MANAGING FOR PERFORMANCE™

Equipping mortgage managers with powerful support to guide the new loan officers on their teams to long-term success

 

Intended Audiences

Available Formats

  • Live Webinar

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What’s Included

  • One self-paced guide ensures managers are equipped to provide successful assimilation and support for their new loan officers
  • One 90-minute live webinar led by XINNIX Performance Specialists, will cover management, coaching and accountability methodologies essential to building successful and productive careers
  • Valuable business tools to continue improvement of leadership and coaching activities

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Successfully lead new LOs enrolled with XINNIX

 

MANAGING FOR PERFORMANCE is designed for managers who are responsible for ensuring the success of new loan officers during and after they’ve enrolled in our ORIGINATOR program.

Through expert instruction and real-world assignments, this manager certification program enables managers to successfully lead new loan officers enrolled with XINNIX and understand what they are learning and how to effectively partner with them, setting them up for a successful and productive career long-term.

MANAGING FOR PERFORMANCE attendees will acquire a proven methodology for:

  • Understanding the activities required within ORIGINATOR and how to prepare their new loan officers for training once they are on board
  • Effectively managing your new loan officer according to their Launch Plan, the 3-2-1 for SuccessTM
  • Providing coaching and accountability needed in their 3-2-1 for SuccessTM
  • Utilizing a four-step process to conduct highly effective, impactful and powerful one-on-one meetings
  • Managing your new loan officers to a successful and productive career

Need guidance? Our team is ready to help.

Agenda

Lesson 1 of 2: Partnering for Success

This self-paced, manager certification lesson ensures managers are equipped to provide successful assimilation and support for their new loan officers. Kicking their career off on the right foot is just the beginning. Effective guidance and support will serve as the backbone to everything they do going forward within their career. This lesson provides you with an overview of the XINNIX ORIGINATOR performance program and how a manager’s involvement will empower their new loan officer to be successful long-term.

Upon completing this lesson within the program, a manager will:

  • Understand the role in supporting new loan officers during their enrollment in the three phases of the ORIGINATOR program: Ground School, Flight School and Officer School
  • Fully understand the specific daily, weekly and monthly activities required within each phase and how a manager’s support is crucial to their loan officer’s success
  • Be able to prepare their existing team for their new team member and also prepare their new loan officer for training once they are on board
  • Fully understand the value of their new loan officer’s XCO (XINNIX Certified ORIGINATOR) designation

Lesson 2 of 2: Managing for Success

This 90-minute live webinar, covers creating the proper plan, setting reasonable expectations, and then designing the strategy to complete it are essential to launching a successful career for a new loan officer. A manager’s guidance will serve as a compass for the direction their business will take in the future.

This lesson provides managers with the foundational principles and the steps needed in order to effectively manage a new loan officer’s immediate and future success.

Upon completing this lesson within the program, a manager will:

  • Effectively manage their new loan officer according to their Launch Plan
  • Provide coaching and accountability for their 3-2-1 for SuccessTM
  • Utilize a four-step process to conduct highly effective, impactful and powerful one-on-one meetings
  • Manage new loan officers to a successful and productive career

Register for MANAGING FOR PERFORMANCE™ today!

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!

Mortgage professionals find success and grow their business with XINNIX.

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Free Personalized Consultation

XINNIX is dedicated to the success of your team. Whatever your professional goals, we can create a learning plan tailored to your team’s specific needs.

Answer a few simple questions to receive personalized advice on the right programs to elevate your production.

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Improved Retention Rate

Major lenders report a 20% higher retention rate for loan officers and managers immediately after attending XINNIX training – and for an additional twelve months and beyond

Understand the XINNIX difference.

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Next Steps

Continue your XINNIX journey with our LEADERSHIP Series, empowering mortgage managers to lead their sales teams to incredible production.

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