New-to-Industry Loan Officer Hub

Get helpful tips and info to get up to speed on the softer skills of being a loan officer.

Grasp Your Company’s Basics

Find out the importance of knowing your company’s products, goals, leadership, and more.

Grasp Your Company's Basics

Nail Your Elevator Pitch

Put what you learned to use to develop an elevator pitch that’ll explain what you do and why someone should work with you.

Nail Your Elevator Pitch

Know Your Products and Positioning

Build up the tools to describe your company’s products in your own words.

Know Your Products and Positioning

More of a webinar person?

Check out the recordings of the New-to-Industry Loan Officer Series on our website.

Tracking the Mortgage Market

Subscribe to these sites to effectively track what’s going on in the mortgage industry.

Talking about tracking the market and mortgage acronyms.

Discussing Rate with Your Customers

Learn how mortgage interest rates are set and how to talk to your customers about them.

Discussing interest rate with customers

Setting SMART Goals and Strategies

Get useful tips on setting SMART goals and tying them to your overall strategies and tactics.


How to Find Customers

Let’s build a web of influence to help you find a wide array of customers.

How to Find Customers

Mortgage Application Overview

Includes a helpful table breaking down each section.

URLA Overview

How to Get Referrals

Easy-to-follow advice for getting more referrals.


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