🧭 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