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The World of Mortgages provides basic mortgage knowledge for someone coming into the industry and is appropriate for novice loan officers, assistants and operations personnel. The knowledge learned in this course will help someone going through license preparations, though licensing preparation is not an objective of the course. In the Advanced Mortgage Knowledge course, loan officers will work towards becoming an expert mortgage advisor with the knowledge that will enable them to give expert advice and deliver great service. -
Course One provides basic mortgage knowledge for someone coming into the industry and is appropriate for novice loan officers, assistants and operations personnel. The knowledge learned in this course will help someone going through license preparations, though licensing preparation is not an objective of the course. -
In Course Two, loan officers will work towards becoming an expert mortgage advisor with the knowledge that will enable them to give expert advice and deliver great service. -
Course Three provides comprehensive marketing and sales material – including generating referrals, converting leads, leveraging transactions and delivering value to referral sources - to help you build a successful business. -
Recruiting and Mentorship – Course Four will provide a comprehensive treatment of mentorship…identifying characteristics of ideal candidates and where to find them. The course is also applicable to the mentorship of experienced loans officers as well. -
Successful completion of courses one through three are required to achieve the Certified Mortgage Advisor Designation. Successful completion will include passing the test for each course and submitting completed homework assignments. Those with commensurate industry experience (minimum two years) can take the test for the World of Mortgages course and, if they achieve a passing grade, they will need to take only the second two courses to achieve CMA certification. -
Successful completion of courses one through four are required to achieve the Certified Mortgage Mentor Designation. Successful completion will include passing the test for each course and submitting completed homework assignments. The first course cannot be skipped for this designation. -
Want more referrals? Exceed your customer’s expectations during the process. That starts with a great application and great pipeline management. This course is the key to unlocking more referrals within the application process. -
Want to be the “go-to” alternative for real estate agents and other referral sources? Learn how to make deals happen. This course is designed to address the issues faced in the qualification process and how to overcome them. -
Learn to master the entire sales process from beginning to end, whether you are converting cold call leads or soliciting referrals. Overcoming objections, needs assessments, questioning skills, dealing with personality types and call reluctance is all part of the curriculum for sales mastery. -
Get ready to put together the marketing plan you never thought was possible. Starting with the laws of marketing, we move into synergy marketing and then finish with sphere marketing. The course includes micro sphere marketing (within the application) and macro sphere marketing (within real estate offices or bank branches). The goal? More effectiveness with less cost and even less stress. -
Become a master at marketing the real estate world, including targeting agents, overcoming objections and what they are looking for from you. The most important section? How to change the equation from sales person to leader by adding value.
