Individual coaching for a loan officer is a special benefit usually reserved for a very small percentage of loan officers. Its benefits are often overlooked by the mortgage industry.

Many loan officers with incredible potential never realize the levels of success to which they aspire. Many others want to go from point A to point B but don't know how to get there. In both of these instances, the loan officer probably has never had a qualified coach.

Why Coaching is Important?

Think of pro golfers and pro tennis players who are at the top of their games. There are very few, if any, who have risen to great heights without the consistent help and support of a coach.

Tiger Woods is perhaps the greatest example of how a coach can assist even the absolute best achieve greater heights. Butch Harmon often travels with Tiger to tournaments and can often be seen watching Tiger's swing on the driving range, looking for even the smallest flaw. Tiger wants to remain the best, and by having his coach constantly monitor his game, he can be assured that he will experience very few long slumps that often plague professional golfers.


How a Coach Can Help a Loan Officer?

A good coach can bring balance, business vision and a business plan into a loan officer's life. Once a loan officer has clarity of purpose, a solid life strategy, and a plan, there are no limits to the production growth they can experience. A coach can also be an accountability partner, assisting the loan officer in implementing new growth ideas and strategies in a timely fashion.

Lots of loan officers have good ideas that never get implemented. A coach helps guarantee that what gets decided upon gets done.


Why Tom is a Top Notch Coach?

He was a high volume loan officer for 25 years. He's been where you've been. He's been where you are going.

He stays abreast of what the very best loan officers in the U.S. are doing to improve their businesses by being one of only 30 people who attend Todd Duncan's Master's Coach conferences quarterly. Tom is a
charter member of this elite group made up of approximately 24 high producing (several originated $200
million in 2001) loan officers and 6 manager/owners.

He has been coached himself by both Daniel Harkavy, president of Building Champions, an organization that coaches many of the top originators in the country, and Todd Duncan of the Duncan Group. They are the two finest coaches/trainers of loan officers in the nation.

His business purpose is to "help loan officers achieve whatever level of success they aspire to in the mortgage business."

New loan officers are required to attend a weekly meeting of their peers (loan officers with less than 1 years experience). Topics of discussion include what the loan officers did last week, what results they achieved last week and what they expect to do this week. Tom has found this to be an invaluable learning and coaching experience for new loan officers.

His coaching plan for an experienced loan officer can be customized to the needs and desires of the individual loan officer. Meetings can be as often as weekly or as infrequent as monthly. Set appointments assure that meetings are done on a regularly scheduled basis.

Depending on the particular needs or wants of the loan officer, the meetings may include a production review, a marketing review, a goal review, suggestions for greater personal effectiveness, and a review of life balance.

Very few organizations have someone as qualified or as dedicated as Tom to serve as a coach/accountability partner to help move a loan officer swiftly and surely from where they are to where they want to be.

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