This hands-on planning day is built to help your originators grow their business, deepen referral relationships, and head into the new year with clarity and momentum. In the morning, we’ll focus on building a strong, intentional business plan for your originators. In the afternoon, we’ll bring in your referral partners for a joint planning session, so every participant walks away with a strategic plan that integrates their goals and yours.
The morning is focused on your originators. Together, we’ll create a plan that aligns with their goals, outlines the numbers they need to hit, and builds in the daily habits that will support their success throughout the year.
The afternoon is dedicated to your referral partners. Together, we’ll map out a plan that supports their goals while weaving your originator into their success. This isn’t just helpful, it positions your team as an essential part of their year.
This day goes beyond planning. It’s a chance to strengthen relationships, share ideas, and build real momentum as a team. Everyone leaves with a plan, stronger connections, and a renewed sense of clarity heading into the new year.
Rebecca Lorenz is a coach, speaker, and mortgage industry veteran with 24 years of experience helping professionals build businesses that are both successful and sustainable. Her career began in 1999 with a newspaper job listing and a leap of faith—one that would lead to a lifelong passion for service, strategy, and helping others thrive.
Rebecca built a top-producing origination team alongside her husband while raising a family and learning, through trial and error, what it really takes to find balance in this business. Her story is rooted in lived experience: working late nights, navigating burnout, and ultimately designing a career that supports both growth and joy. Today, she helps others do the same.
Her coaching and workshops speak to professionals who want more than just numbers. She helps originators reconnect with their purpose, refine their systems, and build plans that allow them to grow—without sacrificing their lives outside of work.
Pamela Cass is a nationally recognized speaker, business strategist, and executive coach with a deep background in real estate education, productivity coaching, and strategic planning. A former Ninja Selling Mastery instructor and Director of Training at The Group Real Estate, she has coached thousands of agents and leaders to grow sustainable, values-driven businesses.
Pamela brings a unique perspective that bridges the gap between realtors and lenders—showing both how to plan strategically, collaborate intentionally, and generate results together. This one-day business planning workshops are practical, energizing, and built to spark powerful partnerships.
Whether you’re looking to gain clarity, increase referrals, or become a true value-add in your market, Pamela helps professionals align goals with action—and walk away with a plan they’ll actually use.
