Our program isn’t tailored to the mortgage industry—it was born and bred in it.

Everything we teach has been developed by our Founder & CEO, Dale Vermillion, who has over 40 years of industry experience ranging from loan origination to executive mortgage sales leadership to mortgage sales, operations, and leadership consulting.

Dale has personally trained over 1,000,000 mortgage professionals. And of the 700 organizations we have served since 1995, over 90% represent the mortgage industry.

While we’ve had impact training sales teams in other industries (insurance and financial services teams, a fitness franchise, even a premium cabinet manufacturer), every tactic and strategy we teach was designed specifically for the mortgage sales process.

While we’d point to our track record of impact in the industry, we’re also honored to have been recognized by all of the major mortgage media outlets, including HousingWire, Mortgage Professional America, and Scotsman Guide, and for Dale to have spoken at the best industry conferences and meetups, including Experience, the LendingTree Summit, LendersOne Summit, LeadsCon, various MBA events, FUSE, The Gathering, and more.

At Mortgage Champions, we’re unique in that all of your team’s training will be delivered by our Founder & CEO, Dale Vermillion, versus a rotating team of third-party, contract-based, or part-time coaches.

Dale has over 40 years of industry experience and can relate to every level of the business having worked his way up from a junior Loan Officer to the head of sales and operations for a large, national lender with thousands of employees.

Having founded our parent company, Vermillion Consulting, Inc. in 1995, Dale has trained over 1,000,000 mortgage professionals over the past 29 years and has been trusted to help over 700 organizations—over 90% of whom represent the mortgage industry.

Dale and our team have won awards from the Association for Training Development, Better Business Bureau, Brandon Hall Group, and National Association of Mortgage Brokers.

Dale has personally been included in the Global Mortgage 100, named a Housing Industry Icon and 3x HousingWire Vanguard, and spoken at the industry’s largest conferences, including Experience, LeadsCon, LendersOne Summit, LendingTree Summit, The Gathering, and more.

Dale’s experience and expertise in this industry are truly unique, and he brings both to bear in service of our clients.

Our goal is to have your team through the Guaranteed Path for Success (GPS) in 90 days. That includes a personalized kickoff, three core sessions, a number of interactive workshops, and some on-demand coursework in Mortgage Champions Online (e.g., quizzes, graded submission, final exams).

If your team works with third-party referrals, it takes an additional 30 days to complete The EXPERT Approach to Referral Partnerships.

After completing the GPS (and—if applicable—The EXPERT Approach), your team will join our monthly group coaching program, ENGAGE. Each month your team will have access to:

• 30 min sales session
• 20 min leadership session
• 20 min operations Session (if applicable)
• 30 min Ask Dale Anything session

All of the sessions included in ENGAGE are developed and presented by our Founder & CEO, Dale Vermillion, with the help of our customer success team.

Of course, you’ll also maintain unlimited access to our library of content, session recordings, and resources (e.g., scripts, worksheets, cheatsheets, etc.) as well as have access to a select number of call reviews or secret shopper call analyses if your team is enrolled in Call Reviews and/or Live Call Insights.

Prior to rolling out a training engagement with your team, we ask that participating team members complete a Sales Effectiveness quiz to provide us with insights into each team member’s most-critical areas for improvement.

To determine each team member’s Sales Effectiveness Score, we don’t just consider bottom-line results, but their daily, weekly, and monthly sales habits, customer and partner approaches, and more.

While a team member’s Sales Effectiveness Score may alter what content will appeal most to them in Mortgage Champions Online, we still encourage our clients to involve every team member in the entire Guaranteed Path for Success program.

Our team regularly hears from veteran and top-producing originators who have completed the GPS that they learned and grew as a result. Plus, ensuring veteran and top-producing team members are knowledgeable of the Selling System and given a chance to interact with their peers during the workshops has proven invaluable for our clients.

Absolutely. While our team has incorporated recent testimonials and case studies throughout our digital and print collaterals, we’d highly recommend letting our team connect you with a current or past client who can speak to how we’ve impacted a business with a similar structure to yours.

If we’ve already met, just contact our team to request a relevant reference. If not, let’s schedule a meeting so we can learn about your team.

Absolutely. While various testimonials and case studies can be found across mortgagechampions.com and dalevermillion.com, we’re always happy to provide relevant references so that you can hear first-hand from active and past clients what it’s like to work with our team.

