What we do
Consumer Direct Closers gives loan officers the practical sales systems they need to execute and win. Our training covers leading with value, uncovering borrower pain points through skills like credit report analysis, and building the ownership mindset that drives results — pairing disciplined prospecting habits with strong follow-up that increases pull-through and leads to more funded loans.
Built for the LO on the phone. Hired by the shop that wants that LO multiplied.
Most loan officers are told by their managers to get on the phone and find production. Loan officers sit there scratching their heads wondering what they need to do. We teach loan officers how to provide value and learn key sales skills like prospecting time blocks, setting firm appointments, and micro commitments.
Most LOs don't know the benefits of a refinance in a high interest rate environment and are losing deals. We teach LOs strategies like how to come up with winning strategies for borrowers by providing value, asking good questions, and learning how to read a credit report to uncover pain points most others are missing. And so much more.
We advocate for a self-employed mindset. Once LOs see their production ramp through our systems, they take ownership of their own success while sales leaders find themselves micro-managing less to focus on what's most important: Helping their team win.
We teach loan officers how to manage their pipelines efficiently and deliver a borrower experience that gains commitment. Loan officers learn how to manage their files while not losing focus on front end production. This leads to increased pull through on opportunities already in the pipeline.
Consumer-direct refinance teams in call centers. We've personally sold to every type of lead and won. Whether you're dialing LendingTree leads, have a portfolio that is hemorrhaging, or working aged leads or cold outreach, we can help.