Unlike generic coaching platforms, we integrate our company tools, marketing, workflows and technology into every coaching session, so your team doesn’t just get motivated, they get measurable results.
“Before Coaching I just simply reacted to what came at me each day. With coaching, I have installed in-house systems that have organized my days – that have built follow-up to buyers who have been pre-approved. Follow-up with agents. Systems to market people on a quarterly, monthly, weekly and daily basis.”
Allyson Kreycik $184M +51%
HOW COACHING WORKS
EVERY CALL FOLLOWS A REPEATABLE FORMULA:
1 2
Review Committed
High-Performance Activities
Calls, leads, meetings, agent contacts, past client follow-up — all tracked.
Measure Results with a Live Dashboard
You’ll know exactly what activity creates:
• New agent relationships
• New purchase leads
• Pre-approved loans
• Loans in process
• Funded loans
Coach the Strategy
3
We address what’s working, what’s missing and what needs to change — immediately.
• LO’s who need a proven roadmap to increase production
“I’d say it’s one of the best investments you can make in yourself and your team. It’s not just about solving problems — it’s about unlocking potential.” Pat Gannon $94M +33%
About Daniel Manginelli
SALES COACHING EXECUTIVE
Daniel Manginelli is a best-selling author, national speaker and business strategist with over 35 years of experience in mortgage, real estate and highperformance coaching.
As a former mortgage company owner, Daniel has helped thousands of originators grow their production through disciplined accountability, market-ready scripts, agent acquisition systems and smart technology integration.
He is the author of Shake It Up: Big Dreams and Bold Choices on the Road to Success and is currently the Sales Coaching Executive for Rate Companies.
His coaching has fueled production growth for some of the top-performing loan originators in the country.
“IF YOU DON’T KNOW YOUR NUMBERS, YOU DON’T KNOW YOUR BUSINESS.”
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TESTIMONIALS
from Rate’s top-performing SVPs
MIKE SANCHEZ
SVP OF MORTGAGE LENDING STAFFORD, VA
2025 Volume $99M +62%
Coaching has helped me grow personally and professionally, but the biggest change I have made is accountability! I feel my confidence has always been there, yet coaching has changed when and how I communicate.
Our in-house coaching is a MUST if you want to scale your business by 30, 40 or 50%.
JEFF BOCHSLER
SVP OF MORTGAGE LENDING SANTA BARBARA, CA
2025 Volume $101M +59%
Name one professional athlete who competes without a coach. I joined coaching to level up my tactics and stay consistent in my daily actions. I value having a scoreboard. Clear targets for calls, engagements and events each day, week and month create focus and efficiency. The scoreboard doesn’t just improve performance; it also pushes me out of the office more consistently. After funding $63MM in 2024, we set a $100MM goal for 2025 and reached it. That represents nearly 57% business growth without a major change in lifestyle. This level of success would not have been possible without coaching. It has been an integral part of my growth.
ALLYSON KREYCIK
SVP OF MORTGAGE LENDING PORTSMOUTH, NH
PAUL ARCHIBALD
SVP OF MORTGAGE LENDING BOSTON, MA
2025 Volume $87M +58%
It is refreshing working with Dan because he’s a good man with years of experience. He understands what it is like to be an originator and the challenges I face. The best analogy I use is – do I get a better workout with or without a trainer? Obviously, I’m better with a trainer. Dan is my work coach!
It is critical to understand my numbers. My confidence, communication and selling presence improved 100% through coaching. Dan breaks down the company’s new technology and initiatives and shows me how to leverage it more efficiently. If you want to grow your business and improve your life, I highly recommend our coaching.
2025 Volume $184M +51%
Before coaching, my days were 100% reactive. Now, they’re proactive. I have plans and goals and systems and I follow through.
Don’t get stagnant. Find someone who holds you accountable to becoming better. Push yourself. Accept excellence. Why accept anything less?
SCOTT LIEF
SVP OF MORTGAGE LENDING PARAMOUS, NJ
Coaching has made me raise the bar and think bigger. I went from not making cold calls to new referral partners to having no fear of connecting with anyone. Also to think deeper, dig deeper and speak less. Coaching makes me feel there is no issue I can’t handle. I am better at getting a feel for my clients and how I communicate with them. An inhouse coach has given me a unique ability to help navigate in-house products and programs, something an outside coach just can’t deliver. 2025 Volume $43M +49%
KELLY MANDERSCHEID
SVP OF MORTGAGE
Coaching helped me get more confident and comfortable leaving my comfort zone. My mindset shifted to being accountable to someone and not wanting to fail them. I have created great new productive habits. I’ve made significant improvements in my confidence. Having an in-house coach is so valuable. It helps to have someone within the organization who personally knows the players and can help navigate challenges. I wish I had done this 28 years ago.
CHRIS TOTANI
SVP OF MORTGAGE LENDING
FRANKFORT, IL
2025 Volume $52M +40%
Coaching has made me more organized and focused – both personally and professionally – and has made a massive impact on my confidence. It has given me ammunition to overcome any objections from potential clients and agent/referral relationships. The value of an in-house coach boils down to one word: ACCOUNTABILITY.
Do it! All of the top athletes in the world have coaches. You can always be better, you can always become more efficient and there’s always room to improve yourself. This is my 33rd year originating and I honestly feel like coaching and all the other proprietary things Rate offers makes me feel like I am 30 again.
Coaching is not an expense, it is an investment.
DOMINIC MANCINI
SVP OF MORTGAGE LENDING SCOTTSDALE, AZ
2025 Volume $74M +35%
I genuinely look forward to every other week – it gets my day going on a positive note. It keeps me on track, especially when it comes to consistently calling my database and past clients. Having an in-house coach is incredibly valuable because Dan understands Rate’s systems, culture and tools like the back of his hand, which makes his instruction far more effective and actionable. Anyone who is hungry and wants to improve should absolutely be part of this coaching culture. The level of accountability is gigantic.
PAT GANNON
SVP OF MORTGAGE LENDING
WHITE MARSH, MD
2025 Volume $94M +33%
Coaching has been instrumental in helping me grow both personally and professionally. It’s provided a space to reflect, set clear goals and stay accountable. I’ve developed new habits around prioritization and proactive communication, which have made a noticeable difference in my daily workflow. Having an in-house coach is incredibly valuable. It means support is always accessible, and I can get real-time feedback on challenges as they arise. Because my coach has access to our systems, I no longer have to create separate spreadsheets to manually input that information. If I were recommending this to another executive, I’d say coaching is one of the best investments you can make in yourself and your team. It’s not just about solving problems – it’s about unlocking potential.
DAN GJELDUM
SVP OF MORTGAGE LENDING
CHICAGO, IL
2025 Volume $126M +19%
I am 100% more confident when I speak to people. The fact that I don’t have to look outside of Rate for coaching is massive. Personal coaching is such an advantage and the cost is nothing. Rate is built upon sharing with peers and helping peers get better … that is exactly what Rate Coaching does.
