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Laura Brandao's
Consulting Services

Operations, Sales, Public Speaking
& Company Culture

Consulting Approach/Style:

We can have unique superpowers and there are no limits to potential. Join Laura as she shows you how to dream big and execute your vision by implementing OKRs (Objectives & Key Results). Laura is a 25-year mortgage veteran who started as a part-time telemarketer and created her own opportunities that have brought her to becoming the President and Parter of AFR and the Chair of the Women with Vision Board of Directors. Laura will disrupt you to dream bigger and be there to support and celebrate your wins!


First Module: Review of Your Mortgage Operation

  • Review of Your Mortgage Operation provides you with a forensic view of your overall operation. This course will illuminate areas of strengths and weaknesses specific to your operation and provide you with strategies to maximize what is working and remedy what is not.  
  • This course duration:  1 month
  • Pricing: $10,000.
I. Introduction II. Assessment Scope
  • Purpose of the review
  • Objectives of the consulting service
  • Overview of the mortgage industry landscape

1. Operational Processes

  • Loan origination
  • Underwriting
  • Loan processing
  • Closing and post-closing

2. Compliance and Regulations

  • Quality control procedures

3. Technology and Systems

  • Loan origination systems (LOS)
  • Customer relationship management (CRM)
  • Digital platforms and automation

4. Human Resources and Training

  • Staffing levels
  • Employee roles and responsibilities
  • Training and professional development
III. Data Gathering IV. Analysis and Evaluation
  • Interviews with key staff members
  • Review of documentation, workflows, and systems

1. Strengths and Best Practices

  • Identification of areas where the operation excels
  • Recognition of key staff or processes contributing to success

2. Weaknesses and Areas of Improvement

  • Identification of bottlenecks or inefficiencies
  • Highlighting areas of potential noncompliance
V. Recommendations VI. Implementation Strategy

1. Operational Enhancements

  • Streamlining processes
  • Implementing new workflows or systems

2. Technology and System Upgrades

  • Adoption of new technologies or tools
  • Enhancements to current systems

3. Human Resource Strategies

  • Training programs
  • Potential new hires or restructuring

4. Financial Strategies

  • Cost cutting recommendations
  • Potential new revenue streams
  • Phased approach to incorporating recommendations
  • Timeline for execution
  • Key milestones and checkpoints
VII. Follow Up and Continuous Monitoring VIII. Conclusion
  • Periodic check ins to assess progress
  • Adjustments and recalibrations as needed
  • Measuring outcomes against initial objectives
  • Recap of key findings and recommendations
  • Encouragement for continuous improvement and growth

Second Module: Mortgage Sales Department

  • Mortgage Sales Department provides you with a road map to take your sales program to the next level. This course will illuminate areas of strengths and weaknesses specific to your operation and provide you with strategies to maximize what is working and remedy what is not.  
  • This course duration:  3 weeks
  • Pricing: $7,000
I. Introduction II. Initial Assessment
  • Objective of the consulting engagement
  • Overview of the mortgage sales landscape

   1. Current Sales Structure

  • Team organization and hierarchy
  • Reporting systems

   2. Sales Metrics and Performance

  • Sales volume
  • Conversion rates
  • Average deal size
  • Client retention rates

   3. Current Sales Process and Strategy

  • Lead generation and sourcing
  • Prospecting methods
  • Sales pitch and closing techniques

   4. Tools and Technology

  • Customer Relationship Management (CRM) usage
  • Automation tools
  • Communication platforms
III. Market Analysis IV. Strengths and Weaknesses Evaluation

   1. Competitor Benchmarking

  • Sales strategies of top competitors
  • Market share analysis

   2. Target Audience Analysis

  • Demographics of primary borrowers
  • Customer behavior trends

   1. Internal SWOT Analysis

  • Strengths, Weaknesses, Opportunities, Threats

   2. Feedback Gathering

  • From sales team members
  • From customers (especially those who did not close)
V. Strategy Development VI. Implementation and Execution

   1. Sales Process Refinement

  • Streamlining stages from lead to close
  • Enhancing customer touchpoints

   2. Training and Development

  • Sales techniques workshops
  • Product knowledge sessions
  • Customer service and relationship building

   3. Lead Generation Strategy

  • Inbound marketing techniques
  • Partnerships and affiliations

   4. Technology and Tools

  • Introducing or optimizing CRM usage
  • Leveraging analytics and reporting tools

   1. Rollout Plan

  • Phased introduction of changes

   2. Feedback Loops

  • Regular check-ins with sales teams
  • Adjustments based on real-time feedback

   3. Performance Metrics and KPIs

  • Setting clear and measurable objectives
  • Tracking mechanisms
VII. Monitoring and Continuous Improvement VIII. Reporting and Feedback to Management

   1. Regular Performance Reviews

  • Weekly or monthly sales reviews
  • Quarterly strategy assessments

   2. Feedback and Adjustments

  • Continuous feedback collection from staff and clients
  • Refinements based on evolving market trends and needs

   3. Ongoing Training and Development

  • Regular upskilling sessions
  • Market trend awareness workshops
  • Periodic reports on department performance
  • Recommendations for further resource allocation


