Thursday, ·12:00 PM Pacific / 3:00 PM Eastern

How to Put 20+ Real Estate Agents in One Room and Walk Out With Referral Partners

Free 60-minute live training. The exact framework mortgage professionals are using to teach one agent class and generate referrals from agents they've never met. No cold calls. No coffee meetings. No chasing.

Save My Seat · Thursday, 12pm Pacific

Free · Register and get the Class Topics Swipe File, whether you attend or not

A 90-second look at what we'll cover Thursday

45 agents

in a single class

Travis Newton & James Swift · Synergy One Lending
$700K

loan closed from his first class

Kevin Dwyer · First Horizon Bank
$7M

funded in one month from class referrals

Glenda White · UMortgage
The math nobody does on paper

Referrals = Rooms × Room Size × Conversion

Call an agent and your room size is one. You can be the best on the phone in your state and it's still one, so the only way to grow is more hours. Teach a class and your room size is twenty. Sometimes forty-five.

One cold call1
One agent class20+

Same hour of your day.

What the 60 minutes looks like

An hour that changes how you spend the next six months

:00

Why one class beats a month of calls

The one-to-many math, and what it means for a pipeline you actually own.

:10

Choosing the topic agents clear their calendar for

Teach their problem, not your product. Get this wrong and nothing else matters.

:25

Filling the room

How to get a brokerage to host you, the words to use with the managing broker, and the three-week runway that fills seats.

:40

The follow-up that turns 20 agents into referral partners

Where almost everybody drops the ball. The class goes great, and by Friday nothing happened.

:50

How the Agent Referral Xcelerator works, and open Q&A

For anyone who wants to go deeper. I'll stay on until the questions run out.

What you'll walk away with

Six things you can use the week after

  • The step-by-step framework for running agent classes that produce referrals every time you teach one
  • How to get 10, 20, even 45 agents into a single session without cold outreach
  • The exact follow-up sequence that turns attendees into referral partners
  • Why most mortgage pros never get traction with agents, and the shift that fixes it
  • The fastest path to your next referral, even if you've never taught a class in your life
  • The class topics that get agents lining up, and the ones that empty a room
Save My Seat · Thursday, 12pm Pacific

The next cohort starts September 10th. This is the only training before it opens.

Your presenter

Geoff built a $50 million personal production business doing exactly what he's about to teach you.

Most of that volume was purchase business referred by real estate agents, earned by teaching classes rather than by calling down a list. He's spent the years since teaching loan officers to do the same.

  • StartedNational Sales Trainer for Tony Robbins
  • ProducingEntered mortgage in 2003; top 5% of originators nationwide
  • PodcastHost of Mortgage Marketing Radio. 10th year, 400+ episodes
  • BooksInstant Referrals for Mortgage Professionals · Disrupt or Die
What happened when they stopped chasing

Real names. Real rooms. Real numbers.

45 agents in the room. 5 new referrals.
"Did a class today with 45 agents. Five new referrals after the class from NEW agents we've never met and several closings already from other classes!"
Travis Newton & James Swift Synergy One Lending
$7M in one month
"I funded $7M last month, all from agent referrals who attend my classes!"
Glenda White UMortgage
$15M added
"I've added $15 million to my production from teaching these classes. It's the ONE thing that helped me survive the market shift."
Bryan LaFlamme Movement Mortgage
$700K from class one
"Closed a $700K loan from my first class! I've added $20 Million in closed loan volume since being a member."
Kevin Dwyer First Horizon Bank
An agent she'd never met
"An agent I never met before came up to me after class and asked me if I could help her son buy a home with 10% down and another agent sent a referral after class."
Jenel Davis Mid Atlantic Mortgage
Every class, new relationships
"The agent classes are amazing! Every time I teach a class, I get new relationships and referrals. I've already closed two loans from teaching classes, and more to come!"
Tiffanie Saxton Verity Mortgage
Free when you register

The Class Topics Swipe File

The topics that reliably fill a room, and the ones that reliably don't. I'll send it the moment you register. Yours whether you make it live or not.

This isn't for you if…

  • You're looking for a lead source to buy.
  • You want something fully automated that runs without you.
  • You're not willing to stand in front of a room of agents for 90 minutes.

This works. But you have to show up and teach.

Before you decide

Questions people ask me first

I'm not a teacher. I'd be terrible in front of a room.

Agents aren't grading your delivery. They came because the title promised them something they want, and they're waiting to find out whether you'll give it to them or sell them. Give it to them and you've won the room. That's the bar. What actually determines whether a class works is the topic, and I'll show you how to choose it.

I tried this once and nobody showed up.

Then you'll get more out of this hour than anyone. Almost every empty room traces back to one specific step, and I can usually name which one in about two minutes. Bring what happened and I'll tell you where it broke.

I don't know what I'd even teach.

That's the first thing we cover, and it's the part most people get wrong. They teach their loan programs instead of the agent's problem. Register and I'll send you the swipe file of topics that fill rooms.

Does this work in a smaller market?

It works better. In a smaller market you can become the lender agents think of first inside a few months, because nobody else is doing it.

I don't have time to add another thing.

This replaces something. Most people in the program are pulling hours back out of cold outreach and one-on-one coffees and putting them into one room instead. Same hour, twenty times the audience.

Is this just a sales pitch?

No. You'll learn the actual framework behind using agent classes to generate referrals, and it's yours to run with whether you ever buy anything from me. I'll explain the Agent Referral Xcelerator at the end for anyone who wants to go deeper.

Who is this for?

Mortgage professionals who want more agent referrals without cold calls, awkward coffee meetings, or conversations that go nowhere.

Will there be a replay?

Yes. If you register, you'll have access to the replay for 24 hours. Live is better. You can ask me anything live, and I stay until the questions run out.

Thursday, September 3rd · 12:00 PM Pacific

One room beats a hundred phone calls.

Come find out how it's built. Sixty minutes, live, and I'll answer whatever you want to ask.

Save My Seat · Thursday, 12pm Pacific

Next cohort starts September 10 · enrollment closes September 5th.