THE SALES MASTERY GUARANTEE

If by the end of the event, you don’t feel you have learned how to make 2-5 times the cost of the event per month MINIMUM,
your tuition will be refunded. No questions asked.

KEYNOTE SPEAKERS

John Doe

Todd Duncan

For more than 20 years, Todd Duncan has earned a transformative reputation worldwide as a top trainer, motivator and personal coach for business professionals in the sales, mortgage, real estate and financial services industries. Todd’s influence in the peak performance world impacts more than 250,000 people annually across the globe, and he has personally coached some of the world's top producing sales professionals.  He is visionary force behind the annual Sales Mastery Event that has impacted over 45,000 Loan Officers and Real Estate Agents.

Todd is the author of 16 books including the New York Times Best-sellers, Time Traps: Proven Strategies for Swamped Sales People and his game changing High Trust Selling: Make More Money In Less Time with Less Stress. His newest book, The $6,000 Egg: The 10 New Golden Rules for Customer Service is redefining how to crack the code for client loyalty and referrals. His books are in 45 languages with over 1,300,000 copies in print.

Todd has been featured in The New York Times, Wall Street Journal, The Los Angeles Times, The Seattle Times, Entrepreneur Magazine, SUCCESS Magazine, The Success Network, The Dave Ramsey Show, and FOX News amongst other media sites.

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Robyn Benincasa

Robyn Benincasa is the Founder of World Class Teams, a world champion adventure racer, a CNN Hero, former corporate sales expert and a full time firefighter who advises organizations on building World Class Teams of their own.

One of the highest rated female speakers who regularly shares the stage with world leaders and business icons, her customers include many Fortune companies like Starbucks, Deloitte, Aflac, Fast Company, Boeing, Lockheed Martin, ARAMARK, Siemens, 3M, Coldwell Banker, Ameriprise, Microsoft, AT&T.

With a background in marketing, she was previously in corporate sales with Baxter and Allergan and is currently a full-time firefighter. World Champion Eco-Challenge Adventure Racer, CNN Hero, Founder of the Project Athena Foundation (Survivors to Athletes!), 3x Guinness World Record Distance Paddler and proud owner of 2 metal ‘ bionic hips’.

Robyn definitely knows a thing or two about creating Human Synergy –“that magic that allows groups of ordinary people to accomplish extraordinary things together.” Her New York Times best-selling book How Winning Works, published by Harlequin has been reviewed as “an excellent resource for all business owners on approaching challenges with a team mentality.”

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Jon Acuff

Jon Acuff is a New York Times Best Selling Author, has a blog following that is 4 million strong, and a media contributor and communicator. He is the New York Times Bestselling author of five books including his most recent, Do Over: Rescue Monday, Reinvent Your Work and Never Get Stuck. Also voted one of the best speakers in 2015 by the Meeting & Convention Planners.

For 18 years he’s helped some of the biggest brands in the world tell their story, including The Home Depot, Bose, Staples, and the Dave Ramsey Team. Most recently he’s spoken to hundreds of thousands of people across the country at events for companies such as Microsoft, Whirlpool, and Comedy Central. Featured regularly on national media, Jon has been seen on CNN, Fox News, Good Day LA and several other key outlets. He's also written for Time, the Harvard Business Review, Fast Company, Reader's Digest, and MSNBC.

In addition, Jon is also a big proponent of social media with blogs that have been read by 4 million people and more than 265,000 twitter followers. In 2010 he used his influence with his tribe to build two kindergartens in Vietnam. Jon lives with his wife Jenny and two daughters in Franklin, TN.

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Rob Chrisman

Some of you know Rob Chrisman from the free daily commentary that he sends out six days a week. In it he tends to cover a wide range of topics, from production through the compliance maze and into secondary marketing. But his career in mortgage banking began 31 years ago in 1985. His background is primarily capital markets and includes hedging pipelines, running a small subprime company, and helping various companies with capital markets issues on a consulting basis.

He left the daily working world in late 2008 to focus on his family but continued to publish his widely read daily market commentary on current mortgage events. He spends 4-5 hours a day on this, and wakes up at 4AM to check overnight news and edit the commentary before sending it out. He is on the board of directors, or advises the boards, of several financial companies, and visits groups around the country consulting and speaking. And he is a product of the California education system with a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley.

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Tanis Roeder

Tanis Roeder, owner of Elevate Your Communication, earned her Speech Communication degree from Colorado State University. She has presented to audiences across the nation including 25,000 youth on behalf of Monster.com and over 5,000 business professionals ranging from entry-level employees to senior level executives.  

Tanis has spent the last decade cultivating a network that has served as the scaffolding for her successful business and has allowed her to raise over 1million dollars for charity. She is a member of the National Speakers Association and teaches audiences how to Elevate their networking, body language and presentation skills.

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Steve Harney

Steve Harney is a residential real estate expert who specializes in market trends. He has been in the industry for over 25 years, first as an agent and then developing his own 500 agent real estate firm.  Steve now helps producers achieve their true potential. He authors a monthly informational presentation for top mortgage professionals titled, Bridge Builders, and is seen as a leading industry thought leader.

Steve is often quoted in major news sources such as The U.S. News & World Report,  MSN Money, The Chicago Tribune and The Los Angeles Times to name a few. He also received the great honor of being recognized as one of the 100 Most Influential Leaders in Real Estate by Inman News and as one of the 200 Most Powerful People in Real Estate by the Swanepoel Organization.

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Garth Graham

Garth Graham heads STRATMOR Group’s marketing strategy and execution practice, which focuses on lead generation and lead management methods and practices primarily for the consumer direct and retail mortgage origination channels. Graham has over 25 years of experience in sales and marketing, ranging from Fortune 500 companies to successful startups, including management of two of the most successful e-commerce platforms.

