Case study: From 2 loans to now 10 loans this month

Iris Guzman is a loan officer in Albuquerque, NM. She is an amazing person with an amazing story.. read on…

In a period of 6 months, her conversion percentages across all stages of her pipeline have increased from less than 5 % “referral to close” to over 33% and in February she funded 8 loans for $2,016,426 and closed out March with 10 fundingfor$2,452,644.

She already had amazing talent, it was simply a matter of putting together the right plan with the right people.

On Zoom meetings with Dan, her coach, she created a file flow and created the ideal role for what help she needed, and then he coached her on having a conversation with her manager on what she needed for him.

The result? Well, going from 2 loans 6 months ago to 10 closings this month, imagine you make $3,000 per loan.

That would be like going from $6,000 in a month in personal income to $30,000 this month!

We call that EPIC where I come from…

Iris texted Coach Dan and said, “I cannot believe this is really happening. I have to pinch myself..”

A big congrats to Iris for making it happen by pushing through the fears that we all have, and taking action anyway!

Is it your turn now? Let’s find out by having a chat. Pick a time and date that works for you best, and let’s see what’s possible for you☺

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