edge live - xinnix...edge live is a hands-on and highly interactive one-day event during which...
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678-325-3500 www.XINNIX.com
AVAILABLE FORMATS:
What will you gain?
EDGE Live jump-starts loan officers into prospecting for purchase business
using practical tactics and strategies for targeting key referral sources. This
workshop equips loan officers with the essential skills they need to quickly
grow production in the purchase market.
EDGE Live helps experienced loan officers see a measurable increase in
production by empowering them to:
• Differentiate from the competition to realize an immediate and quantifiable
increase in purchase production
• Build a strategic business plan to create a sustainable business model
• Identify the key opportunities to increase market share
• Focus on effective and consistent prospecting activities
• Develop loyal key referral sources through a proven methodical approach
After the workshop, via online classes and reinforcement videos, loan officers
will learn how to:
• Overcome sales call reluctance by employing mortgage specific strategies
• Build a team committed to providing great service to referral sources
• Leverage each closing for additional referrals with highly effective
marketing strategies
• Monitor stages of each loan to ensure exceptional service
• Implement daily, weekly, and monthly disciplines for long term success
What’s included?
EDGE Live is a hands-on and highly interactive one-day event during
which attendees identify, profile, and make live calls to referral sources.
A comprehensive workbook guides attendees through their assignments
throughout the day, ensuring engagement and retention.
After the workshop, attendees receive six weeks of implementation and
directional insight via three live online classes and three reinforcement videos.
Intended Audience
• Loan officers• Branch managers• Sales managers
How does it work?
• One-day hands-on, interactive workshop where attendees identify, profile, and make live calls to referral sources
• Six weeks of implementation and directional insight via three live online classes and three reinforcement videos
• Variety of post-class business tools
© 2018 XINNIX. All rights reserved. Energizing people. Elevating results.IN PERSON
EDGE LiveEmpowering experienced loan officers with sales and marketing strategies along with tactical solutions for growing purchase production in any market
Program agenda One-Day Live Workshop
EDGE Live is an energizing day-long event in which loan officers learn purchase
growth strategies, then practice proven techniques by identifying, profiling,
and making live calls to referral sources with an accountability partner and
assessment process.
During this workshop, a loan officer will learn:
Effective Marketing and Building Relationships
• Identify specific types of referral sources that create
unbelievable momentum
• Profile referral sources and create powerful marketing strategies
• Gain the four key methods for identifying productive referral sources
• Know how to effectively obtain an appointment with a referral source to
grow purchase production
• Identify and create a personal Unique Selling Proposition to increase
purchase production
• Create a customized one on one referral source presentation
• Learn strategies to overcome common objections with confidence
Following-Through
• Create business disciplines to remain focused on purchase production
• Exceed commitments and build a respected reputation
• Identify various sources for creating and implementing value
added marketing
• Determine the level of persistence necessary to gain market share
Business Planning & Efficiency in Time Management
• Implement tools to measure daily activities to ensure success in owning a
purchase marketplace
• Select the right referral sources and market service area to accelerate
purchase business growth
• Create a blueprint for success through writing and implementing a
business plan
© 2018 XINNIX. All rights reserved.
In addition to in-depth training and hands-on execution, attendees receive valuable business tools such as:
• Comprehensive Business Plan Sample and Template
• Key Target Profile® Worksheets
• Unique Value Proposition Sample and Template
• One-on-One Presentation Script and Template
• Referral Request Script• Database Call Sheet• Weekly Flight Plan Sample and
Template• Call Reluctance Action Plan
… and many more
Call Us
Email Us
Register Online
678-325-3500
www.XINNIX.com
Post Live Workshop
To reinforce successful habits and behaviors after the workshop, attendees
receive six weeks of implementation and directional insight via three live online
classes and three videos.
Week 1: Coaching Video Direct to the Loan Officer’s Desktop
Week 2: Online Class - Overcoming Call Reluctance
• Discover the number one secret to success in sales, based on over 30 years
of research
• Learn what sales call reluctance is and how much it costs a sales
person monthly
• Understand the traits of natural self-promoters and the three critical
techniques they employ to dominate their sphere of influence
Week 3: Coaching Video Direct to the Loan Officer’s Desktop
Week 4: Online Class - Delivering Value
• Build a team committed to providing great service to Key Targets®
• Gain a structured process for productive processor meetings
• Be able to leverage every closing with highly effective marketing strategies
for more business
• Learn a post-closing strategy that will effectively grow repeat business
from customers and Key Targets®
Week 5: Coaching Video Direct to the Loan Officer’s Desktop
Week 6: Online Class - The Art of Implementation
• Evaluate prospecting activity to predict future production and continue
the momentum
• Receive key formulas for implementation to achieve professional goals
• Determine top three action items that will impact success
• Implement a daily morning and evening routine to save valuable time
• Establish a process for maintaining an impactful Navigation Plan®
(Business Plan)
678-325-3500 www.XINNIX.com
“XINNIX has an incredible reputation for delivering results. My sales team and I have experienced their superior training first hand. When I think sales and leadership training, I think of XINNIX..”
– H. Cunningham
President
“Despite being a 20-year veteran in the business, I have never received anything comparable to the XINNIX training course.”
–S. Casey
Senior Mortgage Banker
What people are saying
Join the hundreds of loan officers who are experiencing unlimited purchase growth
potential. Call to speak with a XINNIX representative today!
© 2018 XINNIX. All rights reserved.
Learn more at www.XINNIX.com, where you will also find our extensive Resource Library with valuable content, market updates, and key industry
information to help you in your business.
Having trained thousands of loan officers and leaders, XINNIX deploys a
proven methodology that combines energy with excellence - transforming the
organization and delivering real, measurable ROI.
678-325-3500 www.XINNIX.comEnergizing people. Elevating results.
“After instituting the things I learned from XINNIX I have built quite a business. I concentrate on purchases and try to
stay clear of refinances. I will close over 40 loans in a month! In this day and age for me to be able to say that I am going
to make more money this year than ever in my life all I can say is GO XINNIX!!!! If people do not utilize your company
they are crazy.”– C. Flaherty
Branch Manager
“Recently, I looked at my stats and I have closed 28 loans. All of last year I closed around 25. I continue to use
the principles I learned during my class with you and it continues to pay huge dividends. I can’t wait until I’m clocking
100 loans a year.”
– T. Mulvihill
Owner - Sr. Loan Officer
“Our originators and managers wake up each day with a plan and a purpose and a well-defined measure of success.
XINNIX taught some and reminded others the value of old-fashioned sales principles and discipline whose recipe results in
success. XINNIX will transform a great group into an even better one.”
– D. Jacobs
Managing Director of Retail Branching