Mortgage School

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • What is the cost of an undertrained hire? In the mortgage industry, the toll can be devastating in terms of wasted resources, compliance issues and reputation. Now you have the ability to test your new hires and present staff to see where they stand with regard to their base of knowledge. Includes separate exams and grading for Basic, Advanced and Business Building Courses. https://www.originationpro.com/mortgage-success-training/
  • 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.
  • Ratios, credit scores, residuals and more all play a part in qualifying a mortgage prospect.  Learn more about the math and qualification processes.
  • Become an expert in the types of mortgages offered within the industry, from fixed rates, to fixed-hybrids to adjustable rate mortgages. Learn how each one works, including amortization schedules and ARM components.

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