The Art of Prospecting
The Rhythm of Referrals
A practical guide for identifying, qualifying, engaging, persuading, and closing referral partners
Services
ProspectPulse™ is a customized end-to-end sales rhythm that takes the guess work out of prospecting, eliminates call reluctance, and allows you to systematize your prospecting efforts. We also provide coaching, mentoring, development opportunities, and online courses.
Our flagship program. The complete prospecting rhythm that guides loan officers to systematically develop multiple new referral partners. Every sales activity, outreach, and follow-up is strategically ordered, scheduled and carefully scripted. We offer both monthly and annual subscriptions for individual loan officers as well as customized group engagements.
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The Rhythm of Referrals
Coaching & Mentoring for loan officers & managers. Customized for your team or organization. We leverage years of experience mentoring thousands of loan officers through the best market of all time, the worst market of all time, and all the in-between. The Five Foundations of originator success are: Time Management, Lead Generation, Process, Scale, & Mindset.
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Five Foundations Coaching
Self-paced online learning platform covering each of the Five Foundations: Time Management, Lead Generation, Process, Scale, Mindset. We offer short courses for each individual foundation, a 12-week comprehensive course that guides loan officers through all five foundations, and provide custom group engagements that can be blended with coaching & mentoring.
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Online Courses
Fine Tune Your
Prospecting . Process . People
Testimonials from Loan Officers
Scott Groves
"ProspectPulse™ has knocked it out of the park for finding a succinct & strategic way for loan officers to get the at-bats they need to generate leads. Amazing. I definitely endorse the product!"
Jamie Crabtree
"Everyday I know who to call and the scripting is fantastic! I booked 5 meetings with agents in the first week and went on from there. I'ts been great for my business!"
Tim Vaughan
"I've gotten a pre-approval from one of the A agents and they're putting in an offer tonight. Got a message from a C agent asking for my contact information. I wish I had done this years ago!"
TJ Barker
"If you're a loan officer who srtuggles with call reluctance, like I have my entire careeer, ProspectPulse™ is an absolute game changer. Whether you're new to the industry or just need a fresh approach, ProspectPulse™ is absolutely for you. I give it my highest endorsement."