Mortgage Planner Coaching

What you doing now?

A quick run down of what you "should" be doing now...

Service Department

A deeper look into after closing...to generate more deals and repeat clients. Now mix in the partners with your service review to any homeowner.

Power Hour Drop Set

Top producers don’t wake up wondering who to call. They run a rhythm. Every day of the week already has a name, a list, and a purpose. Here’s the full Coaching Rhythm, exactly how we run it, starting with the one truth it’s built on: An inconsistent market-requires consistent actions. Rates move. Inventory moves. Your rhythm doesn’t.

Breaking Tuesday Updates

“Tuesday Is Not a Status Call — It’s a Conversion Strategy.” What if Tuesday wasn’t just another update…but your most powerful relationship multiplier? In this recorded session, Brad Roche breaks down how Tuesday Updates when executed with purpose can dramatically increase client trust, referral flow, and loan conversions. This is not about checking boxes. It’s about transferring confidence. 🔑 What You’ll Learn: ✅ Why Tuesday should be treated as a relationship builder, not a status obligation ✅ How to shift from checklist updates to authority-driven confidence transfer ✅ The 4-step Tuesday structure: Check the emotion before the information Deliver a concise, directional update Remove uncertainty Focus on outcomes — not tasks ✅ How to slow your updates down by 30% to increase clarity and trust ✅ Specific CCR (Current Client Referral) questions that trigger memory recall ✅ How to reinforce your role as the calm, confident guide in the transaction You’ll also see how Tuesday fits directly into the Before, During, After system and supports World Class Service execution — turning in-process clients into advocates before closing. 🚀 Why This Matters Most lenders update files. Few lenders build loyalty during the process. Tuesday Updates, when done right, activate the Frequency Illusion, create natural obligation, and move clients up the Loyalty Ladder from Client → Advocate → Raving Fan . Because the goal isn’t just to close the loan. The goal is:1 out of 3 clients referring you before they close. 🎯 Practical Execution Includes: Short, reassuring 20-second directional updates Emotion check first: “How are you feeling about everything today?” Specific referral language (not vague asking) Authority positioning without pressure Clear next-step framing to eliminate uncertainty This is execution-level coaching — not theory.

Year-End Coaching: Finish Strong. Launch Stronger.

In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered: Top referral partners by closed loans in 2025 Setting January power lunches and business planning meetings Leveraging AI for meeting follow-ups Full lead source and closing ratio breakdown Your average loan amount—and what to do with that info Brad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.

Presuppositions

shifting the way you speak for better results.

Goal Setting Planning- A look back at 2025

🚨 New Year. New Goals. No Excuses. 💥 🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide. Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen to the 2025 recap now →🔥 In this episode, I break down: ✔️ Good waiting vs. bad waiting ✔️ How to execute when the world hesitates ✔️ Why “waiting for rates to drop” is the wrong mindset ✔️ Kingdom-first goal setting (Proverbs 16:3) 🧭 This isn’t about more work—it’s about meaningful work. Let’s maximize the year with: ✅ Daily high-touch actions ✅ Faith-driven momentum ✅ The right people in your life, on purpose 💡 Who do you know who’s ready to dominate 2026? Tag a top performer. Share with your team. Let’s GO.

Presenting Keys

Shifting the Frame

Activating the Referral Wheel