and trustworthy reputation with referral partners?
  • Does your team lack the confidence they need to convert more clients to work with you?
  • Are you frustrated not having the scripts and processes you need to grow?
  • Do you want your team to be seen as the industry expert that you are?
  • Do you want proven and effective ways to follow up with clients (without being annoying)?

Register Now

Course Curriculum

  • Discover best practices for "wowing" your clients at every stage of the loan process.

  • Understand emotional intelligence and how to leverage it to understand your clients' needs, deepen connections, and increase loyalty.

  • Help your clients feel more comfortable with your process so that they see you as a trusted advisor–not a salesperson.
  • Understand the value of transparency and its importance in the process.

  • Learn how to increase your confidence so that you can close on-demand.

  • Master self-talk so that you can easily get around the obstacles that might be holding you back.

  • Learn how to set yourself apart from other Loan Officers.
  • Discover the words you need to use in order to build trust with clients.
  • Win over rate shoppers.
  • Get more referrals each month.
  • Answer objections from clients with confidence.
  • Learn how to win over any client–even the difficult ones.

  • Deepen your relationships with current and past clients.
  • Know how connect on a more meaningful level with clients and agents.
  • Understand the mindsets and the importance of always looking for opportunities to "ask".
  • Ask the right questions to help pinpoint clients' needs.

  • Learn how to structure ideas to show value to clients.
  • Know all your available loan options.
  • Learn how to present different loan options clearly and effectively.
  • Teach your clients in each one of your interactions with them.

  • Learn proven strategies and dialogues that you can use on your very first call to facilitate conversion and build a deeper rapport with clients.

  • Convert every time type of buyer–from first-time home buyers to step-up home buyers to savvy investors.

  • Learn a system of doing things the "Same Way Every Time" and why "Every Day Matters".
  • Avoid things "slipping through the cracks" by implementing a follow up system that works every time.
  • Win over tough to reach clients.

  • Learn how to be be an amazing WOW Loan Partner.
  • Uncover the ideas behind the team freeing up the LO to go get more loans.
  • Support the LO in not stepping back in the loan process.
  • Learn why encouraging the LO to get out of the office is beneficial to the team.

Trusted by 100+ of the industry's leading loan officers.

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