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Ratios, credit scores, residuals and more all play a part in qualifying a mortgage prospect. Learn more about the math and qualification processes. -
Learn how to fill out each part of the Uniform Residential Loan Application Form as well as the Loan Estimate Form. -
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 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. -
Refinances are different than purchases, from qualification rules to motivations. Learn agency guidelines, the motivations and the economics of refinances. -
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. -
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. -
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.
