Performance Coaching for Mortgage Professionals

Reach the next level of success with coaching customized for mortgage professionals who are serious about achieving high levels of success in both business and life.

Trusted by Housing Industry Professionals From:

Coaching Tailored to You!

Access our mortgage tools and frameworks to help you go further, faster! Build your brand, grow your business, and achieve your goals with a trusted guide!

  • Mortgage Business Plan

  • Navigator Loan Tracking System

  • Productivity Plan with Weekly and Annual Time Block

  • 3 Pillars of Purchase Production

  • Building Better Habits Guide

  • Morning Routine Guide

  • Daily Shutdown System

  • DISC Assessment for Sales Professionals

Coaching Engagement Details

  • 6 or 12-month engagements

  • Weekly or Bi-weekly private sessions

  • Up to 60-minutes a month of dedicated time with a coach

  • Behavioral and communication assessments

  • Access to our mortgage industry planning tools

  • Track progress on goals and disciplines via your client portal

  • Opportunity to attend production based roundtables

  • Dedicated focus on your self-leadership and personal goals

What sets us apart from other coaching companies?

At Building Champions, we bring a holistic approach to our coaching engagements because we deeply care about the personal and professional success of our clients. Our self-leadership framework focuses on four essential areas, helping you stay focused on your priorities and achieve success in both business and life.

  • Well-Being

    Invest in your well-being with the same dedication you show your clients, understanding that your personal health is the foundation of your professional resilience.

  • Personal Vision

    Define your path to becoming a top mortgage professional by envisioning a future where your expertise transforms dreams into homes, guiding every step with purpose.

  • Performance

    Boost your performance by adopting winning strategies that not only meet but exceed client expectations, setting you apart in the competitive mortgage landscape.

  • Productivity

    Enhance your productivity through effective time management and innovative tools, ensuring you can nurture client relationships and close deals more efficiently.

Book a Free 30 Minute Call

Mortgage Success Scorecard

The Mortgage Success Scorecard is designed to evaluate your business performance across seven critical areas: self-leadership, marketing & brand presence, lead generation & prospecting, pipeline & process management, client experience & relationship management, growth & business development, and team & support systems.

You’ll respond to a series of statements that reflect your current practices in each area. The assessment takes approximately 15–20 minutes to complete.

Upon completion, you’ll receive a detailed report that includes your Mortgage Success Score, giving you clarity on where your strengths are driving results and where opportunities for growth may be limiting performance.

Your report will also provide actionable recommendations tailored to your results—helping you optimize what’s already working, address blind spots, and build a clear roadmap for sustainable growth and consistency in your mortgage business.

The Building Bigger Lives Podcast: Insights for Real Estate and Mortgage Professionals

Join Executive Coach Michael Regan and Mortgage Banker Kathryn Pedersen on the Building Bigger Lives podcast—a show designed to help real estate and mortgage professionals navigate industry shifts while achieving a balanced and fulfilling life. With a blend of expert insights, real-world experiences, and actionable advice, this podcast equips you with the tools to grow your business and thrive personally. Whether you’re adapting to market changes or seeking strategies for success, Building Bigger Lives will help you lead with purpose and build a life that’s bigger than just business.

Testimonials From Clients

  • Dan - CEO Mortgage Industry

    “Building Champions has a proven system that works. They’ve helped our branch managers and loan officers achieve personal and professional success. Their people are the best at what they do!”

  • Steve - Branch Manager

    “Working with a coach who took the time to know me and my industry was very valuable. The focus on both business and life helped me stay focused on what matters most to me. The candid feedback has helped me expand my thinking and helped me be more successful.”

  • Michelle - Loan Officer

    “I’ve been coaching with Building Champions for the past 10-years and my experience has been great! My coach has challenged me and encouraged me through many different business cycles and seasons of life, which has allowed me to grow personally and professionally.”

Book a Free 30 Minute Call

How to start working with your Mortgage Coach

1. Schedule a Discovery Call

We begin every new coaching engagement with an initial consultation to understand your needs and ensure we are the right partner for you.

2. Interview and Select Your Coach

Get to know our team of passionate mortgage coaches who bring real world sales experience and wisdom to each session.

3. Achieve Success in Business and Life

Meet with your coach consistently to get the guidance, accountability, and encouragement you need to reach the next level of success.

Our Mortgage Coaching Team