SMALL GROUP COACHING
FOR MORTGAGE PROFESSIONALS

PREPARE FOR CHANGE DURING UNCERTAIN TIMES

  • Are you effectively managing yourself, day to day, to focus on the vital aspects or your production and not on the unimportant so to regain “control” of your business?
  • Are you managing the expectations of your borrowers and referral partners?
  • Do you have a clear direction as to what your production and book of business will look like in the first months of next year?
  • Are you maintaining contact with database of customers to “mine” for purchase and refinance business for the future and ensure that your production is assured for the next year, no matter the interest rate environment?
  • What will happen to your production in the event that interest rates increase by as little as 50 basis points?

These are questions that is not likely to be in the minds of most mortgage professionals.  Today, record low interest rates have created demands upon time, personal organization and process to just keep up.  Yet, many loan officers still struggle to keep up.  This is mainly due to an attachment to the “familiar” of habits and expectations.

Small Group Coaching

We have created a Small Group Coaching program specifically dedicated to helping Mortgage professionals go deep in addressing the challenges of today’s Mortgage industry and a minimum of three and no more than five participants.  

Join me for this unique coaching program and create a powerful and easy-to-implement action plan for the upcoming year and prepare to ensure a great production year. 

Get the tools to help you...

"When I first started with Paul, my personal production was about 100 units a year and I was working very long hours to get to that point. Projected units for this year will be over 200. He has helped me to achieve things that I did not think were possible and doubled my production."

Josh Duda, Sr. Mortgage Banker

What's Included Inside
Group Coaching for Mortgage Professionals

☑ Exclusive 1-on-1 Strategic Planning Session with Mortgage Coach Paul de la Garza

Meet with Mortgage Coach Paul de la Garza for a 1-on-1 session where you will assess your current position, create an action plan, and outline your goals and objectives for the upcoming year.

☑ Bi-Weekly 60 Minute Group Coaching Sessions

Meet with your Group and Coach Paul de la Garza every other week for 6 consecutive months. Each session is packed with coaching on some of the most highly effective strategies used in the mortgage industry as well as group sharing and collaboration.

☑ Action Plan for Unpredicatable Markets

We will provide a comprehensive step-by-step action plan in order to prepare for unpredictability and a sudden change in markets. This action plan will guide you through uncertain times and help you maintain a continuity of business, even when interest rates go up.

☑ Success Guide for Mortgage Professionals

You will receive a comprehensive guide for Mortgage Professionals that includes everything that a Mortgage Professional needs to be successful including a projection calculator, a growth plan worksheet, vision board, production planning worksheet, daily tasks, annual calendar, and more.

☑ DISC Personality Assessment

The DISC Personality Assessment is one of the leading tools on today’s market to build highly-effective teams.​ This tool will help you better understand how you can more effectively communicate with the people you work with and will allow you to more deeply understand your strengths and areas of improvement.

"Paul and his team create shifts in your thinking and process to produce real business results. They give actionable items that are clear and defined that guide your company to reach the financial goals you're after. Highly recommend!"

Charlie Piehler, Head of Business Development

When you enroll during this special, limited time period, you'll get:

Group Coaching for Mortgage Professionals

(A $4,997 Value)

This exclusive Group Coaching Program is valued at $4,997/person.

But because I know how critical this program is to help you face some of the toughest challenges in the Mortgage Industry today, get on track for the upcoming year, and have an action plan amidst the uncertainty, I am offering the chance for you to enroll TODAY for the special price of… 

A ONE-TIME PAYMENT OF

$4997

$2697

OR 6 MONTHLY PAYMENTS OF

$497

PER PERSON*

Virtual Group Coaching Transforms Businesses

Group Coaching is “a small-group process throughout which there is the application of coaching principles for the purposes of personal or professional development, the achievement of goals, or greater self-awareness, along thematic or non-thematic lines.” —Jennifer Britton, MES, CPT, CPCC, Potentials Realized

Group coaching offers unique benefits that are incredibly powerful. Unlike One-On-One Coaching, Group Coaching allows you to benefit from the dynamics of the group. You will benefit from the multiple perspectives, have the opportunity to exchange strategies and learn from others, and ultimately benefit from the wisdom of the whole group. Because the sessions are virtual, you will be able to join from the comfort of your home or office.

FAQ's

The Group Coaching Sessions will take place every other week for 6 months. The days/times of the Group Coaching sessions will be arranged directly with Paul de la Garza.

All Group Coaching sessions are hosted virtually through Zoom and you will receive a unique link to join the Zoom meeting room where the Group Coaching is hosted.

This Group Coaching Program is designed specifically for Mortgage Professionals who are facing a market with incredibly high demand and few specified resources to help you manage these demands. Group Coaching for Mortgage Professionals is unique in that you will also have the opportunity to interact with other professionals in the industry enhancing the experience as well as the learning process. 

The program will challenge you to engage in strategic thinking and problem solving to deal with today’s most difficult problems in the mortgage industry. We will be addressing the specific current conditions and challenges in the mortgage industry while learning how to implement strategies and tactics to overcome these very challenges.

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