WELCOME TO
THE KC MORTGAGE MASTERMIND

Thank you for joining my first-ever mastermind group! I am excited to get to know you during our five weeks together!

Collaboration and camaraderie is the focus. As a reminder, all Zoom sessions will be live and no recordings will be available. Please double check your calendars. Thank you!

  • The primary goal is to share the key strategies that helped every member of my team achieve 3x (or more) units than the average LO in 2024*. Our top producer closed 105 units and our bottom producer closed 57 units, compared to a national average of 21 units.**

    Our time together will focus on specific ideas, strategies, and insights. We will not be focusing on target lists, number of calls per day, trackers, etc. Those are valuable, but ubiquitous in our industry.

  • I believe in collaboration over competition. We are stronger together against the big-box lenders who are trying to end our relationship-based models.

    I love to make an impact. When I get to help people change their lives for the better, nothing fuels me more.

    I believe in giving value away. It always comes back to me three-fold!

Please take a few minutes to answer the following questions in preparation for our mastermind. Thank you!

- Charity

GETTING TO KNOW YOU

* Over the last 12 months, loan officers averaged 21 units, or just under two loans per month, for $6.6 million in production. The top 25% of loan officers originated an average of 25 units, or just over two loans per month, and the top 10% originated 53 units, or about four loans per month, in the same period.” National Mortgage Professional - October 2024


** Five loan officers joined our team within the last six months, and their annual data is not yet available.