Momentifi for Mortgage Loan Officers

Get Daily Expert Content to Attract Clients and Referral Partners, Stand Out from Your Competition & Close More Loans.

For Loan Officers:

  • 1:
    Attract Your Ideal Clients
    Get daily expert mortgage marketing content to attract qualified borrowers and top referral partners in today’s super-competitive market.
  • 2:
    Stand Out from Your Competition
    Be recognized and build your personal brand as the #1 expert in your market through our CMPS® certification and daily market stories, personally branded with your info.
  • 3:
    Grow Your Mortgage Business
    Use our training courses, business planning templates and daily coaching system to implement top producer best practices and close more loans.

What if you already have marketing content or training programs?

Great! Our content is different. Think of us as your personal expert marketing assistant. You’ll get:

  • 1:
    Daily Market Stories
    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.
  • 2:
    CMPS® Certification Course
    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.
  • 3:
    Business StorySeller Course & Daily Coaching
    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.
Kimberly Allen
I feel like I am now able to stand out above my competitors and keep my clients and partners for the life of my career with this knowledge.

Don't Let the Competition Drown You Out.

The average consumer is exposed to over 4,000 ads per day, and the largest advertiser in the mortgage industry spent over $1.2 billion on marketing last year. Don’t miss your chance to be a source of daily expert content for borrowers and referral partners.

How is this different than other marketing content or training courses?

  • 1:
    Unique Story Format
    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.
  • 2:
    Ability to Teach CE Classes
    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.
  • 3:
    Relevant for the Modern Mortgage Journey
    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.
Brad Dombrosky
When I went through the training to earn the CMPS® designation, I was impressed with the information that I learned along the way, especially considering I had been in the mortgage industry for 17 years at the time. Now, I look forward to the daily market updates. The Daily Market stories keep me informed about what’s going on in the markets and give me content to put together weekly videos that I post on social media. I highly recommend Momentifi!

Don't Let Your Business Burn You Out.

Over 70% of the loan officers we surveyed experienced burn-out last year. There is a better way: over 9,000 top producers have benefited from our high-performance sales training and coaching system… don’t miss your chance!