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Image by Kalen Emsley

Six Latreia Coaching Options

Key activities are based on skill-level and measured against defined goals. Coaches review reports weekly and provide individualized feedback. Prospecting activities focus on referral sources, database contact and networking events while key performance metrics includes leads, pre-qualifications, applications and closed loan tracking. 

Mobile Phone

Accountability Pro (Level 1)

Any level accepted (lifetime lockin)

Track business drivers and outcomes

Daily or weekly accountability option

Private access to coaching portal

Target ROI: customized to client

Weekly check-ins built into program 

Real time feedback to clients

3-month commitment required

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Image by Susan Wilkinson

Bronze Level 2 Coaching

New to industry (< 12 months)

Averages < 1 closed unit per Mo.

Crew of 3-4 members or 1 on 1 (New!)

Schedule call to discuss KPMs & ROI

Target ROI: 2 closed units per month over 90-day average

1-1 Coaching available at level

3-month commitment required

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Image by Milad Fakurian

Silver Level 3 Coaching

Semi-seasoned (1-3 years)

Averages 1-4 closed units per Mo. 

Crew of 3-4 members or 1 on 1 (New!)

Schedule call to discuss KPMs & ROI

Target ROI: 50% increase in closed units per month over 90-day average

1-1 Coaching available at level

3-month commitment required

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Image by Katie Harp

Gold Level 4 Coaching

Seasoned (4+ years)

Averages 5-8 closed units per Mo.

Crew of 3-4 members or 1 on 1 (New!)

Schedule call to discuss KPMs & ROI

Target ROI: 40% increase in closed units per month over 90-day average

1-1 Coaching available at level

3-month commitment required

Brochure

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Image by Scottsdale Mint

Platinum Level 5 Coaching

Season Pro (4+ years)

Averages 9+ closed units per Mo. 

Crew of 3-4 members or 1 on 1 (New!)

Schedule call to discuss KPMs & ROI

Target ROI: customized to client

Strategic & leadership focused

1-1 Coaching available at level

3-month commitment required

Brochure

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Together at the Top

Leadership Development

For New or Seasoned Leaders

Foundations of Leadership

Fundamentals of Leadership

Crew of 3-4 leaders or 1 on 1

Assessments & Collaboration

Customization based on objectives

3-month commitment required

Review & Evaluation against goals

Schedule call for details

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Kayaking

Recruiting & Retention

 

 

Coming Soon!

© 2024 Latreia Coaching & Consulting LLC.

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