4x
Increase in team efficiency
Higher Productivity and Better Service in Less Time.
Problem
Leslie, a senior mortgage loan officer in Washington DC, was trapped in a relentless cycle of working 50-60 hours a week. Serving a diverse clientele, she found managing her time and her team’s time an exhausting challenge. The constant workload was taking a toll on her well-being, leaving her and her team burnt out and yearning for better work-life balance.
Solution
Through structured, process-driven coaching, Leslie’s team deconstructed and rebuilt their business operations. Implementing tracking tools, daily recaps, and regular team sync meetings helped streamline workflows and created a shared understanding of roles and responsibilities.
Results
Leslie reduced her working hours by 50%, improved client response times from over 48 hours to under 24 hours, and simultaneously increased overall team productivity. This led to higher client satisfaction, a more balanced work-life dynamic, and better production numbers, resulting in a happier, more efficient team.
"We cut our customer response times down by 50%. My hours have been reduced significantly. The mindset shift of realizing I can actually pull off this dream of mine is huge!"
Leslie Wish
Top 1% Senior Loan Mortgage Officer
"This is a different approach to leadership training, less corporate and more human. I graduated with an effective toolkit to lead my team with real changes in the way I approach decision-making, delegation, and connection with my team members."
