Group Training

The group training for loan officers courses below are designed to guide and improve your overall skills in the mortgage industry. Click on the course to enroll in the course.

We keep the groups smaller for better engagement. A maximum of 10 will be allowed per group. Larger groups can be accommodated by request only. We can also tailor the group training according to the companies training needs.

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.

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.

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.

Effective Techniques for

Working with Borrowers

This course covers a range of important topics that are crucial for loan officers to have success in the industry. It was designed for loan officers to enhance their skills and effectiveness.

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.

Introduction to becoming

a loan officer

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.

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.

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.

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.

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.

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.

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.

Success Stories

★★★★★

“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.

★★★★★

“I used to think mortgages were about as exciting as watching paint dry, but this training course turned that around! The instructors made complex concepts feel like a breeze, and the interactive sessions were like a high-stakes game of Monopoly. Now, I’m not just selling mortgages; I’m a Mortgage Marvel, and I’m loving every minute of it!”

— Matt Bernstein.

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Group Training

Introduction to becoming

a loan officer

Mortgage product review

for Loan Officers

Process Knowledge for

the Mortgage industry

Prospecting for Success:

Generate New Loans

Generate Loans in

Down Markets

Effective Techniques for

Working with Borrowers

Time Management

for Loan Officers

Database management for

Loan Officers

Introduction to becoming

a loan officer

Mortgage product review

for Loan Officers

Preparing an Application: Introduction to the URLA/1003

Process Knowledge for

the Mortgage industry

Prospecting for Success:

Generate New Loans

Generate Loans in

Down Markets

Time Management

for Loan Officers

Database management for

Loan Officers