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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. -
Go straight to the source of purchase and refinance business and put yourself in position to add major value to your referral sources. Target first-time and move-up buyers, investors, vacation homes, previous customers and alternative referral sources. Learn how to handle the rate question. -
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. -
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. -
Learn the all-important factors which affect your loan production and lender profitability. From what determines the direction of rates to rate spreads, this topic is essential for anyone who wants to become a mortgage expert. -
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. -
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. -
Refinances are different than purchases, from qualification rules to motivations. Learn agency guidelines, the motivations and the economics of refinances. -
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. -
Learn how to fill out each part of the Uniform Residential Loan Application Form as well as the Loan Estimate Form. -
The major sources of mortgages include, FHA, VA, Fannie Mae, Freddie Mac and more. The goal of the class is to learn the eligibility and qualification standards, as well as the offerings of each. -
You must plan for success. This course not only addresses the area of goal planning, but also the most important factor – you. Your goal needs to be to improve from within in order to reach the pinnacle of success.
