Powered By:
Powered By:
[online] Mortgage Automation
Mastermind
This Weeks Topic: How to Never Pay for a Client's Credit Report Again.
You wont believe how simple it is. How to Get Borrowers to Pay for Their Credit Reports Automatically—Without You Ever Having to Ask
📆 Wednesday July 23rd at 12pm PST | Live | On Zoom
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages reminders of this free mortgage tech training zoom call. Cancel subscription anytime.
What You'll Learn in This Free Training:
The Automation That Gets Borrowers to Happily Pay for Their Credit Reports (Without You Saying a Word)
One email. One text. That’s the entire setup—and it works like magic.
I’m Giving Away the Exact Email Template That we have been using to save Thousands per month—Use It Instantly
Simple Setup for Individuals, Teams, Branches, or Entire Mortgage Companies
Live q&a to solve your specific mortgage tech problems
[online] Mortgage Automation
Mastermind
This Weeks Topic: How to Never Pay for a Client's Credit Report Again.
You wont believe how simple it is. How to Get Borrowers to Pay for Their Credit Reports Automatically—Without You Ever Having to Ask
📆 Wednesday July 23rd at 12pm PST | Live | On Zoom
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages reminders of this free mortgage tech training zoom call. Cancel subscription anytime.
What You'll Learn in This Free Training:
The Automation That Gets Borrowers to Happily Pay for Their Credit Reports (Without You Saying a Word)
One email. One text. That’s the entire setup—and it works like magic.
I’m Giving Away the Exact Email Template That we have been using to save Thousands per month—Use It Instantly
Simple Setup for Individuals, Teams, Branches, or Entire Mortgage Companies
Live q&a to solve your specific mortgage tech problems
MEET THE Mastermind Host
Peter J. Metz
With over 20 years in the mortgage industry, I’ve built, scaled, and streamlined mortgage operations ranging from large teams to lean, high-producing units. In addition to running a successful mortgage business, I now advise other professionals on building scalable systems that drive efficiency, reduce overhead, and enhance client and partner engagement.
Built and led a mortgage team of 27+, including 18 loan officers
Successfully scaled down to a 3-person team closing 12+ loans/month
Closed over 700 loans in one year at the peak of the market
Trusted by large mortgage teams and company owners for proven processes
MEET THE Mastermind Host
Hey, I'm Pete!
With over 20 years in the mortgage industry, I’ve built, scaled, and streamlined mortgage operations ranging from large teams to lean, high-producing units. In addition to running a successful mortgage business, I now advise other professionals on building scalable systems that drive efficiency, reduce overhead, and enhance client and partner engagement.
Built and led a mortgage team of 27+, including 18 loan officers
Successfully scaled down to a 3-person team closing 12+ loans/month
Closed over 700 loans in one year at the peak of the market
Trusted by large mortgage teams and company owners for proven processes
Can't Make This Weeks Call?
No worries-subscribe below for updates on future topics and also get:
All Recordings from previous weeks topics
Future recordings of topics
Answers to frequently asked tech questions on Marketing, Team communication, process efficiency, AI, process hacks, and much more.
📆 Upcoming Free Training Topics:
This Week: How to Never Pay for a Client's Credit Report Again.
Next Week: Opt out Automations to Block Trigger Leads - Your clients will never get solicited again after pulling credit.
Week 3: How to Close 5–10 Extra Loans a Year with Smart/automated Follow-Ups for your ‘Not Yet Ready’ Clients.
Week 4: The One Update Template That Gets Realtors Obsessed With Your Process Its So simple it feels obvious—but it’s the update that makes Realtors love working with you.
DREAM BIG CRM VS (Coming Soon)
Dream Big CRM vs Salesforce | Jungo
Dream Big CRM vs ADIAM
Dream Big CRM vs SUREFIRE
Dream Big CRM vs Total Expert
Dream Big CRM vs Bonzo
About Dream Big CRM
Blogs
Events
CONTACT US
Corporate HQ
2777 Bechelli Lane
Redding Ca 96002
Phone: (530) 999-0075
Email: [email protected]
SOCIALS
Can't Make This Weeks Call?
No worries-subscribe below for updates on future topics and also get:
All Recordings from previous weeks topics
Future recordings of topics
Answers to frequently asked tech questions on Marketing, Team communication, process efficiency, AI, process hacks, and much more.
📆 Upcoming Free Training Topics:
This Week: How to Never Pay for a Client's Credit Report Again.
Next Week: Opt out Automations to Block Trigger Leads - Your clients will never get solicited again after pulling credit.
Week 3: How to Close 5–10 Extra Loans a Year with Smart/automated Follow-Ups for your ‘Not Yet Ready’ Clients.
Week 4: The One Update Template That Gets Realtors Obsessed With Your Process Its So simple it feels obvious—but it’s the update that makes Realtors love working with you.
DREAM BIG CRM VS (Coming Soon)
Dream Big CRM vs Salesforce | Jungo
Dream Big CRM vs ADIAM
Dream Big CRM vs SUREFIRE
Dream Big CRM vs Total Expert
Dream Big CRM vs Bonzo
About Dream Big CRM
Blogs
Events
CONTACT US
Corporate HQ
2777 Bechelli Lane
Redding Ca 96002
Phone: (530) 999-0075
Email: [email protected]
SOCIALS