Mortgage Planner Coaching

This week's Tuesday Update, recorded live on November 3, 2026. Brad Roche walks through the WOW Process and the Before, During and After framework: the client touchpoints that make people feel taken care of at every stage of a loan, and the discovery questions that turn a rate conversation into a planning relationship, and a planning relationship into referrals. In this episode: 00:08 Introduction...

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.

A quick run down of what you "should" be doing now...

A deeper look into after closing...to generate more deals and repeat clients.  Now mix in the partners with your service review to any homeowner.

Top producers don’t wake up wondering who to call. They run a rhythm. Every day of the week already has a name, a list, and a purpose. Here’s the full Coaching Rhythm, exactly how we run it, starting with the one truth it’s built on: An inconsistent market-requires consistent actions. Rates move. Inventory moves. Your rhythm doesn’t.

“Tuesday Is Not a Status Call — It’s a Conversion Strategy.” What if Tuesday wasn’t just another update…but your most powerful relationship multiplier? In this recorded session, Brad Roche breaks down how Tuesday Updates when executed with purpose can dramatically increase client trust, referral flow, and loan conversions. This is not about checking boxes. It’s about transferring confidence. 🔑 Wh...

In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered: Top referral partners by closed loans in 2025 Setting January power lunches and business planning meetings Leveraging AI for meeting follow-ups Full lead source and closing ratio breakdown Your average loan amount—an...

shifting the way you speak for better results.

🚨 New Year. New Goals. No Excuses. 💥 🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide. Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen to the 2025 recap now →🔥 In this episode, I break down: ✔️ Good waiting vs. bad waiting ✔️ How to execute when the world hesitates ✔️ Why “waiting...

In this episode, Brad Roche, The Mortgage Planner, sits down with a top-producing team to unpack the true meaning of partnership in today’s market. Together, they dive deep into how to bring more value to your referral partners going beyond transactions to create lasting, mutually profitable relationships. From crafting intentional WOW moments to using specific referral asks that trigger memory re...

Are you branding for likes—or for loyalty? This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk about you, refer you, and rely on you. Functional branding creates referral readiness in every client and partner conversation. Are your updates creating frequency...

Most loan officers ask for referrals the wrong way—vague, generic, and forgettable. That’s why I’m hosting a powerful, tactical webinar: "The Top 7 Referral Asks That Get Results" 🔹 Proven scripting 🔹 Real examples 🔹 Immediate implementation We'll dive into: What makes people actually refer you How to shift from “do you know anyone” to “who’s downsizing now?” The exact language that activates m...

Looking to improve your client referrals during the process?  Checkout 5 samples of how to ask for referrals when you exceed the clients expectations.

🚀 Embracing Unforgettable – A powerful conversation with The Motgage Planner and business coach Brad Roche. With 30+ years in the industry, Brad shares the keys to success in marketing, pipeline management, and referral-based growth. He dives deep into strategies like frequency illusion, future pacing, and leveraging connections to build a thriving business. But beyond business, Brad gets persona...

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 bre...

Join Brad as he dives into the latest insights, strategies, and reflections to help you break through barriers and unlock new opportunities in your business. Brad shares a powerful perspective shift—turning "brick walls" into "open doors"—and how faith, persistence, and action can redefine your path to success. 

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.

Starting 2025 with the set up to success with a plan for first quarter.

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

The Mortgage Planner reviews stats to gain more applications in todays market.  TuesdayUpdates.com 8.13.24