Sales Support
Combine efficiency with effectiveness
Time management, communications, and organization training for today's operations and underwriting professional
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Pillars for excellence
Having partnered with hundreds of sales support teams, our approach has eveolved to center on the four focuses that drive the most impact
TBD
This is a brief explanation of this focus with a link to the in-depth section below
TBD
This is a brief explanation of this focus with a link to the in-depth section below
TBD
This is a brief explanation of this focus with a link to the in-depth section below
TBD
This is a brief explanation of this focus with a link to the in-depth section below
Focus 1
Focus title
This is a one-sentence overview for this focus and why we're training your team members on it
This is a more elaborate explanation of what exactly an ops manager can expect their team members to learn from this focus. Plus, we also want to briefly point to the impact of this focus on efficiency and effectiveness.
Included skills
Focus skill 1
Focus skill 2
Focus skill 3
Focus skill 4
Focus skill 5
Focus skill 6
Focus skill 7
Focus skill 8
Focus 2
Focus title
This is a one-sentence overview for this focus and why we're training your team members on it
This is a more elaborate explanation of what exactly an ops manager can expect their team members to learn from this focus. Plus, we also want to briefly point to the impact of this focus on efficiency and effectiveness.
Included skills
Focus skill 1
Focus skill 2
Focus skill 3
Focus skill 4
Focus skill 5
Focus skill 6
Focus skill 7
Focus skill 8
Focus 3
Focus title
This is a one-sentence overview for this focus and why we're training your team members on it
This is a more elaborate explanation of what exactly an ops manager can expect their team members to learn from this focus. Plus, we also want to briefly point to the impact of this focus on efficiency and effectiveness.
Included skills
Focus skill 1
Focus skill 2
Focus skill 3
Focus skill 4
Focus skill 5
Focus skill 6
Focus skill 7
Focus skill 8
Focus 4
Focus title
This is a one-sentence overview for this focus and why we're training your team members on it
This is a more elaborate explanation of what exactly an ops manager can expect their team members to learn from this focus. Plus, we also want to briefly point to the impact of this focus on efficiency and effectiveness.
Included skills
Focus skill 1
Focus skill 2
Focus skill 3
Focus skill 4
Focus skill 5
Focus skill 6
Focus skill 7
Focus skill 8
Stupidly simple pricing
Empowering your team members should be a simple decision with a fixed cost. No long-term commitments, hidden fees, or rev shares.
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New insights every month
Equip your team members every month with insights into their work habits, plus strategies to help them close more files in less time
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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
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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
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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
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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
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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
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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
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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
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