Live Virtual Client Conversion Training

Irene, Kenny, and Kevin Duford



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.

Mortgage Marketing Animals Logo Fairway Logo Loan Depot Logo AnnieMac Home Mortgage Logo The Mortgage Firm Logo Success Mortgage Partners Logo Bate Mortgage Group Logo WMG Logo Perl Logo First Oklahoma Bank Logo Bay Equity Logo Chase Financial Logo Caliber Home Loans Logo Amerifirst Financial Logo Prime Lending Logo Guaranteed Rate Logo HomeVantage Mortgage Logo American Pacific Mortgage Logo HomeTown Lenders Logo Scott Griffin Financial Logo
This is a 1x1 transparent image tracking traffic