When loan volume picks up, does your process hold up—or start cracking under the pressure?
As the market shifts, pipelines are starting to grow; but more leads will break your business if you don’t have a dialed-in system that eliminates stress, maximizes efficiency, and turns every transaction into a referral-generating machine.
That’s why this month’s live events inside The Loan Atlas are all about creating your Perfect Loan Process: how to implement it, refine it, and scale it—and it’s all coming directly from Tim. By the end of March, you’ll be delivering a world-class client experience that turns every transaction into a referral engine.
Here’s what’s happening inside The Loan Atlas this March:
Masterclass: The Perfect Loan Process
March 6, 2025 | 9 AM PT
Join us for this game changing webinar where we will reveal the top proven strategies for building powerful referral partner relationships, generating warm referrals in today’s market and ensuring repeat client business, all while providing dynamic customer service and collecting 5 star reviews.
What You Will Learn:
- Steps required to get version 1 of your Perfect Loan Process on paper.
- Elements of the Perfect Loan Process that drive repeat and referral business, great customer experience, and 5-star reviews.
- How to recapture your time with the power of proactive communication.
- How to generate multiple referral partner opportunities on every transaction.
Implementation Workshop
March 27, 2025 | 9 AM PT
Take what you learned in The Perfect Loan Process masterclass to the next level, with a Q&A session and coaching to implement what you learned during the masterclass.
March 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:
- Josh Mettle, whose niche / specialty is in the area of Marketing, Consumer Direct, Health, and Financial Freedom.
- Marc Bui, whose niche / specialty is in the area of Social Media Marketing and Instagram.
- Chris Ledlie, whose niche / specialty is in the area of Leadership, Culture, Recruiting, Mindset and Personal Development.
- Holly Walther, whose niche / specialty is in the area of Work/Life/Family Balance, Women Empowerment and Work Flow Processes.
Talk to Tim LIVE
March 21, 2025 | 11 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.