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.
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.
Know Your Products and Positioning
Build up the tools to describe your company’s products in your own words.
Tracking the Mortgage Market
Subscribe to these sites to effectively track what’s going on in the mortgage industry.
Discussing Rate with Your Customers
Learn how mortgage interest rates are set and how to talk to your customers about them.
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.
Mortgage Application Overview
Includes a helpful table breaking down each section.
How to Get Referrals
Easy-to-follow advice for getting more referrals.
