Zero to 5 Million for Loan Officers Bootcamp for Newly Licensed LO's
**ZERO TO 5 MILLION™
Newly Licensed Loan Officers Mastermind**
Program Overview
Zero to 5 Million for Newly Licensed Loan Officers is a high-impact, 8-week mastermind designed to take brand-new loan officers from confused, overwhelmed, and underperforming to confident, compliant, and consistently closing. This program accelerates the first 12 months of your career into a focused, revenue-driven roadmap—built with the exact systems, scripts, products, and marketing strategies used by top-producing LOs.
Participants receive hands-on coaching, structured sales workflows, live role-play, digital tools, pipeline management training, and done-for-you templates to generate at least $5M in funded volume in their first year.
This mastermind is built for LOs who want to win fast, avoid costly mistakes, and achieve immediate traction in a competitive market.
PROGRAM CURRICULUM (8 Weeks)
WEEK 1 — The $5M Loan Officer Mindset
Understanding the real path to $5M+ in annual production
Daily behaviors that generate predictable loan volume
Building confidence, consistency, and communication skills
How to think like a top producer from day one
WEEK 2 — Loan Officer Foundations & Compliance
Licensing, compliance, and required disclosures
Understanding rate sheets, loan programs, and AUS findings
File flow from application to closing
How to avoid first-year compliance mistakes
WEEK 3 — Loan Product Mastery for New LOs
FHA, Conventional, VA, USDA
Down payment assistance programs
HELOCs, Non-QM, DSCR, Bank Statement Loans
How to match borrower profiles to loan products
Product-selection cheat sheets
WEEK 4 — Lead Generation Without Spending Money
10 free strategies to generate leads daily
Social media scripts, reels, and engagement workflows
How to network like a pro (even with zero connections)
How to build a mortgage referral list fast
WEEK 5 — The Realtor Partnership Playbook
Exactly what Realtors want from a new loan officer
How to book weekly Realtor meetings
How to host your own Lunch & Learn in 10 days
Co-marketing strategies and referral agreements
“Win the Realtor” scripts
WEEK 6 — The Fast-Funded™ Application System
Turning leads into full applications
Setting up borrower portals
Docs checklist and pre-approval workflow
Income, credit, and asset review
How to issue pre-approvals confidently and quickly
WEEK 7 — Pipeline Management & Client Experience
Daily pipeline management
How to follow up on conditions
How to communicate with borrowers, processors, and Realtors
Managing your files in Shape/Monday/CRM effectively
Borrower retention and repeat business systems
WEEK 8 — Scaling to $5M+ and Beyond
Building ongoing referral networks
Launching community events
Building your personal LO brand
Tracking performance, KPIs, and income
Creating multiple revenue streams as an LO
Long-term scale: how to protect and platform your brand
PROGRAM INCLUDES
Weekly live mastermind coaching sessions
Weekly accountability goals + production trackers
Done-for-you scripts for borrowers, Realtors, credit-challenged clients
30-day social media calendar for new LOs
Sales funnels and lead intake forms
Mortgage marketing templates
Borrower checklist & pre-approval kit
Productivity dashboards and KPIs
Private group access for support and collaboration
