It’s one thing to hear ideas. It’s another to see those ideas in action, tested by the originators who are winning in real time. That’s the power of the Surge Series we’re continuing this month inside The Loan Atlas.

These are hands-on, interactive coaching sessions that will help you turn what you learn into summer closings. Don’t miss out on the exact systems that are helping originators like you build real momentum in a shifting market!

Here’s everything that’s happening inside The Loan Atlas in June:

Surge Series #2: The $39M Playbook—A Deep Dive Into 10 Challenging Closed Loans

June 5, 2025 | 11 AM PT

Why is it that some originators have that magic touch that converts and closes where others can’t?

Holly Walther is one of those originators. Even after relocating to a new market last year, she was able to close $38.9M in volume without her business skipping a beat.

In this masterclass, Holly will be pulling back the curtain on her last 10 closed loans for a deep dive into her process, drilling down to see how she identifies and tracks the true source of each loan. She’ll also reveal the plethora of business development activities she is constantly engaged in, helping you make building valuable relationships second nature.

What You’ll Learn:

• Own Your Process and Close with Confidence: Holly will break down how she managed each unique loan challenge and how you can implement these strategies to close your own tough deals.
• Create Valuable Realtor Relationships: Learn how Holly generates consistent referrals from a strong network of Realtors and how you can do the same.
• A Mindset for Scaling: Holly’s shift from hustling for deals to strategically building a business she can scale with confidence.
• Work-Life Balance: Holly’s method for balancing her professional success with family time will help you manage your career and personal life without compromise.

Surge Series #3: Leveraging Your Post Close Cadence of Engagement to Seal Deals on the Front End

June 12, 2025 | 11 AM PT

Why does your post-close value matter when you’re converting loans on the front end?

Brent Hicks and Josh Burruss are masters at delivering immense value AFTER the loan closes. AND they each have scripts for how they talk about that value in the early stages of the relationship with a client and Realtor partners.

In the third webinar of the Surge Series, Brent Hicks & Josh Burruss will be sharing how they leverage their post close engagement to establish value up front and seal deals.

What You’ll Learn:

• Articulate Your Post-Close Value: Brent & Josh will break down how they deliver value after the close.
• Close with Confidence: Brent & Josh will share how to leverage your Post-Close Value proposition to close your own deals.
• Create Valuable Realtor Relationships: Learn how Brent & Josh generate consistent referrals from a strong network of Realtors and how you can do the same

June Office Hours

Every Wednesday | 11 AM PT

Join our faculty coaches live every week and get your questions answered. Whether it’s roadblocks you need help navigating or questions about the material you’re working on, these top-producing coaches are here to help you get to the next level.

This month we’ve got some great coaches on deck, including:

• Craig Strent, whose niche / specialty is in the area of Leadership, Perfect Loan Process, and Financial Planner Business Development.
• Katrinka Condie, whose niche / specialty is in the area of Building Relationships & Client Connection, Empowering Women, Perfect Loan Process.
• Brent Hicks, whose niche / specialty is in the area of Leadership, Team Building and Recruiting.
• Josh Mettle, whose niche / specialty is in the area of Marketing, Consumer Direct, Health, and Financial Freedom.

Talk to Tim LIVE

June 27, 2025 | 10 AM PT

On the last Friday of the month, Tim Braheem will be live with all of our members to do what he does best: coaching YOU. 

Business or personal, Tim brings out his decades of experience to help you overcome whatever challenges are keeping you from reaching peak performance.

Work Smarter, Not Harder

Join The Loan Atlas Coaching Community today and start your journey towards greater success. Your membership will give you access to all of these events plus our on-demand content including The Perfect Loan Process, Systems for Selling, Marketing Mastery, and more.