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The Mission:
To provide you with the essential knowledge, tools, strategies, and disciplines that will accelerate your production and transform your business!
Determine which EDGE Program is right for your business needs and availability.
EDGE Complete (4-day)
or EDGE SP Plus (2-day)
EDGE Complete - Four Day Agenda
(Click here for EDGE SP Plus Two Day Agenda)
DAY ONE | DAY TWO | DAY THREE | DAY FOUR
DAY ONE
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Each EDGE class day will begin promptly at 8:00 a.m. and end promptly at 5:00 p.m. with approximately one hour for lunch and miscellaneous breaks.
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A Case Study in Success
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Learn why so many talented and knowledgeable Loan Officers fail to earn what they are worth.
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Examine the business practices of two different Loan Officers to identify success strategies for your business!
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Client Qualification Made Easy
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Quickly and confidently answer the three most common questions every borrower wants to know to create immediate credibility with customers and referral sources.
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Increase your knowledge and skill when calculating essential mortgage equations to save valuable time!
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Sales Assessment Insight
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Assess your specific sales call reluctance and how it could be costing you thousands of dollars in lost commissions!
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Learn how to overcome your sales call reluctance by employing mortgage-specific strategies and proven prescriptions provided by the experts.
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Learn the number one secret to success in sales based on
30 years of research.
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Influential Selling
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Learn the art and science of relationship selling in order to influence others to do business with you.
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Identify the four critical building blocks to capture and sustain business from any referral source.
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Assess your current business practice relative to the four steps for immediate impact!
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DAY TWO
The Service Mindset
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Create systematic organization for each step of the loan process to create loyal customers and referral sources.
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Organize your pre-quals and voice mail messages for maximum daily efficiency.
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Incorporate simple and powerful e-mail tips to save you valuable time each day!
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Discover the five critical items to discuss when preparing a customer for the loan application appointment.
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Position your Agents and yourself in front of each closed loan customer through a post-closing strategy that will effectively grow your business.
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Pipeline Management Strategies
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Identify critical areas in the loan process that require your attention to ensure nothing falls through the cracks!
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Implement a supplemental pipeline report to monitor stages of each loan to ensure you deliver exceptional service.
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Rate Shopper Scripts
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Identify key questions to ask each shopper to increase your closing ratio.
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Define your unique selling proposition to increase your lead conversion ratio.
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Capturing a Real Estate Office
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Uncover the secrets to selecting the right office in order to be more strategic with your time.
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Create a marketing strategy to capture the business you want from an "open" or "closed" office!
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Interview a Broker effectively and with confidence in order to gain loyalty.
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Learn five keys to making powerful presentations to capture more business.
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Deliver the most effective lunch-and-learn programs to become the Loan Officer of choice among the Agents.
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DAY THREE
Marketing to Real Estate Agents
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Identify the specific types of Agents you want to target to create unbelievable momentum!
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Learn how to profile your Agents so you can create powerful marketing strategies.
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Know how to effectively ask an Agent for an appointment.
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Interview an Agent with confidence and create a long-term sustainable relationship.
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Know what to do when an Agent will not return your call.
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Send value-added information to Agents that gets their attention and their business.
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Overcome the most common Agent objections by confidently addressing them.
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Advanced Interest-Only Selling
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Sell your clients using a consultative approach when discussing loan products.
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Analyze the rate indices and determine how to properly consult on adjustable rate mortgages.
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Add value so your customers stop shopping you and start signing!
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Identify the interest-only loan benefits for the largest consumer target market.
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Forming Professional Partnerships
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Build a non-Agent network of key professionals to increase your client referrals.
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Discover how to deliver value to your clients by leveraging your professional network.
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Align yourself with key professionals to create a powerful network that generates at least three referrals for each outgoing referral!
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Powerful Mission Planning
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Create direction and purpose for your personal and professional goals and achieve the quality of life you desire!
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Identify three personal goals you want to achieve and determine your path to success.
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DAY FOUR
Conversational Economics
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Speak with confidence when providing your economic opinion on the most common question Loan Officers receive.
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Utilize our free weekly market updates to your customers and referral sources in order to demonstrate your credibility and knowledge.
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The Power of Your Database
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Analyze your current database with a targeted action plan to increase your referrals!
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Maximize referral opportunities and employ the best mining techniques for your existing client database.