As an executive with ABN-AMRO, Graham was part of the executive group and author of the 5-year strategic plan that led to the successful $9 billion sale of the mortgage company to Citigroup in March of 2007 which closed before the market downturn.  At ABN, Graham managed the mortgage.com retail mortgage and Interfirst wholesale channel ecommerce platforms.

Graham was a founder and key member of the executive management team at mortgage.com, and led the company through its dramatic expansion in the late 90s and successful IPO in 2000, before its ultimate sale to ABN AMRO.  Mortgage.com originated the first mortgage through the Internet in 1997 and was the original platform for the Quicken and Microsoft mortgage initiatives.

Graham also worked for 9 years at Chase Manhattan Mortgage, where he developed the corporate and affinity marketing programs, securing Fortune 500 accounts, including the successful sale of Union Member Mortgage Program, an exclusive relationship between Chase Mortgage and the 13 million members of the AFL-CIO.

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Mitch Kider

Mitchel Kider is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers. 

In his 35 years as a practicing attorney, Mitch has represented banks, mortgage companies, homebuilders, credit card issuers, and other financial service companies in a broad range of litigation and regulatory and compliance matters.

He represents clients in investigative and enforcement actions before the Consumer Financial Protection Bureau, Department of Housing and Urban Development, Department of Veterans Affairs, Department of Justice, Federal Trade Commission, Ginnie Mae, Fannie Mae, Freddie Mac, and various state and local regulatory authorities and Attorneys General offices. 

Mitch speaks frequently on regulatory and litigation matters before trade associations and other industry groups. He is a Fellow of the American College of Consumer Financial Services Lawyers, and a Faculty Fellow of the Mortgage Bankers Association. Mitch is the author of six books pertaining to residential mortgage finance and also has written numerous law review and real estate journal articles on the subject.

His most recent books are Consumer Protection and Mortgage Regulation Under Dodd-Frank (West/Thomson Reuters 2015) and Real Estate and Mortgage Banking: A New Era of Regulatory Reform (West/Thomson Reuters 2015-2016).

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Jonathan Roche

Jonathan Roche is the Founder and CEO of Breakthrough Health & Wellness Solutions, Inc. He is an Award-Winning Fitness Expert, Best-Selling Author, a 12-time Ironman Triathlon Finisher, a 20-time Boston Marathon Finisher (running 19 straight to raise funds for Dana-Farber Cancer Institute) and he hold two patents on Personalized Interval Training.

In 1995 he weighed 224 pounds and was wearing size 38 pants when his Dad (who was obese) died of Cardiac Arrest.  Jonathan lost 44 pounds after losing his Dad and has kept it off for 20 years.  He wants you to be next!

Jonathan’s first book “The No Excuses Diet: The Anti-Diet Approach To Crank Up Your Energy & Weight Loss!” was featured on the Today Show and hit #3 on the Amazon Best Seller List.  He is now writing his second book “The Diabetes No Excuses Diet: The Anti-Diet Approach To Beat or Control Pre-Diabetes or Type 2 Diabetes while Cranking Up Your Energy & Weight Loss!” that will be published and endorsed by The American Diabetes Association.

Jonathan has been featured on NBC, ABC and Fox as a guest Fitness Expert and he has been featured in the L.A. Times, Skiing Magazine and Women’s Health & Fitness.

2016 Top Producer Panelist

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Rose Marie DavidHomeStreet Bank

Rose Marie David serves as Senior Executive Vice President of HomeStreet Bank since 2015 and serves as its Mortgage Lending Director. Ms. David served as a Senior Vice President and Retail Mortgage Production Leader at HomeStreet Bank from August 22, 2012 to August 2013 and served as its Single Family Lending Director since August 8, 2013. Ms. David provided sales and production leadership for all HomeStreet retail mortgage branches in Washington, Oregon and Idaho. Ms. David served as Regional Mortgage Production Manager at HomeStreet, Inc. Ms. David joined HomeStreet in March 2012 from MetLife Home Loans, where she served as the Pacific Northwest Regional Sales Leader. She was a Top Originator and Producing Branch Manager at MetLife, followed by a five-year stint as the Seattle District Manager.

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Brian FraserGreenpath Funding

Brian Fraser, Vice President of Sales at Greenpath, has been guiding his clients on the journey to home ownership for over 15 years as a Mortgage Advisor.  His unique and comprehensive approach to home mortgage management has helped thousands of families realize their financial goals and dreams. 

Over the years, Brian’s drive to guide people through the journey to home ownership has earned the recognition and respect of his peers and partners in the Southern California marketplace.  Brian and his team work diligently to understand the specific needs of their clients, in order to best serve their immediate and long-term financial and personal goals. 

Equipping his agent partners and clients with the best home mortgage advice possible is a lifetime commitment that Brian personally makes.  As a licensed real estate broker and member of the Orange County Association of REALTORS®, Brian serves as a complete lending resource for his agent partners and clients.

As the Vice President of Sales, Brian is dedicated to leading the Greenpath Mortgage Advisory team and supporting business growth.  Sharing his expertise and successful best practices through coaching and development allows him to empower the team to achieve their own personal and professional goals.

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Kathryn PedersenBay Equity

Kathryn Pedersen of Bay Equity Home Loans is a 20+ year veteran to mortgage lending. Kathryn started in mortgage banking working for a regional bank managing their mortgage division. With her move to Bay Equity 3 years ago, Kathryn has used her experience to develop a production model and team that have successfully doubled her production and increased her business footprint in Colorado. Kathryn’s business is almost entirely relationship driven, and credits her emphasis on lending with integrity and high touch service for her success. Kathryn successfully balances a full service lending team with her two children and husband. A Colorado Native, Kathryn enjoys the business and pleasure of living in such a beautiful place.

