Momentifi Mortgage Marketing System | Loan Officer Training

Equip Your Loan Officers to Grow Your Mortgage Business with Our Daily Coaching & Expert Marketing Content.

For Banks, Credit Unions, and Mortgage Companies:

  • 1:
    Differentiate Your Loan Officers
    Get daily expert mortgage marketing content to differentiate your team in today’s super-competitive market.
  • 2:
    Equip Your Team
    Get sales training courses and a daily coaching system to equip your loan officers and sales managers with new skills and resources to close more loans.
  • 3:
    Grow Your Mortgage Business
    Quickly roll out expert content without tying up your marketing team and internal resources.

What if you already have marketing content or training programs?

Great! Our content is different. Think of us as an extension of your sales training or marketing department. You’ll get:

  • 1:
    Daily Market Stories
    Position your loan officers as the #1 expert in their market using our unique story format. They’ll get fresh content every day delivered via email to their inbox. The content is diverse in nature and includes topics that would be of interest to both consumers and referral partners.
  • 2:
    CMPS® Certification Course
    Transform your loan officers into trusted advisors. The Certified Mortgage Planning Specialist (CMPS®) designation is 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). Your loan officers 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
    Transform your loan officers into high-performance sales producers. We help your loan officers use archetypes and story structure to overcome objections and get better results. Each daily coaching email comes with sales tactics to grow their mortgage business or leadership tactics to improve their leadership and communication skills. This means our daily coaching is relevant and immediately applicable to their everyday business, even if they already have a coach or sales trainer.

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.

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 that would be of interest to both consumers and referral partners using our unique story format. Each market story is branded with your loan officers' info so they can easily post to social media or use as a script for marketing videos. This transforms your loan officers into a consistent source of relevant content to clients and referral partners.
  • 2:
    Mortgage-Compliant
    We follow a very strict compliance checklist to make sure there are no trigger terms in any of our daily market stories. We also have proper disclosures to comply with all mortgage industry regulations. You can customize your own marketing disclosures at the enterprise level to further ensure compliance. The result is fully compliant, daily expert marketing content that helps your loan officers stand out from the competition, attract referral partners, and close more loans as the #1 expert in their market.
  • 3:
    Relevant for the Modern Mortgage Journey
    Our CMPS® Certification is the industry's premier online self-study financial literacy course that transforms your loan officers into trusted advisors. Your enterprise membership also includes our Business StorySeller course and daily coaching system that transforms loan officers into high-performance sales producers. Your loan officers will get scripts and templates for client consultations, referral partner meetings, and scripts to overcome common objections.
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.

Get Proven Results.

Over 9,000 top producers have benefited from our training and coaching programs over the years.