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The Production Advisory Board Presents...
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2025 Virtual Sales Rally
EVENT VIDEOS
 
Day 1 - Morning
Day 1 - Afternoon
Day 2 - Morning
Day 2 - Afternoon

Breakout Sessions & Bonus Content
Building Your Business Plan
Keys to Growth and Profitability
Christina McCollum and Jordan Heatherly
 
Download Bonus Content:

Breaking the Code
Gaining Trust Through Value
Matt Ricci and Kevin Sprague
 
Watch Bonus Content:

Breaking Through Your Ceiling
Lessons on Time Management and Team Building
Seth Bellas and Andrew Wagner
 
Bonus Content Questions:
  • What does a typical week look like for each of you?
  • How do you handle incoming calls/emails?
  • What are your top 3 priorities every week?
  • How do you know if you’re winning?
  • If you could go back and start all over, how would you do it?
  • How many loans should you plan on closing for each staff member?
  • What is your first hire?
  • When do you hire?
  • What does your team look like now?
  • How do you train team members?

Why Not How
Seth Vanderwey and Michelle Ham
 
Download Bonus Content:

The Non-QM Advantage
Serving Unique Borrower Needs
Michael Brown
 

Iron sharpens iron. Join us for our second of three sessions on Realtor Relationships. Join us for 30 minutes to learn from one of our Churchill experts, Erik Spencer, on how he acquires new realtors and the strategy behind the initial meeting (how he sets up the initial meeting, what he talks about, how he engages, etc).

Thursday, January 23, 2025

11:00 AM-11:30 AM CDT

Attend the Session

 


Join an Accountability Group!

Love the breakout sessions? Want to join an accountability group to learn and grow alongside other loan officers?

Email matt.ricci@churchillmortgage.com with the subject line: Sales Rally Accountability Group to learn more!


Matt Clarke's Key Takeaways from the Realtor Panel

I want a lender who makes me look good.  While this sounds obvious, we have to remember we are an extension of the realtor’s brand and honor that truth.


Do you know where your lender is? Accessibility and responsiveness is key.   They need to know they can reach their lender when they need to....and that's not just sales, it's everyone.

Bad news early:  Last minute surprises are relationship killers.  If there's a problem or potential problem, let's reveal it quick and solve together.  

The list could go on and on, but one comment in particular has just stuck with me.  When asked about developing new relationships and how to spark an initial connection, the answer was simple:  

"Be where I am".

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