Your LOs Have Potential. They Don’t Have a System.
This is the exact operating system CMS Mortgage uses to run 115+ loan officers across 27 states — daily playbooks, accountability scorecards, coaching frameworks, and CRM training. Packaged so you can install it in your brokerage in 4 weeks.
115+
Loan Officers
27
States
1,858
Units Closed (2025)
+20%
Growth in a Down Market
30-day money-back guarantee — implement it or get a full refund
You Already Know Something Is Broken.
You have good people. You just don't have a system that tells every LO what to do every day — and holds them accountable when they don't.
Your top producers coast. Your new LOs flounder.
Without a daily system, your best people do their own thing and your newest people do nothing. You only find out when it shows up in the pipeline — 60 days too late.
You trained them last quarter. By week 2, they forgot.
You invested time, energy, and money into training. Two weeks later, half the room is back to old habits. The playbook is sitting in a drawer.
You have no idea what happened today.
No visibility into daily LO activity. No way to coach proactively. You are reacting to problems instead of preventing them — and it is costing you loans.
Every month without a system, you're flying blind. One top producer who quietly drops from 22 to 11 daily contacts costs you six figures in annual production — and you won't see it for 60 days.
This Isn't a Training Binder. It's an Operating System.
Most brokers throw resources at the wall and hope something sticks. CMS built a machine — and now you can install it.
What most brokers do
- Buy a script binder and hope LOs open it
- Run a Monday huddle, then cross your fingers until Friday
- Coach when you have time (which means almost never)
- Check the pipeline once a month and react to whatever you find
What CMS does (and what you'll get)
- 5 daily playbooks so every LO knows exactly what to do at 8 AM
- Weekly C.A.R.E. coaching check-ins that take 15 minutes per LO
- Monthly scorecards that rank every LO into 4 tiers — no opinions, just data
- Real-time pipeline visibility so you catch problems at day 3, not day 60
9 Operational Weapons. Zero Theory.
Every resource in this bundle is pulled directly from CMS production. These aren't templates we made for this product — they're the actual tools our 115 LOs use every day.
Sample LO Scorecard
An anonymized scorecard from live CMS data showing exactly how the 4-tier ranking system works. See what accountability looks like when it runs on real numbers.
Command Hub Walkthrough
Video tour of the CMS dashboard that ties playbooks, scorecards, and pipeline data into a single view. See the system running live.
The 23 Framework
The daily contact system that ensures every LO makes 23 meaningful touches before lunch. This is the engine behind CMS production.
C.A.R.E. Coaching System
Connect, Ask, Recreation, Explore — a 15-minute weekly check-in that replaces hour-long coaching sessions with something LOs actually use.
5 Daily Playbooks (Mon-Fri)
Monday: Realtor acquisition. Tuesday: Transaction management. Wednesday: Buyer strategy. Thursday: Past clients. Friday: Power 60 prospecting.
CRM Training Session
Full presenter script + 26 slides to onboard your team onto GoHighLevel. Run it as a team training or hand it to your ops person.
Daily Playbook Camp Session
22-slide rally session that gets LOs bought in on the system. Use it to kick off implementation and create accountability from day one.
AI Custom Instructions
Pre-built ChatGPT and Claude prompts tuned for loan officers — objection handling, email drafts, social posts, and rate analysis.
Social Media Content Kit
15+ branded images sized for Instagram, Facebook, and LinkedIn, plus a posting guide with 30 caption templates. Your LOs post consistently without needing a marketing department.
One-time purchase. No subscription. 30-day money-back guarantee.
Know Exactly Who to Coach, Who to Celebrate, and Who Needs the Hard Conversation.
Every LO is ranked into one of four tiers based on annualized production, close speed, and pipeline health. No gut feelings — just numbers.
CMS 4-Tier Accountability System
Annualized production benchmarks
The bundle includes an anonymized scorecard from live CMS production data — so you see exactly how this works before building your own.
Operational in 4 Weeks. Not 4 Months.
You don't need a consultant. You don't need to clear your calendar. Follow this week-by-week playbook and the system builds itself.
Week 1
Install The 23 Daily Contact System
Watch the framework walkthrough. Set up your daily contact cadence. By Friday, every LO knows what "a good day" looks like.
Week 2
Run Your First Full Playbook Week
Monday through Friday, your LOs follow the 5 daily playbooks. You start weekly C.A.R.E. coaching check-ins — 15 minutes per LO, no more.
Week 3
Train the Team on CRM + Automations
Use the 26-slide CRM training deck to get your team running GoHighLevel (or adapt it to your CRM). Pipeline tracking goes live.
Week 4
Rally with Camp + Pull Your First Scorecard
Run the 22-slide Camp session to lock in buy-in. Pull your first scorecard. Now you know exactly who is performing and who needs coaching.
“We didn't build this system to sell it. We built it because we were drowning — 115+ LOs, 27 states, and no way to know what anyone was doing on a Tuesday afternoon. The playbooks came from desperation. The scorecard came from losing good people we didn't know were struggling. This bundle is what we wish someone had handed us three years ago.”
DeShawn Smith, COO
CMS Mortgage Solutions
Less Than One LO's Monthly Desk Cost.
Consulting firms charge $15,000–$25,000 to implement half of this.
$997
One payment. No subscription. You own everything forever.
Founding Member Price: $797 (save $200)
Use code FOUNDERMARCHat checkout — limited to first 20 buyers.
- The 23 Framework — daily contact system
- C.A.R.E. Coaching System — weekly LO check-ins
- 5 Daily Playbooks (Mon-Fri) — structured daily activities
- CRM Training Session — script + 26 slides
- Daily Playbook Camp — rally session + 22 slides
- AI Custom Instructions — ChatGPT/Claude prompts for LOs
- Social Media Content Kit — 15+ branded images + posting guide
- Sample LO Scorecard — from live CMS data
- Command Hub Video Walkthrough — coming soon
30-day money-back guarantee. Implement it or get a full refund. No hoops.
Available to broker/owners and branch managers. One purchase per organization.
Still Thinking It Over?
Your LOs deserve a system.
Give them one.
You built a team. You brought on good people. Now stop carrying the operating system in your head and put it on paper — the same paper that runs a 115-LO brokerage across 27 states.
DeShawn Smith, COO
CMS Mortgage Solutions