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Brandon EhrlichHomeStreet Bank

Brandon has been a top performer and leader in the mortgage industry for over 12 years. He has qualified for President's Club awards for 11 consecutive years. He has also been awarded the Chairmen's Circle award 10 times in his career, which is reserved for the top 5% in the company. As a Vice President at HomeStreet Bank, Brandon also manages the largest mortgage branch in the company in addition to being a top performer.

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Matt HennessyAxia Home Loans

Matt Hennessy is a Certified Mortgage Planning Specialist/Sales Manager for Axia Home Loans in Las Vegas Nevada. With 17 years in the mortgage industry, Matt enjoys showing each client how implementing the right mortgage strategy can impact their long and short term financial goals. He is committed to delivering an honest, transparent, knowledge based lending experience. Matt played tennis for the University of Nevada Las Vegas and obtained a degree in Finance. Matt and his wife Elizabeth, have 3 children and 2 chocolate labs.

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Khai NguyenGeorgetown Mortgage

Khai Nguyen aka “Khai Khai The Mortgage Guy” grew up in New Orleans, LA. He graduated from Loyola University with a Bachelor’s of Science Degree in Computer Science in 2001 and from the University of New Orleans with a Master’s of Business Administration in 2005. He started in the mortgage industry in April of 2011. Before working in the mortgage industry, he was a Realtor in the state of Louisiana from 2001 to 2006, and was an Insurance Agent with Allstate from 2006 to 2011.

In 2014, Khai closed a total of 185 loans. After attending the Todd Duncan’s Boot Camp in December of 2014, Khai closed 324 loans in 2015. He attributes his success to his hard work and dedication, and implementing ONE lesson he learned from the Boot Camp. He strives to always put the client’s best interest and satisfaction first.

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Christian JohnsonCaliber Home Loans

Christian Johnson is the Branch Manager of the Park Cities and Kessler Park locations for Caliber Home Loans. He has almost two decades of mortgage experience, listening to customers’ needs and determining the right path for mortgage success. Christian’s attention to detail, proven systems, and tenacity in today’s home financing world reveal why he has been chosen as one of the Best Mortgage Professionals in Dallas every year for 6 years running.

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Denise DonoghueService First

Denise, known as “The Mortgage Nerd,” began her career in the financial banking industry in 2002 as a licensed banker, Series 6 and 63. She was responsible for the development of customized financial plans in-line with clients’ short term goals, as well as assisted in their long-term retirement planning. Through her financial consulting, she found that generally a person’s home is not only their largest asset but also their most expensive. This intrigued Denise and inspired her learn the mortgage lending business. She transitioned into the industry in 2005 and has been originating loans ever since.   Denise was born and raised in Dallas, Texas and graduated from Texas A&M University with a business economics degree.

Denise Donoghue has been nominated as one of Dallas, Texas’ – D Magazine Best Mortgage Professional for 2013 and 2014 and Todd Duncan’s Mortgage Idol in 2013.

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Jerry WilsonAlpine Mortgage

Jerry Willis, a native Oregonian and University of Oregon alumni, received his bachelor’s degree in economics which led him to the mortgage industry in the fall of 1992. His passion for assisting others in the pursuit of homeownership is evident to clients, realtors, and referral partners. Jerry and his team are committed to excellence and professionalism. They truly believe that integrity and trust are essential to every transaction. With 23 years of experience, Jerry has originated more than 2,400 residential and commercial mortgages and takes pride on being a reliable resource for first-time homebuyers and seasoned investors.

John Doe

Michael BrownChurchill Mortgage

Michael Brown began his career in the mortgage business in 1994. He has consistently been a top producer at each company he has worked for. Michael has been working for Churchill Mortgage since 2007. Michael and his team have been the top producing team for Churchill Mortgage for the past 8 years. Mortgage Executive magazine listed Michael in the top 1% of mortgage originators in America in 2014.

Michael serves his clients with a heart of a teacher. He spends time educating his clients and providing the very best service. He credits his success to his business mentors, his supportive wife of 20 years, and his 3 beautiful children.

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Richard MillerPrime Lending

Richard Miller, a Senior Loan Originator in a top producing branch, has been consistently ranked as one of the Top 1% Mortgage Originators in America by the Scotsman Guide as well as Mortgage Executive Magazine. Maximizing his ability to speak fluent Spanish, he got his “big break” into the mortgage industry when a small mortgage broker company took a chance and offered him a job back in 2000. He has been originating loans ever since.

Richard lives the motto “under promise and over deliver” in his approach to his clients and business partners, and has built this motto into the fabric of his team. He believes this approach helps to set the right expectations up front and allows for that necessary level of trust to be established in order to become the lender of choice for his clients and their families.

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Michael AddisonCornerstone Home Lending

Michael Addison and Jessica Baldwin, together are amongst Texas’ leading mortgage lending professionals. Michael’s veteran experience of 16+ years combined with Jessica’s dynamic background in sales, marketing, and customer service have allowed them to help their clients achieve the dream of homeownership. They have been recognized both locally and nationally as some of the top professionals in the real estate financing world.

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Jessica BaldwinCornerstone Home Lending

Michael Addison and Jessica Baldwin, together are amongst Texas’ leading mortgage lending professionals. Michael’s veteran experience of 16+ years combined with Jessica’s dynamic background in sales, marketing, and customer service have allowed them to help their clients achieve the dream of homeownership. They have been recognized both locally and nationally as some of the top professionals in the real estate financing world.

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Christopher PaliskaNew American Funding

Born and raised in Southern California, Christopher Paliska has a passion for helping local families and individuals achieve the American Dream of homeownership.

