For Mortgage Loan Originators + Originating Branch Managers

Discover Cindy Ertman’s Proven, Step-by-Step System that Shows You Exactly How to Build Powerful Referral Partners, Elevate Your Virtual Brand, Develop a High Impact Team, and Reach Top Producer Success!

Get Instant Access to 7 Steps to 7-Figure Mortgage Success Self-Guided Training

For those looking to achieve the next level of mortgage success, Cindy Ertman is the woman to follow.

Co-author of Chicken Soup for the Soul and The Success Principles

Master the Strategies of Top Producer Success with Cindy Ertman’s Proven 7 Step System

For the past 20+ years, Cindy Ertman has helped Mortgage Professionals from all across the U.S. discover how to leverage their unique strengths to get better results, cultivate stronger relationships, improve their leadership skills, and experience more purpose and fulfillment in their business and lives.

With Cindy’s transformational tools, scripts, guides, and proven tactics, you too can learn the systems and processes to exponentially grow your mortgage business.

So whether you feel stuck and overwhelmed, with no idea where to start to grow your mortgage business, or you know exactly what you want to do, and just need a blueprint to help you bring your specific goals to life…You’ll find all the guidance you need to succeed in Cindy’s 7 Steps to 7-Figure Mortgage Success program!


Managing Partner
Churchill Mortgage

Cindy brings a unique, powerful message to the mortgage marketplace. People in this business need her guidance and coaching. She is helping so many people with clarity on who they are, what they want, and how to get there. I truly value Cindy’s coaching, her insight, her wisdom, and her friendship. Cindy’s ripple effect is powerful.


Branch Manager

Coaching with Cindy Ertman has been a life altering event. I have increased my production by over 30% and have closed over $100MM during my first year coaching with Cindy. I am working less hours, have become a true leader to my team and have been able to identify my ‘value’ proposition for myself, my team, and my life.


Mortgage Loan Officer

Cindy is a force of nature...and she’s walked the walk. Coaching with Cindy has doubled my production and I see it growing even further. If you talk to anyone who has coached with Cindy, they will tell you their production has gone up and their quality of life has become better. I highly recommend Cindy's coaching programs!

Discover Cindy Ertman’s Powerful 7 Step Program to Develop Your Essential Mortgage Skills and Reach Top Producer Levels

7 Steps

7 Steps to 7-Figure Mortgage Success gives you access to my most powerful Mortgage Training so you can gain essential skills in some (or many) areas of your mortgage business where you might have previously been held back.

From the moment you log into this self-guided training course, I’ll take you by the hand and share my absolute best business building strategies with you.

Step-by-step, we’ll work together on your mortgage business evolution so you can confidently create, pursue, and scale your business to 7-Figure success.

Cindy will Teach You:

  • What to say in the very first meeting with a new referral partner to create a relationship for life
  • 5 fundamentals every Loan Originator should practice with great discipline
  • 3 critical skills you need to master to build your virtual brand
  • How to finally manage your time to focus on income and relational activities
  • Powerful lead referral scripts and follow-up scripts to build your business
  • 1 key assessment to use for every new hire to determine if they are the best fit
  • Proven scripts to use with Financial Planners and Divorce Attorneys
  • 5 steps to creating your own Greatest Strengths and Personal Why Statement

This training has worked for Mortgage Professionals from all over the U.S… and when you apply Cindy’s proven strategies, it can work for you, too!

7 Powerful Modules of Training

Cindy’s Most Requested Loan Originator Training at Your Fingertips - So You Can Start Driving Your Business To 7-Figure Success Today!

STEP 1: Setting Yourself Up For Success

Create extraordinary results in your life and business.

  • Assess your overall mortgage satisfaction including number of referral partners, personal production, client experience, marketing execution, productivity, team, self-care, and work/life balance.
  • Get clear about you and your company’s greatest strengths to confidently communicate your value proposition to borrowers and referral partners.
  • Allocate time each day to hone your focus and align your actions towards 5 daily income-producing activities to deliver the financial results you desire.
  • Establish a reliable accountability partner to help you stay on track, propel your business, and increase your income and productivity.

STEP 2: Build Your Referral Partner Network

Catapult your business to a whole new level of success by aligning key referral partners. 

