Business Planning Coach for Realtors & Mortgage Professionals
Stop chasing closings. Start engineering them.
I've spent 30+ years and 10,000+ coaching hours inside this industry — with producing agents, top loan officers, team leaders, and broker owners. The difference between a busy practice and a profitable one is never effort. It's a written plan, the right systems, and weekly accountability.
I believe in you — and after we talk, you will too.
10,000+ coaching hours · 250+ Realtors & loan officers · Tom Ferry CSI Certified Coach
Tom Ferry Certified Coach
Elite Real Estate Coaching
Exactly What to Say™ Certified
Strategic Communication
CSI Designated Coach
Coaching Services International
Producing well — but leaving money on the table.
You're closing transactions, but your pipeline is unpredictable. Some months are record-breaking; others feel like starting over. Your database is underworked, your follow-up is inconsistent, and your calendar runs you instead of the other way around.
I sit with this every week. It's not a motivation problem — it's a systems problem. After three decades inside this industry, I can tell you exactly where it breaks, and exactly how to fix it.
Building your plan from scratch? Read the Real Estate Agent Business Plan Guide →
30+
Years in Real Estate & Mortgage
250+
Realtors & Loan Officers Coached
Teams & Branches
Organizational Systems Built
CA & Nationwide
In-Person & Virtual Coaching
A Production Business Built by Design
Every engagement is structured around four pillars that turn reactive hustle into repeatable, measurable performance.
Clarity
Define your ideal transaction volume, identify your highest-value activities, and eliminate the distractions that keep you from predictable closings.
Repeatable Systems
Install daily prospecting routines, follow-up sequences, and pipeline management processes that produce consistent monthly production.
Execution Standards
Set measurable 90-day production goals, track your lead-to-close ratios, and build a performance record based on data — not hope.
Accountability
Weekly one-on-one sessions with a coach who has closed deals, managed teams, and built branches — someone who sees the gaps you can't.
From the Professionals I've Coached
Real feedback from agents, loan officers, and broker owners.
STRATEGY WITH HUMANITY — FIVE YEARS AND COUNTING
"For more than five years, David transformed far more than my business — he transformed the way I think. He doesn't just help you build a successful business; he helps you become the kind of person people want to do business with. Long-term success isn't built by chasing deals — it's built by serving people well."
Adriana Avots
Real Estate Agent · Client of 5+ years
5.0 on Google · 60 reviews"Best coach I've worked with in 25 years in the mortgage business. David understands both sides of the transaction — he helped me rethink my marketing and the systems that keep me top of mind with referral partners. He doesn't just give you ideas; he helps you execute."
David Krichmar
Mortgage Professional · 25 Years
"Every session is packed with value. He has a knack for finding exactly what my business needs to level up. If you're an agent or lender and you're not working with Coach David, you're losing money."
Tony Tuoto
Real Estate Professional
"Working with David has been a game changer. He has a unique ability to simplify complex challenges into clear, actionable steps. I've gained clarity in my business structure, improved my consistency, and strengthened my execution."
Sabina Kelly
Real Estate Agent
Serving Real Estate & Mortgage Professionals in Orange County and Los Angeles County
In-person coaching throughout Southern California and virtual sessions available nationwide.
Ready to build a business that doesn't depend on luck?
Pick a complimentary session below — no pitch, no pressure. We'll review your situation and identify the highest-impact next step.
I keep my one-on-one roster small, so every client gets weekly, personal attention.
10,000+ coaching hours · 250+ Realtors & loan officers · Tom Ferry CSI Certified Coach