For experienced Loan Officers
EDGE
Grow purchase production in any market.
Grow purchase production in any market.
EDGE is designed and delivered by former top producers, for experienced Loan Officers who want measurable, week-by-week improvement in prospecting and production. It empowers seasoned LOs with the strategies, tools, and motivation to grow a purchase business — and stop being tied to a refinance/internet-lead model.
Evaluate yourself against the six attributes of top LOs, identify Key Targets, and profile and win appointments.
Quality one-on-ones, your unique selling proposition, and overcoming common objections.
Execute daily priorities, exceed commitments, and market with added value.
Build a service team, run productive processor meetings, and leverage every closing.
Build a Navigation Plan and maximize your prospecting time.
The #1 secret to sales success, drawn from 30+ years of research.
The 12 types — and mortgage-specific strategies to beat them.
Predict future production and lock in daily, morning, and evening routines.
Begins with a 60-minute Launch Party to fire you up and set expectations. Once your goals are set and your Training Commitment is signed, weekly classes begin — Class 1 is 90 minutes, Classes 2–8 are 60 minutes — held at the same time each week. Weekly execution of assignments is required and reviewed by XINNIX instructors. A new series begins monthly. Group rates are available on request.
I was introduced to Casey and XINNIX at my former company about 6 years ago. I was skeptical at first, as I was relatively well established as a 'top producer' in my company and thought it was more of a basic 'mortgage 101' type training. At the encouragement of my former manager, I took the plunge and could not have been more impressed. The info and pace is just what I needed. The weekly assignments made me get out of my comfort zone and do things that I 'knew' I needed to do but wasn't willing to do on my own. The accountability and competitive nature of the class was exactly what I needed at that time and quite honestly what I need right NOW! They literally helped me double my business that year. I AM RESPONSIBLE!!!!
I have been very bold with reaching out to referral sources and diligent about communicating with potential refi opportunities. I have seen an uptick in my business and my relationships solidify. I have been more enthusiastic about my business and it shows. My numbers have been better than they ever have within the company. Even though I'm headed out of the country for 15 days, I am not worried. My team, clients, Realtors, Atty/Mediators, etc. are all prepared to conduct business while I'm away. Thank you for this wonderful coaching program and the new fire that has been lit for me!
I attended an event where Casey presented. I was definitely interested in the course, but I was very intimidated by Casey and also wondering if I would be able to keep up or even make my weekly goals. I stepped outside of my comfort zone and took the course! This course teaches you strategies and most importantly, discipline of what it takes to work in this industry. I gained so much from taking this course and it increased my production! I still practice what I learned in the course to date. The accountability is key! They make you WANT to do the work and your results keep you doing it!
We have used XINNIX's programs for the last 18 years. The curriculum is the best I have seen for loan originators of all experience levels.
I have gone through several sessions with XINNIX, and have gleaned a number of tips that have strengthened my business. This is a MUST for mortgage originators. Casey is a FANTASTIC coach, and I am confident that you will not be disappointed.
I can wholeheartedly and confidently recommend and endorse the EDGE program to you. This is not esoteric/theory BS…the EDGE program provides proven, effective strategies that, when implemented, will help you take your production to the next level. I can assure you if you sign up and implement what you will be coached on…it will be worth every cent. Casey and XINNIX are the premier mortgage SALES training program in the industry! Happy Hunting!
I had a baby last March and I was in between assistants so I got into bad habits. I have a new CRM, new assistant, and going through XINNIX I feel like I'm back to where I need to be. I did 30 million last year solo with no assistant and I'm ready to double and triple my business. I have all of the support and tools to do this. Very thankful for the XINNIX team to get me back on track.
I wouldn't be here without EDGE. The discipline you all drilled in, the daily database calls, the KT focus, the Weekly Operating Plan cadence, the awareness around prospecting reluctance, that's exactly what moved the needle. It gave me a framework to run the branch instead of just react to it.
