- CLIENT CONVERSION TRAINING
- 4 Session Live Virtual Training
Dates For Next Class:
All Sessions: 9:00-11:30 Pacific Time - Thursday, March 13th, 2025
- Friday, March 14, 2025
- Thursday, March 20th, 2025
- Friday, March 21st, 2025
Deadline To Register is
March 11th, 2025
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.