Third Module: Becoming a Powerful Speaker

  • Becoming a Powerful Speaker provides you with the “makeover” you need to arrive poised, polished, confident and respected as you command the attention of your target audiences.  
  • This course duration:  2 weeks
  • Pricing: $5,000
I. Introduction II. Self-Assessment and Initial Evaluation
  • Objective of the Consulting Engagement

   1. Current Skill Level Determination

  • Recorded speech analysis
  • Feedback from past presentations or talks

   2. Identifying Strengths and Weaknesses

  • Voice modulation, pace, tone
  • Body language
  • Content organization
III. Foundational Principles of Public Speaking IV. Vocal Mastery

   1. Understanding the Audience

  • Audience analysis techniques
  • Tailoring content to the audience’s needs and interests

   2. Crafting the Message

  • Importance of storytelling
  • Structuring content (beginning, middle, end)

   3. The Role of Authenticity

  • Being genuine and relatable
  • Using personal experiences and stories

   1. Tone and Modulation

  • Exercises to enhance voice modulation

   2. Pace and Rhythm

  • The importance of varying pace and using pauses

   3. Pronunciation and Articulation

  • Drills and exercises
V. Non-Verbal Communication VI. Managing Anxiety and Stage Fright

   1. Body Language and Posture

  • Dos and don’ts during presentations
  • Exercises to enhance stage presence

   2. Facial Expressions

  • Engaging the audience through visual cues

   3. Gestures and Movements

  • Purposeful gestures to emphasize points

   1. Recognizing and Understanding Fear

  • Root causes of public speaking anxiety

   2. Techniques to Overcome Fear

  • Breathing exercises, visualization, and more

   3. Preparation Strategies

  • How preparation can boost confidence
VII. Leveraging Technology and Visual Aids VIII. Feedback and Continuous Improvement
  1. Slide Presentation Best Practices
  • Design, content, and pacing

   2. Engaging Audience with Interactive Tools

  • Polls, Q&A sessions, and other engagement tools

   3. Avoiding Technical Glitches

  • Pre-presentation checks and backups

   1. Soliciting Constructive Feedback

  • From peers, mentors, or audience members

   2. Self-evaluation Techniques

  • Recording speeches and analyzing them

   3. Setting Goals and Benchmarks

  • Creating measurable objectives for improvement
VIIII. Advanced Techniques and Styles

   1. Adapting to Different Formats and Venues

  • Differences between webinars, stage presentations, panels, etc.

   2. Engaging Difficult or Hostile Audiences

Handling interruptions, difficult questions, or challenges

Fourth Module: Creating a Great Company Culture

  • Creating a Great Company Culture provides you with an overview of what it takes to develop and retain loyal employees. This course will illuminate areas of strengths and weaknesses specific to your operation and provide you with strategies to maximize what is working and remedy what is not.  
  • This course duration:  3 weeks
  • Pricing: $7,000
I. Introduction II. Assessment of Current Culture
  • The significance of company culture in modern businesses
  • Objectives of the consulting engagement

   1. Surveying Employees

  • Understand current perceptions, values, and beliefs

   2. Company Culture Audit

  • Assessing current policies, practices, and rituals

   3. SWOT Analysis

  • Identifying strengths, weaknesses, opportunities, and threats related to the existing culture
III. Vision, Mission, and Core Values IV. Leadership’s Role in Cultivating Culture

   1. Establishing/Revisiting Vision and Mission

  • Aligning with company objectives and goals

   2. Defining Core Values

  • Collaborative workshops to identify and prioritize values

1. Training and Development

  • Leadership workshops for embodying cultural values

  2. Open Communication Channels

  • Creating platforms for leaders to communicate and engage
V. Employee Engagement and Inclusion VI. Physical and Virtual Work Environments

   1. Teambuilding Initiatives

  • Activities, and events to foster connection

   2. Diversity and Inclusion Efforts

  • Policies and practices to ensure a diverse and inclusive environment

   3. Feedback Mechanisms

  • Platforms for employees to share ideas, concerns, and feedback

1. Workspace Design

  • Aligning office layout and design with cultural values

   2. Remote Work Policies

  • Building a connected culture in a virtual environment

   3. Tools and Platforms

  • Technology to support collaboration and communication
VII. Learning and Development VIII. Recognition and Reward Systems

   1. Continuous Learning Opportunities

  • Workshops, courses, and sessions for skill development

   2. Cultural Onboarding

  • Ensuring new employees understand and align with the company culture

   1. Performance based Rewards

  • Ensuring rewards align with company values and objectives

   2. Employee Milestone Celebrations

  • Recognizing longevity, achievements, and contributions
VIIII. Transparent Communication X. Change Management and Evolution

   1. Open-door Policy Advocacy

  • Encouraging transparent communication at all levels

   2. Regular Check-ins and Updates

  • Keeping the team informed about company updates and changes

   1. Regular Review of Company Culture

  • Adapting and evolving as the company grows

   2. Crisis Management Training

  • Preserving culture during challenges and unforeseen events
XI. Implementation and Monitoring XII. Conclusion and Future Directions

   1. Rollout Strategy

  • Phased introduction of cultural initiatives

   2. Monitoring Tools

  • Surveys, feedback platforms, and key performance indicators related to culture

   3. Iterative Improvements

  • Making continuous improvements based on feedback
  • Celebrating achieved milestones
  • Emphasizing the ongoing journey of cultural development

Why work with Laura?
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