Discovery Meetings: A Step-by-Step Guide Introduction

Discovery Meetings: A Step-by-Step Guide Introduction

If you’re here, chances are you’re exploring what it might look like to grow your business at CMG. This isn’t a hard pitch. It’s a chance to get real answers from real people – one conversation at a time.

We’d love to invite you to schedule a leadership call with a member of our North Texas team. This introductory conversation is a chance for us to learn more about you, share how CMG operates, and explore ways we might help you grow and scale your business. There’s no obligation—just a candid conversation about what matters most to you and whether our platform aligns with your goals.

Leadership Call

This is the first conversation. No slide decks. No pressure. Just a straightforward, open conversation with one of our leaders – whether that’s a Regional Leader, Area Sales Manager, or Branch Manager.

What we’ll cover:

  • A high-level overview of CMG’s structure and footprint

  • An honest conversation about where you are now and where you want to go

  • Initial culture alignment and team fit

  • Any deal breakers we should know early

Optional Meetings

If you’re interested in digging deeper after the leadership call, we’ve included a list of optional follow-up calls below that cover the topics most loan officers want to explore. Each one is tailored, and entirely up to you.

Pricing & Compensation 

Compensation matters—and so does understanding how we compete.

What we’ll cover:

  • Overview of CMG’s pricing philosophy and margin strategy

  • How comp structures are built and where there’s flexibility

  • Builder and corporate lead scenarios and how comp adjusts

  • Exception process: when and how to ask for support

  • We will run real pricing scenarios based on your recent loans to show how CMG compares

  • For Branch Manager: discuss management philosophies and run proformas 

Programs & Operations 

Next up is a deep dive into what it feels like to work a file at CMG. You’ll hear directly from the leaders who manage underwriting, processing, and closing.

What we’ll cover:

  • Underwriting accessibility, philosophy, and SLA goals 

  • Processing model and file flow efficiency 

  • Closing process, ICD timelines, table funding, and support 

  • How we protect your time and eliminate friction from file flow

Marketing Overview

Once you’ve seen how we support the back end, we’ll show you how we help grow the front end. One of our Senior Marketing Managers will walk you through the full platform.

What we’ll cover:

  • CRM tools, campaign automation, and pre-built workflows

  • HomeFundIT, List & Lock, single-property websites

  • Custom branding and gifting programs

  • Realtor-facing tools and social media engagement support

  • Examples of marketing packages at each production tier

Strategic Planning

We would love to know more about your current business, your future goals, and how we can help. Let’s collaborate on a full business and marketing game plan. This is where we shift from exploration to execution.

What we’ll cover:

  • One-, three-, and five-year production goals

  • A full 12-month custom marketing plan

  • Business analysis and lead source breakdown

  • Account pyramid development and strategic target mapping

  • Practical guidance on systems, roles, and support structure

Offer Discussion

After the discovery sequence, if things still feel aligned, we’ll regroup to answer final questions and talk next steps.

What we’ll cover:

  • Recap of all prior conversations

  • Transition logistics and team support

  • Final Q&A

  • Offer structure and timeline (if applicable)

A Final Note

Every meeting in this process is optional, tailored, and driven by your interests. If you want to dive deep on one area and skip another, no problem. Our only goal is to help you make a well-informed decision.

Ready to start a conversation? Let’s schedule that first meeting and see where it goes.

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