Ready to stop leaving money on the table and make your CRM work for you? Join me every other week for 'Chat With Me,' a live, interactive webinar series designed to give you actionable strategies for mastering your CRM, optimizing your processes, and elevating your client experience. Whether you're just starting with a CRM or looking to maximize your existing one, these sessions are packed with insights to help you build a more efficient and profitable mortgage business.
Discover new ways to leverage your CRM (like Empower LO!) for automated communication, lead nurturing, and pipeline management. Get my best practices for making your CRM a true profit center, not just a data entry tool
Learn more about The Complete Package CRM Bootcamp, a focused program designed to help you implement robust systems, perfect your client journey, and truly run your business like a CEO. We'll cover what to expect, how to prepare, and the transformative results you can achieve
Get your most pressing questions answered! This is your opportunity to ask anything about CRM strategies, business processes, or perfecting your client experience in a live, interactive setting.
With a knack for cutting through the noise, I specialize in helping business professionals, especially in the mortgage and real estate industries, build efficient systems, streamline processes, and create CRM solutions that actually work.
I bring a direct, no-fluff approach to coaching, blending candid advice with just the right amount of spunk to keep things fun and engaging.
Whether I’m leading a CRM Bootcamp, guiding a group coaching session, or working one-on-one with clients, my goal is simple: to empower you to work smarter, grow faster, and achieve more.
People say I’m relatable, approachable, and incredibly likable—but I’ll let you be the judge of that!
Let’s roll up our sleeves, tackle challenges head-on, and take your business to the next level—together.
Walk away with immediate, implementable strategies you can apply to your business right away.
Get your specific questions answered live by a coach who understands the mortgage industry's unique challenges.
Learn how a dialed-in CRM and strong systems can increase your conversion rates, save you time, and enhance client satisfaction.
See if The Complete Package CRM Bootcamp is the right next step for you to take your business to the next level.
This series is specifically designed for mortgage loan officers who want to perfect their client experience and implement strong business systems, and for small mortgage broker owners looking to dial in their processes and effectively leverage a CRM to scale their business. If you're ready to stop being a high-paid employee and start running an actual business, you're in the right place
In each session, you'll get actionable CRM tips and tricks you can implement immediately to boost efficiency and lead conversion. We'll also dedicate time to walking you through The Complete Package CRM Bootcamp, showing you how it can transform your business with comprehensive systems and processes. Plus, you'll have a chance to get your specific questions answered live during our Q&A segment
Absolutely! This webinar is for anyone looking to maximize their CRM's potential, regardless of whether you're a new user or have been using one for years. We'll focus on strategies that ensure your CRM works for you, automating communication, streamlining workflows, and helping you never lose a lead. You'll discover advanced tactics and insights to get more out of your existing investment and elevate your client experience.
While we'll briefly share details about The Complete Package CRM Bootcamp and how it can provide a deeper dive into systems and processes, the primary goal of these "Chat With Me" sessions is to deliver immediate, actionable value. You'll walk away with practical tips and strategies you can implement right away, even if the bootcamp isn't your next step. We believe in providing value first.
Yes! We understand how busy mortgage professionals are. If you register for a session but can't attend live, we'll send you a replay link shortly after the webinar concludes. This way, you won't miss out on any of the valuable CRM tips, bootcamp insights, or Q&A discussions.