Realtor Monthly Training Calendar

Stay plugged into every live training session designed specifically for Loan Officers. Learn agent attraction strategies, referral systems, partnership building, pipeline growth, and business planning to help you close more loans and scale your business.

Learn the Strategies Top Producers Use to Win More Business

Date: Sept 14

PropertyRadar Masterclass

Topic:

  • Pull targeted lead lists using PropertyRadar filters

  • Identify distressed property signals and motivated seller triggers

  • Build a daily prospecting routine around fresh data

Date: Sept 21

Custom Listing Presentations in Gamma (Live Workshop)

Topic:

  • Create a branded, professional deck in Gamma step by step

  • Structure your presentation flow from intro to close

  • Customize slides for each seller so you stand out from the stack

Date: Sept 28

Custom Buyer Presentations in Gamma (Live Workshop)

Topic:

  • Walk through the buyer presentation framework from start to finish

  • Position your value so buyers commit to working with you exclusively

  • Customize your deck for different buyer types and price points

Date: Oct 5

The Listing Appointment Blueprint

Topic:

  • Handle the top seller objections with confidence

  • Navigate commission and pricing conversations without losing the listing

  • Follow a proven appointment structure from doorstep to signature

Date: Oct 12

Expired & FSBO Mastery

Topic:

  • Use proven scripts for expired and FSBO outreach

  • Build a daily contact system that keeps your pipeline full

  • Overcome the #1 objection from each lead type

Date: Oct 19

Open House Mastery

Topic:

  • Set up your open house for lead capture before anyone walks in

  • Use conversation starters that identify serious buyers and future sellers

  • Follow up within 24 hours using a system that converts

Date: Oct 26

Pricing Strategy That Wins Sellers

Topic:

  • Use a CMA presentation framework sellers actually trust

  • Have the price reduction conversation without losing the relationship

  • Position yourself as the market expert, not just the messenger

Date: Nov 2

Building Your Brand on Social Media

Topic:

  • Plan a weekly content calendar that takes 30 minutes or less

  • Identify the 3 content types that actually generate inbound leads

  • Repurpose one piece of content across multiple platforms

Date: Nov 9

Maximize Your Lender Partnership

Topic:

  • Set up a co-marketing plan with weekly roles and responsibilities

  • Use your lender partnership to add value at every stage of the transaction

  • Create a shared lead flow that keeps both pipelines full

Date: Nov 16

Geographic Farming

Topic:

  • Choose the right farm area using data, not gut feeling

  • Build a 12-month farming plan with touchpoints that actually work

  • Track your farm metrics so you know when it's paying off

Date: Nov 23

Neighborhood & Relocation Guides in Gamma

Topic:

  • Create a branded relocation guide in Gamma from a template

  • Include the lifestyle details buyers actually care about

  • Use the guide as a lead capture tool across social and email

Date: Nov 30

Holiday Lead Generation Playbook

Topic:

  • Plan client touchpoints that feel personal, not salesy

  • Run a holiday-themed campaign that generates conversations

  • Set up your January pipeline before the year ends

Date: Dec 7

The Investor-Friendly Agent

Topic:

  • Understand what investors look for and how to speak their language

  • Run comps and analyze deals the way investors need you to

  • Build a system that keeps investor clients coming back

Date: Dec 14

Tax Season Is Your Secret Weapon

Topic:

  • Approach CPAs with a value proposition they actually care about

  • Create a simple referral partnership that runs on autopilot

  • Time your outreach around tax season for maximum impact

Date: Dec 21

Client Experience Mastery

Topic:

  • Map out your post-closing follow-up timeline

  • Ask for testimonials and referrals without being awkward

  • Create client appreciation touchpoints that keep you top of mind

Date: Dec 28

Your 2027 Business Plan

Topic:

  • Reverse-engineer your income goal into daily activities

  • Identify your top 3 lead sources and double down

  • Walk away with a written 90-day plan ready to execute

Week 2: Testimonials That Actually Generate Business

Topic: Stop Collecting Reviews. Start Creating Client Success Stories.

What they’ll learn:

  • How to ask for better testimonials

  • Video testimonial framework

  • Before-and-after client stories

  • Turning one review into 20 pieces of content

  • How to use testimonials in listing presentations

Resource: Testimonial Request Scripts + Testimonial Content Templates

Week 4: Strategic Partnerships That

Produce Deals

Week 4: Strategic Partnerships That Produce Deals

Topic: How to Turn Business Relationships

Into Revenue

Topic: How to Turn Business Relationships Into Revenue

What they’ll learn:

  • Working with lenders

  • CPA partnerships

  • Attorney partnerships

  • Insurance partnerships

  • Building a referral ecosystem

Resource: Strategic Partner Meeting Guide

Learn the Strategies Top Producers Use to Win More Business

Week 2: Testimonials That Actually Generate Business

Topic: Stop Collecting Reviews. Start Creating Client Success Stories.

What they’ll learn:

  • How to ask for better testimonials

  • Video testimonial framework

  • Before-and-after client stories

  • Turning one review into 20 pieces of content

  • How to use testimonials in listing presentations

Resource: Testimonial Request Scripts + Testimonial Content Templates

Week 4: Strategic Partnerships That

Produce Deals

Week 4: Strategic Partnerships That Produce Deals

Topic: How to Turn Business Relationships

Into Revenue

Topic: How to Turn Business Relationships Into Revenue

What they’ll learn:

  • Working with lenders

  • CPA partnerships

  • Attorney partnerships

  • Insurance partnerships

  • Building a referral ecosystem

Resource: Strategic Partner Meeting Guide

Week 1

Thrive Thursday: AI Lead Generation That Converts

Date: April 11 | 6:30 PM EST

What You’ll Learn:

  • How to use AI for lead generation

  • Scripts that convert online leads

  • Systems to follow up faster

Week 2

Listing Machine: Build a Predictable

Pipeline

Date: April 11 | 6:30 PM EST

What You’ll Learn:

  • How to find listing opportunities

  • Using PropertyRadar effectively

  • Creating listing presentations fast

Week 3

Listing Machine: Build a Predictable

Pipeline

Date: April 11 | 6:30 PM EST

What You’ll Learn:

  • How to find listing opportunities

  • Using PropertyRadar effectively

  • Creating listing presentations fast

Save Your Spot for Our Weekly Webinar Every Monday

Loan Officer Webinar

How to Build a Real Value Proposition Agents Actually Care About

Date: April 11 | 6:30 PM EST

What You’ll Learn:

  • How to use AI for lead generation

  • Scripts that convert online leads

  • Systems to follow up faster

Week 2

Listing Machine: Build a Predictable

Pipeline

Date: April 11 | 6:30 PM EST

What You’ll Learn:

  • How to find listing opportunities

  • Using PropertyRadar effectively

  • Creating listing presentations fast

Week 3

Listing Machine: Build a Predictable

Pipeline

Date: April 11 | 6:30 PM EST

What You’ll Learn:

  • How to find listing opportunities

  • Using PropertyRadar effectively

  • Creating listing presentations fast

Missed a Call? Catch the Replay

Watch any of this month’s training sessions anytime inside the Replay Library.

Septeber 2026 Replay Library

September 14

PropertyRadar Masterclass

Topic:

  • Pull targeted lead lists using PropertyRadar filters

  • Identify distressed property signals and motivated seller triggers

  • Build a daily prospecting routine around fresh data