LEADERSHIP Series Online

Empowering mortgage managers to lead their sales teams to incredible production


Intended Audiences

Available Formats

  • Live Webinar


What’s Included

  • BUSINESS DEVELOPMENT WORKSHOP—four 1-hour webinars led by XINNIX Performance Specialist
  • RECRUITING WORKSHOP—one 4-hour webinar led by XINNIX Performance Specialist
  • Access to over 20 valuable business tools to advance leadership and recruiting skills
  • XINNIX Accountability to ensure students are using best practices to effectively lead and recruit, even after the workshops end

Strong leadership is the cornerstone of success. Effective managers do more than just give orders. They motivate and empower the ones they are leading to reach their full potential.

As one of the few mortgage-specific sales management training programs in the industry, the LEADERSHIP Series Online empowers managers to measurably increase production within their branches or offices. With expert instruction and real-world assignments, managers will leverage proven strategies, business disciplines, and valuable insight to successfully lead, retain, and recruit a highly productive sales force.

LEADERSHIP Series Online attendees will acquire a proven methodology to:

  • Measurably improve loan officer prospecting
  • Accelerate purchase production from current originators
  • Implement effective recruiting strategies to grow a sales team
  • Annually increase sales force retention
  • Gain in overall market share



Lead, Plan and Coach for Success

These four, 1-hour webinars empower managers with the skills and knowledge they need to strategically lead their teams to serious production growth. Each session is packed with practical strategies and techniques to help managers develop and implement the key disciplines of growing their market share, coaching for production, planning for success and retaining their sales force.

This highly interactive workshop equips managers to:

Growing Your Market Share

  • Create a clearly defined vision for the branch that engages every team member with
    a purpose
  • Leverage account assignment strategies that will lead to greater market share

Coaching for Production

  • Understand the true definition of a coach as a sales manager
  • Acknowledge loan officer’s successes and strengths to retain them long term
  • Confidently conduct focused one-on-ones with a proven 3 step process that will motivate team members for higher production

Planning for Success

  • Create and execute a Branch Business Plan to ensure focused performance and growth
  • Know the critical components of a loan officer’s business plan to effectively lead them
  • Assist loan officers in creating production objectives with focus and clarity
  • Implement four vital planning steps proven to immediately impact production

Retaining Your Sales Force

  • Establish clearly defined operating principles that will unify a team
  • Leverage different Leadership styles to better engage and motivate your loan officers
  • Conduct engaging, informative and inspiring sales meetings for greater team morale


Executing for Unlimited Growth

This one, 4-hour workshop empowers managers with confidence to actively and successfully recruit throughout their career. Managers will learn proven strategies for profiling, sourcing, contacting, meeting, and following-up with top mortgage talent. All participants of this workshop are required to arrive with completed pre-work for class.

During this highly interactive workshop, managers will:

  • Identify over 50 ways to source quality loan officers to build an ample pipeline of recruits
  • Build a Key Recruit® list to effectively track all activity throughout the recruiting cycle
  • Determine the information needed to successfully profile recruits, then engage in active profiling
  • Gain a process to profile Key Recruits® personally and professionally
  • Participate in solidifying the scripts for initial recruiting calls to maximize appointments
  • Call recruits while supported by an accountability partner and assessment process
  • Learn a strategic and proven four step process in interviewing and “wowing” a Key Recruit®
  • Prepare for the interview process through extensive skills practice to gain the highest closing ratio with recruits
  • Understand the importance of persistence in recruiting, and acquire 50 methods to successfully follow-up with and effectively close a recruit

Register for LEADERSHIP Series 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!

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“The delivery on this leadership training is concise and aligns perfectly with our organizational goals. I am inspired because it’s not just a shot in the arm, but a way of life. The support is fantastic!”

– D. Constantino