Be the #1 expert in your market using our daily Market Stories. You’ll get fresh content every day delivered via email to your inbox. Plus, you'll also get access to our entire library of mortgage marketing content. The content includes topics that are relevant to both consumers and referral partners. Each daily market story is branded with your info so you can easily post to social media or use as a script for marketing videos. You'll become an instant and consistent source of expert content to borrowers and referral partners.

Become a modern trusted advisor to your clients and referral partners with our Certified Mortgage Planning Specialist (CMPS®) designation. It's the only financial literacy course of its kind in the mortgage industry, covering a wide range of modern mortgage planning topics (not just mortgage-backed securities). You will get scripts and templates for client consultations, referral partner meetings, and scripts to overcome common objections. We’ve had over 9,000 graduates of our courses and coaching programs over the years, and many of them have gone on to become top producers.

Learn how to use archetypes and story structure to overcome objections and get better results with borrowers and referral partners. Each daily coaching email comes with sales tactics to grow your mortgage business or leadership tactics to improve your leadership and communication skills. Our daily coaching is relevant and immediately applicable to your everyday business, even (especially) if you already have a coach or sales trainer.

The content in our daily market stories is diverse and covers a wide range of topics including economic updates, housing market updates, and stories for first-time homebuyers, move-up homebuyers, and real estate investors. You'll also get content designed to attract real estate agent and financial advisor referral partners. Each market story is branded with your info so you can easily post to social media or use as a script for marketing videos. You'll easily become a consistent source of relevant content to clients and referral partners.

We’re a licensed school and continuing education provider in over 20 states. We’re also an approved continuing education provider with the CFP® Board of Standards and National Association of State Boards of Accountancy (NASBA). Once you get CMPS®-certified, you’ll be accredited to teach continuing education courses for CPAs, financial planners in all 50 states, and real estate agents in over 20 states. This helps you to stand out from your competition and build relationships with top referral partners in your market.

Our CMPS® Certification is the industry's premier online self-study financial literacy course that equips you to be a modern trusted advisor to borrowers and referral partners. Your membership also includes our Business StorySeller course and daily coaching system with templates to create a high-performance sales process. You'll get scripts and templates for client consultations, referral partner meetings, and scripts to overcome common objections.