Video

Course curriculum

    1. Join Tuesday's at 2pm for LIVE scripting.

    1. Farewell Scripts

    2. How to handle client objections on rates and fees

    3. Establishing Referral Source of Lead

    4. Escalations with Poise

    5. Gratitude Scripts

    6. Chelsea Bedard on Building Connections with Financial Planners

    7. Brian Explains How to Handle Complaints

    8. Touchpoints to ask for a Referral or Google Review - with template and link!

    1. Chelsea Bedard & Scott Foster : Real Talk with a Realtor

    1. Join Tuesday's at 2pm for LIVE role playing classes

    2. Chelsea Bedard : What to say to a Realtor that is already working with another Mortgage Lender

    3. Brenda Williamson: How to Establish a Rapport With a Partner

About this course

Discover your potential, starting today

Coaches & Trainers

Meet our award winning coaching and training team members

Mortgage Agent #M17000279 Brenda Williamson

With 20 years of banking experience, Brenda brings to our team her passion for great client care. She has long-standing relationships with lenders and works to secure the home financing that best fits your needs. Brenda seeks to build relationships with our team members and would love to sit down and chat with you about your questions at anytime!

Mortgage Agent #M17000537 Chelsea Bedard

Chelsea is determined to find her clients the best possible solution for their financial needs. She provides valuable and memorable customer service by walking our clients through each stage. Whether you’re looking to buy your first home or refinance your current mortgage, she promises to be there every step of the way

Mortgage Agent #M17002867 Teresa Franciosa

Teresa has forged world-class relationships with our top lenders, and is, therefore, able to provide our clients with the approvals and solutions that best fit their individual needs. She has helped over 100 families secure financing for their dream home, and is persistent in the pursuit of helping her clients reach their personal and financial goals