MORTGAGE
PROFESSIONALS:
Efficiency Tech & Accountability:
Talk to Way More People Every Day
Your Competitors
Lose the Majority of Their Business
By Focusing on the
Bottom of Their Pipeline!


YOU SHOULD ALSO
BE HERE!
DON’T LET YOUR
PAST CLIENTS AND SPHERE
DECAY INTO
TRANSACTIONAL
RELATIONSHIPS
= SALES FOR COMPETITORS!
YOU ARE HERE!




"I set 3 appointments in 2 hours of reaching out to my potential prospects"
- Frank O., TX

"Today I talked to my past clients who I hadn't spoken to in over 3 years = 2 Leads!
- Carolyn H., KY

"In 30 minutes of contacting my Ideal Agent list, I set 2 Recruiting Appointments"
- Howard K., WV

"In 2 weeks I put a property under contract by contacting the people in my database."
- Doug M., OK

"This past month, I found 2 upcoming listings worth over $50,000 in commission!"
- Scott T., CA
INCLUDED WITH ALL PLANS:
KDNA ACCOUNTABILITY
GOAL TRACKER & GROUP TRAINING
DAILY EMAIL & PHONE UPDATES:
Your KDNA Weekly & Monthly Scoreboards
Continually Grow and Improve Your Business
ACCOUNTABILITY:
Brokers, Team Leads and Mentor/Coaches
Can View and Interact with Group Scoreboards
KDNA Accountability Tracker Provides:
1. Daily Updates on Progress Towards Weekly Goals
2. Each Person's Goals can be Individually Set
3. Auto-Synchs with Power Contacting (Tiers 1 to 3)
4. Individual, Team and Group Activity Scoreboards
5. DISC Communication Profile
6. Annual Business Plan that Updates Real-Time
7. Conversion Ratios Tracker & Scoreboards
8. Free Ongoing KDNA Group Tracker Trainings




LOAN OFFICER MASTERMIND:
PAST CLIENTS, SPHERE, PARTNERS, TARGETED LEADS & 1 ON 1 COACHING

TRACK INCOME PRODUCTING ACTIVITIES:
Increase Your Focus & Sales by up to 80% or more
Access Top Loan Officers with 20+ Years Experience:
WEEKLY SMALL GROUP MASTERMINDS -
90 MINUTES WITH 2 COACHES
BONUS 2-WAY USE:
PERSONAL PRODUCTION Focus & Coaching plus
SET PARTNER APPTS. with Your Ideal Agent Prospects



RECRUIT CONCIERGE ACCEL: SILVER 300
445$Every month+$245 1-Time Database Cleanup & Customization- 300 Producing Agent Leads Receiving Concierge Services
- 300 Producing Agent Leads Replenished Every 6 Months
- Monthly Live Phone Call to Agent Leads
- 1 Broker Prerecorded Voice Message
- 1 Broker Personalized Email
- Broker Can Access Their KDNA Goal Tracker
- DISC Communication & Weekly Q&A Training
- Live Call Transfer to Broker or Calendly Appointment Setting
- Auto-renews every 6 months unless cancelled 14 days prior
CLIENT CONNECT: 4X+ LIVE CONVERSATIONS
395$Every month+$295 1-Time Set Up Fee: Customization, TechCONNECT WITH LIVE PHONE CALLS - 4X MORE LIVE CONVERSATIONS. PAST CLIENT AND SPHERE LIST (1,000 TOTAL). 2 DAYS/WK POWERDIALER. LIVE ANSWERS & PERSONAL VOICE MESSAGES LEFT. GROUP COACHING SESSIONS.- CALL 4X MORE CLIENTS & SPHERE USING LESS TIME & EFFORT
- CONTACT UP TO 1,000 OF YOUR PAST CLIENTS, SPHERE & VENDORS
- MAKE LIVE PHONE CALLS TO YOUR PAST CLIENT & SPHERE LIST
- ACCESS KDNA POWERDIALER FOR 12 HOURS EACH - 2 DAYS PER WEEK
- LIVE ANSWERS INQUIRE FOR 1 ON 1 MEETINGS & REFERRALS
- LIVE CALLS ALSO SCHEDULE YOUR ANNUAL REVIEWS (IF DESIRED)
- 1 ON 1 MEETINGS CAN BE SCHEDULED IN YOUR CALENDLY ACCOUNT
- PERSONAL VOICE MESSAGES LEFT IF NO ANSWER
- PERSONALIZED EMAILS PROVIDED FOR LIVE AND NO ANSWER CALLS
- ALL LIVE CALL RESULTS CAPTURED IN KDNA GOAL TRACKER
- 24/7 ACCESS TO YOUR KDNA TRACKER WITH ALL BUSINESS BENEFITS
- PLUS WEEKLY 50 MINUTE LOAN OFFICER GROUP COACHING SESSIONS
- GROUP COACHING ON CLIENT REVIEWS & ASKS FOR REFERRALS
- Auto-renews every 6 months unless cancelled 14 days prior
KDNA 1-TIME CUSTOMIZED STARTUP PACKAGE
395$Valid for one month
LOAN OFFICER PROFESSIONAL: INCLUDES MASTERMIND PLUS POWER CONTACTING TECH - TARGETED LEADS & 1 ON 1 COACHING

