Mortgage Brokerage Success Stories


Kitty Cole has been my business coach off and on since 2001. The coaching was really beneficial, but the key was that it gave me the confidence to know that I could do anything I wanted to do. Teaching me to “just do it”, she showed me how to go through the fear. I now have a “can do” attitude.

She helped me design marketing materials, write letters, and role play tough situations, coming up with the right verbiage for many challenging conversations. I also now have a brochure, which I never had before.  When anything difficult comes up, I go to Kitty.  She is my mentor and coach and I respect her greatly.

As a result, my production is in the top 5% of our company. I believe having Kitty Cole as my Business Coach has been instrumental to the success of my business.

"I have worked with Kitty for years to develop my business acumen and achieve my professional goals.  My production is over 93 million now, having increased well over 100%. As my coach, Kitty has helped me identify and leverage my strengths, and challenged me to overcome certain impediments.  Her patience and precision in guiding me with straightforward directives, and in holding me accountable for my success, has made all the difference.  Moreover, Kitty is incredibly resourceful and has a genuine gift for connecting people and ideas with possibilities and real results.  Kitty is not just another business coach - she is among the best in her class."

Dianne Crosby, LaSalle Financial (part of RPM Mortgage), Oakland 

"I could have never handled my management job and my origination without Kitty’s help with coaching and goal setting. I totally left that piece of my world to her and it paid me back with big dividends. I had total confidence in her expertise and guidance and she was able to bring out the best in each of my loan agents. I had total confidence that she would coach them through “ thick and thin” so I could focus on my other tasks."

Sue Thomas, Manager, LaSalle Financial, Oakland

"I worked with Kitty on a weekly basis for 18 months. I had a number of professional goals in mind when we began our work, including to become a President’s Club member and to be in the Top 30 within RPM (LaSalle’s parent company). I have consistently been in the Top 30 for three years now and have been in the President’s Club for two years in a row. My loan production continues to grow dramatically each year."

Melissa Milton, LaSalle Financial, Oakland


"I decided to work with Kitty because I knew Sue Thomas, Dianne Crosby and Zach Griffin all had worked with her.Kitty has helped me put more focus on developing my leadership skills while still managing the branch.  My goal: To reach the next level and keep my production levels in the top 10 to 15.  She occasionally reviews emails so I am clear that I am getting my point across before I hit "send". Kitty is helping me see myself differently and to look at the bigger picture."


Linda Zaiss, Manager, Residential Pacific Mortgage, Pleasanton



"Regarding The Next Level - I loved it and have absolutely stepped up my business because of you.  During the 8 week class I acquired a builder that is now using me as their preferred lender.  I have contacted my Realtors more frequently and the portfolio you helped us design is going out to current clients, past clients and business partners regularly.  A one day seminar gives ideas, but your 8-week class held me accountable to implementing ideas.  Thanks again."

Todd Utikal, Senior Loan Officer, RPM Mortgage, Livermore


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