Master the 4 Core Pillars to Double Your Closings
Without Overworking
Unlock the blueprint for consistent closings, more time freedom, and higher profits
—without the guesswork.
Limited Seating Only 43 total spots available!
I’m excited to personally invite you to an exclusive training event that will transform the way
you approach your mortgage business.
For the first time ever, this event will be held right here at my own office,
giving you a behind-the-scenes look at what’s working in today’s market.
2 Full Days To Show You
How To Close More
Purchase Loans
Event Location:
Success Mortgage Partners
(Carl's Mortgage Office)
1200 S. Sheldon Road
Plymouth, MI 48170
Preferred Hotel:
Saint John's Resort
44045 Five Mile Road
Plymouth, MI 48170
**Preferred hotel 1.5 miles from event location.
Event Dates:
July 17 & 18, 2025
Event Times:
Thursday
8:30am-5:30pm
Friday
8:30am-3:30pm
Cost:
$497
**Lunch will be provided on-site.
The proven blueprint of scripts, emails, texts, and the real “Loan Getting Activities”
Ways to get more loans without taking away from your family time on nights and weekends.
You’ll Learn:
- Daily Success Plan – The exact daily actions top LOs use to win more deals.
- Branding for Loan Officers – Stand out as the go-to expert in your market.
- AI Hacks – Use smart tools to save time and boost production.
- Rapid Production Ramp-Up – Go from a slow month to a full pipeline — fast.
- Reactivating Past Databases – Turn old contacts into new closings.
- Follow-Up Refer Back Program – A simple referral system that keeps deals flowing.
- Google Referral Strategies – Get found online and bring in local leads.
- Crafting Elevator Pitches – Say what you do in a way that gets attention.
- Mortgage Niches – Win more business by serving unique borrower needs.
- Realtor Referral Techniques – Build agent relationships that actually send referrals.
Who we are:
We are a group of highly experienced loan officers, branch managers, and all around cool people who hang out with cool people. We know the challenges of the journey in the mortgage industry, and we want to help loan officers like you discover the road to freedom. It’s our mission to care, guide, and share proven (like, actually proven by thousands of top-producing LOs) the activities that deliver the best results.
We have created the top loan officer coaching program in the United States that has helped countless loan officers become very successful in their businesses (consistently).
What We believe:
We believe it’s okay to ask for help when you need it. We believe that leveraging the time and talent of others is the best way to grow your business.
We believe in learning for successful mortgage professionals who have used these processes themselves and now strive to see our members thriving in today’s market.
Most of all, we believe in having the freedom to spend time with those you love, while actually making more money than you ever thought possible. There’s no reason to work 12 hours a day, 7 days a week to be successful. We’ll show you how “not” to do that.
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