Loan Officer Recruiting Playbook Focus Topics
"The PlayBook" inspires Sales Leaders to master the art of developing Recruiting Campaigns that draw exceptional talent eager to join their vision.
Sales leaders who stand out from the crowd possess the unique ability to recognize a candidate's strengths and weaknesses and help them realize their potential. They inspire candidates to adopt innovative business strategies that align with their ambitions, paving the way for success.
Module 1 | The Journey Starts Now
- How Did I get Here?
- Constitution Of Recruiting
- Knowledge + Experience
- 90-Day Plan Of Attract
Module 2 | Headhunter Trade Secrets
- Top 3 Recruiting Secrets
- YOU-Factor Proposition
- Time Management
- The Psychology Behind Recruiting
Module 3 | Recruiting R.U.L.E.S.
- Five Phases to Recruiting Top Talent
- In-House Recruiter vs. Hiring A Headhunter
- What’s A Talent Pool
- Talent Pool Life Cycle
- The Golden Rules Of Influencing People
Module 4 | New Growth Initiative
- Planning + Organizing
- Recruiting Culture | Employee Networking
- Measure What Matters
- Attract + Evaluate the Best-Fit
- Staying On Track
Module 5 | Bring Your Brand To Life
- What Is Your Digital Brand
- Branding, Image & Culture
- Your Company Culture
- A Winning Culture
- Crafting Your Elevator Pitch
- Ideal Candidate Profile | Attract High Performers
- Create An Ideal Candidate Crusade
- The caliber of Talent | The Player Lineup
- Zero-In On Fake “A-Players”
- What Is A True A-Player
- Profiling + Sourcing
- Top Sourcing Strategies
- Social Media Sourcing
- Applicant Tracking System
Module 8 | A Game Changer
- Develop a Game-Changing Recruiting Campaign
- Candidate-Centric Recruiting Campaign
- A Compelling Job Description
- Next Generation Mortgage Professional
Module 9 | The Hunt Is On
- Peeling Back The Onion
- Identifying Top Producers
- Recognizing The Real Trophy Fish
- Networking Is A Science
- Empower A Recruiting Team
- Do You Know Who You're Courting?
- Outwitting The Under-Performers
- Feed The Recruiting Funnel
- Vetting the TRUE Talent
- NMLS | Ultimate Sourcing Tool
- Talent Short-List
- What It Takes To Overcome Objections
- Most Common Objections
- Opportunities in Disguise
- A Cure For The Common Call
- Converting Cold Calls into Warm Calls
- The Initial Call Mindset
- Phone Phobia | The 400 lb Gorilla
- Diffuse The Initial Meeting Objections
- Social Media To Attract Talent
- Perils of the Initial Call
- Candidate-Centric Presentation
- The Candidate Journey
- Coffee Talk With A Candidate
- Discovery Meeting + The Blind Date
- The Blind Date Principles
- Hooking The Trophy Fish
- Unique Business Opportunity
Module 14 | Luring The Elusive Talent
- Schedule Calendar Events
- True Candidate Motivators
- Headhunter Nuggets
- Second Interview | Sales Forecasting
- Advancing to the Courtship
- Mastering The Courtship
- Give The Candidate The Stage
- Do You Know Who You’re Courting?
- New Business Opportunity
- Second Interview: Make or Break the Courtship
- Corporate Visit Interview
- Closing + Onboarding
- Going To The Chapel
- Red Carpet Treatment
- Corporate Visit Interview
- Closing The Closer
- Gain Verbal Acceptance
- Start The Trip Down The Aisle
- Formal Offer | Candidate Buy-In
- The Business Proposal
- Compensation Conversation
- Earn-Out Bonus
- Formal Job Offer Presentation
- Beware of the Stay-Put Syndrome
- Getting Ready For The Honeymoon
- New Onboarding Agenda
- Re-Recruiting Your Team Members
- Training The Millennial
- Now It’s Time To Take Action
The PlayBook series is a 24/7 Self-Pace Advanced Learning Platform to Recruiting The Best Loan Officers in the Market Today!
Our customers get great results with "The PlayBook"
“I had the pleasure of working with Jim McGrath for our mortgage loan officer recruiting needs, and I couldn’t be more impressed with his coaching services. From the start, he demonstrated a deep understanding of our industry and took the time to truly understand our specific needs. He consistently provided me with the training and the tools necessary to achieve our recruiting goals. His professionalism, attention to detail, and commitment to our satisfaction made the entire process seamless and enjoyable. I highly recommend Jim McGrath for any organization seeking to recruit top-tier talent in the mortgage industry.”
David C. Baltimore, MD
“I just wanted to reach out and say thanks. With almost 20 years in the industry and been recruiting actively for about 15 years, I felt it was time to invest into your coaching program. I’m about 40 lessons into the Playbook and shocked with what I was never trained on. I have successfully recruited and hired at least 100 people on my own. Nobody—and I mean nobody—has ever taken the time to sit down and put all of this info in one place. In this industry, we have been forced over time to learn everything by trial and error. I have used many of your techniques in the past, but didn’t really know why, nor was I able to apply things consistently because I didn’t really have a strategy. So I appreciate that you have put this road map together. Thanks again and great job.”
Joel L., Durham, NC
“Jim is an excellent resource for anyone looking to make an impact in the mortgage industry! Not only does he possess an unmatched skillset as a mortgage recruiting professional, but unlike so many other recruiters, he’s able to translate his knowledge in a meaningful and relevant manner. Check out his training for anything and everything related to mortgage recruiting.”
Cathy H., Burlington, MA
“I just wanted to write and say that your e-learning was instrumental in helping me hire my very first Loan Officer. I used the first lesson to prepare my recruiting plan and am now implementing your techniques to onboard my new employee. The information you provided in The PlayBook was relevant, practical, and stated. Thank you Jim!”
Michael P., Dallas, TX
“I have been in Sales Management for over 40 years. The Loan Officer Recruiting PlayBook is a system that should not only be read by mortgage professionals and corporate recruiters but also by anyone who has the need to search out, recruit, and hire top performers in any industry. Mr. McGrath has nailed it; this e-Learning is a must-read! The proven system revealed in The PlayBook is the most comprehensive, step-by-step system for recruiting commissioned Loan Officers ever written. It’s a complete, turn-key, self-study course jam-packed with cutting-edge techniques to build your sales force quickly, easily, and inexpensively.”
Tony D., Los Angeles, CA