Training Pages
Step-by-step instructions how how to use the training tools.
112 articles
How to Access the Graduation Test
What is the Graduation Tracker?
What is the Real-Time Submission Tracker?
What is the Day Tracker?
What is the Live Attendance Tracker?
What is the Monthly Success Tracker?
How to Make Submissions90-Day Sales Bootcamp
What is Weekly Lead Gen Tracking?
How to Unlock the Training Content by Completing the Program Orientation Section
What is a Weekly Mental Map?
How to Access the Training Content
What is an Opportunity Statement?
Go Through Onboarding Again!
Accessing Digital Materials
How to Use the Training Dashboard
How to Track Video Progress
How to Access my Graduation Certificate?
Mortgage Training
How-to articles specific to loan officers
The Purpose of Broker Open Houses for Loan OfficersWhy attend and some simple follow-up tips
How to follow up with a realtor who switches teams
How to follow up with Realtors I know from past transactions and haven’t heard from them in a while (and they don’t respond to my phone calls/texts/postcards, etc.)
How to follow up with Realtors I used to work with and they started working with another lender
How to follow up with realtors that I meet at Broker Opens
How to follow up with Realtors that switch brokerage companies (i.e., from Keller Williams to Compass)
How to follow up with Realtors that switch brokerage companies and the new brokerage has an affiliation with a different lender
How to have a Realtor recommend ONLY me, rather than giving 2 or 3 names
When connecting with familiar and new agents, most inform me that their clients arrive pre-approved by online lenders. I've urged agents to refer for a second opinion. How can I tackle this challenge?
The Mortgage Process from Start to Finish
B2C Business Triggers for Loan OfficersFollow-up Tips for Potential Borrowers or Past Clients
B2B Business Triggers for Loan OfficersWhat is a business trigger to follow up with referral partners?
Strategies to Fill Your Help List with New OpportunitiesTargets vs. Leads for Loan Officers
"Active" Pipeline Status UpdatesIn-Process Milestones
Understanding the Stages of the Mortgage Lending PipelineMortgage Pipeline Stages
Understanding Loan Officer Referral Sources by Percentagefor Credit Unions and Community Banks
How to Build a Strong Referral Databasefor Credit Unions and Community Banks
How Loan Officers Can Support Realtor Partners with Open HousesUsing Marketing Suite for Open House Co-Branding
A Message from Our founder, Dr. Bruce:Welcome Message for New Bootcamp Members
Bootcamp Structure and ResourcesCurriculum-Based Training and Accountability
Table of Contents
Week 0 Course Overview
Day 1 | QuickRead Book OverviewThe 4-Hour Workday
Day 3 | Professional Development TimeblockProfessional Timeblock
Day 4 | Marketing & Operations Development Timeblock
Day 2 | The WHOLE Person TheoryBuilding a Strong Foundation for Success
Day 5 | Weekly Evaluation & Planning
Day 6 | Onboarding Week Recap
Day 7 | Sunday Planning
Week 1 | Habit #1: Opportunity Statement(s)Weekly Overview: Opportunity Statement
Day 8 | Habit 1 QuickRead Book
Day 9 | Unique Belief Proposition
Day10 | How You Do It Different
Day11 | Who You’ve Done It For
Day12 | Ask for the Business
Day13 | Week 1 Recap
Day14 | Plan on Sunday
Week 3 | Habit #2: Proactive Prospecting
Week 2 | (Days 15-21) Habit #1: Industry Training
Day22 | Complete QuickRead Book
Day23 | Pipeline Assessment
Day24 | The Ideal Client
Day25 | Inside Sales Prospecting
Day26 | Conduct the Appointment
Day27 | Week 3 Recap
Day28 | Plan on Sunday
Week 4 | (Days 29-35) Habit #2: Industry Training
Week 5 | Habit #3 Fight Club Follow-up
Day36 | Habit 3 Complete QuickRead Book
Day37 | Fight Club Mindset
Day38 | The Fight Club Follow-Up System
Day38 | The Fight Club Follow-Up System
Day39 | Challengers Sell More
Day40 | The Art of the Deal
Day41 | Week 5 Recap
Day42 | Plan on Sunday
Week 6 | (Days 43-49) Habit #3: Industry Training
Week 7 | New Client Onboarding
Day50 | Habit #4 Complete QuickRead Book
Day51 | What is Referability?
Day51 |What is Referability?
Day52 | New Client Onboarding
Day53 | 3 Rewards of Business
Day54 | Advocate Events
Day55 | Week 7 Recap
Day56 | Plan on Sunday
Week 8 | (Days 57-63) Habit #4: Industry Training
Week 9 | Influencer Marketing
Day64 | Habit #5 Complete QuickRead Book
Day65 | Your Marketing Message
Day66 | Celebrity Status
Day67 | Style & Substance
Day68 | Person of Influence
Day69 | Week 9 Recap
Day 70 | Plan on Sunday
Week10 | (Days 71-77) Habit #5: Industry Training
Week11 | Course in Confidence
Day78 | Complete QuickRead Book
Day78 | Complete QuickRead Book
Day79 | Bet On & Invest In You
Day80 | Build, Maintain, & Protect Confidence
Day81 | Help! I’m Overwhelmed
Day82 | Performance Moments
Day83 | Week 11 Recap
Day84 | Plan on Sunday
Week12 | Graduation & Next 90 Days
Day85 | Habit #1: Opportunity Statement
Day86 | Habit #2: : Proactive Prospecting
Day 87 | Habit #3: Follow-Up System
Day88 | Habit #4: Customer Experience
Day89 | Habit #5: Entrepreneurial Spirit
Day90 | Next 90-Days
Day91 | Plan on Sunday