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Clarifying Your Business Objectives
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Obtain focus and clarity on your production and financial goals in order to achieve them.
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Measure yourself against the six attributes of successful Loan Officers to effectively create your plan.
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Create a strategy to improve your performance and ultimately dominate the market in the shortest period of time!
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Strategic Business Planning
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Select the right referral sources and territory to quickly accelerate your business!
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Examine the various niches and select the ones that are right for you and your market.
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Create a blueprint for success through writing and implementing your Loan Officer Business Plan.
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Benchmarking Your Success
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Achieve flawless execution of your Business Plan and the vision needed to reach your professional goals.
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Measure your daily activity to ensure success in owning the marketplace.
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Market your services by focusing on your referral sources and eliminating the competition!
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Top Ten Action Items
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Identify the critical action items that will immediately increase your production upon effective implementation.
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End of EDGE Complete Agenda
EDGE SP Plus - Two Day Agenda
(Click here for EDGE Complete Four Day Agenda)
DAY ONE | DAY TWO
DAY ONE
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|
|
|
Each EDGE class day will begin promptly at 8:00 a.m. and end promptly at 5:00 p.m. with approximately one hour for lunch and miscellaneous breaks.
|
|
A Case Study in Success
|
|
Learn why so many talented and knowledgeable Loan Officers fail to earn what they are worth.
|
|
|
Examine the business practices of two different Loan Officers to identify success strategies for your business!
|
Sales Assessment Insight
|
|
Assess your specific sales call reluctance and how it could be costing you thousands of dollars in lost commissions!
|
|
|
Learn how to overcome your sales call reluctance by employing mortgage-specific strategies and proven prescriptions provided by the experts.
|
|
|
Learn the number one secret to success in sales based on
30 years of research.
|
Clarifying Your Business Objectives
|
|
Obtain focus and clarity on your production and financial goals in order to achieve them.
|
|
|
Measure yourself against the six attributes of successful Loan Officers to effectively create your plan.
|
|
|
Create a strategy to improve your performance and ultimately dominate the market in the shortest period of time!
|
Marketing to Real Estate Agents
|
|
Identify the specific types of Agents you want to target to create unbelievable momentum!
|
|
|
Learn how to profile your Agents so you can create powerful marketing strategies.
|
|
|
Know how to effectively ask an Agent for an appointment.
|
|
|
Interview an Agent with confidence and create a long-term sustainable relationship.
|
|
|
Know what to do when an Agent will not return your call.
|
|
|
Send value-added information to Agents that gets their attention and their business.
|
|
|
Overcome the most common Agent objections by confidently addressing them.
|
DAY TWO
Capturing a Real Estate Office
|
|
Uncover the secrets to selecting the right office in order to be more strategic with your time.
|
|
|
Create a marketing strategy to capture the business you want from an "open" or "closed" office!
|
|
|
Interview a Broker effectively and with confidence in order to gain loyalty.
|
|
|
Learn five keys to making powerful presentations to capture more business.
|
|
|
Deliver the most effective lunch-and-learn programs to become the Loan Officer of choice among the Agents.
|
Powerful Mission Planning
|
|
Create direction and purpose for your personal and professional goals and achieve the quality of life you desire!
|
|
|
Identify three personal goals you want to achieve and determine your path to success.
|
Strategic Business Planning
|
|
Select the right referral sources and territory to quickly accelerate your business!
|
|
|
Examine the various niches and select the ones that are right for you and your market.
|
|
|
Create a blueprint for success through writing and implementing your Loan Officer Business Plan.
|
Benchmarking Your Success
|
|
Achieve flawless execution of your Business Plan and the vision needed to reach your professional goals.
|
|
|
Measure your daily activity to ensure success in owning the marketplace.
|
|
|
Market your services by focusing on your referral sources and eliminating the competition!
|
Top Ten Action Items
|
|
Identify the critical action items that will immediately increase your production upon effective implementation.
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XINNIX DIFFERENCE - Performance Coaching
Upon completion of the EDGE SP Plus Workshop, attendees will receive three months of Performance Coaching support.
When it comes to determining a Loan Officer's propensity for success in the mortgage industry, a large factor is the person's commitment to gaining the knowledge and skills that will ultimately lead to positive results, personally and professionally. And while quality training through XINNIX programs gives you an advantage, it is only a part of the equation for success. XINNIX DIFFERENCE completes the formula to integrate the training and execute your priorities.
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