Bank & Credit Union Outreach
Local banking partners
Build relationships with institutions whose customers may need mortgage options outside their current offerings.
See this with your teamChallenge examples
Better conversations start with a plan.
A glimpse of the business-development opportunities your team can work on. Members get the full coaching library, assignments and tracking inside Funded Rivals.
Condo Financing Problem Solver
Agents working condo transactions
Identify financing obstacles and build trust by offering relevant expertise on challenging condo scenarios.
See this with your teamInvestor DSCR Discovery
Agents serving property investors
Understand investors’ financing needs and explore where a rental-property financing conversation could help.
See this with your teamBuilder Project Pipeline
Builders and renovation partners
Learn about upcoming projects and explore relevant construction-to-permanent and renovation financing opportunities.
See this with your teamDivorce Professional Connections
Divorce attorneys and professional partners
Build thoughtful professional relationships around the housing and financing questions that can arise during life transitions.
See this with your teamPast Client: Personal Reconnection
Past clients
Reconnect with people you have helped, learn what has changed, and identify ways to remain a useful resource.
See this with your teamThe complete 16-challenge library gives your team a clear path from preparation to progress.
- Preparation steps and conversation openers
- Goals, logging rules and follow-through
- Team customization, competition and progress
Coaching frameworks are editable starting points. Financing options require current company-approved program information and individual eligibility review.
Build the habit. Bring the team.