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Meet the market
in 2022 and beyond

Learn proven strategies for winning more business in today's rising-rate, low-inventory, historically-competitive market

or, watch a demo

We believe in this industry, so we went and got the best training available to help our clients meet the market.

Dave Savage

CEO, Mortgage Coach

In this market, your people need to be hunters and farmers. This program will teach them how to be both.

Alex Kutsishin

Cofounder, Sales Boomerang

More than ever, now is the time to invest in your people—especially with a program specific to your techstack.

Dale Vermillion

CEO, Mortgage Champions

Unbeatable features

What sets this program apart...

This is some text about why this program is better than other programs you may be considering.

Or, explore the learning track

Review the syllabus

6-phase, personalized learning track

Learners are guided through a multi-phase learning track that progressively works from initiating sales conversations all the way through to presenting options, closing deals, and maintaining partnerships

Phase I

Introduction

Phase II

Environment

Phase III

Foundations

Phase IV

Conversion

Phase V

Closing

Phase VI

Partnership

Video-based learning to maximize impact

As with all our training, modules will be built around professionally-produced video content that is highly engaging and visually reinforces key principles presented over the learning track

Braodcast-quality video to ensure learner engagement

Today's Consumer

Today’s consumer is more informed than ever, but not necessarily more knowledgeable, confident, or capable

Progressive quizzing to ensure retention

At the end of each phase, learners will be asked to complete a knowledge check to certify their understand of key concepts and to prepare them for earning a badge upon completion

Question 01/04

What is the simple rule to double-digit production?

Question 02/04

Fill in the blank: To succeed, we must focus on the _________ , not the _________ .

Question 03/04

What are Dale's four (4) strategies for acclimating to today's environment?

Question 04/04

True or false: What is the simple rule to double-digit production?

Designed for

Companies & teams

Emable your entire team or salesforce. Plus, with discounts available for larger teams and companies, see even greater ROI by involing all of your team members.

And for

Individuals

Delivered on-demand on your device of choice, you can crush this program in as little as an evening or weekend. See an immediate lift to your production by pre-enrolling now.

4.5/5 stars

"I’ve been through a lot of sales trainings, but Mortgage Champions has got to be one of the best I've ever attended.”

Richard

Loan Simple

Fantastic program... I have sent over 20 of my loan officers through Mortgage Champions and am extremely pleased.

Brian

Priority Mortgage

I thought I knew how to sell, but now I have an all new game plan.

Charles

Superior Lending

Phase I

Introduction

Alex Kutsishin, Dave Savage, and Dale Vermillion welcome learners, review key concepts that will be shared, and collect baseline numbers for ROI.

Welcome from Alex, Dave, and Dale

Listen to executive Alex Kutsishin, Dave Savage, and Dale Vermillion explain the origin story of this program and how it's been specifically designed for this market.

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Program Overview

Mortgage Champions CEO, Dale Vermillion, provides a detailed overview of the key strategies and tactics he'll share over the course of the program.

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Sales Effectiveness Score

Learners complete a brief survey to share their current sales approach, production numbers, and what they hope to get out of the program.

Phase II

Environment

Dale Vermillion breaks down the conditions of today's market, the expectations of today's consumers and referral partners, and why combining technology and sales stratgy is essential to sustaining success.

Today's Market

Today’s mortgage market is in a constant state of change. Learn how to acclimate by focusing on the common denominators of sales success.

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Today's Consumer

Today's consumers are informed, but not necessarily knowledgeable. Learn how to build loyalty while expertly guiding today’s consumers through the complexities of modern lending.

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Today's Partner

Learn the foundations necessary to build and manage a strong partner base, and how to promote your partners to increase profitability.

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The Sweetest Combo

Identify the advantages of combining leading technoilogy with a proven sales approach to deliver a best-in-class experience to your borrowers and partners.

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Phase III

Foundations

Over 27 years, the Mortgage Champions Selling System has produced countless top-producers by imparting three convictions: deliver value, build relationship, and create compeitive differentiation.

The Triangle for Success™

Learn how to center your borrower conversations around value, drive repeat and referral business, and differentiate yourself from your competition.

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Dealing with rate

Learn to refocus consumers' concern from the rate to the many potential benefits of a mortgage, an essential skill as rates continue to rise with inflation.

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Sales communication

Learn proven techniques to communicate effectively using each of the three primary modes of communication.

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Phase IV

Conversion

At the apex of this program, Dale Vermillion shares proven strategies for converting opportunities into applications, gainnig up-front borrower commitment, even provides specific tips for calling on Sales Boomerang alerts.

Conversion Strategies

Learn how to avoid common borrower objections by leveraging the three laws of sales to inspire confidence and gain commitment up-front.

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Outbounding with Sales Boomerang Alerts

Rediscover the importance of effectively outbounding to qualified leads using Sales Boomerang's growing suite of alerts.

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Working with Cash Out Alerts

Learn how to identify prospective borrowers who could benefit from accessing some of the equity in their home to eliminate debt or capitalize on investments through a refinance.

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Working with Equity Alerts

Learn how to monitor your borrowers' positive equity and make timely appeals to leverage that equity to achieve common financial goals.

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Working with Listing Alerts

Learn how to proactively outbound to past customers who have listed their home on the NMLS and to earn their future business as they transition into their next home.

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The importance of building relationship

Internalize the central importance of building strong, trust-based borrower relationships to sustain commitment from the point of contact through closing and funding.

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Phase V

Closing

In a quickly shifting market like the one we're experiencing, finding a way to close loans is paramount to sustaining production. Learn Dale's proven tips for presenting options before gaining final commitment.

Eight reasons to present options

Learn Dale Vermillion's top eight (8) reasons for developing and then presenting personalized loan options to every borrower, including all decision-makers and relavent stakeholders.

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Gaining commitment

Learn how to gain final commitment and guide borrowers through closing with proven sales tactics that ensure borrower confidence and drive action.

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Bonus

Tips for presenting TCAs

Dale Vermillion is joined by Dave Savage, CEO of Mortgage Coach, to share their top tips for when and how to present Total Cost Analyses (TCAs) with borrowers.

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Bonus

Overcoming common objections

Enjoy this bonus session where Dale Vermillion shares some of his go-to responses when faced with today's most common borrower objections.

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Phase VI

Partnership

As the market shifts heavily toward purchase, exceeding your partners' expectations is critically important to ensuring ongoing referrals and strengthening your referral business relationships.

Essentials of effective partnerships

Learn the essential components of effective partnerships and how you can optimize your existing referral partnerships to drive more business month-over-month.

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Serving referral partners with Sales Boomerang

Dale is joined by experts to share how Sales Boomerang users are adding value to their referral partners through Sales Boomerang's alerts and related offerings.

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Serving referral partners with the TCA

Dale is joined by experts to share how Mortgage Coach users are adding value to their referral partners through the TCA and Mortgage Coach's related offerings.

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