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The NMBD Toolkit + 60-Minute Strategy Replay 

A complete, professional-grade resource pack for mortgage loan originators - including done-for-you content, media materials, and the full NMBD Strategy Replay on business growth, mindset, and client loyalty. 

100% Free ✓ Instant Access ✓ No Credit Card Required ✓ Unsubscribe Anytime

NMBD Toolkit + Growth Session

Done-for-you social media content, client outreach scripts, media pitch materials, and step-by-step action plans + the full Growth Session video on strategy and mindset for mortgage originators.
Download free and start planning today.

100% Free ✓ Instant Download ✓ No Credit Card Required ✓ Unsubscribe Anytime

National Mortgage Brokers Day 2026: Toolkit & Event Replay.


Get the complete NMBD Toolkit with: 

  • Done-for-you templates, scripts and media materials
  • PLUS instant access to the 60-minute event replay featuring keynote speakers and industry conversations
Everything you need for NMBD 

Whether you're planning for 2027 or want to see what my guests and I covered on July 18, 2026, everything is here. 

Including keynote speakers, industry voices, and real conversations about building a thriving mortgage practice. 

What You'll Get

Done-For-You Content Pack

7-day social media content calendar, ready-to-use captions, client engagement scripts, email + text templates, and step-by-step action plans.

60-minute Event Replay

Keynote speakers on business strategy and money mindset, industry conversations with a top LO and satisfied repeat client, Q&A with a mortgage professional, and real strategies for building six-figure practices.

Social Media Templates

Customizable templates for: Instagram posts, Reels scripts, Short-form video prompts. Plug and play simplicity. 

Media Outreach Kit

Professional-grade materials to help you secure local coverage: Press release template, TV pitch email, Print pitch email, Radio pitch, Interview prep guide, and Talking points cheat sheet. Everything is customizable and designed to elevate your visibility. 

This toolkit is built for: 

  • Independent mortgage brokers
  • Bank loan officers 
  • Credit union originators 
  • Newer LOs who want structure 
  • Experienced LOs who want efficiency 
  • Anyone who helps families achieve homeownership

While NMBD celebrates independent brokers, every mortgage professional benefits from these materials. 

This Toolkit Is built for:

  • Independent mortgage brokers
  • Bank loan officers
  • Credit union originators
  • Newer LOs who want structure
  • Experienced LOs who want efficiency 
  • Anyone who helps families achieve homeownership

While NMBD celebrates independent brokers, every mortgage professional benefits from these materials. 

You'll Also Get...

The 60-Minute NMBD Strategy Replay 

Get instant access to the full NMBD Growth Session, featuring:

  • A keynote on business strategy + money mindset
  • Industry voices discussing sustainable production: A candid Q&A with a top LO. 
  • A repeat client sharing loyalty + retention insights
  • Real strategies for building a six-figure practice. 

This is not a teaser - it's the full event replay, sent directly to your inbox. 

Created by a Former MLO, For Current Mortgage Pros


Hi, I'm Tricia.

I spent nearly a decade in the mortgage industry across four different lending environments: non-profit, mortgage broker, large retail bank, and private bank, where I worked directly with high-net-worth clients and their financial advisors to structure and facilitate complex mortgage transactions.

After building success as an originator, I earned my CERTIFIED FINANCIAL PLANNER® certification and created MLO Advantage, a training platform helping mortgage loan originators build six-figure practices through strategic positioning, niche marketing, and intentional business development.

I created this toolkit and event replay because every mortgage professional deserves the tools to celebrate this profession confidently, regardless of their marketing budget or experience level. 

Let's celebrate the work you do. Together.

Tricia McIntosh, CFP®
Creator, MLO Advantage

Toolkit + Event Replay →

Created by a Former MLO, For Current Mortgage Pros


Hi, I'm Tricia.

I spent nearly a decade in the mortgage industry across four different lending environments: non-profit, mortgage broker, large retail bank, and private bank, where I worked directly with high-net-worth clients and their financial advisors to structure and facilitate complex mortgage transactions.

After building success as an originator, I earned my CERTIFIED FINANCIAL PLANNER® certification and created MLO Advantage, a training platform helping mortgage loan originators build six-figure practices through strategic positioning, niche marketing, and intentional business development.

I created this toolkit and event replay because every mortgage professional deserves the tools to celebrate this profession confidently, regardless of their marketing budget or experience level. 

Let's celebrate the work you do. Together.

Tricia McIntosh, CFP®
Creator, MLO Advantage

Toolkit + Event Replay →

Why This Matters?

Save Hours of Work

No starting from scratch, everything is done for you. Use the toolkit now or save it for next year.

Completely Free

No cost, no credit card, no catch. 

Learn From Real Success 

Hear directly from mortgage professionals who built thriving practices.  

FAQs

Ready to Access Everything?

Get the complete NMBD 2026 toolkit and 60-minute event replay, complimentary. 

✓ Instant Access ✓ No Credit Card Required ✓ Use (or unsubscribe) Anytime

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TRICIA MCINTOSH, CFP®

Creator, MLO Advantage
7 Years Mortgage Origination
Teaching Six-Figure MLO Systems

QUESTIONS?

Send me a video message
[email protected]