How We Help You Tell Your Story
Since 2005, we’ve helped trusted advisors in the housing and financial industry differentiate themselves and articulate their unique value to clients and strategic partners. Over 9,000 of the nation’s top trusted advisors and business professionals have benefited from our courses and coaching programs. We have a 17-year track record of helping teams and businesses grow!
- In 2005 we launched our Certified Mortgage Planning Specialist (CMPS®) course, which remains the first and most widely recognized mortgage planning designation in the industry.
- In 2015 we launched our Momentifi enterprise technology and content marketing system to help loan officers and real estate agents better utilize technology to advise their clients in the modern home buying journey.
- In 2020 we launched The StorySeller podcast and business leadership coaching program for trusted advisors, sales professionals, and business owners.
- In 2022 we partnered with Freddie Mac to offer the Neighborhood Real Estate Specialist CE course and help real estate agents expand homeownership opportunities for diverse homebuyers from historically underserved communities.