Helping Leaders Win
at Work and Home.

REFERRAL PARTNER TRANSFORMATION

Start your Referral Partner Transformation:

Add the first call to your calendar (Tuesday, Dec 3rd, 3:30-4:30p, CT)
AND

Tired of chasing business?

The Referral Partner Transformation (RPT) shows you how to build a referral pipeline where business comes to you.

It’s a collaborative learning program that…

  • Gives you mindset shifts about how to approach your relationships
  • Teaches you how to communicate and build rapport authentically
  • Helps you increase the quantity and quality of your referral partners
  • Lays out the “how-to” of staying top-of-mind with your referral partners
…So you banish the “awkward ask” and have a constant stream of referrals coming your way.
 
By cultivating referrals the right way, the lifetime value of just a single referral partner could add up to tens of thousands of dollars.
 
That means by working differently, you get more freedom, more stability, and a bigger pay day.
 
And the success you’ve been hoping for could be just one connection away.
 

This program is for you if:

 
  • Your average revenue or commission per client relationship is at least $2000
  • You believe in your ability to help, but referrals aren’t consistently flowing in
  • You’re looking to authentically build referral partner relationships without the “awkward ask”
  • You know relationships are important but don’t know how to get them to produce referrals
  • You get stuck not knowing who to talk to, or what to say
  • You feel trapped in the “friend zone” with many possible referral partners but they aren’t referring you
  • You know you can build a strong business but get sidetracked
  • You get inspired by other people’s success and want to be around momentum builders
  • You want to have real conversations that actually produce relationships and referrals
  • You have a strong desire to learn and grow
  • You’re willing to be vulnerable and share what’s working and where you’re struggling
  • You want to build a reputation and referral pipeline that creates freedom for you in your business
 

This program is NOT for you if:

 
  • You want to build a business around paid leads
  • You only want to use social media, ads, or other technology to build your business
  • You like to keep great ideas to yourself
  • You’re not interested in personal development
 

What’s included:

 
  • 6 months of live coaching, with 2 RPT sessions per month via Zoom
  • Business Development Assessment to zero in on your goals, review your past successes, and pinpoint the gaps holding you back
  • RPT Referral System, a 4-step process for creating referral partners
  • Guidance on how to engage and qualify new relationships
  • Trusted Advisor Process, a system for increasing referrals from existing referral partners
  • Tips on how to increase referrals by helping agents solve their top 5 challenges, along with 3 questions you can have them ask their clients to double their business (and yours)
  • A powerful marketing and connection plan to engage current referral partners and attract new ones
 

Enrollment bonuses just for you:

 
  • JumpStart, a self-directed online course to help double your referrals in the next 84 days – $1797 value
  • 12-Week Year Roadmap to “Double Your Referrals” $297 value
  • The Ultimate Referral Partner Qualification Process
  • RPT Playbook to Collect, Organize, Prioritize and Energize your referral partners

Your investment (no-risk):

 
  • 6-Month Referral Partner Transformation, billed in 6 monthly installments of $497 each
  • (Optional) After completing the 6-month RPT program, get continued accountability, collaboration, and skill refinement with the RPT Continuity Program for $197/month
  • Money-Back Guarantee: If you aren’t more energized, optimistic, and confident about building your business through referrals, we’ll refund every cent paid through the first 6 sessions 

Start your Referral Partner Transformation:

Add the first call to your calendar (Tuesday, Dec 3rd, 3:30-4:30p, CT)
AND

Return on Relationships (ROR):

 

Take a moment to think about your ideal pipeline. A steady stream of referrals from trusted partners, fed by confident, natural, interactions.

Imagine the peace-of-mind of having referral partners who are looking out for you, while they know you’re looking out for them.

I’ll show you how.

As John Ruhlin of the bestselling book “Giftology,” says, “We are just one relationship away from changing everything.”

Here’s what others have said…

Tom M. – Senior Mortgage Banker

My referrals from new referral partners have increased by over 33% in the last 12 months. One agent connected me with 8 clients, and we closed 7 loans. The program works!

Ali H. – Mortgage Banker

The RPT playbook really had my mind racing. The RPT program helped me realize I can be successful. There are qualities you just can’t teach to some people, but when fed by the correct mentorship, those core qualities bloom into something magical. I truly believe this is what the RPT program has done for me. I personally have already gained two relationships by using the skills taught in the RPT program that have changed my business forever.  

As I continue to use the tools provided by this powerful coaching program, I will only grow as a leader and a mortgage loan officer. 

Tatyana O. –  Mortgage Loan Officer

I want to share a few stats with you about where I am at after your coaching program. The year before, I had closed about 9.6 million. I completed the course at year-end and set some goals for the following year using some of the techniques I learned through your training. My “baseline” goal was 12 million. My “amazing” goal was 16 million, and my “miraculous” goal was 21.6 million. As of writing this note, I am on track to close 20 million! I want to share these things with you not at all in a bragging way but to celebrate what you helped me accomplish in one short year. The great thing is…the best is yet to come!

Sarah B. – Mortgage Loan Officer

After working with this system and using the methodologies and messaging, I can get referrals and applications like nobody’s business and it’s just authentic Conversations

Tim H – Mortgage Loan Officer

The concepts of this program re-invigorated not just my business but my career. Thanks to the concepts in this coaching program, I had the best year of my career. I am a better producer and leader, and I am now recruiting and building a team using these concepts.

About your coach, Brian McRae:

 
I love helping people become rainmakers!
 
I’m a top 1% originator with over two decades’ experience in the mortgage industry. Over time, I’ve honed the art of self-sourcing and building referral relationships.
 
The success of the McRae Mortgage Team backs this up, having:
  • Earned the prestigious 5 Star Mortgage Professional Award for 15 consecutive years.
  • Recruited, coached, and scaled a top-producing team, including a $100 million loan officer.
  • Mentored numerous Scotsman Guide Winners to achieve their full potential.
I’ve also:
  • Created The Mastermind Project, a shared learning & networking event with over 20,000 attendees over 10+ years
  • Founded ACCELERATE Coaching & Consulting to help other leaders build their businesses to win at work and home.
I’d love to help you become a rainmaker so you can win at work and home too!

Start your Referral Partner Transformation:

Add the first call to your calendar (Tuesday, Dec 3rd, 3:30-4:30p, CT)
AND