Power Contacting Technology - Provides 400% More Live Conversations - So You Can Set 1+ Appointments per Hour
Contacting Results Auto-Synch to KDNA Tracker - No Manual Input - for Accurate Individual and Team Transparency
Access Top Loan Officers with 20+ Years Experience:
WEEKLY SMALL GROUP MASTERMINDS -
90 MINUTES WITH 2 COACHES
BONUS 2-WAY USE:
PERSONAL PRODUCTION Focus & Coaching plus
SET PARTNER APPTS. with Your Ideal Agent Prospects

2 Hours Actual Results:
PER HOUR
Contacted 30 People
Talked to 10 and
Set 1+ Appointments


LOAN OFFICER RECRUITING
PROFESSIONAL: MASTERMIND PLUS EFFICIENCY CONTACTING TECH - TARGETED LEADS

Power Contacting Technology - Provides 400% More Live Conversations - So You Can Set 1+ Appointments per Hour
Contacting Results Auto-Synch to KDNA Tracker - No Manual Input - for Accurate Individual and Team Transparency
Access Top Producers with 20+ Years Experience:
Set Appts. with Past Clients, Sphere, Vendors & A.I. Leads

2 Hours Actual Results:
PER HOUR
Contacted 30 People
Talked to 10 and
Set 1+ Appointments


RECRUIT CONCIERGE: LIVE CALLS EVERY 1 MO
495$Every month+$295 1-Time Set Up Fee: Leads, Custom, TechKDNA PROCURES AGENT RECRUITING LEADS DATABASE & LIVE CALLS (300 TOTAL) EVERY 1 MONTH. LIVE ANSWERS CAN SCHEDULE 1 ON 1 MEETINGS IN CALENDLY. PERSONAL VOICE MESSAGES LEFT. GROUP COACHING SESSIONS.- KDNA PROCURES AGENT RECRUITING LEADS DATABASE (300 TOTAL)
- KDNA POWERDIALS 300 AGENT LEADS IN DBASE EVERY 1 MO.
- KDNA POWERDIALS AGENT LEADS DBASE 5 TIMES EVERY 6 MO.
- LIVE ANSWERS INQUIRE ON INTEREST FOR 1 ON 1 MEETINGS
- 1 ON 1 MEETINGS CAN BE SCHEDULED IN YOUR CALENDLY ACCOUNT
- PERSONAL VOICE MESSAGES LEFT IF NO ANSWER
- PERSONALIZED EMAILS PROVIDED FOR LIVE AND NO ANSWER CALLS
- ALL LIVE CALL RESULTS CAPTURED IN KDNA GOAL TRACKER
- 24/7 ACCESS TO YOUR KDNA TRACKER WITH ALL BUSINESS BENEFITS
- PLUS WEEKLY 50 MINUTE LOAN OFFICER GROUP COACHING SESSIONS
- GROUP COACHING ON RECRUITING & MEETING PRESENTATIONS
- Auto-renews every 6 months unless cancelled 14 days prior
RECRUIT CONNECT: 4X+ LIVE CONVERSATIONS
395$Every month+$295 1-Time Set Up Fee: Customization, TechRECRUIT CONNECT - LIVE CALLS 4X MORE CONVERSATIONS. UP TO 1,000 OF YOUR OWN AGENT PROSPECTS DATABASE. 2 DAYS/WK. POWERDIALER. LIVE ANSWERS & PERSONAL VOICE MESSAGES LEFT. GROUP COACHING SESSIONS.- CALL 4X MORE AGENT PROSPECTS USING LESS TIME & EFFORT
- ADD UP TO 1,000 OF YOUR OWN AGENT LEADS DATABASE
- MAKE LIVE PHONE CALLS TO YOUR AGENT PROSPECT DBASE
- ACCESS KDNA POWERDIALER FOR 12 HOURS EACH - 2 DAYS PER WEEK
- LIVE ANSWERS INQUIRE FOR 1 ON 1 MEETINGS & REFERRALS
- 1 ON 1 MEETINGS CAN BE SCHEDULED IN YOUR CALENDLY ACCOUNT
- PERSONAL VOICE MESSAGES LEFT IF NO ANSWER
- PERSONALIZED EMAILS PROVIDED FOR LIVE AND NO ANSWER CALLS
- ALL LIVE CALL RESULTS CAPTURED IN KDNA GOAL TRACKER
- 24/7 ACCESS TO YOUR KDNA TRACKER WITH ALL BUSINESS BENEFITS
- PLUS WEEKLY 50 MINUTE LOAN OFFICER GROUP COACHING SESSIONS
- Auto-renews every 6 months unless cancelled 14 days prior
ADD ONS: TARGETED SELLER LEADS
The Avg. Homeowner Sells Every 13 Yrs. What if You Only Contacted Owners Likely to Sell in the Next 6 to 18 Mos.?
> Upgrade to Our Targeted Likely Sellers Listing Program <
70% of Owners List with the 1st Agent They Interview!
Leverage Targeted Leads with Power Contacting:
Strategy 1: Strategy 2:
Likely Home Sellers All Home Owners
In Any Geo Farm Area! Near Your Recently Solds!
TARGETED LIKELY SELLER MARKETING:
ADD ON OPPORTUNITY TO TIER 1 ABOVE:







