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.

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.

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.

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.

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.

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.