Chart your path to

Guaranteed Sales Success

From contact to close, our award-winning selling system combines the best practices of top performers with cutting-edge borrower insights to deliver an exceptional customer experience that drives unparalleled sales results.

8
+ hours

With our in-house studio and production team, every module features high-quality video that designed to keep you engaged and motivated.

40
+ modules

Our library of content provides learners with the ability to search for the exact skill they’re looking to master.

150
+ questions

Designed to maximize retention, each module contains check-in questions to ensure learner understanding.

Built on the
Triangle for Success™

Since our foundation in '95, Mortgage Champions graduates have learned how to structure every aspect of their business to deliver value, build relationship, and create differentiation.

Differentiation

Learn strategies for setting yourself and your team apart from your comeptition.

The Triangle for Success

Relationship

Learn how to build lasting, trust-based relationships with borrowers and referral partners.

Value

Learn how to both deliver and communicate the value you can provide your borrowers and referral partners.

Phase I

Preparing for the Journey

The Selling System starts by breaking down the pillars of modern origination success:

  • Adopting best practices of top performers
  • Understanding and serving today's borrowers
  • Developing & optimizing referral partnerships
Phase II

Foundations for Success

In order to embrace a systemtic approach to mortgage sales, learners first have to flip conventional industry wisdom, undersstand the most common mistakes they and their borrowers make, and develop daily habits that drive repeatable results.

Phase III

Taking the EXPERT Approach

Developing, optimizing, and growing powerful referral partnerships takes time, strategy, and investment, all of which is taught in a step-by-step approach:

  • Evaluation
  • Xpansion
  • Partnership
  • Engage
  • Relationship
  • Teamwork
Phase IV

The Selling System

A proven, systematic, and strategic approach to selling built on the best practices of top-performers:

Step 1

Initial Contact

Description

Step 2

EPIC Pre-Qualification

Description

Step 3

Starting the Application

Description

Step 4

Pulling Credit

Description

Step 5

Completing the Application

Description

Step 6

Creating Loan Options

Description

Step 7

Making the Sale

Description

Step 8

Managing Your Pipeline

Description

Phase V

Developing Powerful Habits

After completing the Selling System, learners are enrolled in a 6-week intensive featuring dozens of exercises designed to help learners implement key concepts, strategies, and tactics into their day-to-day operations and sales approach:

  • Powerful value presentations
  • Pre-qualifying the right way
  • Urgency through credit reviews
  • Differentiating with options
  • Winning more deals
  • Propelling loans to funding
Phase VI

Examination & Certification

Finally, learners are prepped for and asked to complete a Final Exam to certify their cpomprehensive understanding of key concepts, startegies, and tactics to earn their official Mortgage Champions® Certificate of Completion.

Initial contact

Learn how to optimize making initial contact with a lead or referral

Overcoming rate

Learn how to disarm rate objections and handle rate sensitive borrowers

Credit review

Learn how to analyze credit data to develop personalized loan options

REALationship

Learn how to unveil your borrowers’ financial goals and build trust-based relationship

Closing the deal

Learn how to present compelling loan offers that drive borrower action and commitment

Managing pipelines

Learn how to maintin commitment on the backside and eliminate unhooking

Earning referrals

Learn how to earn and harvest repeat and referral business

Long-term success

Learn how to organize your day and business to sustain top-level production long-term

Masterful Communication

Master customer-facing communication with proven tactics for delivering powerful value presentations, overcoming common objections, and revealing the underlying motivations driving your customers’ lending decisions.

Competitive Differentiation

Stand apart from your competititors by learning how to become an advocate for your borrowrs by understanding and attempting to meet their unique financial goals.

Trust-based Selling

Learn how and why to build lasting, trust-based borrower relationships that empower you to serve your customers’ best interests while developing customers-for-life that drive repeat and referral business.

Maximum Efficiency

Learn how to manage pipelines and partnerships to maximize time spent serving customers and growing your book of business through lead and partnership development.

