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Get Involved 
in PCP
Join the PCP community TODAY!

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)

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