Membership

Before. During. After.

The Mortgage Planner Membership Suite

Yearly Membership (Save 60%)

$497.00

Every year

✓ Complete Realtor & Client Presentation

✓ Scripts and Dialog- phone call samples through the deal

✓ Hours of Training Sessions & Podcasts

✓ Email support and coaching

✓ Full Graphic Design Team (billed separately)

The Mortgage Planner Business Planner

Comprehensive Business Planning Support

Dedicated Email Concierge Team

Assistance and Guidance for Effective Implementation

Extensive Training Resources Before, During & After

Access to Over 50 Courses, Complete with Training Videos and Forms

Weekly Tuesday Updates

Stay Informed with Timely Updates from The Mortgage Planner each week

Referral Tools Galore

Presentations, Scripts, Processes, Technology, Programs, and Team Checklists

Streamlined Loan Partner Support & Training

Contracts, Checklists, and Flowcharts to Optimize Collaboration

Exclusive Mortgage Planner Podcast Access

Be the First to Access the Mortgage Planner Podcast

Effortless Lead Tracking and Reporting

Stay on Top of Leads and Provide Partner Reports with Automation

Structured Daily Routines and Team Meeting Formats

Enhance Productivity with Structured Daily Routines and Effective Team Meetings

Focus on Dollar-Productive Time

Maximize Efficiency and Reduce Work Hours

Proven Cross-Selling Strategies

Boost Referrals through Effective Cross-Selling Systems

Systematic Client Service Excellence

Deliver Consistent WOW Service to Clients Throughout and Beyond the Mortgage Process

User-Friendly Systems

Easy-to-Use Systems that Have Kept Brad in the Top 1% for 30 Years and Facilitated Over $1 Billion in Mortgage Closures

Full Time Design Team

Full access to The Mortgage Planner Marketing Design Team with turn times typically the same day (additional fee)

Gain access to exclusive video training that includes essential forms for both sales and systems. Our content is meticulously organized to guide you through every stage of the mortgage process, from initial planning to post-mortgage activities. Each phase is thoughtfully dissected, complete with scripts, checklists, presentations, and podcasts to support your growth. Enjoy an extensive library with over 100 downloads in every facet of your business. Furthermore, our member site receives daily updates, ensuring you stay abreast of the latest coaching and market insights tailored for today's dynamic environment.

BEFORE

Client and Partner Presentations

BEFORE, DURING & AFTER WORKBOOK

SCRIPTS & DIALOG

RELOCATION EBOOK

Automated Lead Tracker

DURING

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AFTER

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FEATURED PODCAST

Listen to "Fill the Gap" on Spreaker.

TUESDAY UPDATES

FOR LOAN ORIGINATORS

CATCH UP WITH BRAD AND HIS TEAM TO SEE WHAT THEY ARE WORKING ON EACH WEEK TO MAXIMIZE RESULTS.

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WEBINAR TRAININGS & CONTENT INCLUDED