Chris attended Mater Dei High School and is a Graduate of Chapman University with a Bachelor of Science degree in Accounting and Business Administration. While attending Chapman, Chris started his own Valet and Transportation Company with over 50 employees. This experience directly influenced the customer service business philosophy that Chris rigorously implements in his mortgage business today. Chris is also active in a number of business and philanthropic groups in his community including the Irvine Chamber of Commerce, the Door of Faith Foundation and Big Brothers & Big Sisters of Orange County. 

In just 3 years, Christopher has risen to become one of the top 5 loan officers at New American Funding while earning President's Council honors each year since joining the company. Chris credits his success to an ͚out-of-the-box approach to finding the best financing solutions for each of his client's needs and the innovative marketing he provides to his referral partners. Chris' clients and partners have come to recognize him as someone who will deliver the highest quality of customer service and go above and beyond to achieve the best financing available in today's market.

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David JaffeOn Q Financial

David Jaffe is a loan originator for OnQ Financial in Westlake Village, CA and is his company’s top originator. David has been in the mortgage business for 26 years and has closed over $3 Billion in loans. David is an expert in database management and marketing and credits more than 50% of his career originations to managing his database and staying in touch with closed loan clients.

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Michele TownRPM Mortgage

With over 25 years of experience in the mortgage industry, Michele Town is highly regarded as ‘The Girl Who Gets It Done’ by her clients and realtor partners. Her repeated success of being a Top Producer with a heavy background in processing at her previous companies attributes to her expertise in all her transactions. Town has proven success in navigating her clients through the challenges of the complex market conditions and vigorous restrictions of the industry. She achieves client satisfaction with her excellence in professionalism, client servicing, and high standard of ethics and integrity.

John Doe

Ryan ArznerPacific Residential Mortgage

Ryan is a Senior Mortgage Banker with Pacific Residential Mortgage and manages branches in McMinnville, Forest Grove, Hillsboro and Sherwood. His finance experience in all areas of mortgage lending and management has given Ryan and his team the extra edge to be a leader in customer service and loan production in the region.

John Doe

Kevin BriertonFirst Choice Loan Services

Kevin Brierton is a seasoned professional with more than 12 years of experience in mortgage finance. He is a Certified Mortgage Planning Specialist(CMPS®) based in Scottsdale, Arizona.

From early on, he knew that he wanted to build a customer-centric mortgage business and set out to do just that. Kevin began working with JPMorgan Chase in 2008, where he remained professionally until the summer of 2014. In his time with Chase, he worked to become the top purchase loan originator and a national achiever, also being recognized as a member of the top 1% of mortgage bankers each year from 2011 to 2014.

John Doe

Kevin MartiniBenchmark Mortgage

Kevin Martini relocated from South Florida to Raleigh, North Carolina in March 2006 and started his mortgage practice the same year. In his first year, he was recognized as one of the Top 50 Rookie Loan Officers by Mortgage Originator Magazine.  Operating as a purchase money lender only, he assists over 200 families every year into their homes and averages over 50M a year in closed loan personal production.

Kevin is truly passionate about his profession and he has the heart of teacher-not one of a salesman. His ‘WHY’ is to help his Partners & Clients create wealth through real estate by delivering an honest, well communicated knowledge based lending experience with trusted advice.

John Doe

Ryan LuelfCornerstone Home Lending

Ineffable, probably the best word in the English dictionary fitting enough to describe Ryan. His unique skill sets, proven track record, authenticity and unprecedented ability to connect with people is second to none.

Ryan's core belief in the power of example runs deep as he often says; "If our example isn't powerful enough to inspire change in others, our words will surely fall short." Inspired by his wife Caroline and his 3 children "The A Team" Ryan continues to lead his family with the same passion he leads with in business.

Although Ryan has broken many sales records in his business career along with dozens of other accolades, his greatest success is his most recent success. Diagnosed in October 2015 with stage 4 cancer, he has accomplished near remission without chemo, radiation or surgery. His courage to live and be here for his family inspires all who learn of him. His life philosophy is grace based living.

Ryan can't wait to begin playing tennis again, skiing down the mountain and most of all coaching his 2 sons in sports. He lives in Tulsa, OK and has been married to Caroline his high school sweetheart since 2000. His oldest son Addison is 10, his daughter Atlanta is 6 and his youngest son Arthur is 4.  "If it is to be its Jesus in me," that's his source he says.

John Doe

Brian BomarCornerstone Home Lending

Proven leadership, market savvy and a steadfast commitment to excellence are the hallmarks of Brian’s nearly 15-year career in the real estate and mortgage industries. His dedication to delivering outstanding service extends not only to clients, but also to the Bomar Team’s vast network of strategic referral partners.

He is a firm believer of the “Core Four” of Life Planning, Business Vision, Business Planning and Priority Management, and strives to help others succeed in both their professional and personal lives. Inspired by his wife, Heather, to become a residential lending specialist, Brian formerly served as the Sales Manager for a real estate software company.

Brian is a consistent Top Producer and member of Cornerstone Home Lending Inc.’s President’s Club. In his spare time, Brian enjoys working out, watching college football and spending time with his wife and their children. He is also an active member of his church.

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Dominic DangoraCornerstone Home Lending

Dominic Dangora is a veteran of the US Air Force. He served honorably from 2001-2007. He became a licensed Mortgage Advisor in 2011 and have been fortunate enough to help over 400 families navigate through the home financing experience.

John Doe

Norman KoenigsbergFirst Choice Loan Services

Norman T. Koenigsberg serves as the President & Chief Executive Officer of First Choice Loan Services Inc., a wholly owned subsidiary of First Choice Bank.

