One-On-One Coaching
Brad continues to actively engage in daily mortgage origination, consistently achieving impressive results month after month. He shares his foundational platform and the latest marketing strategies through bi-weekly recorded sessions, meticulously transcribed to help you become a true master of your craft. Additionally, those who opt for one-on-one coaching receive personalized guidance in either 30-minute or 60-minute sessions, complemented by full access membership to The Mortgage Planner Locker Room Portal. It's important to note that the coaching program operates on a six-month commitment basis.
Commitment to Progress: Stay on track with consistent accountability and guided learning.
Regular Bi-weekly Coaching Calls: Engage in personalized sessions designed to drive your growth and success.
Comprehensive Access: Enjoy unlimited membership access to our extensive site resources.
Strategic Branding: Develop a brand that maximizes productivity and impact.
Time Optimization: Focus on activities that generate revenue and enhance efficiency.
Collaborative Growth: Foster team building and assign targeted tasks for collective advancement.
Steady Business Development: Build a stable business foundation to reduce volatility.
Effective Client Engagement: Implement streamlined cross-selling strategies to attract both partners and clients effectively.
Elevate your business with our one-on-one coaching, where personalized guidance meets strategic growth.
Ready to elevate your mortgage business to the next level? Take the first step towards transformation by scheduling a platform call. Discover how The Mortgage Planner Coaching can unlock your business's full potential and propel you to new heights in the mortgage industry. Let's embark on this journey together and explore the possibilities for your mortgage business.
Ready to Start Coaching!
Whether you're looking to grow referrals, work fewer hours with more production, or finally build the systems your business needs to scale, The Mortgage Planner Coaching Experience is your next step.
👇 Select a coaching track below to begin your journey:
🧭 The Mortgage Planner Elite Coaching Experience
For Loan Officers Ready to Do Less & Earn More — On Purpose.
Join Brad Roche, "The Mortgage Planner," in this results-driven coaching program designed to elevate your career and impact without increasing your hours.
✅ What You’ll Receive
🔄 Biweekly Coaching Calls with Brad
Live, high-impact sessions focused on real-time solutions, market navigation, and next-step accountability.
🧱 Accountability Built In
You won't just plan — you'll implement. Our framework keeps your goals, tasks, and progress in motion, not theory.
🕐 Work Less. Earn More.
Harness Brad’s Dollar Productive Time System to cut hours while increasing production. Less hustle, more impact.
⚙ Proven Systems from a Top 1% Originator
Get access to the same Before, During & After strategies Brad used to stay nationally ranked for 26+ years.
📈 Boosted Client Referrals
We coach you to drive referrals during the loan — not just after. Built-in WOWs, CCR asks, and triangle-of-trust scripting.
💼 Team Building for Growth
Scale with structure. You’ll learn to align your team with daily, weekly, and monthly revenue activities.
🔗 Cross-Sell Systems That Work
From CPAs to insurance and legal — grow a multi-referral ecosystem with plug-and-play scripts and concierge-level follow-up.
💬 “This isn’t theory. It’s the system I used to close 178 loans my first year in a new market — and repeat that success over two decades.”
— Brad Roche
🧭 The Mortgage Planner Elite Coaching Experience
For Loan Officers Ready to Do Less & Earn More — On Purpose.
Join Brad Roche, "The Mortgage Planner," in this results-driven coaching program designed to elevate your career and impact without increasing your hours.
✅ What You’ll Receive
🔄 Biweekly Coaching Calls with Brad
Live, high-impact sessions focused on real-time solutions, market navigation, and next-step accountability.
🧱 Accountability Built In
You won't just plan — you'll implement. Our framework keeps your goals, tasks, and progress in motion, not theory.
🕐 Work Less. Earn More.
Harness Brad’s Dollar Productive Time System to cut hours while increasing production. Less hustle, more impact.
⚙ Proven Systems from a Top 1% Originator
Get access to the same Before, During & After strategies Brad used to stay nationally ranked for 26+ years.
📈 Boosted Client Referrals
We coach you to drive referrals during the loan — not just after. Built-in WOWs, CCR asks, and triangle-of-trust scripting.
💼 Team Building for Growth
Scale with structure. You’ll learn to align your team with daily, weekly, and monthly revenue activities.
🔗 Cross-Sell Systems That Work
From CPAs to insurance and legal — grow a multi-referral ecosystem with plug-and-play scripts and concierge-level follow-up.
💬 “This isn’t theory. It’s the system I used to close 178 loans my first year in a new market — and repeat that success over two decades.”
— Brad Roche