Holistic Success

Learn how to maintain a powerful balance between achieving new heights of personal and professional success through a rigid commitment to putting OthersFirst™.

Our Commitment

Producing behavioral change that drives measurable results.

We are so confident in our program's capcity to change learners' behavior, we guarantee measurable results within 90-days of earning a Mortgage Champions® Certificate.

Dale's Signature

Dale Vermillion

Founder & CEO

Michael's Signature

Michael Brucato

COO

Jake's Signature

Jake Vermillion

CMO

Learner Outcome 01

Understand and religiously practice the 10 habits of top performers

At it's core, the Selling System is the most-comprehensive compilation of industry best practices ever assembled, which is why from the very first module learners are immersed in the simple habits that always lead to success.

X modules

X questions

X concepts

Learner Outcome 02

Build authentic, trust-based relationships that gain commitment and earn customer loyalty

Built on Dale Vermillion's OthersFirst™ Philosophy, the Selling System highlights the critical importance of building authentic, trust-based relationships not only with customers, but with colleagues and partners as well.

X modules

X questions

X concepts

Learner Outcome 03

Prioritize primed leads and remain focused on what salespeople control—which is sales

To avoid losing sight of priorities, blending roles and responsibilities, and becoming inundated with menial tasks and activities, the Selling System teaches learners how to focus on sales, organize their day, and manage their time.

X modules

X questions

X concepts

Learner Outcome 04

Take complete, thorough apps that prevent back-end issues, improving efficiency

Because sales professionals are accountable to themselves, their borrowers, and their colleagues,the Selling System teaches the importance of taking complete applications to maximize production, eliminate back-end issues, and enable the devlopment of customized loan options.

X modules

X questions

X concepts

Learner Outcome 05

Deliver a high-tech, high-touch experience that is centered on customer satisfaction

Understand how to meld digital mortgage technology, marketing automation, and social media with best-in-class sales tactics that deliver an exceptional customer experience that stands a cut above your competitors.

X modules

X questions

X concepts

 

Learner Outcome 06

Overcome objections with thoughtful, honest responses that address valid customer concerns

Learn to recognize and disarm customer stalls and objections to maintain sales momentum, deepen customer commitment, and close more deals in less time.

X modules

X questions

X concepts

Learner Outcome 07

Set and be accountable to personal and professional goals for holistic success

Learn to develop, plan for, and achieve personal and professional goals that strengthen your career, prioritize work/life balance, and ensure fulfillment long-term.

X modules

X questions

X concepts

Learner Outcome 08

Adopt ethical, but effective approaches to mortgage sales, service, and leadership

Achieving true and lasting success as a contemporary sales professional requires a sustained commitment to provide unparalleled lending experiences by prscticing an OthersFirst™ approach to sales, customer service, and leadership.

X modules

X questions

X concepts

09 Learner Outcome

Develop and present customized loan options in a methodical, compelling way

Driving borrowerr action hinges on a Loan Officer's ability to create and guide borrowers to choose a customized loan option that relfects their unique financial landscape and achieves their specific needs and desires.

X modules

X questions

X concepts

10 Learner Outcome

Solidify borrower commitment and protect against unhooking to fund more deals

Losing business to the competition is too often accepted as "part of the deal", but it doesn't have to be. Stop the bleeding by learning how to delight customers and referral partners, preempt competing offers, and nurture loans through funding.

X modules

X questions

X concepts

A worldclass credential.

Prove your commitment to building authentic borrower relationships, delivering personalized loan options, and providing a best-in-class customer experience.

Your sales bible.

Every Mortgage Champions Online™ learner receives a robust training manual, replete with:

Table of contents

Model & step overviews

Links to worksheets

Step-by-step instructions

Index of terms

Links to practice execerises

Interested in scripting?

Explore our enterprise solution.

From concept to habit.

Every Mortgage Champions Online™ learner receives a suite of personalizable worksheets, including:

Loan options worksheets

Credit scrub worksheets

Pre-qualification worksheets

Partner evaluation worksheets

Meeting agenda templates

Goal-setting worksheets