Supported by a dynamic leadership team, he has grown First Choice Loan Services Inc. to over to 550 employees with annual production of 2.5 billion through retail loan production offices across the United States.

With Marketing and Finance degrees, Norman has more than 25 years of experience in the mortgage industry, having spent the majority of his career in executive leadership positions for both regional and national banking institutions. Twice, Mortgage Executive Magazine has recognized Norman as one of the 100 Most Influential Mortgage Executives in America.

John Doe

Taylor WeinerSkyline Home Loans

Taylor Weiner is Skyline Home Loans Loan Officer, his reputation is built on professionalism, integrity and the ability to keep transactions on track. Taylor is dedicated to helping clients obtain a mortgage that fits their specific home ownership needs and goals. He is passionate about helping his clients have peace of mind throughout the home buying process.

John Doe

R.J. CrosbyFirst Choice Loan Services

RJ Crosby is a Loan Originator and the Production Manager for a top performing branch. For nine (9) consecutive years RJ has been recognized by ‘Mortgage Originator Magazine’ and the ‘Scotsman Guide’ as being in the top 1% of Loan Originators in the Nation. RJ is an Arizona native and a graduate from the W.P. Carey School of Business at Arizona State University.

RJ believes in delivering a “WOW!” customer service approach to his clients and his strategic partners. He takes the time to listen to each client’s needs, so he can custom tailor a mortgage that is best suited for their long and short-term financial goals as well as their payment and equity objectives. His goal is simple: “By delivering a higher level of service than my clients expect, I hope to position myself as their ‘Lender for Life.’”
RJ is married with two children ages 11 and 13. He enjoys dating his wife, coaching his children’s teams and being a "memory maker" for his family and friends.

John Doe

Marty PrestonBenchmark Mortgage

Marty Preston, Branch Partner of Benchmark Mortgage, understands the commitment it takes to be successful.   He and his wife Ragan have been together for 21 years and have four amazing children.  In addition to leading a team that produced nearly $100M of loans last year, managing an office of over 25, and coaching numerous other managers; Marty also worked with a team of designers to develop a financial presentation for clients along with an automated customer service experience or playbook.  He has a strong desire to improve both the image and operation of the mortgage industry.

Marty credits his success, in great part, to the fact that he and his team have developed a system around a caring attitude and total transparency. The system is based on honesty, integrity, attention to detail and an extensive knowledge of the mortgage process and financial fundamentals. Clients quickly realize that they are not just like everyone else.  There is great emphasis placed on ensuring that each and every loan is tailored to the individual needs of the client and their family.

John Doe

Linda DavidsonService First

Linda Davidson, VP/Branch Manager/ Sr Residential Mortgage Loan Originator with Service First Mortgage began her career in 1997 and quickly found her passion. Growing up in government housing, Linda understands from experience how blessed that she is to create home ownership for hundreds of families every year.    Because of her passion for low to moderate buyers, Linda and most of her team members have their FHA DE underwriter certification, which gives them a unique position in the marketplace. Linda is also a contributing planning member with The Duncan Group.

Linda has been included in DMagazine Best Mortgage Professional for multiple years, was honored by Mortgage Professional America to be among 50 Women Who’ve Made Their Mark On The Industry and has been voted by a local newspaper as the Top Mortgage Team in the area for the last 17 years.    In addition to her extensive knowledge of FHA, she is an expert and “Go To” person for USDA and VA, as well as Texas Vet (TVLB).  Although she is known as the “Government Queen”, she averages 40% of her business in Conventional mortgages because of her reputation as the expert in her marketplace.  

Linda is not only a Top Producer in her company but also manages and leads the top producing branch.   Her proven systems and mentoring have increased her branch Loan Officers’ production, as well as her own, year after year and it is exciting for her to facilitate an environment of growth for others.  

Interesting details about Linda that most people don’t know is that she is a licensed minister, she used to direct a 100 voice choir and her first job at age 16 was selling Avon products door to door.    Linda credits her faith and perseverance that she learned from her mom as well as The Duncan Group and Building Champions for much of her success. Married to her husband, David, she is the proud mother of two sons, two step-sons, and grandmother of eight.  Linda is also very active in her community and church.

John Doe

Ryan GrantBenchmark Mortgage

Ryan Grant has been working in the mortgage industry for 11 years and is ranked amongst the top 50 Mortgage Consultants in America. During his 11 years in the industry, Ryan has owned his own mortgage company, he was Director of Retail Sales for a Mortgage Bank, he has been a Branch Manager and a Sales Manager as well as a Mortgage Consultant.  His experience in these different positions has given him an invaluable insight into the mortgage industry and taught him how to provide the best possible service to his clients.

Ryan’s team prides themselves on always being available for their clients and business partners. Due to his experience and product knowledge, Ryan has a wide range of mortgage choices, excellent rates and flexible financing terms. He enjoys working with his clients on future real estate planning and strategic asset management, in order to ensure they capitalize on any and all real estate investment opportunities.

Sales Mastery 2016:

The proven event to help you achieve your goals.

Have you ever wondered what would happen to your business if you were more efficient and had even greater focus?

Top producers seem to work less and do it with less stress while out earning the rest of us. It seems impossible right? Todd Duncan, Founder of The Duncan Group and The Sales Mastery Event wants to show you how to achieve what you thought was impossible at the 2016 Sales Mastery event.

Attending Sales Mastery, will give you the tools and resources you need to grow your business immediately! Sales Mastery is the answer to what your business needs.

Sales Mastery is the event you can trust your future with.

Customer Testimonails

Since attending Sales Mastery over ten years ago I have never had a year where my existing clients (repeat and referred clients) have generated less than $500,000 in annual revenue.

