·         Introduction and Overview

•         Review Questionnaire

•         What A Coach Is and Is Not

·         Evaluation of The Present

•         Skills

•         Understand Some Change May Be Slow

·         Primary Focus

•         Getting Clear On What You Want  and Absolutely Desiring the Outcome

•         Create a Workable Plan

•         Create a Workable Schedule

·         Habits

•         Planning

•         Focus/Intention

•         Gratitude, Magnitude, Latitude

•         Commandments for Human Relations

·         Tracking Numbers

•         Total of Originations YTD

•         YSP Yield Spread Premium

•         Origination Fees

•         Closed Loans

•         Loan Denials

•         Loans Relocated

•         Current Pipeline

•         Income

•         Earnings Projections

·         Learning to Work Efficiently Solo

·         Learning to Delegate

 

·         Skills

•         Originations

•         Prospecting

•         Scripts

•         Lead Follow-Up

•         Presentations

·         Stages of Development

•         Formulation

•         Concentration

•         Momentum

•         Stabilization

•         Breakthrough

•         Mastery

·         Life Equities

•         Life Mission Statement

•         Business Mission Statement

•         Mental/Emotional

•         Physical

•         Family

•         Professional

•         Spiritual

•         Educational

•         Personal

•         Financial

•         Social

·         90 Day Business Plan

 

Mortgage Broker Coaching Program Outline