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Why is Sale Coaching important?

Coaching creates leverage by empowering sales professionals to solve their problems, improves selling skills through personalized and targeted coaching plans, increases win rates by focusing on specific opportunities, accelerates new-hire ramp-up time through immediate feedback on critical selling skills, helps sales managers grow and develop as influential leaders, and ultimately improves overall sales results.


Why is Training Important?

Training has a direct impact on your organization’s productivity and performance. Training gives your team members a better understanding of their responsibilities and the knowledge and skills they need to perform their roles at a high level. Providing Training also helps to reduce turnover. New team members often receive training as part of the onboarding process. But refreshers (Continued Education) on the information they learned in that training are valuable. The lessons often are easier to digest once employees are more familiar with the organization and their own roles. A good Training and Development program can help team members build on strengths and address deficiencies identified in their performance reviews.

Training & Coaching

Who in your shop can benefit from Training and Coaching?

  • Loan Officers

  • Processors

  • Real Estate Agents

  • Broker Owners*


*Ask about our Leadership Training & Development program. This is a great coaching tool for your current and future leaders.  


We focus on the entire Sales Cycle while deep diving into:

  • Production knowledge

  • Mortgage Transaction Processes

  • Guidelines

  • Credit Report Review

  • Organizational Skills

  • Marketing & Building Relationships

  • Fine-tuning I&P Skills

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NMLS #493353

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Jess Ford NMLS #493353

All information provided through the education center is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Kaleidoscope Consultants, LLC. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

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