For the people who lead

Recruiting Workshop

Win the battle for top talent.

What it solves

Recruiting quality Loan Officers is one of the hardest, most-neglected jobs a manager has — especially producing managers buried in day-to-day demands. The Recruiting Workshop equips sales, branch, and producing managers with the confidence and a proven system to actively recruit and hire quality Loan Officers throughout their careers.

What you'll gain
A proven, powerful 5-Step Process for recruiting.
Key strategies that shorten the recruiting cycle.
The mindset and cadence to recruit effectively every week.
Scripts and a follow-up process that ‘wow’ recruits before, during, and after interviews.
The agenda

The proven five-step process.

Step One
Source

Creative ways to source quality Loan Officers and build a sustainable recruit pipeline.

  • Build a Key Recruit list to track your activity
Step Two
Profile

Determine the information you need to profile recruits — personally and professionally — to ensure a potential match.

Step Three
Contact

Outreach strategies for landing the first appointment.

  • Three proven scripts for initial recruiting calls
  • Practice with an accountability partner
Step Four
Meet

A strategic four-step process for interviewing and ‘wowing’ a Key Recruit.

  • Extensive skills practice to raise your closing ratio
Step Five
Follow-up

Why persistence is the most overlooked part of the cycle.

  • Over 50 methods to follow up and close a recruit
Business tools included
  • Recruit Interview Guide
  • Key Recruits Management Tool
  • Personal & Professional Profiles
  • Key Recruiting Scripts
  • Recruiting Presentation Template
  • Comprehensive Recruiting Workbook
Proof
In one day, 28 managers generated 326 new recruits identified, 137 contacted, 47 conversations, and 31 appointments. Within 90 days, 17 Loan Officers were hired — representing $381,000,000 in production.
Results are typical for the Recruiting Workshop
How it works

Available in a variety of formats to meet the needs of any organization — in person, virtual, or hybrid/blended. Call for details. Every format includes manager pre-work, comprehensive resource materials, and four weeks of post-class accountability to ensure execution and recruiting wins.

Since the Recruiting workshop and the nine months that followed it, I hired an LO every single month so that is 9 LOs in 9 months! Here recently I've just hired three more. And currently I am talking to a branch manager and their group. So just the confidence level and the information that I used with Casey's methods have helped me build my team. I highly recommend XINNIX.

Dwight BennettBranch Manager, Fairway

One of the most powerful competitive advantages in the industry is one phone call away.

Let’s build the plan.

Book a strategy call