loader image
90-minute actionable session

Annual Business Planning for Mortgage Departments

Set your mortgage team up for success in 2025! This Annual Business Planning Webinar is designed to provide mortgage leaders, loan officers, and marketing teams with the tools and strategies needed to achieve breakthrough results.

Thursday, December 19

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds

Topics and Features Covered

Strategic Goal Setting

Define clear production goals and sales benchmarks for your team.

Marketing Alignment

Create impactful campaigns that drive pre-approvals, applications, and closed loans.

Key Performance Indicators

Learn how to track and measure what
matters most.

Accountability Tools

Build daily habits and a team culture of consistent, high-impact activities.

Database Optimization

Discover strategies to re-engage past clients and grow your referral network.

Team Synergy Strategies

Foster collaboration and alignment between loan officers, marketing teams, and leadership.

About Dr. Bruce Lund

For over a decade, Dr. Bruce Lund has trained thousands of professionals all over the world. His coaching journey began as a 25-year-old career author and speaker to young profes- sionals. Dr. Bruce earned a Ph.D. in Human Performance at age 29 and became one of the youngest-ever program directors in the Texas A&M System. Dr. Bruce was then recruited into corporate America where he helped build a multi-million dollar coaching business as VP of sales and training. 

In 2017, Dr. Bruce launched 90-day Sales Manager. The program is dubbed the “P90X of Sales Training” and earned a reputation as one of the best sales onboarding programs for housing, banking, insurance, and financial services. The program has created many Rookie of the Year producers in multiple markets. But seasoned salespeople also love it as a reboot for their habits. 

Dr. Bruce has spoken at the largest global con- ferences including Million Dollar Roundtable with over 65,000 financial advisors. He’s been on the biggest stages such as the Los Angeles Convention Center. His content is featured on the most-respected platforms including Breakthrough Broker with over 600,000 agents. He’s known as the most “educational keynote speaker” on the market because of his heart-of-a-teacher approach. 

Everybody needs a coach in life. Isn’t it time you found yours? The next big thing in coaching has arrived. His name is Dr. Bruce!

Reserve your spot today and make 2025 your department’s best year yet!

Request more information

"*" indicates required fields

What's your name?*