Who this is for
- New loan officers who need a real playbook, not just inspiration.
- Mid-career LOs who plateaued and want to break through to top-tier production.
- Sales managers who want their team coached by an operator, not a speaker.
- Mortgage organizations running structured sales onboarding or cohort training.
What the training covers
1. The closer's mindset
How top producers think about pipeline, prospects, and rejection — and the daily habits that separate the top decile from everyone else.
2. Pipeline math
Working backward from a production goal: how many conversations, applications, and approvals it actually takes. Most LOs don't know their own numbers.
3. Agent partnerships
How to build referral relationships with real estate agents that compound — without becoming a coffee-buying commodity. Includes the "co-marketing that actually works" framework.
4. Conversion fundamentals
The first call, the application moment, the rate-shopping conversation, the post-close follow-up. Each one rehearsed, scripted, and pressure-tested.
5. AI for loan officers
Where AI saves LOs real hours: lead briefs, follow-up sequences, content for agent partners, and CRM hygiene. Tied directly to David's AI workshop.
6. Resilience in a shifting market
How to keep producing through rate cycles, regulatory changes, and quarters that test the team. Lessons from ultrarunning, applied to a 12-month plan.
Formats
- Sales kickoff keynote — high-energy, action-oriented, customized to the team's current pipeline reality.
- Half-day workshop — frameworks, scripts, and exercises the team uses the next morning.
- Multi-week cohort training — recurring coaching with accountability between sessions.
- 1:1 leadership coaching — for managers building their producer-leader bench.
Why David
David is a Regional Director with Movement Mortgage. He still leads producers. He still sits with agent partners. Everything he teaches has been used in the field — recently, and at scale.
Book the training
Email booking@davidcolgan.com or call (919) 302-4311 to scope a session for your team.