Individual Originator Coaching Program
MyMortgageCommunity.com has launched a personal coaching solution for all loan originators who want to grow both personally and professionally!
Loan Originator Six Steps To Success System
About Our Coaching Program
Our Originator Coaching program is unique due to its use of a "high touch", "high tech" philosophy. Inside our coaching program we partner our coaching clients with the tools, resources and coaching they need to succeed in achieving all their goals and dreams. In addition to having all the resources from MyMortgageCommunity.com available to our clients, we've also partnered with eLifePlans.com to provide an online Planning and Goal Setting tool to our clients. We use this patent pending tool as a common coaching platform inside our high impact coaching program to get phenomenal results in our clients' lives.
Our coaches do not just ask great questions; they help you create a workable Action Plan then help you implement the plan to reach your full potential. Our extensive coaching program covers Six Distinct Coaching Phases to help our clients gain the FOCUS, BALANCE and DIRECTION they need to succeed as a Mortgage Originator in this ever changing and competitive mortgage industry.
During our 12 week Coaching Program we guide our clients through the following Six Steps To Success:
 STEP 1 - DEVELOPING YOUR LIFE AND BUSINESS PLAN
- We will assist you to Create/Refine Your Personal Life Plan to help you...
- Begin with an end in mind
- Establish All of Your Dreams, Goals and Action Plans
- Gain more FOCUS, BALANCE and DIRECTION to your daily life
- We will assist you to Create/Refine Your Business Plan to help you...
- Define Your Vision and Mission Statements
- Develop Your Financial Goals, Marketing Plan and Operational Plan
 STEP 2 - DEVELOPING/REFINING YOUR MARKETING STRATEGIES
During STEP 2 your coach will help you to develop and/or refine your highest payoff marketing strategies. Once these have been developed they will act as a "new client faucet" that you can turn on and off when you want to ramp up your production.
- Direct Mail Strategies (Renters, Bankruptcies/Foreclosures, ARM to Fixed, etc.)
- Seminars (Equity Management Strategies, Investment Properties, Sales Training for Realtors, etc.)
- Telemarketing/Live Call Transfer
- For Sale By Owner Systems
- Media (press releases, interviews, etc.)
- Print/Media (T.V., Radio, Internet) Advertising
- Past Client Marketing
- Technology (websites, loan updates, auto-responders, blogs, podcasts,
data capture, web conferencing, etc.)
 STEP 3 - SOLIDIFYING PROFITABLE REFERRAL PARTNERSHIPS
During STEP 3 your coach will help you to determine who your highest profitability partners are and help you to solidify your relationships with them through strategic relationship marketing strategies and activities. These Referral Partnerships include the following individuals...
- Real Estate Agents
- Financial Advisors
- CPA’s/Accountants
- Insurance Agents
- Estate Planners
- 3rd Party Influential(s)
 STEP 4 - MASTERING YOUR SALES SKILLS
To become a top producing loan originator you must master your selling skills. During STEP 4 of the coaching program your coach will guide you in developing sales systems to help improve your overall success as a top producer...
- Prospecting – Defining your target market and your “Perfect Client/Referral Partner Profile”
- Approaching – How to WOW clients and referral partners with your first impression and develop a unique 30 second elevator speech
- Problem Identification - How to isolate your clients' biggest problem and prepare your offer as the perfect solution to solve it
- Presenting – Refining your client and referral partner presentations, Memorizing your Competitive Advantages and your Unique Selling Proposition (USP)
- Overcoming Objections – Polishing your responses to the most common objections
- Closing the Sale – Perfecting your closing techniques to improve your Pre-qual to close ratio
- Implementing the Raving Fan Customer Service Checklist – Learn how to serve clients and referral partners at peak performance levels
- Following Up – Leveraging your Contact/Database Management System(s) to enhance your follow up process with past clients, prospective clients and referral partners.
- Time Management – Defining your highest payoff tasks and how to delegate the rest, defining your “Perfect Week”, etc.
- Personal Development – Developing a continual plan to pursue wisdom and new skills to enhance your value to the marketplace.
STEP 5 - BECOME A MORTGAGE EXPERT (additional discounted mortgage training courses available for members)
 Based on your current level of mortgage experience and expertise we will review the mortgage basics and coach you on areas where you need additional training. The following is the list we provide to our clients and allow them to choose where they'd like to get additional coaching and training...
