Mortgage Planner Coaching with Brad Roche

Build a mortgage practice that runs on referrals.

The systems, scripts, and marketing behind more than $2 billion in closed loans, from a planner who is still producing every day.

Find your fit Explore MP360
Brad Roche, The Mortgage Planner
“Loan originators become great when they perfect the mortgage process. They become masters of their craft when they perfect the client experience.”
Brad Roche, The Mortgage Planner
  • 10,000+mortgages closed
  • $2B+in closed loans
  • 30+ yearsas a top producer
  • 90%of his business from referrals

Ways to work with The Mortgage Planner

Start where your business is today. Every option is built on the same Before, During, and After system.

MP360

The complete system, $147/month

The CRM built for mortgage planners, the AI360 assistant that helps you run it, MPGPT coaching on demand, and Access Membership, all in one.

See MP360

Access Membership

Content and training, from $27/month

Courses, scripts, templates, and referral processes, plus live sessions with Brad and the team. Already included in MP360.

Compare plans

One-on-One Coaching

For originators producing $15M+ a year

Private sessions with Brad, bi-weekly coaching calls, full MP360 access, and accountability over a six-month commitment.

See coaching

LO/Advantage Marketing

From $297/month

Your marketing team without the overhead: video, design, CRM setup, and social media, working hand in hand with you every day.

See LO/Advantage

Choose your plan

Start with the training, or get the complete system. MP360 includes the full Access Membership.

Access Membership

Content and training

Save $67 a year

$257/year

About $21 a month, billed yearly.

$27/month

Billed monthly.

  • Training courses, scripts, and templates
  • Live sessions with Brad and the team
  • Canva designs and email support
  • MP360 CRM
  • AI360 assistant
  • MPGPT, your 24/7 AI coach
  • The Mortgage Planner book, in hard copy
Join Access Membership

MP360

CRM, AI tools, and Access Membership

Two months free

$1,470/year

$122.50 a month, billed yearly.

$147/month

Billed monthly.

  • Access Membership: everything included
  • MP360 CRM
  • AI360 assistant
  • MPGPT, your 24/7 AI coach
  • The Mortgage Planner book, in hard copy
Join MP360

Learn from Brad for free

  • Tuesday Updates Live

    Brad goes live the first Tuesday of each month at 10 AM Eastern, plus bonus Tuesdays, sharing his current projects and an introduction to the system. Open to members and non-members.

    Subscribe

  • 4thePlan Podcast

    Inspiration and practical tactics for loan officers who want to grow by referral. Listen or watch wherever you like.

    Apple Podcasts iHeart YouTube

Not sure where to start?

Book a quick call with our team. We’ll look at where your business is today and point you to the right fit.

Book a call