Partner Resource Downloads

Mortgage Planning Guide
Setting the expectations for a World-Class mortgage experience!

THE GAP AND THE GAIN
Building your progress and happiness entirely on how your brain works for you.




IRREFUTABLE
The 5 Principles of High-performance Mortgage and Real Estate Practices


The Ultimate Real Estate Success Secret
The most reliable, step-by-step way to grow your real estate production 33% to over 400% each and every year.
Learn more about every step of the process.

Morning Routine Checklist
The purpose of the MORNING ROUTINE is to GET YOU OUT OF SURVIVAL MODE. You do that by giving yourself space in the morning to orient yourself with the person you intend to be. You also orient yourself toward your highest goals and priorities.

Buyer Agent Introduction Script
This script can help jumpstart the pre-approval process. Use this introduction script to make the referral process easier.

Your Focus Plan
Your Focus Plan is a simple guide to help you stay focused on what matters most to you in a busy and ever changing world.

6 Agent Questions
6 questions that realtors should ask themselves to better understand their business and how they can improve.

Realtor Greatness Tracker
This convenient spreadsheet will help you track your activity, hold yourself accountable, and grow your business!
Complete this tracker every week to see how you are doing and evaluate where you have room for improvement.

The Weekly Real Estate Sales Test
Weekly implementation and your mindset can create sustainable income and quality relationships for your long-term success.
Take this quick weekly quiz and see if you are doing everything you can to grow your business.

The 2/1 Seller Paid Buydown
A new tool for real estate agents to compete with raising interest rates.

10 Ways to Maximize Mortgage Coach in a Purchase Market
Become a Proactive Marketer vs. Reactive Marketer!

Lead Conversion
The Psychology, Art and Science of Converting a Lead to a Commission Check
By Joe Stumpf

High Trust Selling
“TRUST is the single most important factor in getting a Yes, No, or Maybe in ANY sales conversation.”
What to expect from this eBook:
- The Power of Trust
- The High Trust Interview: Step 1
- The High Trust Interview: Step 2
- The High Trust Interview: Step 3
- Top Relationship Building Questions

Make Your Offer Stronger
More than a pre-approval letter our digital pre-approval portal will walk the selling agent through your offer, your buyer's finances, and why they should except your offer.
Going the extra mile doesn't require extra effort. You just need a loan officer who understands the importance of your offer getting accepted.