Mortgage Planner Coaching

The Mortgage Planner

Brad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. www.MortgagePlannerMarketing.c...

  1. Breaking Tuesday Updates

    FEB 16

    Breaking Tuesday Updates

    “Tuesday Is Not a Status Call — It’s a Conversion Strategy.” What if Tuesday wasn’t just another update…but your most powerful relationship multiplier? In this recorded session, Brad Roche breaks down how Tuesday Updates when executed with purpose can dramatically increase client trust, referral flow, and loan conversions. This is not about checking boxes. It’s about transferring confidence. 🔑 What You’ll Learn: ✅ Why Tuesday should be treated as a relationship builder, not a status obligation ✅ How to shift from checklist updates to authority-driven confidence transfer ✅ The 4-step Tuesday structure:Check the emotion before the informationDeliver a concise, directional updateRemove uncertaintyFocus on outcomes — not tasks✅ How to slow your updates down by 30% to increase clarity and trust ✅ Specific CCR (Current Client Referral) questions that trigger memory recall ✅ How to reinforce your role as the calm, confident guide in the transaction You’ll also see how Tuesday fits directly into the Before, During, After system and supports World Class Service execution — turning in-process clients into advocates before closing. 🚀 Why This Matters Most lenders update files. Few lenders build loyalty during the process. Tuesday Updates, when done right, activate the Frequency Illusion, create natural obligation, and move clients up the Loyalty Ladder from Client → Advocate → Raving Fan . Because the goal isn’t just to close the loan. The goal is:1 out of 3 clients referring you before they close. 🎯 Practical Execution Includes:Short, reassuring 20-second directional updatesEmotion check first: “How are you feeling about everything today?”Specific referral language (not vague asking)Authority positioning without pressureClear next-step framing to eliminate uncertaintyThis is execution-level coaching — not theory.

    15 min
  2. Year-End Coaching: Finish Strong. Launch Stronger.

    12/16/2025

    Year-End Coaching: Finish Strong. Launch Stronger.

    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 2025Setting January power lunches and business planning meetingsLeveraging AI for meeting follow-upsFull lead source and closing ratio breakdownYour average loan amount—and what to do with that infoBrad 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.

    19 min

  3. 12/12/2025

    Presuppositions

    shifting the way you speak for better results.

    9 min

  4. 12/07/2025

    Goal Setting Planning- A look back at 2025

    🚨 New Year. New Goals. No Excuses. 💥 🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide. Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen to the 2025 recap now →🔥 In this episode, I break down: ✔️ Good waiting vs. bad waiting ✔️ How to execute when the world hesitates ✔️ Why “waiting for rates to drop” is the wrong mindset ✔️ Kingdom-first goal setting (Proverbs 16:3) 🧭 This isn’t about more work—it’s about meaningful work. Let’s maximize the year with: ✅ Daily high-touch actions ✅ Faith-driven momentum ✅ The right people in your life, on purpose 💡 Who do you know who’s ready to dominate 2026? Tag a top performer. Share with your team. Let’s GO.

    54 min

  5. 11/04/2025

    Presenting Keys

    Mortgage Planner Coaching

    15 min

  6. 10/30/2025

    Shifting the Frame

    Mortgage Planner Coaching

    17 min

  7. 10/30/2025

    Activating the Referral Wheel

    Mortgage Planner Coaching

    13 min

  8. 08/12/2025

    Partners & Value: Elevating Your Referral Game

    In this episode, Brad Roche, The Mortgage Planner, sits down with a top-producing team to unpack the true meaning of partnership in today’s market. Together, they dive deep into how to bring more value to your referral partners going beyond transactions to create lasting, mutually profitable relationships. From crafting intentional WOW moments to using specific referral asks that trigger memory recall, Brad and the team share proven systems to help you stand out, serve better, and get referred more often. Whether you’re a Realtor, lender, or business partner, this conversation is packed with actionable strategies you can put to work immediately to grow your business and impact.

    1h 29m
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Ratings & Reviews

4.5
out of 5
4 Ratings

About

Brad Roche, The Mortgage Planner a Top Nationwide Mortgage Originator shares mortgage marketing platform and step by step success podcasts for professionals. www.MortgagePlannerMarketing.c...

Information

  • Creator
    The Mortgage Planner
  • Years Active
    2019 - 2026
  • Episodes
    173
  • Rating
    Clean
  • Copyright
    © Copyright The Mortgage Planner
  • Show Website
    Mortgage Planner Coaching