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FREE WEBINAR

Holiday Marketing Made Simple:

Mortgage Edition

Learn how to simplify your holiday campaigns and maximize results this season.

Wednesday, November 12

1:00pm EST

Register Now

Simplify. Automate. Celebrate your success.

Countdown to the Workshop: Don’t Miss Out!

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About the Workshop

Discover proven strategies to simplify your holiday marketing process and increase conversions in the mortgage industry. This session will cover time-saving automation tips, content personalization, and campaign best practices.

Key Takeaways

Effective Holiday Engagement

Discover engagement techniques that work best during the holidays.

Build Meaningful Touchpoints

Learn how to create meaningful touchpoints with clients and prospects.

Boost Referrals & Lead Generation

Gain insights on how to encourage referrals and generate new leads.

Meet Your Instructor

Dr. Bruce is one of the most in-demand speakers in housing, banking, insurance, and financial services.

For over a decade, Dr. Bruce has trained thousands of salespeople and managers. His coaching journey began as a 25 year-old career author and speaker. He finished his PhD in Human Performance at 29, and became one of the youngest program directors in the Texas A&M system. Dr. Bruce was then recruited back into corporate America as VP of Sales and lead sales trainer for a top coaching company, helping grow revenue over $2 million annually.

In 2017, Dr. Bruce launched 90-Day Sales Manager, which has earned the reputation as a top sales onboarding program in housing, banking, insurance, and financial services. Dr. Bruce has spoken on some of the largest stages in North America including the Los Angeles Convention Center and Million-Dollar Roundtable. His content is featured on the most-respected platforms in the world including Breakthrough Broker with 600,000 users and MDRT with 65,000 members. The next big thing in training is here, his name is Dr. Bruce.

Don't miss out on this opportunity to connect and thrive this holiday season!

Register Now

Customer Testimonials​

Dr Bruce and 90-Day Sales Manager is the foremost in Credit Union MLO training. As an everyday user of Accountable CRM, don't wait to get started. It is 💯 worth it!
Ian Bennett
Ian BennettElevations Credit Union
Whether you are new into a sales role, or needing a sales boost then Accountable CRM is your answer.
Joey Abdullah
Joey AbdullahBellco Credit Union
Before 90-Day Sales I didn't have a system to manage my database. What I like about Accountable CRM is waking up to daily follow-up suggestions. I'm doing more activities than ever.
Joseph Vitullo
Joseph VitulloPatelco Credit Union
As challenges arose and we expanded into new markets in 2023, I saw the need to equip our team with a proven system and CRM. Accountable CRM offers a comprehensive approach that experienced loan officers can seamlessly integrate into their business to boost sales.
Andrew Harris
Andrew HarrisVP of Mortgage, Truity Credit Union
90-Day Sales and Accountable CRM is tailor-made for myself and our sales and operations team. Its modern features address the unique needs within credit unions that frankly most CRMs we’ve looked into do not.
Nicole Poole
Nicole PooleVP Residential Lending, The Police Credit Union
In this market, we are having to work 4x to achieve the same results, it is paramount that you have a coach to train a verified system to measure activity and results. Accountable CRM powered by 90-Day Sales Manager is an investment in your sales team that will help retrain, refocus and retain your sales force.
Dan Sugg
Dan SuggChief Lending Officer, Michigan First Credit Union
The integration of a 90-Day Sales and the CRM system has transformed how we manage member relationships. It's a must-have for any credit union looking to enhance member satisfaction and drive referral growth.
Bill Kishton
Bill KishtonVP Mortgage Lending, FirstLight Credit Union
We have seen a significant increase in engagement, inquiries and most importantly home loan applications. I would recommend this program to any loan officer whether they are just coming into the business or a 20-year veteran.
Vince Salinas
Vince SalinasVP of Home Loans, Patelco Credit Union
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Accountable is the first activity-based CRM designed specifically for mortgage departments, combining built-in coaching, accountability, and marketing tools in one seamless platform. Specializing in credit unions and community banks, our CRM integrates easily with popular loan origination systems (LOS) and enterprise CRMs. Optional add-ons include our industry-leading 90-Day Sales Bootcamp and comprehensive Mortgage Marketing Suite—making Accountable the perfect solution for mortgage departments of any size.

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