Calum Ross
Customer Testimonails

In 2012, I funded 34 units for 7.8 million in purchase loans and attended Sales Mastery. I attended Boot Camp in December of 2013. In 2014, I funded 152 units for 34 million in purchase loans. That’s 500% growth in under 24-months. I’m on pace this year for 60 million. I am officially a #toddduncanstudent4life.

Denise Donoghue
Customer Testimonails

Before Sales Mastery 2011 I didn’t believe it was possible to triple my volume but here I am, two years later, and I’ve gone from 110 fundings a year to 356 fundings a year in 24-months. You have changed mine and my family’s life for generations!

Cody Hardridge
%

Successful Implementation

86% of attendees said the event gave them the tools and direction to implement successfully.

%

$2,500 More
Per Month

91% of attendees said they learned enough to make over $2,500 additional per month.

Top 5 Areas of Implementation

  • Business Efficiencies / Time Management
    %
  • Social Media/ Social Marketing
    %
  • Prospecting
    %
  • Partner Development
    %
  • Leadership Development
    %

Day 1

Tuesday, October 4th
6:00pm-8:30pm


Don’t miss opening night of Sales Mastery 2016. We kick off the event with an evening that will engage your senses and set the stage for the next 3 days of learning, networking, strategizing, and changing your business model from the ground up.

Day 2

Wednesday, October 5th
8:15am-5:30pm


The level of success you reach in your life is a result of applied FOCUS. Listen as keynote speakers and top producing industry icons explore fresh strategies and innovative ideas based on this year’s theme, that you can apply to your mortgage business.

Day 3

Thursday, October 6th
8:15am-5:00pm


You need FOCUS to build lasting partnerships and attract new generations of clients. Learn how your body language affects those relationships and how you can improve how you are perceived. Todd Duncan will conclude the day with a “Talk Back” session where your individual questions will be addressed.

Day 4

Friday, October 7th
8:15am-12:00pm


The final day of Sales Mastery is designed to help you FOCUS, process, and implement the ideas and strategies that you have learned to make 2017 your best year ever.

REAL STORIES

For 24 years, Sales Mastery has been the place that loan officers have taken their businesses from average to awesome. For those not only seeking a competitive edge in their origination career, but also balance in their personal life. The longest running personal and professional development event in the mortgage industry, Sales Mastery has garnered a reputation for delivering fresh ideas, implementable strategies, and innovative training from sought-after keynote speakers, unique business influencers, and standout industry experts.

Find out why over 50,000 loan officers and Agents have attended Sales Mastery and make the decision to focus on creating the business and life that you’ve always dreamed of having.

Calum Ross

Since attending Sales Mastery over ten years ago I have never had a year where my existing clients (repeat and referred clients) have generated less than $500,000 in annual revenue.

Christy Carroll Solar

Sales Mastery changed my life. I have made $332,000 this year through June and 1.7M in the last 30-months.

Cody Hardridge

Before Sales Mastery 2011 I didn’t believe it was possible to triple my volume but here I am, two years later, and I’ve gone from 110 fundings a year to 356 fundings a year in 24-months. You have changed mine and my family’s life for generations!

Clients share the impact that Sales Mastery has had on their business


Watch Now

2015 HIGHLIGHT VIDEO

Event Pricing

Take advantage of our group pricing or book early for a discount

Group

Price per person
# Price
3-5 $945
6-10 $845
11-20 $745
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Venue

Palm Desert, California
JW Marriott Desert Springs

EVENT PARTNERS

REX
John Doe REX

BUILD POSITIVE ONLINE REVIEWS
Leverage mobile text messaging to take your clients directly to your review platforms.

FILTER NEGATIVE REVIEWS
A proven filter sending customers who love their experience to review sites and those that don't to a survey sent directly to you.

GAIN INSIGHT INTO YOUR BUSNESS
Get valuable understanding to where your business needs work or is thriving.

Finally a way to take back control of what's being said online about your company.

ListReports
John Doe ListReports

ListReports is an innovative new startup in the real estate technology industry.  Our mission is to deliver easy-to-use, world-class tools that seamlessly integrate into the daily lives of Realtors.  ListReports combines cutting-edge technology with extremely high design standards to deliver marketing products that vastly improve the process of buying or selling a home. We are based in historic Old Towne Orange, CA.

Floify
John Doe Floify

About Floify

Floify's job is to simplify and streamline the mortgage process.

Securely gather docs faster than ever. Step up your communication with automated milestone updates. Show your referral partners some love with their own portal to stay in-the-loop.

Floify is a robust software-based management tool that expedites the collection of loan documentation and facilitates loan processing in less time so that you can take on more loans at one time and grow your business — and your bottom line!

Our solution eliminates some of the manual work that you and your staff have historically done and gets it done in less time and with greater accuracy. You can then put your energies into other tasks and other clients more easily.

Floify

Mortgage Coach
John Doe Mortgage Coach

Mortgage Coach has been helping consumers make confident home financing decisions for more than 15 years.

Our coaching services and technology solutions are trusted by thousands of top mortgage professionals in all 50 states to illustrate mortgage options and investment scenarios. Our members know earning blazing fast commitments and endless referrals requires providing the best service possible, which is why they use Mortgage Coach year after year to be their best.

The path to being the preferred presentation solution for top professionals through every type of market hinges on the fact we are mortgage professionals ourselves. A legendary executive team with over a collective century spent in the industry works behind the scenes every day to pioneer innovations with one singular purpose – to help you.

Our technology advancements are second to none. Every year Mortgage Coach consistently rocks the industry with new solutions that bridge new capabilities with the proven philosophy of bringing mortgage advice to life.

Whether you are a prospective borrower receiving a presentation or an industry professional putting one together Mortgage Coach makes the mortgage decision simple.


