For experienced Loan Officers

ENERGY

One hour a month. All year. Real growth.

What it solves

ENERGY is a monthly, one-hour jolt of live, actionable training that keeps experienced Loan Officers sharp all year — no fluff, just strategies you can use immediately. The 2026 theme is OWN IT. BUILD IT. GROW IT. — teaching LOs to take full ownership of their mindset, message, and daily activity, build repeatable systems for referrals and lead generation, and grow into a self-led sales professional who produces in any market.

What you'll gain
Monthly, hyper-focused growth strategies.
Repeatable systems for referrals and lead generation.
Ownership of mindset, message, and daily activity.
The ability to generate business regardless of market conditions.
The agenda
Own It Build It Grow It

A live, interactive ENERGY hour each month, led by top experts.

Every month you get
  • A live, interactive training hour with top experts
  • Downloadable action plans to implement immediately
  • On-demand recordings so you never miss a session
The 2026 season

OWN IT. BUILD IT. GROW IT.

Create Unstoppable Growth. One monthly Power Hour — twelve live sessions across 2026.

January
OWN Your Brand: Craft a Message That Sells
February
BUILD Your Fans: Educate to Elevate Your Referral Sources
March
GROW Your Leads: Homebuyer Seminars That Convert
April
OWN Your Market: Zip Code Domination Pt. 1
May
GROW Your Database: Activate the Rainmaker’s Rolodex
June
BUILD Your Business Plan: Mid-Year Recalibration
July
GROW with AI: Acquire, Convert & Retain Clients with Precision
August
BUILD Your Network: Zip Code Domination Pt. 2
September
OWN Your Niche: Stand Out, Dominate & Win
October
GROW Your Influence: Human-Centered Selling
November
OWN Your Future: The 2027 Business Plan
December
BUILD What’s Possible: Your Future, Designed
How it works

Enroll one class at a time, or take three or more at a bundle rate — book a strategy call and we'll set it up for your team.

Keep your edge all year.

$199 Per class

Purchase the bundle of 3 for $299, or 12 months for $999.

1 class · $199 Bundle of 3 · $299 12 months · $999
Book a strategy call