Next Level LIVE in Charlotte, North Carolina
July 22, 2022

At the end of the day, if you don't think you you have the tools and resources to immediately start generating more business, let us know and we'll refund your money on the spot. 

You have nothing to lose!
For Loan Officers...
By Loan Officers
No theories…no “gurus”…just Loan Officers teaching Loan Officers what’s new, what’s hot, and what’s actually working NOW to grow and scale their business.
Meet Your Next Level LIVE Speakers
Learn from the Founders & Coaches of Next Level Loan Officers!
Shane Kidwell
Personal Branding Expert
Kenneth Travis
Lead Generation Expert
Kellen Vaughan
Scalability Expert
Sean Zalmanoff
Team Building Expert
"The conversation at Next Level LIVE is different than you’ll find anywhere else, simply because they’re in the trenches with you actively originating."


  • How to win in a high rate, low inventory environment (and how to prepare for the next market shift that will be here sooner than you think).
  • ​How to attack every day with clarity and purpose, while cutting out the distractions!
  • How to own your day and be in control of your time.
  • How to double your loan volume in the next 12 months!
  • ​How to build a business and brand that's authentic to you, allowing you to focus on the things you love to do, gain credibility, and win market share.
  • ​How to create conversations that turn into meaningful, genuine relationships.
  • ​How to grow and scale with more clarity and determination than you've ever experienced!
  • ​How to identify the biggest referral source that you've been overlooking.



  • The only way to be successful is to cold call 30 Realtors every Monday.
  • The strategies that worked for us 10 or 15 years ago. The mortgage industry is different today than it was even 6 months ago, we must constantly adapt and evolve.
  • Coaches talking about how successful they are, giving you no real insight or value.
  • ​An upsell to a more expensive class where we actually teach everything that was promised today.
  • ​A promise of overnight success, you get out of this business what you put in.


  • MINDSET: Attack every day with clarity and purpose, while cutting out the distractions!
  • LEAD GENERATION: We’ll show you how to turn on the lead faucet and keep it on!
  • LEAD CONVERSION: Powerful conversations. Sounds simple enough, right? We break it down and show you how to convert & KEEP leads!
  • ​SCALABILITY: We all want to scale and grow, but what’s the easiest way to do it? Our step-by-step system means you avoid the years of turbulent trial and error…build the business you want, FAST!
  • ​SOCIAL MEDIA MARKETING: Whether or not you like social media, there’s no denying it can be an income generating tool. We’ll show you how to stop watching cat videos and start making money!
  • ​BE YOU: Being you is one of the most powerful tools you have. Why? Because no one else is You. We show you exactly how being you can change everything!


    • The only way to be successful is to cold call 30 Realtors every Monday
    • How to hire staff so you can only work 8 hours a month (sorry, it just doesn’t work that way!)
    • An arbitrary list of scheduled tasks that you must complete every week on our schedule
    • ​That you should follow up with the listing agent (we assume you already know you should solicit the listing agent….at Next Level Loan Officers, we play chess not checkers)
    • ​That you should put your hours of operation on your website (umm…duh…again, chess not checkers)
      Charlotte, NC
      Hilton Charlotte University Place
      This contemporary lakeside hotel is a 4-minute walk from the Shoppes at University Place and 5 miles from the Charlotte Motor Speedway.
      Warmly furnished rooms, some with lake views, feature desks, flat-screen TVs and free WiFi. Upgraded rooms provide access to a lounge offering free breakfast and evening appetizers. Suites add conference tables.
      A weekday local shuttle is complimentary. Other amenities include a casual restaurant and lounge, plus a seasonal outdoor pool and a fitness center. There's also a business center and 20,000 sq ft of meeting space.
      We all have a unique vision of what our dream business looks and feels like. 

      At Next Level LIVE you learn how to make 


      become your reality
      You'll walk away knowing how to:
      Own Your Day
      Do you control your time and dictate what you do, or do you live life reacting to one situation after the next? We’ll show you how a few concerted tweaks can help you take back control, gain clarity, and scale faster than you’ve ever imagined.
      Build Your Brand
      What is your brand? Do you know how to create a brand? Are you still posting from your business Facebook page? Next Level LIVE shows you the very basics of how to identify and create your brand, then we’ll go on to show you exactly how to scale that brand and become the sought after expert in your market. 
      Systemize and Scale Your Business ​
      Understanding your Positioning, Branding, and Processes is essential to scalability, we’ll show you the systems we’ve installed in our own businesses that have proved consistent growth year over year. 
      Close & Convert More High-Value Clients
      The average Loan Officer spends 15 minutes/week focused on sales activities. You can’t grow if you don’t sell, so we’re going to show you our step-by-step process that gives you the focus and power to work on money making activities every day of the week.
      At the end of the day, if you don't think you you have the tools and resources to immediately start generating more business, let us know and we'll refund your money on the spot.

