Mortgage School

  • 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.
  • 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.
  • 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 to be an expert mortgage advisor? Then you must understand how mortgage products react in different environments. Learn how to compare options when your client is facing an uncertain future or rates and stability, including comparing programs, closing cost options and mortgage insurance.
  • 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.
  • 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.
  • 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.
  • For anyone entering the industry, it is important to learn more about the actors, terms and processes – as well as the laws that regulate the industry.
  • Selecting the service, skills and marketing tools which will be part of your business plan. Includes CRMs, pre-approval programs, public speaking and many more.
  • Ratios, credit scores, residuals and more all play a part in qualifying a mortgage prospect.  Learn more about the math and qualification processes.
  • Refinances are different than purchases, from qualification rules to motivations. Learn agency guidelines, the motivations and the economics of refinances.

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