Lead Conversion I & II

What it solves

Precision, proven process, and relentless practice turn raw leads into locked-in deals. Two high-octane, on-demand sessions arm retail and call-center Loan Officers with the skills, tools, and confidence to convert faster, close more, and make every conversation count.

What you'll gain

A repeatable lead-contact playbook that pulls prospects through the funnel with speed.

Real-time rapport-building skills to uncover buying motives and emotional hot buttons.

Multi-angle closing techniques that feel natural, not pushy.

Clear, concise product presentations that turn “I’ll think about it” into “Let’s move forward.”

The agenda

Two classes, built to convert.

Class 1

Rapport & Objections

Develop a process to overcome fears and speak confidently
Build strong rapport on every call
Open calls smoothly and address common questions
Identify client needs and emotional buying triggers
Use foreshadowing to reveal and handle hidden objections

Class 2

Buying Signs & Closing

Recognize buying signs and close effectively
Use active listening to understand customers
Present transaction details in a positive light
Leverage closing techniques in one call
Use open-ended questions to build trust

How it works

Two 60-minute, instructor-led webinars — stream anytime, anywhere. Includes engagement handouts for in-class application and post-class implementation guides that plug into your daily workflow, plus business tools: a lead-conversion analysis worksheet, buying-signs guide, conversion process map, and practice assignments.

Smart, hardworking Loan Officers who are not getting the results they feel they should need to take this program. It will give you the structure and the plan you need to maximize your results.

D. HenryRegional Director

Ready to convert more of every conversation?

$399 Per seat · On-demand

Enroll

Book a strategy call