      You have nothing to lose!
      Target the clients that are right for your business!
      Own your day and increase your efficiency! 
      Scale your business like you never thought possible! 
      Barry Habib
      Setema Gali
      Barry Habib
      "I have set records constantly since joining Next Level and that pays for itself. I truly don't believe I would be producing what I am producing if I hadn't made that investment."
      Alan C.
      Wayne S.
      Amit G.
      Stephanie D.
      “In 12 months our business went from 3 loans a month to 20 loans a month. I don't know how much more we can say about that. It's changed our family, how we relate to our friends and coworkers, and even changed our relationship."
      Brandon S.
      Wes W.
      Nancy B.
      Chirag P.
      “If you truly want to increase your business, your revenue, and the number of people you help with the American dream, then absolutely you need to be with these guys. I've been with all the coaching programs that mortgages offer, I've done them all. These guy's really know their stuff. Highly recommend!"
      Sunny B.
      Patrick P.
      Jed H.
      Jacqueline C.
      “I have done myself the greatest disservice by spending the last 20+ years spinning my wheels only to come and learn things I could have been doing for years. If you really want to grow your business, without a doubt join Next Level.”
      Next Level Live Speaker Bios
      Barry Habib - The Godfather of Mortgages
      Barry Habib is an American Entrepreneur and frequent Media resource for his Mortgage and Housing expertise. Barry has had a long tenure with monthly appearances on CNBC and FOX.

      Barry is the CEO of MBS Highway; a company and platform created to help mortgage professionals and Real Estate Agents articulate the opportunity in the housing market for their clients, along with a better understanding of the interest rate environment.  

      Barry Habib was just named the top Real Estate forecaster by Zillow and Pulsenomics and has been presented with the Crystal Ball Award for the most accurate Real Estate forecasts out of 150 of the top economists in the US. Barry has been in the top 10 out of 150 economists four times. Barry is currently a finalist for the prestigious Ernst & Young Entrepreneur of the Year.

      Barry has had many successful businesses that he has founded, grown, and sold. This includes Mortgage Market Guide, Healthcare Imaging Solutions, and Certified Mortgage Associates. He is also a founding partner in Social Survey.

      During Barry’s mortgage sales career, he was recognized for having the highest annual origination production in the US on two occasions. Barry personally originated over $2 Billion dollars in mortgage loan production over his career.  

      He is also the Lead Producer and Managing Partner for “Rock of Ages” – the 27th longest running show in Broadway history. The musical theatrical production was also released as a major film starring Tom Cruise. Barry plays the part of the record producer in the movie. Recently, Barry produced Criss Angel’s “Mindfreak”, at Planet Hollywood in Vegas.

      For over 25 years, Barry is a well-known professional speaker on the financial and Real Estate markets. 

      Setema Gali - Super Bowl Champion & Coach
      Setema Gali is a living example of winning after the game. A former Super Bowl Champion with the New England Patriots. During college, he was an All-Conference defensive end and team captain at Brigham Young University. 

      Since retiring from the NFL, he's built world-class businesses and teams in the areas of mortgages and real estate, direct sales, consulting, coaching and mentoring. Setema has faced hardship, the fall of markets, losses of a business he built and yet he has proven time and time again that mindset and discipline aligned with a holy mission can restore you to the top of your game. 

      He has trained under and worked with the top coaches in the personal performance and business development fields. He is the creator and leader of the Prosperity Revolution―a movement of men and women across the globe who are ruthlessly committed to living powerfully and creating results that matter. 

      He lives in Orange County California, with his wife Laina, and their three sons.
      Shane Kidwell - Personal Branding Expert
      After taking a huge gamble and retiring early from being a professional fireman, thus forgoing his pension, Shane moved forward with one of the most daunting tasks he could ever imagine — sacrificing job security to attain another dream: becoming a full-time entrepreneur. Shane bet on himself, hired a business coach, and went all-in on being an entrepreneur. His path is not a normal one and he wouldn’t have it any other way. 

      In his first 5 years (full time) he has been selected as a Top 1% Mortgage Originator, managed a team to over 300 million in loans last year, their 4th full year in the business and owns and operates complementary businesses across the country including P&C insurance, multi-family housing and private investing. His day job now is managing and overseeing a team of 80+ originators and support staff in 10 states as the EVP of sales for his parent company Victorian Finance. 

