2026 EDITION
THE DSCR DEALFLOW PLAYBOOK
MLO SCENARIO LOGIC
DEAL TRIAGE STREAMLINING
INVESTOR COMMUNICATION FRAMEWORK
Scale Your Influence.
Dominate DSCR.
Bridge the gap between "Loan Officer" and "Market Authority." Leverage my 1% expertise and the DSCR Investor Guide technology stack to build an automated pipeline.
THE "INVESTOR-SPEAK" BARRIER
Struggling to explain 1.0 vs 1.25 DSCR ratios or how different prepayment penalties affect their long-term IRR?
If you can't speak their language, they'll find someone who can.
THE MANUAL TRIAGE TRAP
Spending hours on the phone with "tire kickers" who don't have the down payment or the right asset?
Manual qualifying is the fastest way to burn out your production.
COMPLEXITY PARALYSIS
Portfolio vs. Individual loans, Short-term rental (STR) projections vs. long-term lease.
The volume of DSCR guidelines leads to missed deals and lost commissions.
ZERO AUTHORITY PRESENCE
In a crowded market, why should a pro investor choose you?
Without authoritative content, you're viewed as a commodity, not a partner.
ESCAPE THE ORIGINATOR HAMSTER WHEEL
THE MANUAL GRIND
You're manually tracking STR projections and complex entity vesting for every lead.
When you're spread this thin, mistakes happen—and professional investors lose trust the moment you stumble.
THE COMMODITY CYCLE
Spent an hour on the phone providing "free consulting" only to be ghosted over an eighth of a point?
Without authority assets, you're just another quote in their inbox, not their strategist.
BREAK THE CYCLE
We don't just give you "leads." We provide a complete AI-enabled business stack that automates the triage, educates the investor for you, and establishes your authority before you even pick up the phone.
Leverage a multi-modal media stack to become the go-to specialist in your market niche.
PRODUCTIVITY SHIFT
80%
TIME RECLAIMED
"The Playbook doesn't just give you time back; it gives you your authority back."
EXECUTION OVER THEORY.
My coaching is built around real-world execution. I help loan officers learn how to find investor clients, understand how investor loan programs truly function, and confidently structure deals without second-guessing themselves.
"Everything I share comes from active deal flow, real guidelines, and conversations happening in today’s market. I do not teach theory or recycled scripts."
THE GOAL OF COACHING
Success with investors is not accidental. It is structured, intentional, and learned. I care most about helping loan officers feel prepared and credible. When an investor asks a tough question, you are not scrambling. You know how to think through the deal, explain the strategy, and position yourself as a trusted partner.
ZERO
RECYCLED SCRIPTS
100%
ACTIVE DEAL FLOW
FIND INVESTOR CLIENTS
Most MLOs struggle with one core question: Where do investor clients actually come from? Learn proven strategies to find and attract investors, start the right conversations, and position yourself as valuable instead of interchangeable.
PROGRAM CONFIDENCE
Investor loans operate differently than traditional residential lending. We break down DSCR and investor-focused programs so they actually make sense. You'll gain clarity on program fit for different investor strategies, eliminating guesswork.
STRUCTURE DEALS RIGHT
Learn how to evaluate investor scenarios, ask better questions upfront, and structure loans that align with the investor’s long-term objectives. This leads to smoother transactions and fewer last-minute surprises.
REPEATABLE PIPELINE
The goal isn't one deal—it's repeat business. Create systems and workflows that support ongoing investor relationships so you aren't constantly chasing new leads. Build a business centered on trust and consistency.
TRACK WHAT ACTUALLY DRIVES GROWTH
We focus on the key numbers that matter in an investor-focused loan business. By understanding what to track and why, you can identify missed opportunities and make adjustments that directly impact your production.
THE ORIGINATOR OPERATING SYSTEM
Specialist Education
Turn complex intellectual property into scalable courses. Our stack handles lesson delivery to turn complex ideas into clear learning paths.
AI Market Intel
Utilize deeply researched real-time data layers to generate custom market guides. Our AI processes your specific "DNA" for elite analysis.
Authority Engine
One spark, infinite assets. Convert a single idea into books, electronic guides, white papers, and audio briefs automatically.
Agent Network Tools
Empower your real estate agent partners with the tools they need to service investors. Establish them as the local area experts.
Multimodal Media
AI-driven video shorts, podcasts, and social post imagery. Dominate every feed with platform-specific logic and creative.
Smart Lead Triage
Stop chasing cold leads. Use automated survey systems to identify high-intent investors before the first call.
Gamified Engagement
Incorporate interactive assessments and achievement milestones to track learner retention within your private network.
Authority Forums
Own the conversation. Build exclusive, moderated community spaces where your partners exchange market intel.
Direct Commerce
A seamless transaction layer for your digital products, events, and coaching services with integrated partner portals.
Our latest content
Check out what's new in our company !
OWN THE MARKET
Download the 2026 DSCR Originator Playbook and start building your authority today.