Thank you for all of your knowledge and encouragement. My pipeline has blown up! I am so happy! Thanks for all that you do!
Thank GOD it's Thursday. I have literally taken 28 applications since Sunday. Casey is the BOMB! Love her!
Results require execution.
Each week you’ll complete real-world assignments that help you apply what you’re learning immediately. Those assignments are reviewed by experienced XINNIX Performance Specialists who provide accountability and encouragement throughout the program.
To protect the integrity of the experience—and your investment—all students sign a Training Commitment agreeing to attend classes and complete assignments. Students who choose not to participate or execute the required work will be removed from the program without refund.
We take your success seriously because that’s exactly what you’re investing in.
Absolutely.
EDGE was intentionally designed for busy Loan Officers who can’t afford to step away from production.
Instead of interrupting your business, every lesson helps improve it. You’ll implement new strategies each week while continuing to meet with clients, build relationships, and close loans.
You will start seeing results before the program is even complete.
Beyond attending the weekly 60- to 90-minute live class, plan to invest about one hour each day completing your assignments.
The good news? These aren’t “extra” assignments—they’re the very activities successful Loan Officers should already be doing to build their business. EDGE simply provides the structure, focus, and accountability to ensure you’re consistently executing the right activities that generate more referral relationships, more opportunities, and ultimately more closings.
Rather than adding work to your schedule, EDGE helps you make better use of the time you’re already investing in your business.
EDGE gives you far more than motivation—it gives you a proven system for producing more business.
You’ll learn practical sales and marketing strategies, referral partner development techniques, business planning, accountability systems, and daily disciplines that create measurable results. You’ll leave every session with tools you can immediately implement.
Our students experience an average 46% increase in loan applications within their first 60 days.
EDGE begins with an energetic 60-minute Launch Party, where you’ll meet your instructor, connect with your classmates, establish your goals, and prepare for success.
From there, you’ll participate in an eight-week live experience:
New classes begin every month, making it easy to get started.
EDGE is delivered live by experienced XINNIX Performance Specialists—not through prerecorded videos.
Every session is highly interactive, allowing you to ask questions, participate in discussions, and receive real-time coaching. Each class includes a professionally designed workbook that keeps you engaged while reinforcing what you’ve learned.
Because lessons are delivered in manageable weekly modules, you can continue growing your business while improving it.
EDGE is currently delivered through live online webinars, allowing you to participate from anywhere while interacting directly with your instructor and classmates.
Group enrollment and corporate pricing are also available for organizations looking to develop multiple Loan Officers together.
Every Loan Officer is at a different stage of their career. That’s why we created three distinct performance programs.
IGNITE
Built for Loan Officers with untapped potential who need structure, daily accountability, and consistent execution to build a reliable purchase pipeline. IGNITE is an intensive performance program with entrance requirements to ensure participants are ready to commit.
EDGE
Perfect for experienced Loan Officers who want to increase purchase production, strengthen referral relationships, and implement proven sales and marketing systems. It’s also ideal for Branch Managers, Sales Managers, and Loan Officer Assistants with business development responsibilities.
ELITE
Reserved exclusively for top performers producing 100 or more closed units annually. ELITE focuses on helping high producers scale their business, deepen referral relationships, leverage systems, and create even greater freedom, consistency, and profitability.
Not sure where you fit?
Reach out to us. We’ll learn about your experience, goals, production, and challenges, then recommend the program—or combination of programs—that will produce the greatest return on your investment.
We understand life happens. Every EDGE session is recorded, allowing you to catch up quickly so you stay on track with your classmates. Please note that we only allow 1 recording during the 8 weeks as you’ll still be expected to complete the weekly assignments to receive the full benefit of the program.
Most sales training gives you ideas.
EDGE gives you a complete performance system.
You’ll receive live coaching, weekly accountability, proven business tools, practical assignments, and a step-by-step roadmap that helps you turn knowledge into measurable production. That’s why thousands of Loan Officers have trusted XINNIX to help them grow—even in challenging markets.