Mortgage Planner Coaching

Brad sits down with Terry Judge, CEO of Core Advisors, to break down cost segregation for real estate investors. What an engineering-based study actually does, how 100% bonus depreciation changes the math, who qualifies, lookback studies for properties you already own, passive activity rules, and the mistakes that get investors in trouble. Educational only, not tax advice. Always loop in your CPA.

Asking for referrals gets easier when you have heard it done well. In this April 2025 session, Brad role plays real Tuesday Update calls, checking that clients are receiving their weekly updates and that both agents are in the loop, then making the ask at the moment he has exceeded expectations. Five samples you can borrow word for word on your next in-process call. More at mortgageplannercoaching.com.

Habits of A Highly Effective Loan Originator, a guide crafted from over 30 years of experience in the mortgage industry. This audiobook is not just a collection of tips—it’s a blueprint for success, inspired by the qualities and practices of top producers and mentors who have shaped my career. Whether you're a seasoned loan originator or just starting out, these habits are designed to help you break through the ordinary and achieve extraordinary results.Throughout this journey, we’ll explore the foundational habits that drive high performance, from mastering daily priorities and building lasting client relationships to leveraging technology and creating systems that work seamlessly. These are the real-world strategies that I’ve used to navigate the challenges of the mortgage business, from low leads to rising stress, and turn them into opportunities for growth.But this isn’t just about professional success. At its core, this audiobook is about alignment—aligning your work with your values, your actions with your goals, and your purpose with the impact you want to create. It’s about becoming not just an effective loan originator but a leader in your field, a trusted partner to your clients, and a source of inspiration to those around you.So, whether you’re looking to double your production, build stronger referral networks, or simply find clarity in a fast-paced industry, you’re in the right place. Let’s dive in and discover the habits that will transform not only your business but also your life.

Exclusive Webinar on TuesdayUpdates.com: Prevention Gaps - Filling in the Fall out Holes** 🌟 Are you ready to tackle the unseen challenges in your business? Discover how to identify and plug those crucial gaps before they become major issues. Our upcoming webinar will equip you with the strategies to prevent fallout and ensure your success.

Join us as we explore how going the extra mile and filling the needs of our partners can open doors to new opportunities and drive more leads. It’s time to excel and deliver results! Not registered? Visit www.TuesdayUpdates.com

Referral business does not run on closings alone. It runs on bridges built long before a contract shows up. In this October 2024 Tuesday Update, Brad takes you behind the scenes of where his team sees a pulse in their business: how they look at partners bringing them deals, where the effort goes, and how to build bridges that carry business both ways. More at mortgageplannercoaching.com.

Watch a real partner presentation happen live. In this July 2024 session, Brad runs his full first meeting flow on a realtor he has never met, starting from the exact text message he uses to book the meeting (he booked four that week) through the Zoom conversation itself. Study the order, the questions, and the close, then make the flow your own. More at mortgageplannercoaching.com.