The Ultimate LOAdvantage

from $297.00 every month

Introducing the Ultimate LOAdvantage at a low price. Do you need graphic design, database work, presentations, email templates, social media posting, ads, video editing? We have you covered for all of this and more. The VIP is allotted at $297 per month in assistance (1-2 hours per week) or you can get the unlimited assistance for anything and everything you need- when you need it for $997 per month. Includes monthly review call with The Mortgage Planner.

(For existing member only, purchase membership here)

Options:

Strategic Planning: Before, During and After

Our approach to strategic planning isn’t just about managing loans—it’s about breaking down your business in a way that drives consistent, high-quality referrals.

We teach you how to take control of the client experience before, during, and after the loan to maximize every opportunity for growth:

Before: Position yourself as a Mortgage Planner, not just a loan officer. We’ll show you how to set expectations, communicate your value, and open the door for referrals right from the start.

During: Keep your clients and referral partners engaged throughout the process with key touchpoints and intentional value-adds designed to spark introductions and repeat business.

After: The transaction may be done, but the relationship isn’t. We guide you through systems that keep you top of mind long after closing—so your pipeline keeps filling with repeat and referral clients.

This isn’t just theory—it’s a repeatable, proven system that helps you analyze your business, tighten your focus, and generate more referrals with less effort.