How to Host Your First Agent Class and Walk Out With
3+ New Referral Partners
The step-by-step method loan officers use to fill a room with agents, teach with confidence,
and turn attendees into referral partners. No chasing. No cold calls.
MONDAY, OCTOBER 12 · 11 AM PACIFIC / 2 PM EASTERN
What others are saying
"53 agents at my first class. 23 I had never met before."
Kevin Watson
Churchill Mortgage
"Closed $1.2 million from just one agent who attended my class."
Glenda White
Nexa Mortgage
"Closed a $700k loan from my first class!"
Kevin Dwyer
SouthStreet Bank
THE TRADITIONAL PROSPECTING TRAP
Sound familiar?
You drive across town for another Tuesday broker open. You bring the coffee and box of donuts. You smile, hand out cards, and listen to polite promises.
Then you follow up on Thursday. Sent to voicemail. Follow up on Monday. Read receipt with no reply.
Meanwhile, the top-producing agents in your market send their buyers to someone else: an originator who never drops off donuts, never begs for coffee meetings, and whose phone rings with referrals.
You're not short on effort. You're working one agent at a time. And somewhere along the way, you started to feel like a vendor instead of a partner. You know this business. Agents should be coming to you.
Geoff Zimpfer
Author of Disrupt or Die
Host of Mortgage Marketing Radio
HousingWire Top-Rated Podcast
Your Trainer Has Been Where You Are.
Geoff did it all. Cold calling. Open houses. Broker preview. Chasing agents who never called back. It worked. Slowly. One agent at a time. Then he started teaching classes and found a better way. One-to-many, maximum agents in minimum time. As an originator he went on to do $50M a year, most of it purchase business referred by agents. Now he teaches Loan Officers to do the same.
THE FIRST CLASS METHOD
In sixty minutes
you'll learn how to
Pick a topic agents will clear their calendar for.
How to choose high-leverage topics that top agents will make time to attend in person.
Fill the room with the right agents.
The simple invite plan that puts 20+ agents in your seats, even for your very first class.
Be the messenger not the expert.
No presenting skills or expertise required. One framing statement does the heavy lifting.
Turn the room into referral partners.
The Law of Reciprocity follow-up: the exact post-class sequence that gets you meetings with producing agents.
GET THE PLAN. SEE HOW IT WORKS.
Save your seat. Join the Zoom.
Monday, October 12 · 11 AM Pacific / 2 PM Eastern
Leave with your first class topic and the plan to run it.
More Loan Officers
running this
Picture the week after your class. Three agents text you to thank you for the class.
One sends you a buyer. For the first time, you feel like a partner instead of a vendor.
You're finally the loan officer agents call first.
"Added $30 Million to our production."
"The agent classes have added at least $30 million in closings since we've been running them." - James & Travis The Mortgage Dads
"Predictable referrals and proven system."
"Im a fan of the agent classes. It's a proven, repeatable system that helps my loan officers stay in front of agents, provide value, and create more predictable referral opportunities." - Natalie Overturf - Divisional VP CMG Home Loans
"53 agents at my first class with 23 I had never met before ."
"The agent classes gave my a proven system to reach maximum agents in minimum time. My first class had 53 agents attends with 23 of them I had never met before. "
- Kevin Watson Churchill Mortgage
"I closed four loans from my last class."
"Every time I teach a class I get referrals. I've doubled my business and my last class landed me four closings." -Tiffanie Saxton Verity Mortgage
"Added $15 Million to my production."
"During one of the toughest markets I've seen I've been able to add $15 million in production directly from agents who attend my classes." - Bryan LaFlamme
Movement Mortgage
"Closed $2 million in one month."
"The agent classes are my #1 source of business. Last month I closed $2 million just from agents who I met at my class."
- Glenda White Nexa Mortgage
"Grew my business 40%."
"The agent class format helped me make the shift from vendor to partner. I stopped chasing and started attracting the right agents. My business has grown 40%!"
- Brady Thomas CMG Home Loans
"Added $20 million in loan volume."
"I closed a $700K loan from my first class and have since added $20 million in fundings over twelve months of teaching classes."
- Kevin Dwyer SouthStreet Bank
"My Loan Officers are winning deals."
"We broke into a closed office met over 20 agents and booked four appointments. Agents are hungry for this info and the Loan Officer who brings it wins!" - Shawn Mingus SVP Wintrust Mortgage
"Got a $1 million dollar purchase referral."
"I love the agent classes! An agent I never met reached out and said she valued the classes I am providing and sent me a $1 million dollar referral!" - Jenel Davis Mid Atlantic Mortgage Girl
"Built my personal brand."
"The agent classes have scaled my brand awareness and reach. I get an average of 20-30 agents at every class and the agents just send me deals without having to chase or beg them." - John Keifer Team Johnny Loans
"10 out of 11 agents want to work with me!"
"I used the call to action framework during class and 10 out of 11 agents said they would be open to working together."
- Ory Comeaux Cross Country Mortgage
MEET YOUR TRAINER
Geoff Zimpfer
Author of Disrupt or Die and Host of HousingWire Top Rated Podcast Mortgage Marketing Radio
Former $50M/year originator · Host of Mortgage Marketing Radio, a HousingWire top-rated podcast, Geoff has been a top-ranked mortgage producer and a national sales trainer with Tony Robbins. He's the author of Disrupt or Die: How to Survive & Thrive the Digital Real Estate Shift.
He's trained thousands of mortgage professionals on one idea: stop chasing agents one at a time and start teaching them one-to-many. His systems are simple, repeatable, and built to create profitable referral partnerships. His agent attraction system helps you become the loan officer every agent in your market knows, trusts, and calls first.
Why now?
Q4 is business-planning season for agents. The loan officer who teaches them something useful this fall is the one they call in January. Everyone else is back to donuts.
last public WORKSHOP of 2026
One room. Twenty agents.
Sell them in groups.
Monday, October 12 · 11 AM Pacific / 2 PM Eastern · Free on Zoom
100% Free · 60 Minutes · LIve · No Replay · Limited Seats
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