G4 Power Playbook

G4 Power Playbook 
The 4-Loan Blueprint
Target Outcome: 4 closed loans per month. Every month. 
To reach this level of consistent success, you must operate from a clear, focused plan.  One that is personal, practical, and performance-driven.
The G4 Plan: Time-Tested Principles
This plan was created by the principles taught by former Originator and CEO Founder Gerret Van Wagoner.  Gerret founded City First Mortgage in 1992 and has thrived through many extreme market disruptions.
The principles within this plan have stood the test of time.  Heading into nearly 40 years of service, this is the plan that will allow us to close 4 deals per loan officer more efficiently than ever powered by the next generation of technology.
This playbook is your roadmap.
1
Founded
City First Mortgage established in 1992
2
Market Disruptions
Survived multiple industry challenges
3
40 Years
Approaching four decades of proven success
4
Next Generation
Embracing new technology for greater efficiency
The WHO: Define Your Markets
You must clearly identify at least 3 Target Markets. Each market should have a goal of 40 contacts in your Radiant Chat database, built through prospecting, marketing, and relationship nurturing.
Past Clients / Database
Previous customers who already know and trust your services
Realtors
Partners who can provide consistent referrals
Financial Planners / CPAs
Professional advisors with clients needing mortgage services
Additional Markets
Divorce Attorneys
Direct-to-Consumer
Builders
Personal Sphere
Local Business Owners
The WHAT: Craft Your Unique Value Proposition
This is where you differentiate.  What are you offering?  What sets you apart for your targets to engage with you over any other lender?
Strategic Partner Alliance Program
Co-marketing and co-branding partnership
Powerful Technology Tools
HomeIQ, Radiant Chat, Total Expert, nCino, Citysites
Specialized Loan Products
DPA, Buy Before You Sell, Construction, VA, Non-QM, Reverse, DSCR
City 1st Home Rewards Program
Driving repeat and referral business
Technology, Transparency, Tactical Advice
Support every step of the way
The HOW: Your Daily and Weekly Rhythm
Daily Goal: 8 outbound calls = 8 quality conversations
Weekly Rhythm: Use Theme Days to maintain focus and consistency in outreach.
Weekly Schedule Blueprint
Morning Preparation
Start each day with focused preparation and planning
Outbound Calls
8 quality conversations daily following theme day focus
Relationship Building
Face-to-face meetings, lunches, and networking events
Loan Manufacturing
File updates, pre-approvals, and active loan management
Your weekly schedule should balance proactive outreach with loan processing and relationship building.  Each day has a specific focus, from morning preparation to afternoon follow-ups, with dedicated time for both active files and prospecting activities.
Maximize Your Efficiency With the Right Tools
Using CityOS Connect
CityOS Connect is your daily driver.  It is your power dialer, your text engine, your digital command center.  Use it to structure your 8 outbound calls per day, execute ringless voicemails, and automate personalized follow-ups by segment.
Create Smart Lists for each of your 3+ target markets and name them based on your theme days.  Use tags, filters, and triggers to prompt activity.
Using Total Expert
Total Expert is your intelligent database monitor and marketing automation tool.  It's not just a CRM, it's your digital assistant.  Use it to detect life events that signal opportunity: MI drops, equity thresholds, rate watch alerts, and new listings.
Deploy Smart Journeys to nurture every contact, with pre-built email and text campaigns based on loan stage, referral partner type, or product interest.
Why They Work Better Together
CityOS Connect Initiates
Provides the action and outreach capabilities
Total Expert Observes
Delivers intelligence and automation
Systems Integrate
Creates seamless workflow between platforms
Results Achieved
4 closed loans monthly without burnout
Together these tools remove the guesswork, eliminate wasted time, and empower you to achieve what this plan requires: 4 closed loans per month, every month, without burning out.
The WHY: Fuel Your Fire
Your "Why" is the foundation. It's what gets you up in the morning and pushes you through rejection, slow weeks, and tough clients.
Why did I choose this business?
Reflect on your initial motivation for entering the mortgage industry
Who am I doing this for?
Consider your family, clients, and personal legacy
What changes when I hit my 4-loan goal?
Visualize the impact on your lifestyle and finances
What legacy do I want to leave?
Define your long-term impact in the industry
Imagine your future self.  Confident, consistent, and fully in control.  You've built a business that feeds your family, inspires your kids, and earns the respect of your peers.
This Is Your Moment
Define your WHO
Identify your target markets
Own your WHAT
Craft your unique value proposition
Execute your HOW
Follow your daily and weekly rhythm
Remember your WHY
Stay connected to your purpose
You already have the tools. You have the support.  You know the mission: 4 closed loans per month. 
Success isn't complicated. 
Let's go build the life you deserve one conversation, one loan, one month at a time.