Playbook
Free playbooks for mortgage advisors from Dino Katsiametis, Founder and CEO of Ethos Lending. Systems for growth, retention and
referrals.
Referral Gravity
Referral Gravity How to get chosen without chasing. Vol. 013 — For Mortgage Advisor From “The Consultation That Makes Loan Officers Unshoppable“The Way with
The Perfect Consultation
The Perfect Consultation The first meeting that ends rate shopping before it starts. Vol. 012 — For Mortgage Advisor Most loan officers try to
The Five Rituals
The Five Rituals The week is won before it begins. Vol. 011 — The Five Rituals Burnout is not a talent problem. It is
Best Known Beats Best
Best Known Beats Best How to become the advisor your market can name Vol. 010 · For Mortgage Advisors Grey Goose is not the
Known Before Needed
Known Before Needed Six channels that keep you in front of people before they need you Vol. 009 · For Mortgage Advisors Your clients
The Open House You Never Attend
The Open House You Never Attend The engagement kit that works an agent’s open house while you’re somewhere else Vol. 008 · For Mortgage
Dead Equity
Dead Equity The five-email campaign that wakes up a cold database Vol. 007 · For Mortgage Advisors Your past clients are sitting on equity
Annual Financial Checkup
The Annual Financial Checkup The review of the side of your client’s money nobody else is watching Vol. 006 · For Mortgage Advisors A
The Operator’s Scoreboard
The Operator’s Scoreboard The six numbers that tell you where your business is leaking — while you can still do something about it Vol.
Impossible to Forget
Impossible to Forget The retention system that turns closed clients into repeat business Vol. 004 · For Mortgage Advisors Most advisors start every January