The Livingston Group
For loan officers, operations, and branch support

The Value Blueprint

The tools, scripts, and systems built for the LO who’s already decided to be great.

Today

Daily Brief

Open the tracker, make the next five highest-value touches, then use one coaching resource or tool to sharpen the conversation before you make it.

Theme Day Monday Realtor Calls

Start the week by creating useful agent conversations.

Coaching Prompt Lead with value

What can you bring today that makes the next conversation easier to say yes to?

Rate Snapshot Check Live Rates

Review Mortgage News Daily before rate-sensitive calls.
Download Tracker Open Tools Open SOPs Browse Coaching
Daily Tools

The links your team reaches for most.

Core Systems

Pipeline
Big Purple Dot
MBS Highway
Mortgage News Daily
The Landing
Product Center

Client Conversation Tools

MTG Calculator
Objection Handler
Client Quiz
Team Translator

Agent + Marketing Tools

Agent Getter
Content and Newsletter Agent

File + Product Analysis

Product Finder
Income Analyzer
AUS Findings Analyzer
SOP Library

How the work moves.

Use this for file ownership, handoff standards, Chase/system responsibilities, and the checkpoints that move a loan forward.

File Movement SOP How a File Moves

Open the ownership map for lead intake, Chase/system tracking, handoffs, processing, closing, and escalation.
Video Library

Recorded trainings in one place.

Use this for walkthroughs, team trainings, coaching replays, and anything easier to watch than read.

LOOM Branch Trainings Open Loom Library
CCM Training Open CCM Training
Coaching Materials

One focused shelf at a time.

Pick a category to see the priority materials for that coaching lane. Add the actual PDFs, scripts, and files here as the hub grows.