Mortgage Sales Training | Mortgage Marketing Content | CMPS Certification

Be the #1 Mortgage Expert in Your Market.

Convert more borrowers.
Beat your competition.
Grow your mortgage business.

For Loan Officers and Mortgage Brokers

Individual Membership

Use our StorySelling System to:

  • Overcome objections and articulate your unique value to borrowers and referral partners
  • Win more deals in today’s hyper-competitive market
  • Save time, be more productive, and close more loans

For Banks and Mortgage Companies

Enterprise Membership

Use our StorySelling System to:

  • Differentiate your loan officers in today’s hyper-competitive market
  • Equip your team with new skills and resources to close more loans
  • Quickly roll out expert content without tying up your marketing team and internal resources
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.
Carey Riel
Gibran did an excellent job bringing current events into today's marketplace. He was able to introduce new ideas and strategies to help clients. I look forward to implementing all of the tools into my daily routine!
Jim Brown
We wanted to differentiate ourselves from our competition and stay in front of clients and referral sources with personal branding from our loan officers. Momentifi helps us to do this so we can benefit from the lifetime value of our customers vs. a one-time transaction.

Includes our CMPS® Certification Course and Advanced Training in the Five Key Areas of Mortgage Planning ($950 value):

Mortgage & Real Estate Taxation

 

  • How to use little-known tax rules to benefit clients, generate financial advisor referrals and close more loans.
  • Includes a deep dive into mortgage interest deductions, the gift tax, and the capital gains tax.

Financial, Housing, & Mortgage Markets

 

  • How to understand and simplify the mortgage and real estate market, and how to overcome objections using market data.
  • Includes a deep dive into interest rate and economic trends, the bond market, the Federal Reserve, housing demographics, and housing market trends.

Cash Flow Planning for Homeowners & Buyers

 

  • How to benefit clients and convert more leads using loan comparisons and case studies.
  • Includes illustrations and calculators for the cost of waiting, buy vs. rent, cash vs. mortgage, and debt consolidation.

Cash Flow Planning for Real Estate Investors

 

  • How to benefit real estate investors using loan comparisons and case studies.
  • Includes illustrations and calculators for cash flow comparisons and rate of return analysis.

Ethics, Compliance, and Business Planning

 

  • How to stay legally compliant and implement key daily habits to grow your business.
  • Includes business planning templates, lead conversion templates, and a library of marketing content to position yourself as an expert guide in the modern home buying journey.
  • CMPS® stands for Certified Mortgage Planning Specialist.
  • The 15-module CMPS® course has a short exam at the end of each module. You take the course at your own pace and become CMPS® certified once you pass the exams.
  • CMPS® graduates are able 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 local market.

Includes our Mortgage Marketing Content ($950 value):

Daily Market Updates

 

  • Stay updated on the latest mortgage and housing trends with daily market updates delivered to your inbox.
  • Each update includes a consumer-facing version with your personal branding that you can share on social media each day.

Library of Market Stories & Lead Conversion Campaigns

 

  • Copy and paste our done-for-you marketing campaigns into your CRM, or quickly integrate with your CRM using Zapier. Includes lead conversion campaigns for:

    o First-time homebuyers
    o Move-up homebuyers
    o Real estate investors
    o Referral partners

MBS Dashboard

 

  • Win the business with a better answer to the question, “What’s Your Rate?”
  • Includes real-time market data, alerts, and intra-day market updates.

Includes our StorySeller Courses, Coaching, and Online Community ($950 value):

Improve Your Skills in Five Key Areas:

Your Story

 

  • How to use archetypes and story structure to stay motivated and achieve your personal and professional goals.

Your Client’s Story

 

  • How to use archetypes and story structure to overcome objections, articulate your unique value vs. competitors, and improve your lead conversion results.

Your Market’s Story

 

  • How to use market data, stories, and illustrations to generate leads, stand out from your competition, and improve your marketing results.

Your Sales Process

 

  • How to better organize your loan process so you and your team can save time, be more productive, and generate consistent results.
  • Includes loan process templates and top producer best practices.

Your Business Strategy

 

  • How to make smarter and more strategic business choices, avoid costly mistakes, improve your cash flow, and grow your business.
  • Includes business planning templates and resources.

How is this different than other certifications, training programs, coaching programs, or marketing systems?

Accreditation

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 local market.

Unique Content

The content in our CMPS® and StorySelling course is relevant and immediately applicable to the everyday conversations that you have with borrowers and referral partners. You’ll gain the skills and confidence to convert more leads, generate more referrals and close more loans.

Our mortgage marketing content positions you as the #1 expert in your market using our unique story format. Each market story and daily update is branded with your info so you can easily post to social media or use as a script for marketing videos.

Member Benefits

Your membership includes daily market updates, a library of mortgage marketing content, and business coaching.

It’s a comprehensive StorySelling System designed to help you articulate your unique value in today’s hyper-competitive market.

Our all-inclusive member benefits help you beat your competition and grow your mortgage business.

What if I already get market updates or marketing content?

Great! Use it if it’s working for you. Our content is different. It positions you as the #1 expert in your market using our unique story format. Each market story and daily update is branded with your info so you can easily post to social media or use as a script for marketing videos.

What if I already have a coach?

Our StorySeller Coaching helps you use archetypes and story structure to overcome objections and get better results. Each daily coaching email comes with a sales tactic for your mortgage business, and a leadership tactic to improve your leadership and communication skills. This means our StorySeller Coaching is relevant and immediately applicable to your everyday life and business, even (especially) if you already have a coach.

1 Loan

That’s all it takes for you to double your investment!
Momentifi Membership for Loan Officers pays for itself with one extra loan.

Pick the Plan that Works Best for You!

$95
per month
Monthly Membership
Momentifi for Loan Officers
  • CMPS Certification ($950 value)
  • Mortgage Marketing Content ($950 value)
  • StorySeller Coaching & Community ($950 value)
$950
per year
Annual Membership
Momentifi for Loan Officers
  • CMPS Certification ($950 value)
  • Mortgage Marketing Content ($950 value)
  • StorySeller Coaching & Community ($950 value)
  • Differentiate your loan officers in today’s hyper-competitive market.
  • Equip your team with new skills and resources to close more loans.
  • Quickly roll out expert content without tying up your marketing team and internal resources.
  • Includes compliance controls and the ability to add your own marketing disclosures.
  • Plug and play our daily updates and lead conversion campaigns into your CRM for immediate ROI.
  • Private workshops, webinars, and in-person events are available for branch-wide or company-wide programs.