Learn more about our advice and our community by joining the conversation at www.facebook.com/mortgagecoach

Whiteboard Mortgage Software
John Doe Whiteboard Mortgage Software

PROVEN RESULTS.
Whiteboard Mortgage Software is designed to be the most intuitive CRM you will ever use. Whiteboard breaks down even the most complex marketing plans into simple daily tasks so you don't have to worry about losing touch or neglecting leads.

Best of all, Whiteboard Mortgage Software was created using the input and experience of a team of some of the most successful loan officers and production managers in the country, giving you the flexibility, oversight, and consistency needed in today's highly competitive mortgage market.

Maxwell
John Doe Maxwell

Hi, we’re Maxwell. Modern, powerful software that empowers front-line teams – reducing document collection turnaround time by 45% – while giving borrowers a modern, elegant experience.

Maxwell is a secure space online where you, your team and your borrower work together to organize and complete their loan. Loan applications, borrower tasks, documents, secure messages – everything is predictably organized in Maxwell. We’ve connected to over 15,000 financial institutions to automate documents like bank statements. And the platform notifies real estate agents at key milestones and stays on top of the homebuyer with automated text notifications. Maxwell also provides a centralized platform to collaborate across your team on borrower files, including team chat and file sharing with your LOS.

What’s more, our proprietary machine learning engine delivers meaningful insights to you and your team to move faster and smarter. That means you can focus on building relationships, giving advice, and delivering great service, while Maxwell keeps the transaction humming along. Think of Maxwell as the loan officer assistant that never sleeps. Come meet us to start your free trial. Or schedule a demo at www.himaxwell.com.

Ready Work Solutions
John Doe Ready Work Solutions

READYWORK SOLUTIONS RWS is a mortgage loan processing provider. We specialize in loan file processing, pre-closing, underwriting post-closing and quality control. We provide a reduced cost solution to all Mortgage Origination Entities, with a back office platform that, increases turn times and closing rates and produces quality mortgage portfolios.

We accomplish this by processes and systems that are built upon proven models. Our staff consists of mortgage processing professionals who have extensive knowledge, experience and expertise in all aspects of mortgages.

BombBomb
John Doe BombBomb

You're in sales because you're better in person. But the most common forms of communication fail to capitalize on your best asset ... you!

Put your face, voice, personality, expertise, and nonverbal communication back into your messages.

Record and send simple videos with your webcam, smartphone, or tablet. From your office, your home, your car (while parked!), or anywhere else you are.

It's not a production - it's a voicemail that's far more complete and human. It's you!


BombBomb makes it easy to use simple videos to build relationships - through email, text, and social. We help you get face to face with more people more often.

Record

  • Record and send with your webcam inside your Gmail inbox
  • Record and send with your webcam from our online app
  • Record and send with your smartphone or tablet through our mobile app
  • Upload any video and send it out from our online app
  • Drop in any YouTube or Animoto video from our online app

 

Send

  • Follow up with, nurture, and convert new leads
  • Stay top of mind with realtors in your network
  • Send invites and updates
  • Say thank you
  • Request reviews and testimonials
  • Send to one person, to a list of people, or to your entire database

 

Connect

  • Know who's opening your emails, clicking your links, and watching your videos
  • Get live, real-time alerts as people interact with your messages
  • Know how long people are watching your videos
  • Allow people to reply back to you with their own videos
  • See who's most engaged with our Relationship Score

 

We specialize in real estate, mortgage, and title. We're working with sales professionals like you in all 50 states and several countries around the world.

We know what they're doing. We know what works. We're here to help you build relationships and grow your business.

BombBomb.com

Genworth
John Doe Genworth

Providing confidence and financial independence

When you have the right options, it's easier to reach your financial goals. That's why at Genworth, we're dedicated to giving you the one thing that is appreciated most of all—the power of choice.  By giving you the flexibility to decide what's best for you, you'll find the innovative solutions that can help you achieve your dreams, no matter where you are in life.

For millions of people across the U.S., we provide financial security and protection through long term care funding solutions. Our mortgage insurance can help you secure low down payment loans and realize the dream of home ownership faster – even for the first time.

When you’re financially secure, you have the freedom to get where you want to go— no matter what path you want to take. With Genworth, you’ll never have to go it alone.

Genworth is headquartered in Richmond, Virginia and we conduct business in all 50 states.

Genworth

Blue Water Credit
John Doe Blue Water Credit

We Are Credit Experts

Your credit score is the most important three-digit number in your life. Improving your credit can lead to savings of hundreds of thousands of dollars over the life of a mortgage. In addition, a better credit profile can help you with credit card rates, auto loans, and help you get that job you wanted.
Sometimes, though, life can get a little out of hand and you may fall behind in bills, run up a lot of debt or make other mistakes that can ruin your credit score. A bad credit report will raise your interest rates and make it even more difficult to catch up. That is where we come in.
We offer credit and financial consulting and work to improve your overall credit profile, so you can recover and save thousands to hundreds of thousands on your mortgage, credit cards and more.
How We Help to Improve Your Credit Profile

We attack your credit from multiple angles.
First, we work with you on devising an action plan for things you can do to maximize your credit profile; simple adjustments to the way accounts are being reported can have a massive impact on your overall credit grade, and profile. We educate you every step of the way so you know how you can continue to manage your credit long after your time with us.
Next, we work together to review your credit line by line to identify items that are potentially reporting incorrectly, items that are outdated, unverifiable, misleading, or questionable. We assist in the correspondence needed to interact with the major credit bureaus and your creditors to remove or correct these questionable negative items from your credit report.
During this entire process, you are able to login to your file 24/7 to view recent activity, messages from our staff, and to see what negative items have been removed from your report. The most important part is that everything we do to raise your score is 100% legal and governed under the Credit Repair Organizations Act.
Our clients have the opportunity to save hundreds of thousands on their mortgage, credit card bills or even their car insurance. Call us at (916) 315-9190 for a free consultation...you have nothing to lose!

