
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.

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

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

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

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

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

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

Recruiting & Retention
Coming Soon!
