LENDER WEBINAR REPLAY
From Transactional to Relational
The WOW Mortgage Process
Monica Jones walks through the exact system that turns ordinary loan transactions into long-term referral relationships — and makes you indispensable to your real estate agents.
Exclusive Membership
Want More Than the Replay?
The Core Locker Room gives you weekly REALTOR® and Loan Officer training, proven scripts, AI tools, lead generation playbooks, and a community of 500+ top producers — all for $99/mo.
Weekly Live Training
Scripts & Tactics
500+ Top Producers
AI Training Tools
Join hundreds of top producers already inside
Session Resources
Download Monica's handouts and tools from today's session
Presentation Slides
The full WOW Mortgage Process slide deck from Monica's session
"All About You" Form
The personalization intake form to gather client details and create WOW experiences
What You'll Learn in This Session:
The difference between transactional vs. relational lending — and why it matters for your referral pipeline
How top loan officers become indispensable to their real estate agents
The WOW Mortgage Process: a 10-phase system from lead to lifetime client
Simple ways to create experiences agents want to refer again and again
How to monetize referrals BEFORE closing — not after
How to automate personalization at scale so no client ever feels forgotten
About Monica Jones
Monica Jones is a Lender Coach with The CORE Training who has spent years helping loan officers shift from being just a lender to becoming a trusted growth partner for their real estate agents. She specializes in building systems that create predictable referral pipelines through exceptional client experiences.
In this session, Monica shares the WOW Mortgage Process — the exact framework she uses to engineer unforgettable client experiences, deepen agent relationships, and build a business that compounds over time. Not theory. Not motivation. A real system you can implement immediately.
Coming Up Next
Discover. Connect. Grow.
THE SUMMIT
May 13–15, 2026
Palm Springs, CA
May 13–15, 2026
Palm Springs, CA
This isn't your traditional seminar. At The Summit, we cut through the noise and get straight to what matters: actionable strategies you can implement immediately.
3 days with 35+ CORE Coaches. Breakout classes, general sessions, meals, and a community of top producers all in one place. Space is limited to the first 100 guests.
35+
CORE Coaches
3 days of direct access to elite coaches
4
Breakout Classes
Targeted sessions for your specific goals
100
Guests Max
Space is limited — don't miss your spot
May 13–15, 2026 · Palm Springs, CA · $5,000 · Limited to 100 Guests
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