ONE-ON-ONE Programs (based on AVERAGE current MONTHLY production levels)


LEVEL 1 (0-5 units)

Challenges:

  • Struggle doing more than a few loans per month

  • Have difficulty with focus and time management

  • Not converting enough meetings

  • Getting rate shopped

Primary focus:

  • Personal structure and time management

  • Sales skills

  • Proper mindset

Secondary focus:

  • Networking and creating a Realtor referral base

  • Creating a referral system

  • Establish a database and proper lead and client tracking

  • Establishing value proposition and higher client conversion

  • Financial literacy

Included

  • Bi-weekly 45-minute recorded video conference session

  • Access to shared resource library

  • Additional unlimited access to coach via text, email and phone

  • Free client-only webinars

  • Exclusive invite to two (2) client-only live mastermind events per year

Monthly cost: $1000

LEVEL 2 (6-10 units)

Challenges:

  • Capacity issues (hitting “the wall”)

  • Putting together the right team

  • Systems and organization

Primary focus:

  • Creating systems for predictability and growth

  • Building a team

Secondary focus:

  • Advanced value propositions

  • Events, targeting better Realtors, and setting up a Realtor maintenance program

  • Establishing a CRM and Social Media presence

  • Proper hiring

Included

  • Bi-weekly 45-minute recorded video conference session

  • Access to shared resource library

  • Additional unlimited access to coach via text, email and phone

  • Free client-only webinars

  • Exclusive invite to two (2) client-only live mastermind events per year

  • **Team coaching

Monthly cost: $1500


LEVEL 3 (11-17 units)

Challenges:

  • Getting more out of team members

  • Maximizing time

  • Higher quality referral sources

Primary focus:

  • Leadership

  • Leveraging resources

Secondary focus:

  • Entrepreneurial systems

  • Brand awareness and advanced presentation techniques

  • EQ enhancement and targeting Top 1% Realtors

  • Advanced CRM

  • Team growth and management

Included

  • Bi-weekly 45-minute recorded video conference session

  • Access to shared resource library

  • Additional unlimited access to coach via text, email and phone

  • Free client-only webinars

  • **Team coaching

  • ***Free attendance to two (2) client-only live mastermind events per year

  • ***Yearly half-day planning session at mastermind event

Monthly cost: $2000

LEVEL 4 (18-24)

Challenges:

  • Burnout

  • Branding and identity

  • How to grow more without doing more

Primary focus:

  • Establishing stability and consistency

  • Expansion into different markets or goals

Secondary focus:

  • Developing a marketing assistant and business development partner

  • Major media channels and outreach

  • Joint venture marketing

  • Cutting edge technology

Included

  • Bi-weekly 45-minute recorded video conference session

  • Access to shared resource library

  • Additional unlimited access to coach via text, email and phone

  • Free client-only webinars

  • **Team coaching

  • ***Free attendance to two (2) client-only live mastermind events per year

  • ***Yearly half-day planning session at mastermind event

  • ****Yearly full-day site visit

Monthly cost: $2500


(All programs are month-to-month with no long term commitments)


seanJohnson.jpeg
Mortgage Executive Magazine Top 1%

Mortgage Executive Magazine Top 1%

BEFORE: California 3 loans/month | AFTER: Virginia 11 loans/month

"I recently moved to a new state where I had to build my business from scratch.  I was rather nervous about the thought of starting over.  Khai's coaching and time management techniques have allowed me to do so, and in less than a year I am doing more volume than I did prior to the move.  I now have a sustainable and scalable business that I know can continue to grow.  Thanks Khai!" - Sean Johnson, Loan Officer, First Home Mortgage