Effective rate and margin selling
The scripts, tactics, and AI prompts that turn rate talk into value-driven conversations.
On-demand training.
Every Mortgage Planner training in one place, organized by what you’re working on. Watch live the first Tuesday of each month, catch up on the archive, or pick a topic below.
Start here
First Tuesday of each month, 10am
Tuesday Updates Live
Join Brad live each month for the market, the team’s focus, and what’s working right now.
Join liveMissed one?
Tuesday Updates archive
Every past update, including the latest, in one playlist.
Watch the archiveBiweekly
Mortgage Planner Masterclass
Recordings of the biweekly coaching calls, focused on today’s market.
Start the seriesTraining library
Filter by topic or search by name.
Sales conversations
Scripts, pricing talk, and presentations that win the deal.
7Listing agent TKO
Help your agents write a stronger offer.
Presenting to referral partners
The steps on the road to Elite Circle, with sample presentations to make your own.
Vision
What you say matters. A series on prospecting referral partners.
Say it
A training series from The Mortgage Planner.
Ring
Start the calls series.
Role playing and scripts
Practice dialogue for two key conversations.
Referral partners
Build, track, and grow the relationships that send you business.
5The ultimate referrer
Use the three-part client experience to build your best referral sources.
Faith without works
Follow the journey of wowing partners throughout a single deal.
Mortgage Planner map
Track partner and VIP relationships for planned pop-bys.
5-day referral challenge
The worksheet and workbook for the Top 50 referral challenge.
Top 100 breakdown
Nurturing the top 100 list in your sphere.
Client experience
Follow-up and touches that turn clients into raving fans.
4Mastering the follow-up
Wow your clients and partners with a plan.
5-star follow-through
Key steps to make an impact on every survey.
Reactivate mortgage approval
Build a workflow to get expired preapprovals active again.
Summer campaign series
Stay in touch with your clients all summer.
Systems and tools
Tracking, tech, and team routines that run the business.
11Tracking wisdom
Why lead tracking is key.
Getting to know AI
An introduction to using AI in your mortgage business.
Maximizing tools
Getting the most from SimpleNexus, Encompass, Remine, and Trello.
Microsoft Power BI
A flipbook guide to Power BI.
Team meetings
A bird’s-eye view of team meeting marketing action items and processes.
Team meeting notes
The breakdown of the weekly focus from our team meeting review.
Time management
Behind the scenes on time management and prioritizing tasks.
Functional branding
Make your brand work for you, built with a purpose.
Traction control
A training series from Element Marketplace.
Locker room
A training series from The Mortgage Planner.
Top 8 things every loan originator needs
The eight systems you must put in place.
Planning and goals
Set the plan, then work it week by week.
4Goal setting workshop
The workshop page, slides, weekly sprint tracker, and recordings.
Plan the new year with expectations
Map out the year ahead with clear expectations.
30% increase
Use the next 60 days to implement and tighten up your business.
Financial plan coordination
Connect with a market that thinks differently to maximize your efforts.
Mindset and leadership
Lead yourself and your team to the next level.
5Brick walls vs. open doors
How faith, persistence, and action turn barriers into new opportunities.
Steadfast stones
Back to the basics with an unshakable foundation.
The climb
Shifting the frame with The Mortgage Planner.
Level loan officer
Build your team to new levels with the 2X webinar.
Level leadership
What it takes to bring your business and team to the next level.
From the archive
Earlier sessions that still hold up.
4Do the work: a 2023 jump start
A series to start the year strong.
State of the Element
A recap of 2021 and a look ahead with Division President Larry Sutton.
Adapting to a changing market
Element top producer DeAnn Ellis and Brad Roche on tackling 2022.
Goal setting with Kevin Blair
Kevin Blair and Brad Roche on how they prepared for 2022.
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Can’t find what you need? Email ElementMarketplace@elementhl.com.
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