Branch Manager Coaching

Take your leadership skills along with your sales skills to the next level. Mortgage Broker Training courses are directed towards the development of the leadership skills for branch managers that will increase productivity and efficiency in your organization and in the process promote the cultural shift necessary for overall organizational success and a high performance team.

HPBS Branch Manager Coaching Program

Branch Manager Coaching is directed towards the development of the leadership skills of your branch managers that will increase productivity and efficiency in your organization and in the process promote the cultural shift necessary for overall organizational success. Mortgage Broker Training guides you through the following topics in order to help you achieve higher success in leading and managing your team effectively while excelling in your own production.

Define Yourself as a Leader

Discover the mindset of leadership, how to balance personal production with promotion of branch growth and development, establish standards of branding for the branch, and build a high-performance branch culture.

Development Your Branch

Develop and maintain a “living” business plan, develop an annual calendar for the branch and loan officer production, recognize your financial potential through the growth and development of the branch.

Develop Culture

Developing company culture will promote organic growth and will become the value proposition for growth through acquisition. You will establish standards of branding for the branch, develop your branch “brand” in the eyes of referral partners and customers, and build a high performance branch culture.

Sales Training

Training your Loan officers will help reduce call reluctance, help loan officers deal with realtors by using a value based sales process, deal with customers, and develop an 8x8 process which is a sustainable effort of new realtor development.

Implementation and Execution

You will learn to manage by objectives (MBOs), clearly identify minimum marketing activity, hold your team accountable, coach for performance, deal with call reluctance, and effectively utilize performance Improvement Plans.

Recruitment

Effectively Identify candidates, utilize an 8x8 program for candidates, attract candidates to your culture and leadership, and interview and then recruit to bring the best talent to your branch (not all volume will cure all ills).

Communication

Establish One on One communication, effectively utilize V.E.R.A., learn how to hold effective meetings, review employee performance, review implementation of proposals and action plans, sustain implementation of the governing business plan (vision) and maintain an annual calendar.

Development of the Branch Manager

Identify branch manager and mortgage broker performance, develop your coaching skills, and learn how to coach up or coach out.

Mortgage Broker Training Course Objectives

  • Balance your personal production with promotion of branch growth and development
  • Attract the best talent in the field by effective recruitment
  • Communicate effectively with your team through one on one communication and review of proposals and action plans
  • Recognize your personal financial potential through the growth and development of the branch
  • Establish standards of branding for the branch and develop the branch “brand” in the eyes of referral partners and customers and build a high performance branch culture.
  • Help your team overcome call reluctance through effective sales training
  • Effectively execute branch goals by holding your team accountable

Plans

HPBS Branch Manager Weekly Coaching:

Contact us today to enroll.

  • Highly individualized weekly sessions with Principal and Coach, Paul de la Garza
  • HPBS Mortgage Sales Success Workbook
  • “The Go-Giver” by Bob Burg
  • “The Go-Giver Sells More” by Bob Burg
  • Price: $795/month (minimum of 6 months)

HPBS Branch Manager Bi-Weekly Coaching:

Contact us today to enroll.

  • Highly individualized bi-weekly sessions with Principal and Coach, Paul de la Garza
  • HPBS Mortgage Sales Success Workbook
  • “The Go-Giver” by Bob Burg
  • “The Go-Giver Sells More” by Bob Burg
  • Price: $595/month (minimum of 6 months)

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