For the people who lead

Recruiting Workshop

Win the battle for top talent.

What it solves

Recruiting quality Loan Officers is one of the hardest, most-neglected jobs a manager has — especially producing managers buried in day-to-day demands. The Recruiting Workshop equips sales, branch, and producing managers with the confidence and a proven system to actively recruit and hire quality Loan Officers throughout their careers.

What you'll gain
A proven, powerful 5-Step Process for recruiting.
Key strategies that shorten the recruiting cycle.
The mindset and cadence to recruit effectively every week.
Scripts and a follow-up process that ‘wow’ recruits before, during, and after interviews.
The agenda

The proven five-step process.

Step One
Source

Identify creative ways to source quality Loan Officers to build an ample and sustainable pipeline of recruits, and build a Key Recruit™ list to effectively track all activity throughout the recruiting cycle. Source quality recruits based on new techniques learned.

Step Two
Profile

Determine the information needed to successfully profile recruits, then create a process to profile Key Recruits™ both personally and professionally to ensure the Recruits’ potential match. Profile additional recruits and the initial recruits brought to the workshop before contacting them.

Step Three
Contact

Participate in solidifying outreach strategies for gaining an initial appointment with key recruits. Receive 3 proven scripts for the initial recruiting calls to maximize number of appointments, then connect with recruits using an accountability partner and an assessment process to demonstrate the power of the scripts.

Step Four
Meet

Learn a strategic and proven four-step process for interviewing and “wowing” a Key Recruit™. Achieve the highest closing ratio with recruits by preparing for in-person interviews with extensive skills practice.

Step Five
Follow-up

Clearly gain an understanding of how persistence is a key element in the recruiting cycle and the most overlooked part of the process. Acquire over 50 methods to successfully follow-up and effectively close a recruit to be part of the team.

Business tools included
  • Recruit Interview Guide
  • Key Recruits Management Tool
  • Personal & Professional Profiles
  • Key Recruiting Scripts
  • Recruiting Presentation Template
  • Comprehensive Recruiting Workbook
Proof
In one day, 28 managers generated 326 new recruits identified, 137 contacted, 47 conversations, and 31 appointments. Within 90 days, 17 Loan Officers were hired — representing $381,000,000 in production.
Results are typical for the Recruiting Workshop
How it works

The Recruiting Workshop is available in a variety of formats to meet the unique needs of any organization. Every format includes pre-work requirements for managers, comprehensive resource materials to implement in-class strategies, and four weeks of post-class accountability to ensure execution and recruiting wins.

In-Person

Private only — the date is established based on company needs. An energetic and fun atmosphere that builds culture, drives manager relationships, and elevates engagement, with competitive exercises and assignments throughout the workshop.

Virtual

A fun, energizing, fast-paced learning experience that drives manager engagement. Check the XINNIX calendar for upcoming dates — attendees are kept confidential. Private options are available.

Hybrid/Blended

Short on time but need this workshop? We customize our learning model to fit your manager meetings — same game-changing content, same unbeatable results.

What attendees say

Since the Recruiting workshop and the nine months that followed it, I hired an LO every single month so that is 9 LOs in 9 months! Here recently I've just hired three more. And currently I am talking to a branch manager and their group. So just the confidence level and the information that I used with Casey's methods have helped me build my team. I highly recommend XINNIX.

Dwight BennettBranch Manager

Get uncomfortable and grow!! This is a must for any leader that is ready to gain additional tools to grow their team and effectively recruit!

Courtney L.

This is a powerful and important workshop. You realize that you can recruit and it's not that difficult. Pick up the phone and get it done!

Annie L.

XINNIX training is a must if you want to level up.

Taylor P.

Do it, don't wait!

Tane C.

Great "secrets" to recruiting. I feel like the code has been cracked and cannot wait to start dialing and meeting with recruits!

Kris H.

I have worked with XINNIX for many years, and I am sold on the amazing opportunities they provide.

Brad D.

This is a course you must take if you are in leadership!

Kris D.

This is such an amazing class! Would recommend it to all!

Rashell M.

I needed a reminder about how important it is to WOW someone I'm trying to recruit!

Mandie P.

This should be a non-negotiable for managers.

Jill M.

Lean in!

Trey J.

You need to do it!

Justin M.

One of the most powerful competitive advantages in the industry is one phone call away.

Let’s build the plan.