About
Strategic Operations and Lead Generation for Brokerages is designed for mortgage brokerage owners and managers who want predictable growth, smarter lending coordination, and cleaner day-to-day operations. Built on 25+ years of financial services and franchising experience, Know-Howe Consulting Partners shares practical, proven approaches to managing leads, vetting partner workflows, improving conversion, and removing operational friction—using one coordinated single-point-of-contact mindset. By the end of this course, you’ll be able to map your lead-generation funnel, set measurable KPIs, standardize partner and internal processes, and implement a simple operating rhythm that supports lenders, staff, and clients from first contact through settlement—with clearer decisions and stronger results.
You can also join this program via the mobile app. Go to the app