Pro Mortgage Training

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. 

Mortgage Training e-book downloads

Introduction to becoming

a loan officer

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.

FREE

Mortgage product review

for Loan Officers

Mortgage Product Review

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.

Purchase

Process Knowledge for

the Mortgage industry

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.

Purchase

Preparing an Application:

Introduction to the URLA/1003

URLA Application

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.

Purchase

Prospecting for Success:

Generate New Loans

prospecting for success

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.

Purchase

Qualifying a Borrower:

Understanding Income Documents

Qualifying Borrowers

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.

Purchase

Generate Loans in

Down Markets

Time Management

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.

Purchase

Time Management

for Loan Officers

Time Management

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.

Purchase

Database management for

Loan Officers

database management

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.

Purchase

Introduction to becoming

a loan officer

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.

Free

Mortgage product review

for Loan Officers

Mortgage Product Review

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.

Read More

Preparing an Application: Introduction to the URLA/1003

URLA Application

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.

Read More

Process Knowledge for

the Mortgage industry

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.

Read More

Prospecting for Success:

Generate New Loans

prospecting for success

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.

Read More

Generate Loans in

Down Markets

Time Management

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.

Read More

Time Management

for Loan Officers

Time Management

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.

Read More

Database management for

Loan Officers

database management

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.

Read More

Qualifying a Borrower:

Understanding Income Documents

Qualifying Borrowers

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.

Read More

Testimonials

★★★★★

“This mortgage sales training course not only equipped me with the knowledge I needed but also boosted my confidence in a competitive industry.”

–Cheryl Johnston,

★★★★★

“I’ll be honest; before this course, I was a bit of a couch potato. But thanks to the dynamic and engaging training, I transformed into a Mortgage Maestro! I’m now helping people achieve their dream homes while hitting my sales targets. Who knew that mortgages could be this much fun?”

–John Banks

★★★★★

“I was initially hesitant about investing in a mortgage sales training course, but I can confidently say it was one of the best decisions I’ve made. The course not only taught me the technical aspects of the mortgage industry but also honed my communication and negotiation skills.“

–Natalia Suarez

★★★★★

“Before taking the mortgage sales training course, I struggled to connect with clients and close deals. This course completely transformed my approach. The personalized coaching sessions helped me understand the intricacies of mortgage sales, and the real-life scenarios and role-plays were incredibly valuable. “

–Maria Acosta

★★★★★

“I’ve been in the industry a few years, things have gotten a bit tough lately. I was reluctant to take the course. I was pleasantly surprised by the content! It was thorough, comprehensive and I feel energized by the new information I learned.”

— Bill Rosenthal

★★★★★

“I’m new to the industry, I took the course because my new employer offered it as a benefit of joining his brokerage. No one else did that. I’m glad I joined them. Not sure I could find this type of training anywhere else.

— Tyrone Jackson.

★★★★★

“Our entire sales team took the mortgage sales training course together, and the results have been phenomenal. The course brought us closer, improved our teamwork, and provided us with a common understanding of best practices. We’ve since seen a significant increase in our team’s performance and have consistently outperformed our targets. This training course has been a game-changer for our team’s success.”

— Gina Giordano.

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