Exclusively for OnCourse Learning
Disclaimer
The referral revenue calculations presented are for illustrative purposes only. They are based on a one-time referral payment equal to 15% of the first-year contract value paid by Mortgage Champions to OnCourse Learning. This referral fee is not recurring and does not apply to subsequent years of service. All estimates assume a 12-month training commitment beginning at a rate of $1,000 per trainee per year, with select volume-based discounts applied for larger teams. Actual contract terms, pricing, and eligibility for referral compensation may vary.
Templates
Helping New Hires Ramp Up Faster
Use this if your client has onboarded a lot of newly licensed LOs and wants to accelerate their performance.
Hey [First Name],
Just wanted to say how much we appreciate our partnership! Looking over the numbers, it’s incredible to see that we’ve helped XX of your hires pass their 20-hour SAFE course over the past X months.
It’s been a privilege to support so many of your new hires through the licensing process—thank you for trusting us to play a small role in their journey.
If it’s okay with you, I’d love to introduce one of our trusted partners: Mortgage Champions.
They specialize in helping newly licensed LOs ramp up faster—and they’ve also helped experienced originators take their production to the next level. One of the teams they recently onboarded saw a 38% increase in locks in just 60 days.
I’ve CC’d Michael and Jake from their team here in case you’d like to connect.
Thanks again for the trust!
Best,
[Your Name]
Getting Production from Newly Licensed LOs
Use this if your client has newer LOs who are licensed but still ramping toward full productivity.
Hey [First Name],
Really appreciate our partnership—thank you again for trusting us with your new hires during the licensing process. It’s been great to support XX of your candidates through their 20-hour SAFE course over the past X months.
Now that they’ve passed, the next big challenge is helping them produce.
That’s where Mortgage Champions comes in. Their training is specifically designed to turn newly licensed LOs into confident, high-performing sales professionals—fast. One lender they worked with saw a 38% increase in locks in just 60 days, while another saw a 25% jump in weekly production.
I’ve CC’d Michael and Jake from their team if you'd like to hear more about how they help lenders get real production from new hires, sooner.
Thanks again for the collaboration!
Best,
[Your Name]
Boosting Performance Across Your Entire Sales Team
Use this if your client is looking to improve performance at all stages of the sales funnel—not just with new hires.
Hey [First Name],
We’re always looking for ways to add value beyond the classroom—and in today’s market, more of our clients are asking:
“How do we get our licensed LOs to actually perform?”
If that’s a conversation happening on your sales leadership team, I want to introduce you to a partner we trust: Mortgage Champions. For the past 30 years, they’ve helped lenders improve every stage of the funnel—from first contact to funding to long-term retention.
Their results speak for themselves:
– 38% increase in locks in just 60 days
– 40% reduction in loan fallout
Because you're an OnCourse client, they’ve offered to secret shop your team and share free insights on where you might be losing conversion or pull-through. No strings attached—just real feedback you can use.
I’ve CC’d Michael and Jake from their team here in case you want to explore what that might look like.
Appreciate your continued partnership—and excited to keep helping your team grow.
Best,
[Your Name]