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Mortgage Team Coaching for Credit Unions & Banks

Award-winning program for mortgage loan officers. Includes custom CRM with built-in accountability, and curriculum-based coaching with Dr. Bruce.

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Mortgage Executives Endorse 90-Day Sales Manager

As challenges arose and we expanded into new markets in 2023, I saw the need to equip our team with a proven system and CRM. Accountable CRM offers a comprehensive approach that experienced loan officers can seamlessly integrate into their business to boost sales.
Andrew Harris
Andrew HarrisVP of Mortgage, Truity Credit Union
Mortgage sales can be approached from an impossible number of angles. 90-Day Sales Manager has helped our loan officers eliminate all that noise and allow them to focus on the five things top producers universally value. In a business that changes every year, being able to always focus on the right things separates the best from the rest.
Cameron White-Ford
Cameron White-FordVP Mortgage Sales, Elevations Credit Union
90-Day Sales and Accountable CRM is tailor-made for myself and our sales and operations team. Its modern features address the unique needs within credit unions that frankly most CRMs we’ve looked into do not.
Nicole Poole
Nicole PooleVP Residential Lending, The Police Credit Union
In this market, when having to work 4x to achieve the same results, it's paramount to have a coach train a verified system to measure team activity. Accountable CRM powered by 90-Day Sales Manager is an investment in your sales team that will help retrain, refocus and retain your salesforce.
Dan Sugg
Dan SuggChief Lending Officer, Michigan First Credit Union
Whether you are new into a sales role, or needing a sales boost, 90-Day Sales is your answer! I've had the pleasure of watching Dr. Bruce grow this program from the beginning. He's as genuine as it gets through his heart of a teacher approach.
Joey Abdullah
Joey AbdullahManager at Bellco Credit Union
We have seen a significant increase in engagement, inquiries and most importantly home loan applications. I would recommend this program to any loan officer whether they are just coming into the business or a 20-year veteran.
Vince Salinas
Vince SalinasVP of Home Loans, Patelco Credit Union
The integration of a 90-Day Sales and the CRM system has transformed how we manage member relationships. It's a must-have for any credit union looking to enhance member satisfaction and drive referral growth.
Bill Kishton
Bill KishtonVP Mortgage Lending, FirstLight Credit Union
Establishing relationships with those who support the credit union movement is pivotal to not only our success but, most importantly, the success of our credit union members. We are excited to have Accountable CRM and Dr. Bruce Lund join ACUMA’s affiliate membership and provide technological advancements to the mortgage lending professional.
Peter Benjamin, CMB
Peter Benjamin, CMBPresident, ACUMA
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What's Included

CRM + Coaching + Accountability = Success

Bootcamp

Our flagship training program follows a 90-day curriculum. 

Coaching

Weekly LIVE coaching with Dr. Bruce and 24/7 coach-on-call.

CRM

Easy-to-use and implement CRM tied to our coaching systems.

How it Works

We've made team onboarding and buy-in simple.

1. Schedule Strategy Call

If the program is a fit for your team we'll choose your start date and coordinate your LIVE kickoff with Dr. Bruce. Schedule call.

2. Receive Materials

We'll ship training materials to your headquarters to distribute at kickoff. This includes the program workbook and 90-day sales planner. Can also ship directly to your participants' home address.

3. Kickoff with Dr. Bruce

Dr. Bruce will fly to your home office for a half-day kickoff to build excitement with your team, preferably the week before your start. Virtual kickoff options are available for remote participants.

4. Software Onboarding

Your account executive will host an online Zoom with your team to overview the CRM and help each loan officer get started in three easy steps.

5. Start the Program

Once preprogram is completed you'll receive weekly LIVE coaching with Dr. Bruce for 12-weeks on Mondays along with training videos Tuesday thru Friday. Weekends are off aside from planning.

Accountable CRM is now included with your signup!

The only mortgage CRM with built-in accountability that tracks your teams production.

Your data is safe and secure as we integrate with your LOS and complete SOC2 certification.
Learn More

Bootcamp Curriculum

150+ video modules (5-mins or less) along with companion workbook.

Orientation / Kickoff (90-mins)

Create a 90-Day Sales Plan and Organize your Database

Week 0: Timeblock Mastery (15 modules)

How to Be More Productive in the First 4 Hours of Your Day

Weeks 1 & 2 for Habit 1 (30 modules)

How To Turn Your Beliefs and Unique Value into Money

Weeks 3 & 4 for Habit 2 (30 modules)

How to Be Proactive and Productive In Prospecting

Weeks 5 & 6 for Habit 3 (30 modules)

How to Follow Up Like a Pro to Close More Deals

Weeks 7 & 8 for Habit 4 (30 modules)

How to Onboard New Clients and Gain Referrals for Life

Weeks 9 & 10 for Habit 5 (30 modules)

How to Create a World-Class Marketing Machine

Week 11: Confidence (15 modules)

How to Gain the Confidence to Withstand Sales

Week 12: Graduation (15 modules)

Certification from the 90-Day Sales Coaching Program

Manager Tools

We'll work directly with managers including train the trainer materials for breakouts.

