ProspectPulse™ | loan officer systems
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The Art of Prospecting

The Rhythm of Referrals

A practical guide for identifying, qualifying, engaging, persuading, and closing referral partners

About

ProspectPulse™ is your guide on the journey of developing new referral partnerships and expanding your origination business. We show you exactly how to start from scratch and build a stable of real estate agents sending you business. 

step-by-step process flow chart with if this/then that workflow for prospecting real estate agents

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."

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