The Mortgage Planner Membership Suite

$497.00

Every year

Gain access to exclusive video training that includes essential forms for both sales and systems. Our content is meticulously organized to guide you through every stage of the mortgage process, from initial planning to post-mortgage activities. Each phase is thoughtfully dissected, complete with scripts, checklists, presentations, and podcasts to support your growth. Enjoy an extensive library with over 100 downloads in every facet of your business. Furthermore, our member site receives daily updates, ensuring you stay abreast of the latest coaching and market insights tailored for today's dynamic environment.

The Mortgage Planner Membership Suite

Unlock a wealth of resources and support with our comprehensive membership package designed to elevate your mortgage business:

Comprehensive Business Planning Support: Navigate your business journey with expert guidance every step of the way.
Dedicated Email Concierge Team: Enjoy personalized assistance to ensure seamless communication and implementation.
Extensive Training Resources: Access a rich library of training materials available before, during, and after your membership journey.
Over 50 Courses: Dive into a wide array of courses complete with training videos and essential forms.
Exclusive Canva Templates: Utilize full Canva link templates for professional designs and tools.
Live Weekly Tuesday Updates: Stay informed and engaged with timely updates from The Mortgage Planner.
Presentations & Scripts: Receive ready-to-use presentations, scripts, processes, and team checklists to streamline operations.
Loan Partner Support & Training: Benefit from specialized training to enhance your loan partner's performance.
Contracts & Flowcharts: Optimize collaboration with structured contracts, checklists, and flowcharts.
Exclusive Podcast Access: Be the first to access The Mortgage Planner Podcast for the latest insights and strategies.
Effortless Lead Tracking: Automate lead tracking and reporting to keep partners informed and engaged.
Structured Daily Routines: Boost productivity with effective daily routines and team meeting formats.
Focus on Dollar-Productive Time: Maximize efficiency and reduce work hours with proven strategies.
Cross-Selling Strategies: Enhance referrals with effective cross-selling systems.
Systematic Client Service: Deliver exceptional service consistently throughout and beyond the mortgage process.
User-Friendly Systems: Leverage easy-to-use systems that have kept Brad in the top 1% for 30 years, facilitating over $1 billion in mortgage closures.
Full-Time Design Team: Access our marketing design team for quick turnarounds (additional fee applies).