2027 Business Planning – Turn Your Goals Into an Execution Plan

Writing down a goal is easy. Following through when the market gets noisy, priorities compete for your attention, and the first obstacle shows up is where most plans fall apart.

On October 29th at 11am PT, Josh Mettle and Cody Hardridge will help you move beyond good intentions and build a clearer plan for 2027. In this 90 minute session, you’ll work through the mindset behind consistent execution, connect your goals to the numbers that matter, see how the Loan Atlas AI Business Planner helps build your plan, and create an accountability structure designed to help you stay on track after the webinar ends.

You don’t rise to your goals; you fall to your systems. By the end of this session you’ll be able to build a 2027 plan grounded in your actual production numbers and the structure to keep executing it week after week.

What You’ll Learn

• The mindset patterns that separate people who consistently execute on their goals from those who get knocked off course when challenges arise
• How to turn a broad or “half-baked” goal into a specific, measurable, time-bound goal with clear action items
• How to use the Loan Atlas AI Business Planner to reduce the amount of work you have to do from scratch
• How to build an accountability cadence through Q1 2027, and keep your goals from disappearing after planning season

Taught By

Josh Mettle

Head of Faculty

The Loan Atlas

Cody Hardridge

Division Leader

NEO Home Loans