Equipping loan officers with a proven sales process and precise techniques to dramatically increase lead conversion


Intended Audiences

Available Formats

  • In Person
  • Live Webinar


What’s Included

  • Two 90-minute, instructor-led webinars delivered by former top producers
  • Valuable post-class business tools
  • Manager guide to reinforce their loan officers’ learnings, increase retention of the material, and improve execution of new disciplines


Maximize every lead you receive with LEAD CONVERSION™, our program that equips loan officers with sales call process techniques to dramatically drive conversion. This class provides loan officers with a sales process that is clear, concise, repeatable and measurable. Need guidance? Our team is ready to help.

Students will experience a lift in lead conversion and loan pull-through by learning how to:

  • Develop a strategic lead contact strategy
  • Identify buying signs and emotional hot buttons
  • Utilize multiple closing techniques to secure the customer
  • Implement a process to speak to customers confidently
  • Present options to customers in an easy-to-understand format

LEAD CONVERSION™ is offered through both online and live formats. For more information on booking this class as a live workshop, contact us here.


Class I

  • Implement a process to eliminate fears and confidently speak to clients
  • Build rapport with customers on each call
  • Effectively open a call and answer common client questions
  • Discover client needs and emotional “hot” buttons
  • Utilize foreshadowing to uncover hidden objections and handle them effectively

Class II

  • Identify buying signs and learn how to effectively close
  • Implement an active listening strategy to better understand customers
  • Deliver all details of the transaction in a favorable light
  • Utilize several different closing techniques on one call to secure the customer
  • Use open-ended questions effectively to gain trust from customers

Register for LEAD CONVERSION™ today!

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!

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.

Mortgage professionals find success and grow their business with XINNIX.