All originators are facing some insurmountable challenges today: stubborn rates, competition from all sides, and a shifting market that’s keeping our pipelines leaner than ever.
Building a sustainable referral network, managing your time effectively, and staying ahead of market trends can feel like an uphill battle – but what if you had direct access to billion-dollar producers who’ve navigated these challenges before?
This month, we have a powerful lineup of masterclasses and coaching sessions available to help you navigate today’s challenges and grow your business in ways you’ve never considered.
From learning how to generate a thriving referral network without relying on Realtors to mastering work-life balance, our faculty members are here to give you the strategies and support you need to close out 2024 strong and prepare for an explosive 2025.
Here’s a look all the great things happening at The Loan Atlas this month:
October Masterclass: Working with Financial Advisors and Delivering the Trifecta of Value
Every month, one of the Loan Atlas faculty members takes you deep into a topic that can transform your business from the ground up. We’re not talking about surface-level advice—you’ll get proven strategies, real-life examples, scripts, and presentations that you can start using immediately.
Plus, you’ll have the chance to ask questions and get direct coaching advice from our faculty. This is the knowledge you can’t afford to miss.
This month, Craig Strent is sharing his blue-ocean strategy that helps clients achieve their goals while capturing the biggest referral opportunity in mortgage origination.
What You Will Learn:
- How to identify the RIGHT advisors to work with.
- How to approach, meet, and generate referrals from financial advisors.
- How to build a loyal following of advisors that only give out your name.
- The trifecta of value – helping clients grow wealth, helping advisors build assets, and creating massive value through ongoing mortgage management.
October Implementation Workshop: Working with Financial Advisors and Delivering the Trifecta of Value
Learning is one thing—putting it into practice is another!
The monthly implementation sessions take the strategies from the mastermind and show you exactly how to execute them in your business. Through role-playing, scripting examples, and workshopping real-life scenarios, you’ll leave with a clear plan to implement what you’ve learned. This is where theory meets action.
This month’s implementation workshop will take Craig’s masterclass to the next level, with a Q&A session and a focus on Roadblock Resolution.
October Office Hours
Join our faculty coaches live every week and get your questions answered. Whether it’s roadblocks you need help navigating or questions about the material you’re working on, these top-producing coaches are here to help you get to the next level.
This month we’ve got some great coaches on deck, including:
- Brent Hicks, whose niche / specialty is in the area of Leadership, Team Building and Recruiting.
- Trevor Carlson, whose niche / specialty is in the area of Reverse Mortgage, Systems and Consumer Direct Marketing.
- Danny Horanyi, whose niche / specialty is in the area of Strategy, Perfect Loan Process, Scaling Your Business and Branch P&L Management.
- Caleb LeGrand, whose niche / specialty is in the area of Perfect Loan Process, Systems of Selling, Builder Business and Team Building.
- Holly Walther, whose niche / specialty is in the area of Work/Life/Family Balance, Women Empowerment and Work Flow Processes.
October Talk to Tim LIVE
On the last Friday of the month, Tim Braheem will be live with all of our members to do what he does best: coaching YOU.
Business or personal, Tim brings out his decades of experience to help you overcome whatever challenges are keeping you from reaching peak performance.
Ready to Transform Your Business?
Don’t wait to get the support you need to build a better referral network and grow your pipeline for 2025!
Click below to schedule a demo of The Loan Atlas. Your membership will give you access to all of these events, as well as replays of all of our past coaching calls, masterclasses, and Q&A sessions.
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