The Purchase Shift

RELEASE DATE MAY 13

THE PURCHASE
SHIFT

Winning Agent Relationships
with Authentic Connection & AI

In a world where technology is revolutionizing how we connect, The Purchase Shift unveils high-level strategies for rapidly winning great agent relationships by blending artificial intelligence with the irreplaceable power of human connection. The Purchase Shift provides a clear path how to maximize your ability to develop agent relationships with proven strategies while maximizing your reach, saving you time, and increasing your effectiveness in your prospecting. The Purchase Shift is the only book for originators of all levels that will explode their ability to develop their network of real estate agents in record time.

“The Purchase Shift is a playbook for originators who want real, actionable strategies to build better relationships with agents, source more purchase business, and actually close more loans quickly. I’ve watched Ron help originators transform their businesses for many years. This book is an extension of his training mastery. If you’re ready to stop chasing deals and start creating them, this is your roadmap.”

Andrew T. Berman, Head of Engagement and Outreach at American Business Media (AM BIZ)

“Finally—one of the industry greats has drawn from his 40+ years of experience originating and coaching some of the best in the business and created a tactical, practical, no nonsense playbook for how to win as a mortgage loan originator. Not everyone is cut out for it … but if you are, and want to know the proven strategies that can propel you to success in any market—this is for you.”

Sue Woodard, Chief Customer Officer
InGenius

“The Purchase Shift by my friend, Ron Vaimberg, is a must-read for credit union mortgage professionals looking to thrive in an evolving market. Vaimberg delivers an actionable roadmap to success, blending cutting-edge strategies with the timeless fundamentals of relationship-building and positioning. One of the book’s most powerful insights is the emphasis on positioning oneself as the solution rather than simply selling services. Vaimberg masterfully explains that relevance, clarity, and proof are the keys to winning over real estate agents and referral partners. Additionally, he provides a compelling framework for leveraging AI effectively, helping [credit union] mortgage professionals streamline tasks while preserving the all-important human connection that ultimately drives long-term business success. This book isn’t just theory; it’s a game plan to help [credit union] Loan Officers survive and dominate today’s competitive mortgage landscape.”

Peter J. Benjamin, CMB, President
ACUMA

“By now you’ve taken the leap if you’re reading this, to be open to the possibility that you don’t know everything about sales. Sales is having all the right qualities such as entrepreneurship, mentorship, understanding, and empathy, but don’t forget about passion, confidence, and wanting to be the best that you can be. What’s different about Ron, is that you walk away after listening to him, a better salesperson, but a much better overall human being. He is truly a miracle maker when it comes to guiding and teaching true sales. Each time I read or listen to Ron, I find my head shaking up and down, as if I should have thought about it myself, but never would have without his guidance. I promise anyone reading this book, that you will absolutely learn, increase your productivity, earn more money, and be more successful, whatever success means to you. Take the time to learn and implement his strategies, because they work!”

Carl Markman, SVP Director of National Sales
REMN Wholesale

“The Purchase Shift is a must-read for any mortgage professional who wants to stay ahead in today’s changing market. Ron Vaimberg coached my mortgage team to grow in the past and now this book lays it all out in print—the importance of mindset, how to build real agent relationships by combining timeless principles with new AI strategies, and how to embrace competition and utilize marketing to stand out. His straight-shooting approach makes this book easy to follow and is packed with practical and useful ideas. If you’re serious about thriving in this changing industry, this book will show you how to do it”

Sarah L. Senska, Chief Mortgage Officer
Dakotaland Federal Credit Union

“This book is a must-read for any originator seeking to be the best. The Purchase Shift gives you the actions and inspiration to persevere and thrive in any market. Applying Ron’s proven strategies will do the same for you. This is the mortgage industry book you MUST read again and again.”

Tony Ortega, Branch Manager/Mortgage Loan Officer
Casa Home Mortgage LLC

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RELEASE DATE MAY 13