03 · Sales coaching
Coaching to level up your business.
People are the reason behind everything we do. Coaching isn't just about closing more loans. It's about helping you become all you're designed to be, with a ripple effect for your clients, partners and community.
- Proven programs: Launch Pad, Level Up, Builder Certification and Top Gun
- Always 100% free: skip the costly third-party training plans
- Flexible learning: live groups, role plays, on-demand video and workshops
- Master classes: tracking your numbers, presenting with confidence, scaling
Our culture
"I can get better here" isn't a promise. It's our culture.
We promote excellence and continuous growth for every loan officer. Coaching that builds confidence, sharpens expertise and leads to more closings and stronger client relationships.
Training you can see
In the room, not just on a webinar.
Top Gun training day
President's Club Council Retreat
The HFG community
Top Gun awards
Listing Agent Playbook session
Our coaching philosophy
Led by Joshua Dean.
Our Director of Sales Coaching & Development built our programs on five principles that drive growth and success.
- Widen the circleWe don't grow in rows, we grow in circles. Collaboration and connection fuel your progress.
- Think with the end in mindClarity creates confidence. Define what you want to accomplish and we'll help you get there.
- Know your core valuesWhen you can state and live your values, you build trust with clients, partners and yourself.
- Make it personalAccountability, a teachable spirit and showing up with purpose create lasting success.
- Growth mindsetWe don't operate from scarcity. We invest in abundance, knowing growth creates a ripple effect.
Signature programs
A program for every stage of your career.
Launch Pad
A focused course that makes sure you start strong and take off fast. Practical, hands-on training led by our National Sales Coach.
Level Up
Ongoing training built around timely market trends, new tools and fresh opportunities.
Builder Certification
Specialized training to grow your builder business, led by top leadership, expert trainers and builders themselves.
Top Gun
Advanced coaching for producers ready for the next level, with sessions, role plays and recognition alongside the best in the company.
Launch Pad · Your first 90 days
A 30-60-90 day plan built around your book.
Every new loan officer gets a personal plan before day one, built from your own production and partner relationships. It is dated, owned and measured, and your leader runs it with you week by week.
The launch runway
Setup never slides into week three. The first week is planned to the day.
- Day 1Licensing and compliance confirmed, email signature, digital business card and calendar link live, review capture turned on so every closing builds under your name.
- Days 2–3Systems set: CRM, Homebot database, Mortgage Coach, ListReports and HomieIQ, plus a pricing and submission walkthrough with your operations partners.
- Days 4–5Your announcement goes to every past client and agent, your first partner conversations are booked, and you check in with your leader on anything blocked.
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Days 1–30
Get operational and reconnect
Finish setup, reconnect your whole book, and sit down with your anchor partners before anything drifts.
- Announce the move to every client and partner
- Anchor partner conversations, in person where you can
- Milestone updates to both agents on every file
- Weekly scorecard and Level Up begin
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Days 31–60
Turn relationships into referrals
Convert your anchors into introductions and your one-deal agents into second deals.
- Warm introductions from your anchor partners
- A value touch and co-marketing offer to every one-deal agent
- One event, built with our marketing team
- Put the full product shelf to work
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Days 61–90
Make it durable
Every relationship on a cadence and a pipeline you can predict heading into the next quarter.
- Every active agent on a written touch schedule
- Preferred-lender status where it exists
- An agent-facing content rhythm through SocialCoach
- Day 90 review and the plan for the next quarter
The cadence that makes it work
- DailyValue touches that bring a solution, never an empty ask
- WeeklyAgent meetings, your scorecard, and a one-on-one with your leader
- WeeklyRegional coaching call and Mastermind
- Day 30 · 60 · 90Checkpoints against the plan's scorecard
Why it matters
When you grow, the impact ripples outward.
To your clients, your partners, your community and beyond. Coaching is part of our culture of excellence, equipping you to thrive personally and professionally.
Let's connect
See what your business looks like at HFG.
A confidential conversation, on your schedule. No pressure, no obligation.