Mortgage Protection Coaching
Welcome to Mortgage Protection Coaching
This 4-part training series walks you through the entire Mortgage Protection sales process — from lead contact to closing. Whether you’re new to the industry or ready to sharpen your skills, this course gives you everything you need to book more appointments and write more business — in person or remotely.
You’ll learn:
How to contact leads and set appointments that stick
What to bring and how to show up prepared (in the field or on Zoom)
How to deliver a simple, trust-building presentation
How to quote options and close without pressure
📥 Each session includes a short video and downloadable resource to help you take action right away.
📌 Be sure to follow the steps in order — each one builds on the next.
Remote Sales Training
Selling Mortgage Protection over the phone or through virtual meetings is not just possible — it's often more efficient. This section covers how to work leads remotely using proven scripts, structured call flows, and presentation tools tailored for telesales.
Whether you're doing Zoom, phone-only, or hybrid sales, these tools will help you stay compliant, sound professional, and close confidently.
Working The Lead - Video
This video walks you through exactly how to make first contact with a Mortgage Protection lead — by phone, text, or door knock. You’ll learn how to open strong, build quick rapport, ask the right questions, and secure an appointment that sticks.
This is the foundation of your entire sales process, and getting this right sets the tone for everything that follows.
Use this script to confidently contact leads, overcome common objections, and set more appointments. Includes sample wording, flow structure, and follow-up tips.
Scheduling and Arrival - Video
This video covers the logistics of setting up your day for success. Learn how to book appointments effectively, stack them for efficiency, and prepare before arriving — whether at the client’s door or on Zoom. You'll also learn how to show up in a way that builds trust before you even say a word.
💡 For remote setup tips and a full checklist of what to bring to every appointment, download the "Appointment Setup & Arrival Checklist" guide in the panel to the right.
This could be the difference of making a sale or not.
A quick-reference checklist to help you confirm appointments, reduce cancellations, and approach each home professionally. Great for daily prep.
In-House Presentation - Video
This video walks you through how to present Mortgage Protection in a simple, engaging way that builds emotional connection. You’ll learn how to use storytelling, create urgency without pressure, and guide the client to see the value on their own.
This guide maps out the flow of a successful presentation, from intro to wrap-up. Includes positioning language, trust-building tips, and key questions to ask.
Quoting and Closing - Video
Here you’ll learn how to confidently quote multiple options, ask soft closing questions, and walk the client smoothly through the application. This video teaches how to eliminate confusion, handle hesitation, and make buying easy.
A printable cheat sheet with quoting language, price presentation strategies, and closing techniques. Designed to reduce second-guessing and increase conversion.