  • Proven scripts to to help you connect with Realtors and referral partners to turn cold leads into warm leads through peer referrals and recommendations.
  • 10 steps to help you foster authentic connections with your listing agents to reach new heights in your mortgage career.
  • Powerful scripts to use to build your network of financial planners and Divorce Attorneys so that you know what to say when you reach out for the first call and the questions to ask at the first face-to-face meeting.

STEP 3: Turn Connection Into Conversion – Part 1

How to quickly build a deep connection with a potential referral partner.

  • Building beneficial relationships and developing the kind of partnerships that lead to referrals can truly change the course of your business and drive your results to new and exciting levels of success.
  • The initial meeting with a new referral partner sets the tone for the relationship and can be the difference between a long, lucrative partnership and another missed opportunity.
  • This powerful and proven system maps out 3 easy steps to build the solid foundation needed to create a successful, lifelong partnership with your referral partners and will help to create a real connection through asking compelling questions.

STEP 4: Turn Connection Into Conversion – Part 2

How to create massive value through powerful marketing strategies.

  • Part II of the Connection to Conversion Guide focuses on how to use your unique gifts to conduct the follow-up marketing meeting.
  • The key to getting a commitment for the second meeting is to offer a unique value proposition to your referral partners.
  • It is an opportunity for you to help your referral partners expand their business and become influencers in the marketplace. If you focus on creating value for your referral partners and cultivating authentic connections, you can foster successful partnerships that will help you propel your business, increase your income, and expand your referral partner network.

STEP 5: How To Create A High Impact Team

How to build, sustain, and empower your high impact team.

  • Hiring, training, and managing a high impact team is imperative to scaling your business.
  • Learn the 5 key steps to set the tone and foundation for creating a high impact team to maintain consistent volume and build your capacity to expand your mortgage business.
  • Understand the value of a DiSC Assessment in the hiring process and how to interpret the results to help build stronger, more effective working relationships and improve teamwork, communication, and productivity in the workplace.

STEP 6: Expanding Your Influence In The Marketplace

How to elevate your virtual marketing strategy. 

  • Learn how to create a professional virtual work environment that showcases your brand.
  • Build your confidence in front of the camera using the PREP method.
  • Step-by-step instructions on how to create videos for your social media.
  • How to build and grow a Virtual Mastermind that truly engages your lead referral partners.

STEP 7: Create Your 90-Day Mortgage Success Goal Plan

Map out your 90-Day Action Plan to Fast-Track Results.

  • Cindy’s ‘90-Day Mortgage Success Goal Plan’ will help you to establish 3 clear and concise goals along with specific, targeted action steps to quickly move your business forward.  The overarching goal is to increase your production, build new referral partnerships, create a balanced approach to life and business and to increase your revenue.
  • You’ll learn about using the power of focusing on outcome-driven choices that allow you to live your life by design…rather than by default.
  • Learn how to take powerful action and let nothing stop you from creating the business and the life you want.

Don’t Delay - Sign up Today!

“I’ll never forget walking into one of Cindy’s coaching groups for the first time. Every single person was raving about how their lives changed forever. How Cindy has a special gift. How their production massively increased. How they found balance. I mean all of them had a story to share! I was blown away.” 

RENE RODRIGUEZ | Keynote Speaker & CEO of Volentum

“Coaching with Cindy has been one of the best business investments I have made in my career. In addition to her amazing ability to coach and inspire change, she works with the best of the best in the industry. I encourage anyone to strongly consider this opportunity and I hope Cindy is my coach for the rest of my career.” 

STACIA WEISHAAR | Senior Loan Officer

“In less than a year, I’m on track to doubling my monthly production, and experiencing a joy for the business that had been absent for years. Coaching with Cindy was one of the best decisions I’ve made. She helped me get focused on specific business practices to grow my production and more importantly, helped me get my heart connected to my daily business activities.”

MIKE GALLAGHER | Branch Manager / Senior Mortgage Advisor

“Cindy’s coaching has helped me to become a stronger leader for my team and I have much more energy and clarity about how my branch should run. I highly recommend Cindy’s coaching programs to anyone who is looking to up their game and go to the next level of success. In less than a year, I’m on track to double my average monthly production, and am experiencing a joy for the business that had been absent for years.”

DANA MUNDY | Branch Manager

“If you participate in one of Cindy’s coaching programs, you're going to find the ability to transform your leadership, transform your business in general, and even transform your life.  You'll learn proven processes, scripts and tactics - she's a master at those and she teaches them well, but you'll also gain relationships that will help you to grow and succeed. And it just motivates you to do better each and every single day.”

