Built by Design:
The right strategy for how
you actually work.
Most loan officers build their business the same way everyone else does. You copy what worked for someone else, add your logo, and hope for the best.
Built by Design is different because it's based on who you actually are.
I use proven personality assessments to show loan officers and mortgage leaders how they work, what they're great at, and where they run out of gas. Then we build a business model around your real strengths.
Business Blueprint for Loan Officers
You are doing well enough, but something still feels off. You are working hard and not sure it is building toward what you actually want. Business Blueprint is a 1:1 coaching engagement where we shape your business, brand, and growth strategy around how you are wired.
What we cover:
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How you communicate and build client relationships
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What drives you and where you lose energy
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How you're wired to take action and make decisions
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Your ideal business model: referral sources, pipeline management, and marketing activities
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Your unique brand and how to say it plainly
Leadership Architecture for Leaders and Teams
Your team is doing ok but they are not performing the way you know they could. You are managing a group of individuals and hoping they add up to something bigger. Leadership Architecture covers individual and team-level dynamics to help build a team strategy that reaches its full potential.
What we cover:
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An assessment profile for each team member
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Team dynamics: where the strengths are and where the friction comes from
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A communication and leadership approach shaped around your team's makeup
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Retention and culture built around who your people are
Full team assessments are also available. Book a discovery call to talk through your team needs.
About Rebecca Richardson
I have been a top producing loan officer for over 25 years and built a national following as The Mortgage Mentor. I know what it looks like to run a mortgage business that works and I know what it feels like when it doesn’t.
Built by Design is what I wish someone had shown me years ago.