Advertise on podcast: Mortgage Planner Coaching

This week's Tuesday Update, recorded live on November 3, 2026. Brad Roche walks through the WOW Process and the Before, During and After framework: the client touchpoints that make people feel taken care of at every stage of a loan, and the discovery questions that turn a rate conversation into a planning relationship, and a planning relationship into referrals. In this episode: 00:08 Introduction to the WOW Process 03:17 Before, during and after client touchpoints 15:39 Discovery questions and referral asks Mortgage Planner Coaching is Brad Roche's coaching show for loan officers building a planning practice clients refer. More at mortgageplannercoaching.com. Brad Roche, NMLS 135191. The Mortgage Planner with Element Home Loans.

Brad sits down with Terry Judge, CEO of Core Advisors, to break down cost segregation for real estate investors. What an engineering-based study actually does, how 100% bonus depreciation changes the math, who qualifies, lookback studies for properties you already own, passive activity rules, and the mistakes that get investors in trouble. Educational only, not tax advice. Always loop in your CPA.

A quick rundown of what you should be doing right now: the calls, the touches, and the pipeline work that matters this week.

A deeper look into after closing: how your service department generates more deals and repeat clients. Mix your partners into the service review for every homeowner, and turn past clients into your next referral source.

Top producers don't wake up wondering who to call. They run a rhythm. Every day of the week already has a name, a list, and a purpose. Here is the full Coaching Rhythm, exactly how we run it. An inconsistent market requires consistent actions. Rates move. Inventory moves. Your rhythm doesn't.

“Tuesday Is Not a Status Call — It’s a Conversion Strategy.” What if Tuesday wasn’t just another update…but your most powerful relationship multiplier? In this recorded session, Brad Roche breaks down how Tuesday Updates when executed with purpose can dramatically increase client trust, referral flow, and loan conversions. This is not about checking boxes. It’s about transferring confidence. 🔑 What You’ll Learn: ✅ Why Tuesday should be treated as a relationship builder, not a status obligation ✅ How to shift from checklist updates to authority-driven confidence transfer ✅ The 4-step Tuesday structure:Check the emotion before the informationDeliver a concise, directional updateRemove uncertaintyFocus on outcomes — not tasks✅ How to slow your updates down by 30% to increase clarity and trust ✅ Specific CCR (Current Client Referral) questions that trigger memory recall ✅ How to reinforce your role as the calm, confident guide in the transaction You’ll also see how Tuesday fits directly into the Before, During, After system and supports World Class Service execution — turning in-process clients into advocates before closing. 🚀 Why This Matters Most lenders update files. Few lenders build loyalty during the process. Tuesday Updates, when done right, activate the Frequency Illusion, create natural obligation, and move clients up the Loyalty Ladder from Client → Advocate → Raving Fan . Because the goal isn’t just to close the loan. The goal is:1 out of 3 clients referring you before they close. 🎯 Practical Execution Includes:Short, reassuring 20-second directional updatesEmotion check first: “How are you feeling about everything today?”Specific referral language (not vague asking)Authority positioning without pressureClear next-step framing to eliminate uncertaintyThis is execution-level coaching — not theory.

In this power-packed Tuesday Update, Brad Roche, The Mortgage Planner, delivers a strategic end-of-year coaching session to help you reflect, refocus, and relaunch. 🔍 Topics Covered:Top referral partners by closed loans in 2025Setting January power lunches and business planning meetingsLeveraging AI for meeting follow-upsFull lead source and closing ratio breakdownYour average loan amount—and what to do with that infoBrad walks through how to use this data to guide your next moves and build unstoppable momentum into Q1. 🎯 Key Takeaway: Your next 30 days are the runway for your next 6 months.

The words you choose decide what your clients and partners accept as already true. In this December 2025 session, Brad teaches presuppositions: the assumed truths embedded inside your questions and statements, like asking when a client will introduce you instead of if. Small shifts in dialogue guide perception, build trust, and make the referral ask feel natural. More at mortgageplannercoaching.com.

🚨 New Year. New Goals. No Excuses. 💥 🎯 2026 Mortgage Planner Goal Setting Kickoff You don’t drift into greatness. You decide. Whether you're an LO, partner, or just tired of waiting for the market to "normalize", this is YOUR wake-up call. 📽 Listen to the 2025 recap now →🔥 In this episode, I break down: ✔️ Good waiting vs. bad waiting ✔️ How to execute when the world hesitates ✔️ Why “waiting for rates to drop” is the wrong mindset ✔️ Kingdom-first goal setting (Proverbs 16:3) 🧭 This isn’t about more work—it’s about meaningful work. Let’s maximize the year with: ✅ Daily high-touch actions ✅ Faith-driven momentum ✅ The right people in your life, on purpose 💡 Who do you know who’s ready to dominate 2026? Tag a top performer. Share with your team. Let’s GO.

Your partner presentation decides whether a realtor, builder, or financial planner ever sends you a client. In this November 2025 session, Brad breaks down the key ingredients to include when you present your business to a new partner: who you serve, how your process protects their clients, and the follow through that earns the next deal. Build a presentation partners remember and repeat to others. More at mortgageplannercoaching.com.

When a conversation stalls, the frame is usually the problem, not the facts. In this October 2025 session, Brad teaches the core principle of shifting the frame from if to how in your everyday dialogue with clients and partners. With real day to day examples, he shows how changing the frame changes how you speak, how you act, and how people respond to you. More at mortgageplannercoaching.com.

Working by referral only works if the wheel keeps turning. In this October 2025 Tuesday Update, Brad walks through activating the referral wheel: the basic touches inside the transaction and the client experience that generate a wow, create introductions, and keep partners and past clients sending you business on purpose instead of by accident. More at mortgageplannercoaching.com.

In this episode, Brad Roche, The Mortgage Planner, sits down with a top-producing team to unpack the true meaning of partnership in today’s market. Together, they dive deep into how to bring more value to your referral partners going beyond transactions to create lasting, mutually profitable relationships. From crafting intentional WOW moments to using specific referral asks that trigger memory recall, Brad and the team share proven systems to help you stand out, serve better, and get referred more often. Whether you’re a Realtor, lender, or business partner, this conversation is packed with actionable strategies you can put to work immediately to grow your business and impact.

Are you branding for likes—or for loyalty? This week’s update is all about turning your branding into a function. When done right, branding isn’t just a logo or a tagline—it’s a trust transfer system. It should teach people how to talk about you, refer you, and rely on you. Functional branding creates referral readiness in every client and partner conversation. Are your updates creating frequency illusion? Do your touchpoints make your process feel intentional and referable? Is your branding doing the heavy lifting while you’re working the plan? Let’s get functional—with your message, your process, and your results. Not registerd? Visit www.TuesdayUpdates.com

Most loan officers ask for referrals the wrong way—vague, generic, and forgettable. That’s why I’m hosting a powerful, tactical webinar: "The Top 7 Referral Asks That Get Results" 🔹 Proven scripting 🔹 Real examples 🔹 Immediate implementation We'll dive into: What makes people actually refer youHow to shift from “do you know anyone” to “who’s downsizing now?”The exact language that activates memory and trustThis is about getting specific, becoming referable by design, and using psychology-backed methods like the Frequency Illusion and Triangle of Trust to earn business consistently.