For the people who lead

Business Development Workshop

Not theory. Execution.

What it solves

A high-impact training experience that equips mortgage leaders — branch, regional, and executive sales managers — with the tools, strategies, and confidence to drive serious production results. This is not theory. This is execution.

What you'll gain
Proven strategies to grow market share and dominate your territory.
A coaching method to motivate teams and increase production.
A repeatable system to plan for success with clarity and focus.
Leadership skills to retain top talent and build a culture of loyalty and energy.
The agenda

Four classes, built to execute.

Class One
Growing Your Market Share

Increase your branch's market presence and drive long-term growth.

  • Create a team vision that aligns
  • Use account strategies that expand territory
  • Build local dominance through focused action
Class Two
Coaching for Production

Lead high-performing teams by coaching with clarity and measurable results.

  • Redefine your role as a performance coach
  • Master the three-step one-on-one coaching process
  • Reinforce wins and boost motivation
Class Three
Planning for Success

Create an actionable business plan that keeps your team focused and accountable.

  • Develop a strategic plan that delivers
  • Guide Loan Officers to build focused production plans
  • Apply four proven planning steps
Class Four
Retaining Your Sales Force

Build engagement and loyalty by leading with intention.

  • Lead with principles that unify
  • Understand leadership styles that boost engagement
  • Run energizing meetings that build morale
How it works

Delivered as four dynamic 60-minute instructor-led webinars, or one full-day in-person intensive. Includes ready-to-use business tools built for immediate implementation.

The tools you'll take with you
  • Branch Business Plan Template
  • One-on-One Coaching Template
  • Team Meeting Agenda
  • Ride-Along Worksheet

Our company is celebrating our very best month that we've ever had in our entire history, with 200 units for over $40M. We could not have done it without XINNIX!

T. BleyVP & Mortgage Production Manager

Ready to elevate your team's performance?

Let’s build the plan.

Book a strategy call