5 Levels of Coaching
Get the accountability you need to grow.
1
Level 1
INTRO TO COACHING
Everyone Needs a Coach
What is PCP?
2
Level 2
LEARN BEST PRACTICES
Close 60+ Loans / Year
Increase Your Productivity;
Change the Way
You Think
3
Level 3
LEADS AND TEAM
Close 96+ Loans / Year
Next-Level Lead Generation;
Start Building a Team
4
Level 4
EARN, SAVE, GIVE MORE
Close 120+ Loans / Year
Generate More Leads Than You Can Handle;
Build a Great Team &
Be a Great Leader
5
Level 5
PAY IT FORWARD
Close 150+ Loans / Year
Build your Legacy;
Impact the Lives of Fellow Partners;
Be a PCP Coach!
COACHING TO BEST
SERVE YOU
Level 1
INTRO TO COACHING
Have you heard about coaching? Undecided if you're ready to get involved?
Take the first step and find out what PCP is all about. Everyone Needs a Coach.
BENEFITS
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Receive weekly drip campaign of mindset & coaching resources.
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Limited access to resource library.
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No coaching calls or accountability from a coach.
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QUALIFICATIONS
Level 1 is designed for any UHM Loan Officer closing 1-2 units per month with a desire to grow and learn more about coaching.
Once you're ready, increase your commitment and join a Level 2 coaching group!
COMMITMENT
Level 1 requires no commitment or investment. It's our gift to you.
Partners may sign up at any time.
Level 2
LEARN BEST PRACTICES
Make the commitment! Join the PCP Community and begin your journey to a better life & business. Increase your productivity, change the way you think and implement basic lead-generating strategies to close 60+ loans per year.
BENEFITS
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1 Coaching Call / Month with your Coach
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1 Accountability Partner in your Coaching Group
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2+ Webinars / Month
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Access to Level 2 Resource Library
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Automatic invitation to Semi-Annual PCP Impact Events
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QUALIFICATIONS
Level 2 is designed for any UHM Loan Officer closing 3-4 units per month with a desire to increase their productivity, improve their organization and generate more leads to close 60+ loans / year.
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OBJECTIVES
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5 Closings / Month
50% One-Touch Origination
Loan Officer to Loan Adviser
COMMITMENT
Level 2 requires a 6-month commitment to your coaching group.
New 6-month semesters begin every January & July.
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Coaching group size: 5 - 7 Partners
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$150/month pre-tax commission share
Level 3
LEADS AND TEAM
Increase your commitment! Take your lead generation and sales activity to the next level. Start hiring, building and leading a team with 1-2 loan officer assistants.
BENEFITS
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2 Coaching Calls / Month with your Coach
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3-4 Webinars / Month
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Access to Level 3 Resource Library
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Automatic Invitation to Semi-Annual PCP Impact Events​
QUALIFICATIONS
Level 3 is designed for any UHM Loan Officer closing 5-7 units per month with a desire to take their lead generation to the next level and start building a team to close 96+ loans / year.
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OBJECTIVES
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8 Closings / Month
60% One-Touch Origination
Loan Adviser to Team Leader
COMMITMENT
Level 3 requires a 6-month commitment to your coaching group.
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New 6-month semesters begin every January & July.
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Coaching group size: 3 - 4 Partners
$300/month pre-tax commission share
Level 4
EARN, SAVE, GIVE MORE
Surrender to the plan! Take extreme ownership of your business, become a strong leader, build a production staff to provide a world-class experience to your clients and count the money like a Fortune 500 company.
BENEFITS
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2 Coaching Calls / Month with your Coach
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Off-week 1-on-1 calls with your Coach
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4 Webinars / Month
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Access to Level 4 Resource Library
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Automatic invitation to Semi-Annual PCP Impact Events
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QUALIFICATIONS
Level 4 is designed for any UHM Loan Officer closing 8-9 units per month with a desire to generate more leads than they can handle, build a great team to cater to their clients and earn, save & give more than they ever thought possible while closing 120+ loans / year.
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OBJECTIVES
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10+ Closings / Month
70% One-Touch Origination
Team Leader to Business Owner
COMMITMENT
Level 4 requires a 6-month commitment to your coaching group.
New 6-month semesters begin every January & July.
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Coaching group size: 3 Partners
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$500/month pre-tax commission share
Level 5
PAY IT FORWARD
Become a PCP Coach! The program that has helped you grow your business is giving you the opportunity to coach fellow Partners in Level 2 - 4 Coaching. Improve your leadership & professional speaking skills, build your legacy and impact the lives of Partners like never before.
BENEFITS
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2 Coaching Calls / Month with Executive Coach Brian Smith
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Lead fellow Partners in Level 2 - 4 coaching group(s)
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2 Coaching Calls / Month with your Coach
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Host 1+ Webinar / Semester
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Access to Level 5 Resource Library
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Automatic Invitation AND Speaker Opportunity at Semi-Annual PCP Impact Events​
QUALIFICATIONS
Level 5 is designed for any UHM President's Club Loan Officer or Regional Manager with a desire to Pay it Forward by helping Partners grow while developing their leadership skills and/or closings 150+ loans / year.
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OBJECTIVES
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12+ Closings / Month
75% One-Touch Origination
Business Owner to Professional Coach
COMMITMENT
Level 5 requires a 6-month commitment to coaches' training.
All Coaches must exhibit extreme accountability, generosity & dedication.
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Availability based on need.
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$500/month pre-tax commission share (where applicable)