Create A Custom Recruiting Playbook For Your Business
White-Labeled for Your Brand
The Strategic Recruiting Playbook isn’t just a training… it’s a fully developed, corporate-branded recruiting system built specifically for your team. Designed for mortgage lenders serious about scaling growth, this white-labeled solution provides your leadership team with the tools, messaging, and infrastructure to recruit like a top-tier executive search firm.
Built in direct collaboration with Jim McGrath, this high-touch program supports up to five key team members, including market leaders, recruiters, sales executives, and operations managers. Over the course of 30 hours of live private strategy sessions, your team will develop a fully branded playbook, execute a live recruiting campaign, and walk away with the ability to attract, engage, and close high-producing Loan Officers on your own.
Every element is tailored. Every tool is built around your message. And every session moves your recruiting engine forward.
📘 What’s Included
✅ Custom, White-Labeled Recruiting Campaign Playbook
We create your fully branded recruiting system, aligned to your company culture, messaging, and market goals. Built from the ground up with your logo, tone, and core value proposition.
✅ 30 Hours of Private Coaching + Campaign Design
Live, one-on-one work with Jim McGrath (up to 5 participants). These sessions are collaborative and recorded for internal training and review.
✅ Real-Time Assignments + Campaign Action Plans
Each session concludes with a call-to-action, enabling your team to immediately implement, test, and refine your messaging and outreach approach.
✅ “Blind Date” Candidate Support
Jim joins your team on real candidate calls… helping qualify top talent and model how to lead effective courtship conversations.
✅ A Pipeline of One Hundred Qualified Candidates
We generate a list of validated loan officers who fit your culture and are ready for a conversation.
✅ 1-Year of Advisory Support
Ongoing coaching access for hiring scenarios, objection handling, recruiting strategy shifts, and campaign optimization.
✅ Teamwide Access to the Loan Officer Recruiting Playbook
Your participants receive lifetime access to the complete on-demand training system:
• 18 Core Recruiting Modules
• 120+ Lessons, Exercises & Real-World Scripts
• Downloadable Tools: Campaign Templates, Interview Guides, Message Frameworks, and more
• Plug-and-play outreach sequences and branding tools
🧠 Why This Works
Great recruiting doesn’t happen by accident… and it doesn’t scale from scattered outreach. It requires a structured system that reflects your brand’s values, speaks the language of your candidates, and fosters consistent momentum in the market.
That’s what this program delivers.
Jim McGrath has spent three decades helping mortgage companies recruit elite producers, and this playbook brings that expertise directly to your business. He works hands-on with your team to build a scalable recruiting engine, fully customized for your team’s voice, workflow, and goals.
You won’t just walk away with a game plan. You’ll walk away with the confidence, assets, and internal capability to drive recruiting success for years to come.
🧩 Who This Is For
This solution is built for mortgage banking organizations, retail lending platforms, and regional teams who are:
Launching or refining a recruiting initiative
Expanding into new markets
Building internal recruiting infrastructure
Seeking a branded approach that sets them apart in a competitive market
Ready to involve multiple team members in the recruiting process and want everyone aligned on the message and mission
