Elevate Boost · Six Consultation Touchpoints · Sessions 4–10. Click a weekly habit below to see which touchpoints it drives.
The Six Consultation Touchpoints — one loan, one client for life
1
New Opportunity Call
First contact · diagnose, don't prescribe
Session 5 ✓
2
Initial Loan Consultation
Within 48 hrs · credibility & belief
Session 6 ✓
3
Rate Lock Consultation
Contract + 24 hrs · Three Confirmations
Session 7 ✓
4
Prior-to-Closing Call
8–10 days out · 10 min · not the fix-it person
Session 8 ✓
5
Post-Closing Consultation
7–14 days after funding · the ten points
Session 9 ✓
6
Annual Equity Review
11–12 months, then every year · equity, rate, options, their people
Session 10 ✓
StrangerApplicationUnder contractClosingClientClient for life
The Weekly Operating Rhythm — the habits that make the lifecycle run in real time
Sunday PM
Sunday Reset
Set the table. Calendar, review, plan.
Planning
Monday AM
Monday Mindset
Shift · Gratitude · Intention · Conviction
Energize
Every morning
Daily Huddle
7-Priority Pipeline Review · call the play
Working IN
Monday PM
Social Media Block
Execute the week's content in one sitting.
Execution
Friday
Weekly Business Review
Grade the week · update the non-negotiables
Working ON
P1 Apps not received
P2 Looking for property
P3 Under contract, no lock
P4 10 days out
P5 8 days, not CTC
P6 Congrats / PCC
P7 Annual & equity review
Non-Negotiables set the floor. Business Rules make the decisions once. The Daily Huddle runs the loan through the touchpoints. Friday sharpens the standards. The lifecycle doesn't run on willpower — it runs on the rhythm.
Loop: Non-Negotiables → Business Rules → Daily Huddle (execute, working IN) → Friday Review (upgrade, working ON) → sharper standards → repeat.