If we haven’t already, let’s schedule a conversation to learn more about your team.

Our goal in training sales, service, and leadership teams is to form long-lasting habits, which requires not just up-front training, but ongoing engagement and regular touchpoints with management and executive leadership to help them promote right behaviors over the long haul.

While the structure of our long-term engagement may differ from team to team, any client engaged in our group coaching program has access to:

• Monthly sales, service, and leadership sessions (led by our CEO, Dale Vermillion)
• Monthly question and response sessions with our CEO, Dale Vermillion
• Annual, team-wide recalibrations to reinforce our core curriculum

As well as unlimited access to our vast library of training videos, podcasts, etc.

For those who want to take every possible step to ensure their team continues to perform at the highest possible level, we also offer call reviews, manager call review training, and a secret shopper service.

With the rapid proliferation of hybrid work environments in the mortgage industry, there’s simply not an alternative to offering a blended learning experience. Being able to deploy entirely virtually or with a mix of virtual and in-person touchpoints, our team is confident we can meet today’s expectation for an exceptionally engaging training experience that doesn’t blow budget constraints.

During the pandemic, our team built a suite of cinema-grade studios to deliver best-in-class, video-based virtual learning both live and on-demand.

And with live simulation capabilities, we can deliver the same engaging experience shared by your initial training cohort to individual new hires at no additional cost, and without having to delay their ramp to a live sales environment.

Lastly, it’s worth reiterating that we’ve heavily customized a best-in-class learning management system to make learning on-the-go not just easy, but engaging. Your team members will have unlimited access to resources from any device, so they can learn (and re-learn) when and how they want.

Every month, our Founder & CEO, Dale Vermillion, leads dedicated sales, service, and leadership sessions, all of which include a real-time market update and strategies for meeting the market.

Additionally, we regularly invite industry experts to share their top tips with our clients through Dale’s podcast, Batting 1,000 with Dale Vermillion, co-developed on-demand courses, and one-off events.

We’re also partnered with best-in-class providers like OnCourse Learning, MBS Highway, and CredEvolv, who offer market- and industry-specific solutions to our clients at a discount. Just ask our team for more info about our approved partners and how they can be a resource to your team.

First and foremost, all of your team members will be taken through our award-winning program, the Guaranteed Path for Success, or the GPS. Depending on your channel and business structure, that includes between 8 and 12 hours of tactical training delivered exclusively by our Founder & CEO, Dale Vermillion.

In addition to the core curriculum though, we offer all our learners:

• Scripts (e.g., outbound borrower-facing, outbound partner-facing, referral ask, etc.);
• Worksheets (e.g., pre-qualification worksheet, credit worksheet, loan options worksheet, etc.);
• Cheat sheets (downloadable summaries of every module, monthly session, etc.); and
• Workbooks (an engaging, print-based guide to the GPS)

Of course, the biggest resource we offer you and your team is ours. We take an all-hand-on-deck approach to our clients and make ourselves immediately accessible in any way that we can to ensure your team members have what they need, get answers to their questions, and feel supported in making changes to better themselves, their businesses, and their teams.

Part of the monthly sales and leadership sessions included in our group coaching program, ENGAGE, our Founder & CEO, Dale Vermillion, provides a market update where he synthesizes market outlooks from the industry’s leading forecasters, including Barry Habib, Logan Mohtashami, Doug Duncan, and Garth Graham, among others.

In addition to the monthly updates Dale provides on the market, our team is in regular communication with our partners like MBS Highway, ICE Mortgage Technology, OnCourse Learning, and CredEvolv to stay up-to-date on industry best-practices, licensing and compliance changes, and credit costs and regulations. Those updates are then filtered to our clients’ leadership teams through regular check ins, and made available to our client base through special events and communications.

Of course, all of this—plus our regular surveying of top-producers to understand and replicate their winning behaviors and strategies—is incorporated into our 90-day program, The Guaranteed Path for Success (GPS), to ensure that our training is not only specific to the market, but reflects the latest in technology and sales and sales oversight strategy.

Lastly, our team is constantly consulting the latest research in learning and development—from instructional design, to LMS solutions, to human capital management strategies—to identify opportunities for optimizing our clients’ experience, improving their learning retention, and maximizing their impact to bottomline results.