Build a repeatable process that turns one loan into a lifetime of referrals.
Most originators are great at closing, but they’re leaving money on the table between deals. This workshop walks you through building a clean, end-to-end process that converts leads consistently and turns closed clients into your best referral source.
Ace will cover:
- How to take a lead from first contact to closing without losing momentum
- Sales, follow-up, and close + what to do at each stage
- The recycle: how to turn past clients into recurring business
- Building a process so clean it works even when you’re busy
This session ends with a live Q&A with Ace, plus you’ll get the full recording sent straight to you so you can revisit it anytime.




