Tuesday Update with The Mortgage Planner

Replay of Tuesday Updates LIVE from August 13, 2024. Brad works through the week's pipeline with his team: what is moving, where deals are stuck, and the follow-up that turns conversations into closings. This is the Tuesday rhythm that keeps a mortgage business producing, shown exactly as it runs. Join Tuesday Updates LIVE every Tuesday at 10 AM Eastern.

Get the free training: TuesdayUpdate.com

Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.

Coaching Unplugged Ep 4

Coaching Unplugged, episode 4. Listen in on a real coaching call with one of our members: the production questions, the stuck points, and the exact next steps Brad gives. No theory, just the work loan officers are doing inside Mortgage Planner Coaching every week.

Get the free training: TuesdayUpdate.com

Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.

Coaching Unplugged Ep 3

Coaching Unplugged, episode 3. Take an inside look at a real coaching call with Brad: how a member's pipeline gets reviewed, where the opportunities hide, and the plan that comes out of the session. This is what coaching inside the Mortgage Planner system sounds like.

Get the free training: TuesdayUpdate.com

Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.

Wow Series Ep 3

Episode 3 of the WOW Series. Brad breaks down the systematic approach to wowing clients and partners in the After phase, when most loan officers have already moved on. This is where repeat business and client-to-client referrals are won: the touches, the timing, and the service follow-through that keep you unforgettable. Watch episodes 1 and 2 first for the Before and During phases.

Get the free training: TuesdayUpdate.com

Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.

The WOW Series Ep 2

Episode 2 of the WOW Series. The systematic approach to wowing clients During the loan process: proactive updates, no surprises, and communication that makes borrowers and agents feel taken care of from contract to closing. Start with episode 1 for the Before phase, then episode 3 for After.

Get the free training: TuesdayUpdate.com

Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.

The WOW Series Ep 1

Episode 1 of the WOW Series. Take your business to the next level with a systematic approach to WOWing clients and partners Before, During, and After the process. In this first episode Brad lays out the Before phase: how to set expectations and create confidence before a client ever signs. Then watch episode 2 (During) and episode 3 (After) to complete the system.

Get the free training: TuesdayUpdate.com

Mortgage Planner Coaching with Brad Roche, The Mortgage Planner. Coaching, systems, and scripts for loan officers who want more referrals and more funded loans.