Purchase Market Sales Meeting
Loan originators transitioning from a refinance market to a purchase market may need help adjusting their business models to the more competitive self-generated business model. This doesn't mean you need a seminar - you need regular coaching; daily, weekly and monthly. This ensures you set reasonable targets and stay on track to meet your goals.
In-Person Sales MeetingsSome classwork is necessary to start off, but also to get pumped to get out and get new business, armed with confidence.
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Web-based CoachingCoaching can be complex, but more often a coach simply provides daily accountability, the way a manager should.
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Systems-Based ApproachWhile many sales trainers advocate a strategic approach, or focus on motivation and big concepts, we provide proven systems to support business development.
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Loan Officer Boot CampSince 1996, we have provided the original new loan officer and processor training programs - we call them "boot camps" because they are tough and robust basic programs you need to have before you go into combat.
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Sales Manager Boot CampTop salespeople are great to anchor a branch, but what management training have they had? Here is a system to manage a production team, from rookies to top producers.
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Basic Processor TrainingFundamental skills classes online at your own schedule in the comfort of your home or office. These 8 modules have been demonstrated to provide all of the key skill and management strategies for processing in today's hyper-vigilant underwriting environment.
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