Coaching That Helps
You Build Lasting Connections
Success as a loan officer comes down to relationships, systems, and consistency. HTC Lender Coaching is built to help you connect with agents, manage your pipeline, and implement practical marketing strategies that bring in results.
In this program, you’ll get personalized coaching to focus on what works for your business. Through clear, 7-day plans and high accountability, you’ll turn ideas into action—and action into growth.
Here's What You'll Get in Lender Coaching
A custom goal tracker tailored to your business goals and workflow.
Review and implementation of tools, software, and CRM systems.
Weekly marketing plans for social media posts, ads, and campaigns.
Strategies to connect with new Realtors and strengthen existing relationships.
Lead management techniques to organize and convert opportunities.
Open house marketing and loan program promotion plans.
Insights on current market conditions and updates to keep you ahead.
Invest in Your Growth and Relationships
This coaching program provides actionable strategies and tools to help loan officers build stronger relationships and achieve consistent results.
LENDER COACHING BUNDLE
$499
- 4 one-hour coaching sessions via Zoom with personalized strategies and weekly accountability.
- A custom goal tracker tailored to your business and growth goals.
- Comprehensive tools and software review and setup to streamline operations.
- Marketing and social media audit to optimize your online presence and ad creation.
- Strategies to strengthen Realtor relationships and expand your referral network.
- Weekly goal setting and review of lead generation efforts to ensure progress.
- Insights on pipeline management, prospecting plans, and current market trends.
LENDER TEAM COACHING BUNDLE
$1,499
- 4 team coaching sessions via Zoom tailored to your team’s unique needs and goals.
- A customized team goal tracker to align efforts and measure collective progress.
- System and software recommendations and implementation for seamless operations.
- Detailed marketing system reviews with actionable strategies for team-wide adoption.
- Tools to enhance team collaboration with Realtors and improve client outreach.
- Comprehensive plans for social media campaigns, open houses, and lead generation.
- Ongoing support to help your team navigate market updates and trends.
Ongoing coaching is available for $499/month. Limited spaces are available for motivated lenders ready to grow!
“As the owner of a local mortgage brokerage, I’ve had the privilege of utilizing Evan Russell’s lender coaching program to enhance our loan officers’ ability to market effectively to real estate agents.”
“Evan brings a wealth of real-world experience and actionable insights to the table, making his coaching sessions invaluable. What sets Evan apart is his ability to bridge the gap between theory and practice. His deep understanding of both the real estate and lending industries allows him to offer practical strategies that resonate with agents and drive real results. Our team has gained a new perspective on how to build stronger relationships, communicate value, and position themselves as indispensable partners to real estate professionals.
I highly recommend Evan’s coaching program to any mortgage professionals looking to elevate their marketing game and strengthen their agent relationships. His expertise is truly a game-changer!”
— Mike I Sr. Loan Officer
