Thank you for Attending My Presenation at the Loan Officer Playbook!

FREE for Loan Officer Playbook Attendees Only!

Realtors Will Start Referring Clients to You… Even If They Already Have a Preferred Lender

The Circle Method Intensive: Your shortcut to being the lender Realtors love to work with

  • Step-by-Step Walkthrough of the Circle Framework: Understand each phase Live with Q&A to build and nurture realtor relationships that generate consistent referrals.
  • Discovery Call Questionnaire: A ready-to-use, questionnaire to guide each discovery call and uncover realtor needs and make them want to work with you. 
  • Delegation-Ready Video SOPs: Each SOP is designed so you can hand it over to your or our team members without extensive additional training. 

“Working with Keith’s team has been a game-changer. They handle the tasks that kept falling through the cracks, so I can focus on what I do best – building relationships and closing deals. The consistency and quality have helped me grow my business faster than I thought possible.”

– Crystal Toews - Primary Residential Mortgage

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