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ProspectPulse 2.0
CourseProspectPulse is a step-by-step prospecting cadence for loan officers to develop referral partnerships with real estate agents. Each step consists of an activity and corresponding written or spoken script/talk track. Groundbreakingly Simple!
Free
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Five Foundations Free Webinar
Course12 week self-paced online course where you'll learn to master the Five Foundations of a Successful Loan Originator: - Time Management - Lead Generation - Process - Growth/Team Building - Mindset
Free
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ProspectPulse - The Rhythm of Referrals
CourseProspectPulse is a step-by-step prospecting cadence for loan officers to develop referral partnerships with real estate agents. Each step consists of an activity and corresponding written or spoken script/talk track. Groundbreakingly Simple!
$198 / month with 7 day free trial
FAQ
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Is ProspectPulse™ a coaching program?
No. ProspectPulse is a self-paced prospecting cadence or "rhythm" that teaches you how to identify real estate agents that meet minimum production standards, build their awareness of you and your business, warm them up, book meetings with them, and get them sending you referrals on a regular basis.
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Is ProspectPulse™ a lead generation program or "dialer"?
No. ProspectPulse™ is not a CRM, auto-dialer, or direct to consumer lead generation system. ProspectPulse™ is a customized and personalized self-driven prospecting rhythm. You are personally responsible for making every call and sending every text/email. ProspectPulse™ tells you exactly what to do, what to say, and when to do and say it. All you have to do is follow the directions for fear-free prospecting.
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How exactly does ProspectPulse™ work?
ProspectPulse™ is a comprehensive sales and prospecting cadence intentionally designed, live market-tested, and sharpened over the past four years. What’s unique about ProspectPulse™, and one of the reasons it’s so effective is that it works like a rhythm. Each step, activity, outreach, script, and talk track are organized in a precise order over a specific period of time. Each component of the flow is built on the previous step being performed and the details of each component is determined by the actual results. In other words, ProspectPulse™ tells the loan officer exactly what to do, when to do it, what to say, and how to say it, and then provides a next step based on an “if this then that” logic chain. Nothing like this exists in the industry. This allows loan officers to plug in and perform like expert prospectors without thinking, without call reluctance, and without the standard resistance that comes from lack of preparation and emotional connection to results. This allows them to get enough at-bats for the law of averages to take over. The level of detail in the flow and rhythm built into ProspectPulse™ is incredible, yet the simplicity in the delivery to, and execution by, the loan officer is simple. ProspectPulse™ is designed to work over a period of 140 days with most prospects being dispositioned in less time.
Need to learn more?
Schedule an exploratory call or demo
Social proof
We have worked with loan officers at many great mortgage companies including but not limited to: