One-on-One Coaching with Brad Roche
$2 billion in closed loans. Still producing.
Brad isn’t teaching from the sidelines. He still runs a full mortgage business and closes loans month after month, using one proven, referral-based system. In one-on-one coaching, he works directly on yours with a structured plan built on the same systems, scripts, and marketing he uses himself.
- 10,000+mortgages closed
- $2B+in closed loans
- 30+ yearsin the business
What’s included
Everything you need to learn the system, put it to work, and stay accountable while you do.
Private sessions with Brad
Personal coaching in 30- or 60-minute sessions, focused on your business, your numbers, and your next move.
Bi-weekly coaching calls
Brad’s core platform and his latest marketing strategies. Every session is recorded and transcribed, so you never miss one.
Full Locker Room access
Complete membership to The Mortgage Planner Locker Room Portal, with every training, script, and template.
A six-month commitment
Real change takes more than a few calls. Six months gives you time to build the system and see it pay off.
The full MP360 system and CRM
Complete access to MP360, the CRM built for mortgage planners, so everything you build with Brad runs in one place: partners, deals, follow-up, and annual reviews. See MP360
What we’ll work on together
Accountability that sticks
Regular check-ins and guided learning keep you moving forward between calls.
Time spent on revenue
Focus your week on the activities that actually produce loans, and stop losing hours to the rest.
A brand that works for you
Build a personal brand that brings in business instead of just looking good.
A team that runs
Build your team and hand off the right tasks, so the business doesn’t depend on you doing everything.
A steadier business
A referral foundation that holds up in any rate environment and smooths out the highs and lows.
More from every relationship
Simple cross-selling processes that win more business from your partners and past clients.
Coaching from an investor and business owner
Brad doesn’t just finance real estate. He has owned it, rehabbed it, and built it from vacant land, and he has owned and run more than 16 businesses. He shares all of it, the good, the bad, and the ugly, so you can guide investor clients with real experience behind your advice.
- 100+single-family homes owned
- 100+fix-and-flip projects
- 16+businesses owned
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Village Place
Mixed-use development with 30,000 square feet of office and retail space and 25 single-family homes.
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Huntington Hills
A 28-home single-family neighborhood that sold out on location and design.
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City Place Condominiums
Three-story urban condominiums in downtown Kalamazoo, Michigan.
What that means for your coaching: practical insight on working with investors, using LLCs, and planning for retirement through real estate, plus the business side of building a team and a company that lasts. See Brad’s investment projects
Is one-on-one coaching right for you?
One-on-one coaching
Built for loan originators producing over $15 million a year who want Brad’s direct, personal guidance to grow from there.
Not at $15 million yet?
The Mortgage Planner Membership gives you the same system, scripts, and trainings to get there. See membership
Common questions
How long is the coaching commitment?
Coaching runs on a six-month commitment. That gives you enough time to put the system in place and see the results.
How long are the private sessions?
You choose 30-minute or 60-minute one-on-one sessions with Brad.
What if I miss a bi-weekly call?
Every bi-weekly session is recorded and transcribed, so you can catch up anytime.
What happens on the discovery call?
We look at where your business is today, where you want it to go, and whether one-on-one coaching is the right fit.
Start with a discovery call.
Talk through your business with us and see what one-on-one coaching could change in the next six months.