Loan Officer Coaching That Lives Inside Your CRM

Loan officer coaching, built into the tool you already use

Most coaching happens in one place and the work happens somewhere else. You take notes on a call, close the tab and go back to a CRM that has no idea what you just committed to. A week later the notes are buried and the routine is gone.

LoanOfficer.ai coaching closes that gap. The coaching program runs inside your LoanOfficer.ai account, so every lesson ends with something you switch on the same day: a dialer list, a follow-up sequence, a partner pipeline or a new goal on your scoreboard. You leave each module with a working change, not a to-do list.

Why coaching inside your CRM

• Accountability you can see

  A personal scoreboard in your LoanOfficer.ai account tracks the goals you pick. You and Khai look at the same numbers on every call, so progress is never a guess.

• Learn it, switch it on

  Every module ends with something you switch on inside LoanOfficer.ai that same day. The lesson and the setup happen together, while the idea is still fresh.

• A pod, not a course

  You join a small group of loan officers who meet live with Khai every 2 weeks and stay in touch between calls in a private pod community inside the app.

Producers Pod · starts November

The Producers Pod

The first program in Coaching is the Producers Pod: group coaching for loan officers, led by Khai McBride and built into LoanOfficer.ai.

• Pods capped at 15 loan officers
• Live call every 2 weeks + replays
• Private pod community to stay in touch between calls
• Referral partners beyond real estate agents

See how the Producers Pod works

The method: Shift → Grow → Scale

Khai's 12-week path moves you through three phases. Each one builds on the last, and each week ties to a feature you switch on in your account.

• Shift (Weeks 1–3)

  Move from technician to owner. Learn where your hours really go, pick the numbers you own and build a routine that holds on busy weeks.

• Grow (Weeks 4–8)

  Work your database, tighten speed to lead and build referral partners beyond real estate agents, including CPAs, financial advisors, estate planning attorneys and insurance agents.

• Scale (Weeks 9–12)

  Turn what works into systems. Automate the repeatable, delegate the calendar and commit to a written plan for the next 90 days.

See the full 12-week plan

Your coach: Khai McBride

"You don't have a business problem. You have an identity problem."

Khai started as a top-producing loan officer, moved up into regional leadership and has spent 16 years coaching business owners. He led teams through the 2008 mortgage crisis and the swings of 2023.

Meet Khai McBride

Frequently asked questions

Who is coaching for?

Coaching is for loan officers who use LoanOfficer.ai and want a consistent routine, more referral partners and real accountability. It suits loan officers who will show up to the calls and do the work between them.

Do I need to be a LoanOfficer.ai user?

Yes. Coaching runs inside your LoanOfficer.ai account, including your scoreboard and your pod community. New to LoanOfficer.ai? Book a demo or start the $1 14-day trial.

How often are the calls?

Every pod meets on a live Zoom coaching call with Khai McBride every 2 weeks.

What if I miss a call?

Every call is recorded. You get the replay along with the scripts and worksheets from that session.

Is there a way to connect with the pod between calls?

Yes. Every pod has a private community inside the LoanOfficer.ai app with pod channels, direct messages and an accountability partner.

How big is a pod?

Each pod has 15 loan officers.

When does it start?

Coaching starts in November.

Coaching is for LoanOfficer.ai users and starts in November. New to LoanOfficer.ai? Start here.

Book a demo · Start 14-Day Trial — $1