Who This Is For

This program is ideal for sales leaders who want more than tips. You’ll walk away with a complete recruiting campaign plan, messaging templates, a structured courtship process, and training for your leadership team.

• Mortgage executives and owners

  Building a recruiting engine that supports expansion without relying on outside recruiters.

• Regional and branch leadership teams

  Needing structure, accountability, and consistent execution across markets.

• Sales leaders tired of “random recruiting”

  Ready to install a system your team can follow, improve, and repeat.

What You’ll Get

• A fully customized Recruiting Campaign Playbook

  Branded and built for your team, with plug-and-play resources tailored to your market, hiring goals, and sales strategy.

• Executive coaching and support

  Work side-by-side with Jim and our recruiting pros to map out your plan, train your team, and drive adoption.

• On-the-job implementation

  We don’t just hand you a playbook—we show you how to use it so your team can run effective recruiting campaigns from day one.

By the end of the program, your leadership team will have the tools, confidence, and structure to attract and hire the right people—without relying on outdated methods or outside recruiters.

This is more than a coaching program. It’s your Recruiting Operating System, fully branded and ready to power your next phase of growth.

What’s Included

Private Coaching Program

• 30 Private Sessions with the Hiring Team

  Weekly 60-minute recorded coaching sessions with Jim McGrath (30 total).

• Custom Recruiting Campaign Planner

  A step-by-step playbook tailored to your company, brand, and goals.

• Session Action Plans

  Each session ends with a clear Call-to-Action to implement in your recruiting campaign.

• Blind-Date Interview Support

  Jim conducts initial interviews with top candidates to qualify them for second-round conversations.

• Ongoing Accountability Coaching

  One-year access to expert advice, feedback, and interview scenario support.

• Prospect Pipeline Generation

  A pipeline of 500 validated loan officers aligned with your hiring profile.

Bonus Tools

eLearning Recruiting Playbook

• Self-Paced eLearning Recruiting Playbook

  Master the full recruiting journey—attract, court, and hire top Loan Officers on your own schedule.

• 18 On-Demand Recruiting Modules

  Proven headhunter strategies and systems to manage the full recruiting process.

• 120+ Step-by-Step Lessons

  Detailed play-by-play instructions to recruit like a pro.

• Call-to-Action Exercises

  Every lesson includes an action step you’ll turn into a custom play for your Recruiting Playbook.

• Cheat Sheets & Checklists

  Downloadable resources for quick reference and easy execution.

• Customizable Recruiting Scripts

  Proven outreach and interview scripts you can tailor to your voice and market.

Coaching Takeaways

• Install a candidate-centric recruiting process

  Improve your recruitment process and attract stronger talent by running a structured courtship that keeps candidates engaged.

• Build a real plan to recruit the right people

  Refine your hiring profile, clarify your value proposition, and turn recruiting into a weekly leadership discipline.

• Create consistency across your leadership team

  Interactive sessions that encourage dialogue and questions, with coaching customized to your team’s needs and market realities.

• Strengthen closing and commitment

  Learn closing tactics that protect momentum, reduce drop-off, and increase commitment from the right candidates.

• Lead with confidence and repeatability

  Turn recruiting into an operating system your team can run—again and again—without relying on outdated tactics.