Loan Officer Sales Training
e-Books
The loan officer e-Book training courses below are designed to guide and improve your overall skills in the mortgage industry.
Click on “Purchase” to download the e-book course.
Introduction to becoming
a loan officer
Becoming a successful loan officer can be quite lucrative, but it also requires a great deal of effort, learning and understanding. This training offers some of the most comprehensive information on becoming a loan officer.
Mortgage product review
for Loan Officers
Understanding all products available to your borrowers gives them a full range of choices. It also helps you close more loans as the borrowers see you as the subject matter expert.
Process Knowledge for
the Mortgage industry
Learning the mortgage process from A to Z takes time and dedication. While it may seem a bit daunting and unnecessary, the information will make you a subject matter expert.
Preparing an Application:
Introduction to the URLA/1003
This Course goes into great detail on how to properly write the URLA/1003. Taking an application properly will streamline the process and give your borrowers a better experience.
Prospecting for Success:
Generate New Loans
This course details the various ways loan officers and mortgage brokers can prospect for new business. There are many examples of new and exciting ways to find business.
Qualifying a Borrower:
Understanding Income Documents
This Course takes a deep dive into the documents used to qualify a borrower’s income. Explore the different IRS tax forms and follow along with the different income calculation methods.
Generate Loans in
Down Markets
This course will introduce new and proven prospecting techniques to help loan officers succeed in their careers. The course includes effective ways to generate new loans.
Time Management
for Loan Officers
Time management is a vital skill in the mortgage industry that can lead to improved productivity, reduced stress, and better overall performance. This leads to long term success.
Database management for
Loan Officers
Creating a database of your contacts, referral sources, former clients and business contacts is an essential part of becoming a successful loan officer. This course details the steps involved.
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