Congratulations, not all loan officers make it here!

Let's get you booked for your Mortgage Strategy Session!

First Name *

Last Name *

Cell Phone *

Email *

NMLS ID # *

Instagram Profile Name *

How Did We Connect: *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Let's confirm you are filling this out to learn more about hiring a mortgage business coach to guide you in growing your mortgage business, closing more mortgage transactions, and creating better wealth. *

Yes

No different than when you talk with your mortgage applicants, if you are the sole decision-maker of your budget, mark YES. However, if you need to review your decisions with others, mark YES and include them on your scheduled call. *

Yes - I make my decisions.

Yes - I must include my business partner or spouse on the call.

No - I do not control my budget, cancel this meeting request.

Are you currently a full-time mortgage loan originator or ready to invest in becoming one? *

Yes

How many years have you been in the industry? *

How much volume did you fund last year? *

How much are you currently making as a mortgage loan originator each month? *

$2,000 - $5,000

$5,000 - $7,500

$7,500 - $10,000

$10,000+

What amount of volume are you trying to get to annually? *

What would your income goal be if you had a more innovative business model to bring in more referral sources and close more transactions? *

$10,000/mo

$20,000/mo

$30,000/mo

$40,000/mo

👉 Be 100% honest - what stops you from hitting your monthly income target today? *

This is not a charity, so if the strategy we map out for you on your first call fits your needs to build more wealth, are you ready to invest in yourself to scale your business? *

Yes - I will find a way to invest in myself - Proceed

No - I do not have the means to do so right now - Disqualify Me

Very last question, and then you can schedule your call with us. Will you be 100% ready to take notes at the booked time you select, on your computer, not in your car? *We DO NOT reschedule no-shows. *

Yes - I will NOT miss my call

No - I cannot make this call