Wholesale Account Executive Training
The Account Executive training courses below are designed to guide and improve your overall skills in the mortgage industry. Click on the course to enroll in the course, or you can click on Course Details to get more information on each course.
Account Executive 101
Overview of being an Account Executive
Topics Covered:
- Day to day
- Internal tools
- Emails
- Colleagues
Finding the Right Brokers
Targeting the right accounts.
Topics Covered:
- Tools to find brokers
- Data to find the right accounts
- Product mix
- Transaction types
Prospecting
Generate and close leads.
Topics Covered:
- Cold calling
- Revenue streams
- Community outreach
- Language
Soliciting New Business
Soliciting new brokers after onboarding.
Topics Covered:
- In-depth interview
- Loan officer rating
- Hot points
- Language
Building a Pipeline
Generate and close leads.
Topics Covered:
- Cold calling
- Revenue streams
- Warm leads
- Language
Managing Expectations
Operational discussion
Topics Covered:
- Setting expectations
- AE Expectations
- SLA’s and general services
- Language
Course Details
Account Executive 101
Prospecting for Success
Building a Pipeline
Finding the right Brokers
Soliciting new business
Managing Expectations
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