Most Realtors don't need another lender, they need solutions that help them save transactions and win more listings. This session will show you how Primary Residence Bridge Loans can help eliminate “buy before you sell” challenges, remove contingencies, and create smoother transactions for clients. Learn how to position yourself as the Realtor’s go-to problem solver while creating stronger relationships and more referral opportunities.

Melrose

Become The Realtor’s Problem Solver: Using Primary Residence Bridge Loans To Win More Referrals

Most Realtors don't need another lender, they need solutions that help them save transactions and win more listings. This session will show you how Primary Residence Bridge Loans can help eliminate “buy before you sell” challenges, remove contingencies, and create smoother transactions for clients. Learn how to position yourself as the Realtor’s go-to problem solver while creating stronger relationships and more referral opportunities.

Are you leaving high-value opportunities on the table? SecureEquity® is our proprietary (jumbo) reverse mortgage which we developed specifically to help you capture larger loans, work with higher-value borrowers, and drive more business. This is your chance to see how you can maximize production and earn more on every deal while helping borrowers, 55+, strategically access their home equity.

In this session, we’ll cover:

  • How SecureEquity® compares to traditional reverse products — and why it opens the door to higher-value loans
  • The borrower profiles most likely to generate top-tier opportunities
  • How to identify prospects already in your pipeline who are ready for SecureEquity®
  • How to position and present the product to close deals quickly and confidently
  • Strategies to win business your competitors are missing


By the end, you’ll walk away ready to leverage SecureEquity® to increase your production, maximize your opportunities, and dominate your market— all while delivering real value to your borrowers.

Equal Housing Lender NMLS# 1025894

Celebrity 5

Unlocking Bigger Opportunities: How Jumbo Reverse Mortgages Expand Your Reach

Are you leaving high-value opportunities on the table? SecureEquity® is our proprietary (jumbo) reverse mortgage which we developed specifically to help you capture larger loans, work with higher-value borrowers, and drive more business. This is your chance to see how you can maximize production and earn more on every deal while helping borrowers, 55+, strategically access their home equity.

In this session, we’ll cover:

  • How SecureEquity® compares to traditional reverse products — and why it opens the door to higher-value loans
  • The borrower profiles most likely to generate top-tier opportunities
  • How to identify prospects already in your pipeline who are ready for SecureEquity®
  • How to position and present the product to close deals quickly and confidently
  • Strategies to win business your competitors are missing


By the end, you’ll walk away ready to leverage SecureEquity® to increase your production, maximize your opportunities, and dominate your market— all while delivering real value to your borrowers.

Equal Housing Lender NMLS# 1025894

With over 27 years experience in the mortgage industry, Tim Davis, has condensed what top producers are doing into one simple concept, The Circle of Referrals.

In this session, you will learn

  • The Importance of Knowing Your Numbers
  • How to Work the Circle of Referrals System
  • How to Grow a Team
  • How to Grow Your Database
  • The Six Keys of Business Growth
  • The Four Pillars of Every Business
  • The 48-hour rule
  • 10 Must Have Videos for Your Business
  • Plus much more.

Tim is the host of the daily podcast, The Originators Guide and the Founder of Personal Branding Mastery™ He has been a loan officer, company owner, and national coach to loan officers. If you are looking for a simple solution to grow your business, you will find it in the lessons from this session.

Rocket Pro Main Stage

The Circle Of Referrals - How To Grow Your Business 42% In 12 months

With over 27 years experience in the mortgage industry, Tim Davis, has condensed what top producers are doing into one simple concept, The Circle of Referrals.

In this session, you will learn

  • The Importance of Knowing Your Numbers
  • How to Work the Circle of Referrals System
  • How to Grow a Team
  • How to Grow Your Database
  • The Six Keys of Business Growth
  • The Four Pillars of Every Business
  • The 48-hour rule
  • 10 Must Have Videos for Your Business
  • Plus much more.

Tim is the host of the daily podcast, The Originators Guide and the Founder of Personal Branding Mastery™ He has been a loan officer, company owner, and national coach to loan officers. If you are looking for a simple solution to grow your business, you will find it in the lessons from this session.

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Frequently asked questions

Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
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