678-325-3500 www.XINNIX.com

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What will you gain?

As one of the few mortgage-specific sales management training programs in the

industry, LEADERSHIP Series empowers managers to lead their branches and

offices to measurably increased production.

Through expert instruction and real-world assignments, LEADERSHIP enables

managers to implement proven strategies, business disciplines, and valuable

insight to rapidly accelerate the skills needed to successfully lead, retain, and

recruit a highly productive sales force.

LEADERSHIP Series attendees will acquire a proven methodology for:

• Measurably improving the prospecting of loan officers

• Accelerating purchase production from current originators

• Implementing effective recruiting strategies to grow a sales team

• Obtaining a higher retention of the sales force each year

• Gaining an increase in overall market share

What’s included?

The LEADERSHIP Series includes the BUSINESS DEVELOPMENT

WORKSHOP and the RECRUITING WORKSHOP. Both workshops combined

equip managers to drive a team’s production by leveraging key coaching skills,

strategic planning techniques, focused operating principles, powerful recruiting

strategies, and proven business concepts. Each interactive session includes

handouts that students follow and complete during the training – ensuring

engagement, comprehension, and retention while accommodating managers’

busy schedules.

LEADERSHIP Series attendees receive over 20 valuable business tools that

they can use after the classes are complete to continue improving their

leadership and recruiting activities.

Intended Audience

• Sales managers• Branch managers• Producing branch managers• Regional managers• Executives

How does it work?

• Four, 60-minute, live instructor-led Management Skills Workshop webinars

• One 4-hour, live instructor-led Recruiting Workshop webinar

• Handout with each class• Over 20 post-class

business tools• 30 days of accountability

including - 30 & 90 day reinforcement webinars

• One 2-day in-person workshop available

• Offered privately for groups of 15 or more

© 2020 XINNIX. All rights reserved. Energizing people. Elevating results.

LEADERSHIPTM Series: Building a Culture of ExcellenceEmpowering mortgage managers to lead their sales teams to incredible production

LIVE WEBINAR IN PERSON

© 2020 XINNIX. All rights reserved.

LEADERSHIP SeriesCourse Agenda I

BUSINESS DEVELOPMENT WORKSHOP

Four 1-hour webinars or one full day in person workshop led by a XINNIX

Performance Specialist. This highly interactive workshop equips managers to:

Class 1 - Growing Your Market Share:Proven Strategies to Dominate Your Market

• Create a clearly defined vision for the branch that engages every team

member with a purpose

• Leverage account assignment strategies that will lead to greater

market share

Class 2 - Coaching For Production: Elevating Your Team’s Performance

• Understand the true definition of a coach as a sales manager

• Acknowledge loan officers’ successes and strengths to retain them

long term

• Confidently conduct focused one-on-ones with a proven 3-step process

that will motivate team members for higher production

Class 3 - Planning For Success:Your Roadmap for Predictable Growth

• Create and execute a Branch Business Plan to ensure focused performance

and growth

• Know the critical components of a loan officer’s business plan to effectively

lead them

• Assist loan officers in creating production objectives with focus

and clarity

• Implement four vital planning steps proven to immediately

impact production

Class 4 - Retaining Your Sales Force:Energizing and Engaging Your Team

• Establish clearly defined operating principles that will unify a team

• Leverage different leadership styles to better engage and motivate your

loan officers

• Conduct engaging, informative and inspiring sales meetings for greater

team morale

The BUSINESS DEVELOPMENT WORKSHOP includes post-class business tools such as:

• Branch Business Plan Template

• One on One Coaching Template

• Team Meeting Agenda• Ride Along Worksheet

... and more

“Our company is celebrating our very best month that we’ve ever had in our entire history, with 200 units for over $40M. We could not have done it without XINNIX and are very thankful for everything they’ve done for us.”

– T.Bley

Vice President and Mortgage

Production Manager

What people are saying

LEADERSHIP SeriesCourse Agenda II

RECRUITING WORKSHOP

One 4-hour webinar or one full day in person workshop led by a XINNIX

Performance Specialist.

Executing for Unlimited Growth

Leaders want to build their teams with talented, hardworking, innovative

mortgage professionals. RECRUITING WORKSHOP empowers managers to

win the battle to add incredible mortgage talent to their teams throughout

their careers. This unique, energizing training experience engages students

in competitive gamification and in-class, real-world assignments to begin

actively and immediately building a stronger sales force. XINNIX Performance

Specialists teach mortgage leaders proven strategies for profiling, sourcing,

contracting, meeting and following-up with top mortgage talent

During this highly interactive and measurable workshop, a manager will:

Source

• Identify over 50 ways to source quality loan officers to build an ample

pipeline of recruits

• Build a Key RecruitTM list to effectively track all activity throughout the

recruiting cycle

• Source recruits based on new sourcing techniques learned

Profile

• Determine the information needed to successfully profile recruits

• Gain a process to profile Key RecruitsTM personally and professionally

• Profile recruits brought to the workshop before contacting them

Contact

• Participate in solidifying the scripts for initial recruiting calls to

maximize appointments

• Call recruits with an accountability partner and assessment process

Meet

• Receive a strategic and proven four step process in interviewing and

“wowing” a Key RecruitTM

• Prepare for the “in-person” interview process through extensive skills

practice in order to gain the highest closing ratio with recruits

Follow-up

• Clearly gain an understanding of how persistence is key in the

recruiting cycle

• Acquire over 50 methods to successfully follow-up and effectively

close a recruit

678-325-3500 www.XINNIX.com

“IT WAS AWESOME! I never thought to obtain so much useful information pertaining to recruiting.”

– D. Brockett Mortgage Production Manager

The RECRUITING WORKSHOP includes post-class business tools such as:

• Recruit Interview Guide• Key Recruits Management Tool• Personal Profile for Recruits• Professional Profile for

Recruits• Recruiting Cycle Scripts• Manager Presentation

Template

… and many more

© 2020 XINNIX. All rights reserved. Energizing people. Elevating results.678-325-3500

www.XINNIX.com

“ALL FIVE LOAN OFFICER RECRUITS I CALLED DURING THE WORKSHOP CALLED BACK TODAY AND SET UP

APPOINTMENTS. I COULD NOT HAVE BEEN NEARLY AS PREPARED WITHOUT XINNIX. IT HAS NOT ONLY HELPED

IN MY PREPAREDNESS BUT MY CONFIDENCE LEVEL AS WELL.”

– C. Cantrell Branch Manager

“I DIDN’T REALIZE THAT ‘LEADERSHIP’ WAS A LEARNABLE SKILL UNTIL XINNIX. IT’S HELPED ME RECOGNIZE

MANY OF THE LEADERSHIP TRAITS I HAVE, REALIZE THINGS I AM DOING RIGHT, AND IDENTIFY MANY MORE

THINGS I CAN DO TO HELP MY STAFF AND REACH OUR GOALS. IT’S AWESOME!”

– R. Johnson Branch Manager

Learn more at www.XINNIX.com, where you will also find our extensive Resource Library with valuable content, market updates, and key industry

information to help you in your business.

Having trained thousands of loan officers and leaders, XINNIX deploys a

proven methodology that combines energy with excellence - transforming the

organization and delivering real, measurable ROI.