Sales Shots

How do you get more mortgage clients when the market is slow? Ace breaks down the mortgage lead generation, prospecting, and follow-up strategies loan officers can use to find opportunities other people are overlooking. In a challenging mortgage market, waiting for new leads isn't enough. Loan officers need to work their existing pipeline, revisit old mortgage leads, and consistently look for...

How do you convert more mortgage leads into closed loans? In this loan officer sales training, Ace breaks down speed to lead, mortgage lead follow-up strategies, and the communication techniques he uses when working with purchased mortgage leads. When a borrower submits an online mortgage inquiry, you may be competing with several other loan officers for their attention. How quickly you respond, w...

How do you reactivate old sales leads and turn your existing CRM into new business? Ace breaks down the sales follow up strategies, prospecting habits, and lead reactivation techniques that can help you uncover opportunities you've been overlooking. In a challenging sales market, generating more business requires looking beyond fresh leads. Some of your best opportunities could be sitting in...

Mortgage sales scripts can make a major difference in how loan officers start conversations, build trust, and establish credibility with borrowers. In this Takers loan officer sales training, Ace Charafeddine breaks down how to introduce yourself on a mortgage sales call, communicate your value, and give potential clients a reason to listen. Many mortgage loan officers open their calls with their...

Want to improve your sales performance? Your morning routine, work ethic, and daily discipline could be holding you back. In this sales mindset training, Ace Charafeddine explains why successful salespeople prepare for their workday before their official start time and how building better morning habits can improve productivity, focus, and overall performance. Ace breaks down the difference betwee...

Some of the best mortgage deals start with a no. In this training, Ace breaks down how loan officers can handle common mortgage sales objections, improve their discovery questions, and convert more purchased mortgage leads into closed loans. From prospects who say they're not interested to borrowers who are already speaking with another lender, Ace shares how he approaches difficult conversat...

Your performance at work is directly connected to what you're doing outside of it. In this training, Ace breaks down the four areas of life he believes are essential for building a stronger mindset, finding your flow state, and performing at your highest level. Using real examples from coaching salespeople, Ace explains how your daily habits, relationships, personal fulfillment, and approach...

Thinking about leaving the retail mortgage world to become an independent loan officer? In this behind the scenes coaching session at Takers Brokerage, Ace sits down with loan officer Bill Shaw to discuss what it takes to transition from a retail call center to the independent mortgage channel. Bill shares his goals of building a purchase-focused mortgage business, expanding his community relation...

What happens when two sales trainers who are actually on the phones sit down to compare their strategies? Ace sits down with Sam Kaye (Sam K Sells), a sales trainer specializing in merchant cash advances, business financing, and high-performance sales teams. They put each other through live sales roleplays, compare their approaches to cold calling and objection handling, and discuss the sales psyc...

After nearly a decade in the mortgage industry, including years at Rocket Mortgage, Mike Ashkar is taking a new direction in his career. In this episode, Ace welcomes Mike to Takers Brokerage to discuss his transition to the independent channel, balancing mortgage origination with running a family business, and what attracted him to Takers. But the conversation quickly turns into an unexpected bus...

The first 30–60 seconds of your sales call can tell you a lot about how the rest of that conversation is going to go. In this training, Ace breaks down how to start a sales call with confidence, read the person on the other end of the phone, handle early objections, and earn the right to continue the conversation. He also explains why your opening starts before you ever dial the phone and gives yo...

When the mortgage market gets tougher, urgency becomes even more important. In this training, Ace breaks down how loan officers can recognize the urgency that already exists in a client's situation and communicate it effectively without relying on pressure or generic sales tactics. When someone is reaching out for help despite everything they're hearing about rates and the housing market...

After spending the last 60 days auditing dozens of salespeople, Ace started noticing the same problems over and over again. So he compiled the biggest recurring themes into one training. From how you follow up and communicate with hot prospects to personalization, speed, organization, and taking ownership of your pipeline, these are the small execution gaps that can quietly cost salespeople deals....

Could you handle a sales call if you had zero time to prepare? During this Takers team huddle, Ace puts loan officers on the spot with live client roleplays to see who actually knows their sales script and who still needs work. Because when the real client picks up, you don't get a practice round. Watch the team get hot-seated, work through different client conversations, and see why preparat...

What your client says they want and what they actually need can be two very different things. In this training, Ace breaks down one of the biggest mistakes salespeople make: taking a prospect’s first answer at face value. Using a real conversation from his team, Ace shows how asking better questions completely changed the direction of a sales opportunity and uncovered something that would have oth...

Realtor relationships can become one of the strongest sources of long-term business for a loan officer, but sending the same generic pitch to every agent isn't going to make you stand out. In this training, Ace breaks down how loan officers can take a more targeted approach to building Realtor referral relationships. Instead of immediately asking an agent to “give you a shot,” start by figuri...

What do you actually say when a prospect tells you no? In this live sales training, Ace gets on the phone and works through real leads, real objections, hang-ups, callbacks, and follow-ups while coaching his team through each conversation. You'll see how Ace responds when prospects say they aren't interested, want to wait, need to think about it, need to talk to their spouse, already rec...

What do successful salespeople consistently do differently? In this training, Ace breaks down the 14 pillars he uses to evaluate sales performance and gives you a simple way to audit yourself against each one. From calling before texting and bringing consistent energy to every conversation, to creating urgency, following a proven call flow, staying organized, working the right hours, and knowing e...

The mortgage market is tougher, leads are tougher, but that doesn't mean there aren't loans to close. I started originating mortgages in 2015 and 2016, when rates were sitting around 6–7%, and was still closing 30, 40, and even 50 loans a month. In this team training, I'm breaking down what it takes to produce when the market isn't making your job easy. You'll learn why to...

Are you actively creating sales opportunities, or are you waiting for business to come to you? While traveling through Greece and Albania, Ace noticed something that reminded him of a lesson he's learned throughout his career in sales and business: the people who generate business don't sit behind the counter and wait. They activate it. In this video, Ace breaks down what it means to bec...

What separates successful salespeople from everyone else? It comes down to how you use your resources, protect your time, stay connected to your purpose, and execute every single day. In this video, Ace breaks down the mindset behind high-level sales performance from eliminating distractions and becoming more resourceful to creating focused sales rituals, embracing uncomfortable situations, making...

Relying on one source of mortgage leads puts your entire pipeline in one place. In this training, Ace breaks down 7 different ways loan officers and mortgage brokers can generate leads and build a more consistent pipeline.  Ace also shares real examples of strategies he's used to generate business, including turning social media content into mortgage leads, combining targeted data with direct...

Your foundation determines your ceiling. In this training, Ace breaks down the daily rituals, routines, and systems that help sales professionals perform at a higher level.  If you've ever felt like you're constantly busy but not making progress, this video will help you create a framework that brings more focus, consistency, and execution into your day. Topics Covered: • Sales rituals •...

Many people believe today's mortgage rates make it a bad time to buy a home or refinance. But is that actually true? In this conversation, Bill and Sam discuss how COVID changed expectations around mortgage rates and why so many homeowners and buyers are still comparing today's market to the historically low rates of 2020. They break down why focusing only on interest rates can cause peo...

What separates the top 1% in sales from everyone else? In this conversation, Ace and Bailey share the mindset, habits, and daily disciplines that have helped build high-performing sales teams and consistent top producers.  From building genuine relationships and uncovering a client's deeper motivations to creating structure, protecting your focus, and developing a strong sense of purpose, thi...