      Shane is constantly working to stay at the bleeding edge of technology and believes that building a personal team and brand are keys to every originator he comes in contact with. “YOU are the brand, not your company” is a key belief to how Shane coaches. 

      Never turning down a good cup of coffee, Shane can be found outside of work investing in his family. He, his wife, and daughter Olivia love traveling, supporting their local pacific northwest sports teams, being active with their dogs, and enjoying the outdoors. Shane loves to help Loan Officers break through their issues with team building, brand development, scaling, working ON the biz, not IN the biz, agent marketing, and more.
      Kenneth Travis - Lead Generation Expert
      My best friend and I were sitting in our new office. It’s 2007. The office is really a closet. Steve and Woz started in a garage, so we figured a closet was as good a place as any.

      I had convinced my friend we would make amazing money and not be cubicle slaves if he just took this chance with me. We are going to take over the mortgage world! Make millions! Be famous! Crazy Adventures!

      What I really wanted was not to fall flat on my face. Make enough money so my wife could stop supporting us, and make good on my Marine Corps mentality to put others first, be better than everyone else and never leave a man behind.

      It’s been an amazing ride. What have I learned so far. . . without my family it means nothing. Support systems are everything. Integrity is everything. Running a successful mortgage branch is hard, but very rewarding. If you don’t change you die. Never stop moving, even when things are really messed up and failure looks very possible. There’s always a way forward. Many times, the best way forward is to ask for help from someone that has already been there. I have been there.

      Thousands of families have been helped by my company. We are well known in the community for our hard work, charitable involvement, and the best BBQ ribs in East Texas.

      Helping others reach success in the mortgage business is one of my greatest achievements. As a top producer, nationally recognized originator and manager, my greatest wins are in developing the talents of others. Helping them find their way to more freedom, closing more loans without working nights and weekends and mapping out the path financial freedom.

      When not conquering the mortgage world, you will find me hanging with the wife, taking my boys to ball practice, driving my tractor around the farm, working in my big garden, fishing, and vacations around the world.
      Kellen Vaughan - Scalability Expert
      Kicking off his career in the mortgage industry, Kellen was first introduced to real estate in 2001 while working for a local property management company, which culminated in obtaining his real estate brokers license in 2004. Realizing that the mortgage industry was broken, and the need for ethical, high integrity lenders with proven systems was through the roof, Kellen transitioned from real estate into mortgage in 2012.

      It wasn’t all sunshine and rainbows, though. Having created and installed many proven and repeatable systems and processes into his real estate brokerage, Kellen was able to leverage his experience in creating complex workflows to simplify and systematize his mortgage process.
      Kellen’s passion is helping Loan Officers begin their journey towards the life they’ve always dreamt of. This includes understanding your role as the Loan Officer, scaling teams, implementing and perfecting systems and processes, and business diversification.
      Sean Zalmanoff - Team Building Expert
      During his 18 years in the mortgage industry, Sean has built an empire. Closing $350M/year, Sean’s mortgage machine operates with over 50 employees in 5 states. When he’s not working on his empire, Sean can regularly be found outdoors with his wife and two boys, or next to the bbq grill perfecting the art of fire-kissed ribeye.

      Sean loves to share his passion for team building and has an innate knack for helping Loan Officers see into their blind spots. Understanding that it’s easy to become engulfed and overwhelmed with mortgage minutia, Sean meets Loan Officers where they’re at and helps them create a path to prosperity.

      You know what you know, you know what you don’t know, but you don’t know what you don’t know. The realm of possibilities exists in what you don’t know, you don’t know and that is what Sean will help you find!
      Wes Wyrick - Sales Expert
      Prior to jumping into the mortgage industry, Wes worked in banking. He did everything from outside sales to district management. 

      In 2015, Wes left his salaried position at the bank and took a commission-only Mortgage Lending position with a local mortgage company. Once Wes completed all his licensing requirements, he reached out to his manager at that time and asked for advice on how to get started. He was told, "Take realtors out for coffee and lunch. But let me know which realtors you are reaching out to, and I will let you know if you are allowed to call them or not." Wes quickly discovered that this old fashioned approach wasn't the best approach and that his manager wasn't the best leader.    
      He decided not to take his manager's advice and went with a different, more modern approach. This was able to help him penetrate his market to where realtors were now reaching out to him wanting to work with him and asking for his advice for their marketing.  

      Wes then reached out to Next Level Loan Officers for their one on one coaching and this really helped him bulletproof and scale his business to what it is today.

      In less than 5 years in the business, Wes has built his own team and now has multiple branches that report to him that are licensed to originate in 8 States.  