Jungo
John Doe Jungo

Jungo – is the premier mortgage app for Salesforce, offering a single, comprehensive solution for loan officers. With workflow management, referral tracking, LOS and EDGE integration and marketing automation, Jungo is the only solution you need.

Automate your loan workflow & Follow-up Marketing

Better Rate for Borrower opportunity reports, Pre-built email Marketing Campaigns

Chatter Ready! Real-time feed to monitor loan status & contact updates, while sharing ideas & getting to know colleagues like never before

Jungo (formerly MPC) is your Salesforce co-pilot. Customized for the mortgage industry, Jungo offers a single Salesforce solution for mortgage professionals – as well as accelerated Salesforce implementation services for a company-wide CRM solution. Jungo’s intuitive functionality help you maximize your time – and your profits.
Jungo's Mortgage App for Salesforce allows you to:

Grow your business with automated email marketing campaigns customized for mortgage that connect with the right prospects at the right time.

Access hundreds of custom, personalized email templates and send automatic emails for milestones (birthdays, loan anniversaries, etc.)

Optimize Salesforce with Mortgage Coach EDGE and LOS integration.

Track referrals to ensure you stay connected to your best sources.

Consolidate and easily access all client documents, from financial history to loan agreements.

Organize your day, track loan progress and schedule follow-ups.

Assign and track tasks, manage calendars, set permissions and automate workflows with Jungo’s team management functionality.

Access Jungo from your computer, tablet or smartphone 24 hours a day, seven days a week.

www.ijungo.com

Cutco Closing Gifts
John Doe Cutco Closing Gifts

CUTCO Closing Gifts has the #1 gifting program for Realtors and Mortgage lenders in North America. With combined experience of over 30 years, our team  leads the branding division of the Cutco Closing Gift Mastery Program, which offers logo-engraved products from CUTCO Cutlery – North America’s largest manufacturer of quality kitchen cutlery. All CUTCO knives are made in America and all products are guaranteed forever.

We have helped thousands of professionals generate leads, reap tax benefits, and stay top-of-mind with their clients and referral partners.  Do what’s best for your business; give the gift that creates lifetime branding.

Scotsman Guide
John Doe Scotsman Guide

Scotsman Guide, the leading resource for mortgage originators, is published nationally every month in separate residential and commercial editions. We offer one free, ongoing subscription to every mortgage loan origination office in the United States.

http://www.scotsmanguide.com/

Our History
Scotsman Guide Media is privately held company that has served the mortgage lending industry since 1985.

In December 1994, the company created Scotsman Guide to serve the mortgage industry in the Pacific Northwest. Gradually, it expanded distribution of the publication throughout the U.S.

In April 2001, the company purchased Commercial Lender Magazine and merged it with Scotsman Guide. This purchase greatly expanded the commercial lending portion of Scotsman Guide.

In December 2001, the company began publishing separate commercial and residential editions.

Mission Statement
Scotsman Guide Media's mission is to be the leading provider of information, resources and tools for professionals in the mortgage industry —in both the residential and commercial markets.

Toward this goal, Scotsman Guide Media has been taking the following steps:

Creating and distributing uniquely organized mortgage-product search tools that help mortgage professionals, particularly originators, with their day-to-day business
Publishing educational articles and in-depth news-based features that keep mortgage professionals apprised of market trends and developments
Providing the most effective advertising venue for reaching mortgage originators nationwide
Developing innovative products and services for the mortgage-origination industry across a broad range of media

Sync Meeting Management
John Doe Sync Meeting Management

Sync Meeting Management is a full-service meeting and event management company. Offering years of luxury property sales & event management experience, the team at Sync are masters in contract negotiations and meeting logistics. The idea is simple... Let Sync Meeting Management focus on the details so you can focus on the content. As your trusted advisor, the Sync team will apply their vast experience in hotel sales and meeting management to best determine the destination, venue, contract and event details from start to finish.

http://www.syncmm.com/index.html

The Duncan Group
John Doe The Duncan Group

There is a vision that drives what we do. Simply put, we want to help you live life to its fullest. That requires establishing goals, defining priorities, and determining what in life is most important. When what’s important is determined, it provides direction and momentum. All of this will change how you sell, lead, and build your business.

For over two decades, The Duncan Group has been helping mortgage professionals make smart decisions in order to accomplish what is most important. What’s more, because of the training The Duncan Group provides, millions of home buyers have been treated and served with the highest standards of customer care. Our commitment to you begins with understanding that the relationship between us starts with identifying your greatest challenges. Once we observe and invest in the process of understanding your needs, we offer you practical direction. When you commit to investing in yourself and the organization, you will hear, see, and learn necessary strategies for directing your business toward greater success. Finally, understand that throughout the process, our ultimate objective is for you to learn life lessons that point you toward excellence in everything you do. Success will come with a greater belief in yourself and ability to infuse high trust in every relationship. Let us help you serve your clients with that same level of excellence.  Let us help you create the kind of lasting, reliable business and productive life most professionals only dream of.

The Duncan Group

Home Buyers Marketing
John Doe Home Buyers Marketing

Find your inner superhero! Double your database faster than a speeding bullet!  Build relationships stronger than a locomotive!  Bring your business to new levels in a single bound!  Nexgen HBM’s dynamic platform accelerates the natural fit of lending and real estate. Visit Nexgen HBM, the superpower of lending and real estate, to learn more.

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