- Basic Mortgage Training
- General Industry Overview
- Industry Laws and Ethics
- Understanding Credit Scores and Reports
- General Underwriting Guidelines
- FHA/VA
- Loan Application, GFE and TIL
- Basic Loan Processing Procedures
- Loan Products
- Understanding Rate Sheets
- Secrets to Pre-Qualifying Borrowers
- Defining Your Loan Process Timeline
- Advanced Mortgage Training
- Financial Literacy – Understanding what effects interest rates, indices and their trends
- Equity Repositioning – How to leverage mortgage debt to gain financial freedom
- Becoming Your Own Banker – How to pay yourself interest instead of the bank
- Advanced Loan Products - Interest Only Loans, Pay Option ARM's, etc.
STEP 6 - STREAMLINE ORIGINATOR SYSTEMS
 During STEP 6 (the final STEP) your coach will help you to develop and/or refine your operational originator systems to help you streamline workflow procedures and simplify your life. Once these have been developed and/or refined you will have the peace of mind that your are delivering Raving Fan Customer Service and providing a WOW Customer experience to clients and referral partners.
- Perfecting the Loan Process Workflow
- Developing your Operations Manual
- Hiring Assistants
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- Developing the Assistant’s Job Description and Min. Qualifications
- Finding the right team member(s)
- Interviewing, Checking References, etc.
- Training Your Assistant(s)
NEXT STEP. REPEAT THE COACHING PROCESS OR GRADUATE TO THE MANAGER COACHING PROGRAM
Personal Testimonials
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MyMortgageCommunity.com and their Coaching Program has been a great asset for me and my mortgage team. I have increased my originations in my branch by 20% in just one month with the resources!
Matt Freeman
Vice President/Broker
Consolidated Capital Mortgage Corporation
 Listen to Matt's complete testimonial
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This has been a phenomenal experience! It's an 'over the top' type of experience both personally and professionally. It's an opportunity to focus on your life plan and business plan and balance the two together. My coach has helped me to uncover my dreams and create action plans to achieve them. The ongoing accountability has also been great. I would recommend this program to anyone who wants to take their business to the next level!
Linda Winters
Loan Originator
Residential Mortgage
Listen to Linda's complete testimonial
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I am very thankful for all the incredible weekly coaching, great business knowledge and marketing tools, timely and educational teleconferences, and tremendous achievements made in both personal, health and spiritual areas of my life with the planning and coaching tools they provide.
The coaching I've received from MyMortgageCommunity.com has been more helpful and insightful in achieving the business goals at an accelerated speed. The individual attention and care that my coach has given to me and my business has made the huge difference. I told my coach last week, that by the end of the year I will have a real mortgage company with all the key systems in place. If you are not achieving the goals you have set for yourself and your team, it is my recommendation that you at least investigate the possibilities.
With the daily mortgage industry changes and companies and agents dropping out in groves, it is more important then ever to learn how to keep yourself educated and informed to keep your production goals met. Coaching from MyMortgageCommunity.com has made a difference - I have shared some of what I learned with a few of my friends in business - one small tool shared helped to generate $75,000 in revenues in a 2 week period!
Sher Murata
Owner/Branch Manager
Loans ' n Motion
Listen to Sher's complete testimonial
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I've been a memeber of MyMortgageCommunity.com for 3 months, and it has dramatically helped they way I do business. It has given me a different vision on how I want to continue to do business. The people that I've worked with at MyMortgageCommunity.com have been excellent, and I look forward to continuing the relationship. They are really doing a great job helping me to stay focused and making sure that I'm staying in front of my current customers. I really appreciate this and look forward to continuing to work with them.
Michael Rice
New England Merchants
Listen to Michael's complete testimonial
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Hey, this is Kristen Ratliff in Tallahassee, Flordia! Mortgage coaching for me has really been a blessing; it has really helped me get organized and focused, by working with me to get my time-management skills in order. Most importantly, it has helped to get me to think creatively and outside of the box with marketing. Coaching has helped me find ways to stand out in the Flordia marketplace. I really appreciate all the help and assistance I have received, and I would recommend it to anyone who is really looking to get their own place in the mortgage financing market.
Kristen Ratliff
Listen to Kristen's complete testimonial
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We'll help you organize all your biggest dreams
and goals into your personal eLife Plan!
...then we'll help you implement your plan with our DYNAMIC Coaching process designed specifically for
Mortgage Originators!
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