      "What has been the best thing for me is being able to grow my business while being able to balance my work and family time. We love to make a lot of family memories. We teach our kids to live your best life." -Wes

      Wes has written two books for first time home buyers, has started investing in real estate, and is now helping his fellow loan officers by coaching with the Next Level family.

      Wes resides in West Virginia with his beautiful wife Julie and their awesome children Jordan, Paige, and Emily. And we can't forget their infamous Bassett Hound Waylon.
      Alan Christian - Conversion Expert
      Alan knew from a very early age he wanted to be an entrepreneur.

      He was a competitive body builder and nationally ranked Olympic Weightlifter for many years, where he learned incredible discipline, delayed gratification, going the extra mile, and pushing yourself beyond what others around you believe you can do.

      He admits he built his mortgage business all wrong in the beginning, and was ready to quit because of the hours and stress. He made a good living but had no life. He then got into coaching and reset the course of his business learning how to build a team, processes, systems, and videos, and it has changed his life. He is passionate about helping others see how broken our industry is, and teaching that there is a way to have a balanced life if you build it correctly.

      Alan runs a very tight team that supports him in his practice in Georgia, Florida, Alabama, and soon to be 3 more states. Outside of running a successful mortgage team, Alan is also an active Real Estate investor who believes in buy and hold. He bought up a large portfolio of rental homes and loves sharing what he has learned.

      Alan is married with 4 children. Outside of working in his mortgage business, coaching and speaking, he spends all his time with his family, church and in his community.
      Jeff Lagoni - Systems & Processes Expert
      Jeff Lagoni grew up in Canonsburg, Pennsylvania as the youngest of 5. He was born 2 months premature, and his doctor told his father, “Take the wife or the baby.” His dad said take the kid! He is a fighter and survivor since birth, and as of today still lives each day as if it is a gift.

      Jeff grew up playing sports, focusing heavily on wrestling, football and baseball. He went to college and got his Commercial Pilot’s license prior to receiving his Computer Information Systems degree from Indiana University of PA. Jeff was a Software Engineer for 7 years before he got laid off and found himself in the mortgage business.

      After grinding in the mortgage business for 13 years, he reached a point where he was working 80+ hours a week. His wife told him that he needed help, so he decided to take a leap and hired a coach.

      Nowadays, he has become a not-so-overnight success and happily resides in his home state living a balanced life with his wife & kids, working out daily, and is thriving mentally, spiritually, financially, and in his business.

      His motivation is providing for his family and local charities (Youth for Christ, Outdoor Immersion, City Mission and Champion Christian Center) all in the effort to advance God’s kingdom.

      He loves to help others grow and become better versions of themselves. His hope is that when he leaves this world people will say how meeting him was impactful in a positive way on their journey.

       His happy place is carp fishing at 84 lakes, PA.
      Kirk Weisler - People & Leadership Expert
      With over eighteen years of executive coaching, speaking, research, and professional experience, Kirk’s perspective is simple and unpretentious and his suggestions are applicable and undiluted. Kirk understands that your work life is more than a commute and a paycheck. You will spend most of your conscious week at work, thinking about work, or driving to work. Therefore Kirk believes in seeing your work life as your life’s work (outside of your home and family). With that in mind, how can you make your life’s work more meaningful, fulfilling, and rewarding?

      IT Professionals have awarded Kirk with “The Speaker of Highest Merit Award” and organizations tweet him as the “People Whisperer” for his exceptional way of connecting with people individually and collectively wherever he goes. Kirk is known for his ability to share personal life stories, converse with his audience, and offer coaching that builds trust and inspires action.
      Glenn Morshower - Motivational Expert
      Glenn Grove Morshower is an American actor best known for playing Secret Service Agent Aaron Pierce in 24. He has also appeared in many feature films and television series, such as the Transformers film series and X-Men: First Class, often playing the role of a military officer.

      Glenn has joined hands with Dr. Barbara DeAngelis, Craig Duswalt and Tom Antion to form the C.A.R.E. Speakers Tour, an up-close-and-personal seminar filled with love, information and inspiration that merges both left- and right-brain consciousness.

      Glenn has the ability to connect with his audiences in a very special way. He believes in the restoration of the human spirit. His unique outlook and no-nonsense approach facilitate a better understanding of our relationship with THE CORE SELF.
      Megan Anderson - Social Media Expert
      Megan is an engaging member of MBS Highway, specializing in social media and coaching others on how to build your brand. No stranger to discipline, she spent many years as a physical trainer, competing in body competitions and coaching others to reach their optimum health goals. 

      She has since utilized her many talents to successfully engage with her teams, followers and clients, and has gained immeasurable traction in the industry.
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