"Loan Originators become great when they perfect the mortgage process...They become a master of their craft when they perfect the client experience."  

Welcome to Mortgage Planner Coaching

At Mortgage Planner Coaching, we've redefined success in the mortgage industry with over 10,000 mortgages closed and more than $2 billion in production. Led by Brad Roche, The Mortgage Planner, our coaching program is designed to empower loan originators with comprehensive systems and strategic marketing processes. We focus on maximizing the value of every contact and fostering client referrals throughout the mortgage journey.

One-on-One Coaching:

Experience the transformative power of personalized coaching. Brad offers exclusive one-on-one coaching for Loan Originators with an annual production of over $15 million. This tailored approach ensures you receive the insights and strategies needed to elevate your business.

LOAdvantage Marketing Partner:

Our Loan Officer Advantage (LOA) Marketing Partner service is here to support your marketing efforts, helping you streamline processes and boost client and past client engagement. Working daily, hand and hand with you to impliment! (membership or one on one coaching required)

Membership-Only Content:

For those striving to reach the $15 million mark, our membership provides access to exclusive content and strategies. Join our community to start implementing effective techniques and make weekly connections with Brad and team setting the stage for your most successful year yet.

Weekly Tuesday Updates:

Stay ahead with our Weekly Tuesday Updates, open to both members and non-members. Tune in every week at 10 AM Eastern as Brad goes live to offer an insightful introduction to our system and share his current projects with members and within his own business. These sessions perfectly complement our membership, equipping you with the tools and knowledge for effective implementation. It's also a fantastic opportunity to get to know Brad and our system better.

Not a Member Yet?

Discover more by subscribing to www.TuesdayUpdates.com. Join us and explore how our coaching and membership can transform your mortgage business.

Tuesday Updates

Join The Mortgage Planner LIVE each week Tuesdays at 10am eastern.

4thePlan Podcast

Join our podcast community for inspiration and actionable tactics to elevate your journey. Subscribe now and stay empowered!

Facebook Group

Follow us on Facebook and join our private group for mortgage originators to grow your marketing.