Mortgage Planner Coaching

Year-End Coaching: Finish Strong. Launch Stronger.


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In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered:
  • Top referral partners by closed loans in 2025
  • Setting January power lunches and business planning meetings
  • Leveraging AI for meeting follow-ups
  • Full lead source and closing ratio breakdown
  • Your average loan amount—and what to do with that info
Brad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.
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Mortgage Planner CoachingBy The Mortgage Planner

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