TOM COUTURE | Mortgage Loan Originator

“My business grew over 20% since coaching with Cindy, and is continuing to grow based on the best practices she has taught me. I’m so glad that I said ‘YES’ to investing in myself. Cindy is truly a LIFE CHANGING coach and I highly recommend her programs to mortgage loan originators. I am so grateful to Cindy and the passion she has to help others excel in their life and their business!”

VANESSA FRISCH | VP Mortgage Lending

Your Small Investment Can Produce Lifetime Returns

Other programs on the scale of what 7 Steps to 7-Figure Mortgage Success cost anywhere from $1,500 to $3,000. But I wanted to make this program affordable for as many people as possible.

So when you enroll now in 7 Steps to 7-Figure Mortgage Success, your investment won’t be $1,197. It will be just $697 – that’s 40% off the normal investment!

Let’s work together to build your mortgage business beyond your wildest expectations and help you be successful in any business climate or economy. Click the button below for instant access.


Regularly $1,197 | Sale Price

only $697

  • 20 Powerful Video Trainings
  • Downloadable action guides, worksheets, and planning tools
  • Weekly email coaching to guide you through to course completion
  • Audio downloads for on-the-go learning
  • Bonus content to help you grow your business faster
  • 24/7 access to the online classroom

Questions? Email us at

Plus, Receive 3 Incredible Bonuses when You Enroll Now!



My downloadable guide includes my 60 best ideas for creating engaging video content for your mortgage business.
$97 value



You’ll get one of my most powerful video recordings – Discover 5 Secrets of $100M Producers.
$497 value



Achieve your goals and manifest your dreams using my “5 Steps to Creating a Powerful Vision Board” Guide.
$97 value

Cindy spent over a decade as one of the Top 100 Mortgage Loan Originators in the country while training, inspiring and coaching other mortgage professionals throughout the U.S. to do the same.

She developed a track record of helping Mortgage Loan Originators expand their vision of possibility by teaching them her personal success approach to business and life.

After achieving her goal of 7-figure success as a Mortgage Banker and being acknowledged as one of The Top 100 Most Influential Mortgage Executives in America by Mortgage Executive Magazine – five years in a row – Cindy has now dedicated her life to empowering the growth of mortgage professionals across the U.S.

Cindy Ertman

Meet Your Success Coach
Cindy Ertman

FAQ’s to Answer All of Your Questions

How long will it take me to complete the program?

This program was designed to meet you where you are at and get you to where you want to go.

If you are a mid-tier producer wanting to move to top tier success these executable scripts and strategy guides are designed to help you increase your production in a meaningful way. Many of our coaching clients have increased their production from 15 to 20% by implementing the strategies in this course. 

If you are an originating branch manager focused on increasing your personal production as well as the production of the loan originators on your team, this program will give you proven executable origination tactics, scripting, and strategies to help you expand your business as an originator, give you the tools to motivate and inspire your team, and help you grow as a leader.

And if you are a new mortgage loan originator seeking direction on how to develop referral partnerships and getting started this program will give you clarity on your core and greatest strengths. It will help you get clear on your company’s greatest strengths, give you suggestions on daily income-generating activities to kick start your production and key relationship strategies to begin to build your referral partner network.

How do I know if this program is for me?

This is a self-guided program and the recommended pace would be to complete one session per week with the intention to implement the actionable training strategies weekly as you go.  If you complete the recommended one session per week, you would complete the course within 7 weeks , but since it is self-guided, you set the pace.

Many of these guides and exercises can be used consistently to grow and build your referral partner network, to help you build a high impact team and keep them on track, and will help you to create focus and productivity in your day-to-day mortgage business.

We suggest that you complete each session in order as the trainings are meant to build upon one another.  However, is there is a particular area of your business that needs your immediate focus such as building your team, hiring strategies, or the need to build new referral partners quickly, you can easily skip to that session and do it first.

How long will I have access to this course?

You will have access to this online membership training program for a full 6 months from the date of purchase and be able to download all of the exercises, scripts and training guides.

What if I purchase this course and determine it’s not right for me?

If for any reason you purchased this course and determine that it is not right for you, please contact our customer service division at within 15 days of purchase for a full refund.

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