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Mortgage Certification + Mortgage Sales Training + Mortgage Technology = Better Results

Mortgage Certification

The Certified Mortgage Planning Specialist (CMPS) designation is the first, and most widely recognized mortgage planning certification in the industry. We certify loan originators and loan officers in five essential mortgage planning skills:

  • Mortgage & Real Estate Taxation - how and why to understand the tax implications of various mortgage strategies, and how to work as a team with CPAs, attorneys and financial advisors
  • Housing, Financial & Mortgage Markets - why interest rates fluctuate, and how to simplify and explain the housing, financial and mortgage markets
  • Cash Flow Planning for Homeowners & Buyers - how to help borrowers reduce debt, improve cash flow and identify mortgage planning opportunities around retirement planning, college funding, elder care, and other life events
  • Cash Flow Planning for Real Estate Investors - how to help real estate investors compare options and evaluate the impact of various mortgage strategies on their rate of return
  • Ethics, Compliance & Daily Habits - how to create and implement your personal business plan that's fully compliant with mortgage laws and regulations

Mortgage Sales Training

We've found that most mortgage loan originators don't have a sales plan. Or if they do, it doesn't get implemented consistently. Our Mortgage Sales Training, Mortgage Sales Coaching & Mortgage Marketing System helps you to unlock the lifetime value of a customer and the lifetime value of each strategic relationship you develop. We'll help you define, measure and improve the performance of your strategic partnerships with:

  • Borrowers
  • Real Estate Brokers & Agents
  • Builders
  • Realtors® & builders who have in-house mortgage companies
  • Financial Advisors & Wealth Managers
  • Insurance Professionals
  • CPAs & Tax Advisors
  • Divorce & Bankruptcy Attorneys
  • Estate Planning & Real Estate Attorneys
  • Other Collaborative Professions

Mortgage Technology

Our built-in Mortgage CRM gives you a sales and action item dashboard where you can save time, convert more leads, track your progress. Sales coaches and branch managers can use our dashboard to help your team set goals and implement the action items necessary to achieve those goals. In short, we've married training and coaching with technology to give you better results. You'll be able to define and implement the action items necessary to:

  • Increase your purchase loan volume
  • Increase your average loan size
  • Improve your lead-to-closing ratio

Equally as important, you'll be able to track your results and make adjustments as necessary. Our implementation resources, flow-charts, business planning help you to figure out:

  • How many closings you need to earn your target income goal;
  • How many face-to-face meetings and phone conversations you need to reach your closings goal; and,
  • How many contacts you need to make to reach your appointments goal.