EDGE Online

Empowering experienced loan officers with sales and marketing strategies and tactical solutions to grow purchase production in any market


Available Formats

  • Live Webinar


What’s Included

  • 60-minute live briefing, prior to the start of class
  • First-class, 90-minute, live webinar
  • Seven, 60-minute, live webinars focusing on improving time management, business development, and effective sales prospecting skills
  • Weekly assignments reviewed by seasoned XINNIX Performance Specialists
  • Over 50 post-class business tools


Dominate your market and dramatically increase purchase production

Delivered by former top producers, EDGE Online empowers experienced loan officers with the strategies, tools and motivation to achieve immediate results with a week-by-week improvement plan in prospecting and production. Each session is packed with strategies proven to help loan officers grow their business.

EDGE Online guides loan officers to a measurable increase in production through:

  • Designing a strategic business plan to generate a sustainable business
  • Increasing market share and loyalty among key referral sources
  • Focusing on effective marketing and consistent prospecting activities
  • Developing referral sources through a proven and methodical approach


8-Week Webinar Series

During this powerful eight week series, a loan officer will walk away with The Four Pillars of Success in sales. Each pillar is critical to the process of building a purchase business of key referral sources – the Key Targets®. They’ll also receive a strategic business plan (Navigation Plan®) for increased production. It provides the methodology of time management and outlines key activities that will ensure predictable success long term.

During these eight power-packed classes, a loan officer will:

Class 1 – Marketing Effectively

  • Be evaluated against the six attributes of the most successful loan officers to prioritize opportunities for pipeline growth
  • Identify specific Key Targets® to enable a predictable referral source business
  • Learn how to profile Key Targets® and create marketing strategies that get their attention
  • Learn how to obtain an appointment with a Key Target® to increase production

Class 2 – Building Relationships

  • Receive a proven process for conducting quality one-on-one appointments with Key Targets®
  • Identify a unique selling proposition to increase referrals
  • Receive a customizable one-on-one presentation to effectively showcase a value proposition
  • Prepare to overcome the most common Key Target® objections with confidence

Class 3 – Following Through

  • Identify important business disciplines for executing on daily priorities
  • Learn a process to exceed expectations and build a respected reputation
  • Obtain various sources of value-added marketing pieces to maximize authority
  • Gain a dedication to achieving excellence in business

Class 4 – Delivering Value

  • Build a team committed to providing great service to Key Targets®
  • Gain a structured process for productive processor meetings
  • Learn to leverage every closing with highly effective marketing strategies
  • Implement a post-closing strategy that will effectively grow repeat business from customers and Key Targets®

Class 5 – Efficiency in Time Management

  • Create a blueprint for success through writing and implementing a Navigation Plan®
  • Leverage a planning process that maximizes prospecting time every day
  • Measure marketing activity with Key Targets® to ensure marketplace ownership

Class 6 – Overview of Call Reluctance

  • Discover the number one secret to success in sales based on 40 years of research
  • Learn what sales call reluctance is and how much it costs a sales person monthly
  • Understand the traits of natural self-promoters and the three critical techniques they employ to dominate their sphere of influence

Class 7 – Overcoming Call Reluctance

  • Be assessed for specific types of sales call reluctance and recognize the financial impact on production
  • Learn mortgage-specific strategies and prescriptions to address the 12 types of sales call reluctance
  • Create a personal implementation plan to overcome sales call reluctance long term

Class 8 – Art of Implementation

  • Evaluate prospecting activity to predict future production and continue momentum
  • Receive key formulas for implementation to achieve professional goals
  • Determine top three action items that will impact success
  • Implement daily time-saving routines for mornings and evenings
  • Establish a process for maintaining an impactful Navigation Plan®

Register for EDGE Online today!

Contact our sales team for availability and pricing for this program.

Become an Enterprise Partner

XINNIX Enterprise Partnerships empower businesses to achieve company-wide production growth with customized development programs, business management tools, highly-trained XINNIX Performance Specialists and more. Contact our sales team for more information.

Talk to Us

If you have any questions about our programs or other offerings, we’d love to hear from you! Call us at 678.325.3500 or contact us online!

“EDGE has opened up so many new ways for me to establish a better relationship with referral partners. It’s a great plan that shows me exactly how to cultivate relationships and make more money. The incredible management tools make it easy to understand what I need to do in order to hit the production I desire. I have added 3 additional referral partners since I signed up for the class. I’ve had my best month with 6 loans for $947,352, and May is looking like I will do over $1M. I got 3 purchase contracts in on Tuesday this week and should have 2 more by Friday.”