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Originator Incubator

Developing Professional Mortgage Loan Originators.

Prospecting

Lead generation in today's environment is complex. Loan officers need a systematic approach to prospecting, lead management, and conversion in order to succeed. ProspectPulse™ is a comprehensive rhythm for loan officers to build multiple new referral partnerships. 

People

Right people in the right seats. Everything needed to build a highly functioning loan origination team. 

Processes

Going from lead to post-closing referral. Step-by-step, one directional process to streamline loan flow and scale business. 

The Story of Originator Incubator

Turning Loan Officers into Chief Executive Officers.

We teach LO's how to be the CEO of their mortgage origination team. Through the principles of extreme ownership, time management, lead generation, process optimization, and team-building, we guide originators to become professional leaders. Originator Incubator is a complete learning and development platform for loan originators at all experience and production levels. Whether you're new to the business and looking to build a sustainable pipeline or you're a long-time veteran looking for very specific resources, Originator Incubator has everything you need. 

The Five Foundations of Success

Process

A poorly planned or undeveloped process will destroy your business and relationships. Having a detailed, written workflow that accounts for every KPI & SLA as a loan moves from lead to post-closing not only makes your life easier, it attracts more referrals. When perfected, your process is your marketing.

Lead Generation

Utilizing a systematic prospecting rhythm with predictable outcomes to generate leads is what separates those that wing it and ride the ups and downs from those that consistently produce on a high level.

Time Management

Effective use of time is the lynchpin of the origination business. Without discipline and accountability with your use of time, the wheels will come off.

Mindset

A commitment to extreme ownership and personal responsibility is absolutely necessary to enjoy long-term success as a loan originator. Everything that happens, good and bad, is on you. 

Growth & Team Building

Whether you have an existing team, are ready to start building one, or you're working towards that goal, the way you go about structuring roles, hiring, compensating, and managing team members is critical to your team's long-term success.  

Our
Solutions

The Prospecting Bible. 

Complete end-to-end prospecting & follow-up rhythm for building multiple new referral partneships.

The Team-Building Master Plan.

Complete end-end-end framework for building a highly functioning symbiotic team where the whole is greater than the sum of its parts.

Step-by-step guide for perfecting workflow. From lead to post-closing and beyond. KPI's, SLA's, and straight-line frameworks to streamline the loan process. 

Ways to Engage

For individual loan officers, teams, coaches, and whole organizations.

Immersive

Let us create a custom learning path specific to your needs. This option is for large teams and enterprise level engagements. 

Manager / Coach Led

Branch Managers &  in-house coaches can leverage our content based on your team's specific needs and timelines. 

Self-Led

A la carte learning & development for individual loan officers and teams at your own pace

Our Brands

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