The Mortgage Planner Membership Suite
The Mortgage Planner Business Planner
Comprehensive Business Planning Support
Dedicated Email Concierge Team
Assistance and Guidance for Effective Implementation
Extensive Training Resources Before, During & After
Access to Over 50 Courses, Complete with Training Videos and Forms
Full Canva Link Template for designs and tools
Live Weekly Tuesday Updates
Stay Informed with Timely Updates from The Mortgage Planner each week
Full Canva Link Template for designs and tools
Presentations, Scripts, Processes, Technology, Programs, and Team Checklists
Streamlined Loan Partner Support & Training
Contracts, Checklists, and Flowcharts to Optimize Collaboration
Exclusive Mortgage Planner Podcast Access
Be the First to Access the Mortgage Planner Podcast
Effortless Lead Tracking and Reporting
Stay on Top of Leads and Provide Partner Reports with Automation
Structured Daily Routines and Team Meeting Formats
Enhance Productivity with Structured Daily Routines and Effective Team Meetings
Focus on Dollar-Productive Time
Maximize Efficiency and Reduce Work Hours
Proven Cross-Selling Strategies
Boost Referrals through Effective Cross-Selling Systems
Systematic Client Service Excellence
Deliver Consistent WOW Service to Clients Throughout and Beyond the Mortgage Process
User-Friendly Systems
Easy-to-Use Systems that Have Kept Brad in the Top 1% for 30 Years and Facilitated Over $1 Billion in Mortgage Closures
Full Time Design Team
Full access to The Mortgage Planner Marketing Design Team with turn times typically the same day (additional fee)
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.
BEFORE
DURING
AFTER
FEATURED PODCAST
TUESDAY UPDATES
FOR LOAN ORIGINATORS
CATCH UP WITH BRAD AND HIS TEAM TO SEE WHAT THEY ARE WORKING ON EACH WEEK TO MAXIMIZE RESULTS.
WEBINAR TRAININGS & CONTENT INCLUDED
