CLEARER TO CLOSE: CONCIERGE High-Producing Teams & Leaders Mortgage Retreat

At this level, it’s not about more volume.

It’s about precision.

Clearer to Close: Concierge is built for high-producing loan officers and leadership teams who want to refine, not rebuild.

Hosted by Kim Peterson, Top 1% Mortgage Originator nationwide since 2016, this executive-level retreat focuses on:

• Team communication alignment
• Client experience refinement
• System precision
• Leadership clarity

We’ll assess:

• Where friction exists inside the team
• Where experience can be elevated
• Where small adjustments create large gains

This is not training.
It’s a strategic reset.

Clarity becomes your competitive advantage.

What You’ll Walk Away With:

• Defined service standards
• Clear communication alignment
• Elevated client journey mapping
• Focused execution strategy

Who This Is For:

• $3M+/month producers
• High-performing teams
• Team leads refining culture and standards

Investment: $995 per person

Limited seats for intentional leadership-level conversation.

Own the process. Refine the experience.
Join Clearer to Close.

If intersted in any Optional Add-Ons & Curated Expereinces (listed below), please contact:

[email protected]

715-517-1021

Know what’s Happening Next — before everyone else does.

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Host or Publisher KPT Collaborataive