CONCIERGE BASIC 1: 1X DAY PER MONTH
95$Every month+$195 1-TIME DBASE SET UP & 1 HOUR CONCIERGE- CONCIERGE BASIC: TARGETS YOUR PAST CLIENTS & SPHERE DBASE
- 1 DAY / MONTH: ACCESS TO CUSTOM POWERDIALER (12 HOURS /DAY)
- 1 DAY1 / MONTH: A.I. PROVIDES LIVE CALL TRANSCRIPTION NOTES
- 1 DAY / WEEK: ATTEND SUPERVISED GROUP CALLING SESSIONS
- 1 DAY / WEEK: PARTICIPATE IN SCRIPT / CALLS TRAINING
- 7 DAYS / WEEK: ACCESS KDNA ACCOUNTABILITY SOFTWARE
- SET UP INCLUDES: 1 HOUR 1 ON 1 CONCIERGE CALLING SESSION
- Auto-renews every 6 months unless cancelled 14 days prior
ELITE 1 HOUR WEEKLY - PLUS 24/7 ACCESS
545$Every month- CONCIERGE WEEKLY 1 HOUR LIVE WARM TRANSFER SESSIONS
- A.I. LIVE Call Transcription & KDNA LIVE Call Tracker
- 7 DAYS/WK ELITE ACCESS - OPTIONAL DIRECT CALLING BY YOU
- Auto-renews every 6 months unless cancelled 14 days prior
CONCIERGE CORE 1: 1X DAY PER WEEK
195$Every month+$195 1-TIME DBASE SET UP & 1 HOUR CONCIERGE- 1 DAY / WEEK ACCESS TO CUSTOM POWERDIALER (12 HOURS /DAY)
- 1 DAY1 / WEEK A.I. PROVIDES LIVE CALL TRANSCRIPTION NOTES
- 1 DAY / WEEK ATTEND SUPERVISED GROUP CALLING SESSIONS
- 1 DAY / WEEK PARTICIPATE IN SCRIPT / CALLS TRAINING
- 7 DAYS / WEEK ACCESS KDNA ACCOUNTABILITY SOFTWARE
- SET UP INCLUDES: 2 HOURS 1 ON 1 CONCIERGE CALLING SESSIONS
- Auto-renews every 6 months unless cancelled 14 days prior
ADD ONS: HOMEBOT MARKETING
76% of Owners are Underutilizing the Equity in their Home:
> What if You Provided a Free Private Monthly Report <
To Become their Trusted Source for All Real Estate Needs!?
Access Top Producers with 20+ Years Experience:
Set Appts. with Past Clients, Sphere, Vendors & Leads
HOMEBOT MARKETING:
ADD ON OPPORTUNITY TO TIER 1 ABOVE:




1 ON 1 BROKER / LEAD COACHING
** 2 EXTRA HRS 1-ON-1 CONCIERGE TRAINING
295$Provides 1 on 1 Concierge Service for an full 60 minutes of PowerDialer Session - for Database, Buyers or Listings in a Box Programs- 2 Hours of extra 1-on-1 Initial Concierge dialer training
- To be used in two 60 minute sessions
- Can be used w/Database, Buyers or Listings in a Box Programs
- Must be fully used within 1 month of payment
** 4 EXTRA HRS 1-ON-1 CONCIERGE TRAINING
495$Provides 1 on 1 Concierge Service for an full 60 minutes of PowerDialer Session - for Database, Buyers or Listings in a Box Programs- 4 Hours of extra 1-on-1 Initial Concierge dialer training
- To be used in four 60 minute sessions
- Can be used w/Database, Buyers or Listings in a Box Programs
- Must be fully used within 1 month of payment
** DATABASE IN A BOX
395$Every month+$295 1-time systems & customized set up feeThe 4 corners you need to win more clients. Database in a Box pairs leads, a 4–5x power-dialer, automated KDNA accountability, key financing knowledge, and daily training options into one system.- Leads from your own database - sphere (SOI) and past clients
- 1 Hour of 1-on-1 Initial Concierge dialer training
- 1 PowerHour/mo - Supervised PowerDialer Group (2 hrs. total)
- 1 PowerDay/mo - 12 hrs. of PowerDialer Access
- Up to 40 dials/hr - 4 to 5x more calls, conversations, appts
- Automatically Synchs PowerDialer Results to KDNA Tracker
- KDNA Accountability - Live Personal, Team, Group Scoreboards
- Buyer Financing - Walk prepared into every client appt
- 3 weekly classes - Dbase, Financing & Strategy ROI
- Auto-renews every 6 months unless cancelled 14 days prior



