Since 1995
Trusted by more of the top 100 lenders
Blending tools to maximize profitability
There's more to influencing bottom line results than just award-winning training. It starts with knowledge, but requires problem-solving, accountability, and trust.
Executive 1:1s
Manager 1:1s
Executive consults
Manager consults
Call reviews
Secret shopping
Group coaching
Live training
On-demand courses
Scripts
Worksheets
Manuals
Trusted since 2010
LendingTree's exclusive training partner for nearly 15 years
Why lenders choose us
100% track record
Over 30 years in business, all 700 of our clients have seen upticks in conversion and production
Delivered by Dale
100% of our training us delivered by the name you trust, not one that's just been assigned
Live and on-demand
Accessible anytime from anywhere, your team can learn when, where, and how they want
100% track record
Improved conversion and production for every client since 1995
More than 90% of our clients have either worked with us before or were referred by someone who has. Dale's #OthersFirst approach simply works.
But don't take our word for it.
Delivered only by Dale
Because you should know who's training your employees before you sign the check
Let's be honest, in 2024 mortgage and real estate "coaches" are a dime a dozen. That's why all of our training is delivered exclusively by the name you trust, not the one you're assigned.
Live and on-demand
So your team can learn when, where, and how they want
Corporate learning has separated into two camps:
Coordinating groups to train together
Leaving employees to their own devices
Frankly, both have their pros and cons. Which is why we've blended the two approaches to streamline your training dollars while ensuring each team member gets the engaging learning experience they deserve.
The lost art of outbound calling
Sales
25 mins
Transform how your team sells
With our side-by-side approach, our team is committed to helping yours adopt a best-practices approach to mortgage lending.
From retooling your contact strategy, to optimizing your application, to strengthening your customers' post-sale commitment, our approach is designed to impact every facet of your customer journey.
Case Study
11% more appraisals, 40% less fallout
Learn how a refi-only, consumer-direct lender outperformed their competition by 36% after adding our services to their existing training.
Our team diagnosed key sales, marketing, and operational shortfalls before optimize this lender's process to help them gain marketshare in a rising rate environment.
Testimonials
Hear from our customers
From measurable ROI, to company culture, to new personal bests, our clients have seen widespread impact through partnership
Josh Harmatz
EVP of Mortgage Production
Week over week, we are seeing 25-40% increase in production, but I don’t think we have scratched the surface yet.
This is why I cant appreciate you and the team enough, allows me to put all my trust into your team.
Matthew West
Vice President - Mortgage Servicing Member Operations, Digital and Member Experience & Digital Sales Executive
I have been through countless seminars and trainings from everyone you could think of.. but as it stands for a direct message, influence and guidance on what we are experiencing in the live moment, this crushed it.
I have no less than 100 pages of notes from the 8 hours and a lot to work on, internalize and make my own.
Dale was great when I first met him 20 years ago, he’s on a new level that is unmatched.
Brad Wurtz
Senior Mortgage Consultant
25%
increase in average pipeline
Since adopting this approach, we've seen our average pipeline increase by an impressive 25%, with some team members experiencing up to 4X growth.
Joe Buxton
Branch Manager
Just wanted to send you a thank you for all your hard work in 2023. We all appreciate all your group coaching and one-on-one coaching with our operations and sales team. We don't say it nearly enough but thank you so very much for everything this year.
We appreciate you, your friendship, and partnership. Thank you for being amazing! Can't wait to see what 2024 has in store for us!!!
Allison Johnston
President
Being a call center and preferring not to be away from our desks for significant portions of the day, this couldn’t be a better format to deliver the message.
Ps: the website is phenomenal. Your tech in general appears to be the best in market. The videos are crisp, clear and look impressive on this side.
Joseph Buxton
Branch Manager
40%
decrease in loan fallout
Applying the strategies Dale teaches can gain more production from high achievers than you think. We were always focused on listening and coaching low performers, and this experience completely changed our perspective.
Todd Feager
National CD Manager
Partnered with the best
We're honored to offer our clients exclusive and discounted services through our network of alliances.
Click to learn more about specialized offerings.
