5-Habits of Highly Effective

Credit Unions

for Mortgage Divisions

This whitepaper provides a foundational framework designed to build a sales culture within the credit union, specifically through their loan officers.

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Why build a sales culture within the mortgage division of a credit union.

Why Building a Sales Culture Isn't "Bad"​

Why Credit Unions Struggle with "Sales"

Our framework through the 5-Habits of Highly Effective Credit Unions.

Habit 1: Turn Your Pitch into Money

Habit 2: Proactive Prospecting

Habit 3: Follow-up to Close

Habit 4: New Client Onboarding

Habit 5: Status Sells Marketing


Kitsap Credit Union​

Kitsap Credit Union is deeply committed to their members financial wellbeing and quality of life. We’ve worked with loan officers and managers at Kitsap since 2022.​

Elevations Credit Union

Elevations is a top mortgage lender in Colorado with award-winning lenders. Dr. Bruce has worked with Elevations forseveral years including loan officer coaching and workshops.

Truity Credit Union

Truity Credit Union is headquartered in Bartlesville and is the 5th largest credit union in the state of Oklahoma. It is also the 398th largest credit union in the nation.

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