Managers receive dashboard access with weekly progress reports of their loan officers KPIs.

But don't just take our word for it!

Credit Union and Bank Loan Officers Who Endorse 90-Day Sales Manager

“60 days into the program and I already had my biggest month.”

Fabbiana Progar

Mortgage

“I would have to credit 90-Day Sales for my strong start in the industry.”

Chad Nash

Real Estate

“After going through the program, my business has dramatically increased.”

Chad Humphrey

Mortgage

“To give you some results, it’s my second best year in my career.”

Sean Gross

Mortgage

I’ve been getting coached through 90-Day Sales for the past five years. The addition of Accountable CRM makes the program that much better. The software provides cutting edge technology through daily AI suggestions to nurture ongoing relationships, specifically with referral partners through personal connection. You can’t automate relationships.
Ian Bennett
Ian BennettElevations Credit Union
From the sales techniques that allow you to "gamify" your daily activities to the follow up process with clients once they are in your "Fight Club" there is no better program...
Todd Barrett
Todd BarrettCanvas Credit Union
I highly recommend 90-Day Sales to anyone in the real estate or mortgage industry looking for accountability, structure, and a kick start for your business.
Shelby Parkhill
Shelby ParkhillCanvas Credit Union
Before 90-Day Sales I didn't have a system to manage my database. What I like most about Accountable CRM is waking up to daily follow-up suggestions. I'm now doing more activities everyday.
Joseph Vitullo
Joseph Vitullo Loan Officer at Patelco Credit Union
This program is like no other that I’ve tried. So many programs talk about accountability, this one delivers. 90-Day Sales helps you design YOUR everyday life for success in any market.
Ryan Liabelt
Ryan LiabeltBranch Manager at Fairway Mortgage
I began working with Dr. Bruce in 2023. I left my business in Florida after 10 years and over $100 million in production to a state I didn’t know anyone. I started over from ground zero and in just the three quarters I have already quadrupled my production from 2022. It completely takes the guesswork out of prospecting and follow-up specific to referral partner business.
Andrew Loyed
Andrew LoyedLoan Officer, Elevations Credit Union
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Team Coaching and Accountability

Get started right away so your team can be our next success story.

Schedule Strategy Call

90-Day Sales Bootcamp

  • LIVE Kickoff Session
  • Weekly LIVE Coaching Calls (12-weeks)
  • Breakout groups by experience level
  • 90-Day Training Curriculum
  • Sales Planner & Workbook (hard copies)
  • 15-mins of training videos per day
  • Accountable CRM for Loan Officers
  • 90-Day Sales App
  • KPI Calculator and Scoreboard
  • Coach-on-Call (24/7 Support)
  • Private Facebook Group
Bootcamp Signup

Save 25% now!

12-Month Annual Plan

  • Includes 90-Day Sales Bootcamp PLUS...
  • Weekly Monday accountability message
  • Monthly mastermind meetings by industry
  • Quarterly business deep dive
  • Ongoing access to Accountable CRM
  • Ongoing Coach on Call (24/7 Support)
  • Ongoing access to bootcamp content
  • Recordings from all new LIVE sessions
  • Host your own workshops using our courses
  • One to one accountability add-on options
Bootcamp PLUS Ongoing

Company Case Studies

Mortgage Team Case Studies

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Elevations Credit Union Logo
Kitsap
Patelco

FAQs

We’ve had teams as small as two and as large as 65 complete the program. Teams with 10+ participants get exclusive coaching with just their group while teams with less than 10 are invited to join our quarterly bootcamp with other teams of similar size from all over the country.

The program works for any production or experience level. We’ve had literally brand-new loan officers become rookie of the year producers and $150 million dollar producers who are still in our alumni program. 

Your membership starts immediately and lasts all the way through the end of your bootcamp unless you signup for our annual coaching special for 12-month access. It’s our goal to be your ongoing coach + CRM for life. Our success is truly tied to your success.

Our Accountable CRM is a free add-on to the overall program value that we’ve slowly developed over five years, but not required. Consider it a test-drive that most of our bootcamp users love because it’s tied directly to our proprietary selling system.

It works for any mortgage team. That said, 90-Day Sales has really taken off in the credit union and banking space for many reasons, including our easy-to-use CRM since most don’t already have a mortgage specific CRM.

Timing is never “perfect” when it comes to an entire team. There are always disruptions such as vacations or holidays. We record all LIVE sessions and work with participants to help them get caught up if they miss.

We have quarterly loan officer bootcamps so you new hires can join any future bootcamp at our team/enterprise pricing.

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