Loan Officer Training

I teach you what I did to reach 60 closings in a month from realtor referrals in a mid size market.

Last updated 2022-01-10 | 3.7

- Close 10 or More Loans Monthly From Realtor Referrals
- Utilize Social Media To Establish and Expand Your Personal Brand
- Make Cold Calls To Agents That Make Them Want To Meet You

What you'll learn

Close 10 or More Loans Monthly From Realtor Referrals

Utilize Social Media To Establish and Expand Your Personal Brand

Make Cold Calls To Agents That Make Them Want To Meet You

Walk Away From Each Realtor Meeting With A Referral

Automate Your Social Media Accounts

Find Your Personal Confidence and Achieve Your Goals

Use a CRM Effectively For Long Term Growth

* Requirements

* You need a computer and a cell phone

Description

This Loan Officer Coaching Course is focused on teaching Loan Officers and even Mortgage Branch Managers how to more effectively utilize the tools and resources available to them to establish and expand their personal brand online among realtors as well as help you improve your cold calling skills for better returns not to mention how to handle your face to face meetings. Example calls, voice mail messages and even contact lists of agents and more are provided. This course wants you to reach at least 10 closings a month within 6 months for non team based LO's and more if you are a team based LO. I will also provide a growing number of Q&A Videos where I will answer your specific questions 5 at a time as follow up content. You will also find example phone calls, voice messages and more in the coming weeks. *There are 3 negative reviews of this course, all of which came from random people that completed 0% of the course. I have brought this to the attention of Udemy and waiting on a resolution.

Once you have completed the course, email Jason for a certificate of completion which you can post to your social media, linkedin, etc and show mortgage banks you are ready to be a rainmaker. If you are looking to make a change from your current bank to someplace different (within the US only), contact Jason for FREE placement help. With many relationships at top mortgage companies offering top pay and support, he can help make sure you go somewhere worth being.

Who this course is for:

You should take this course if you are a Loan Officer that wants more agent referrals
You should take this course if you are looking to make a career in the mortgage business
You should take this course if you want to learnhow to use the internet more effectively to generate leads
You should take this course if you are a branch manager looking for new ways to train your loan officers
You should not take this course if you aren't in the mortgage business

Course content

10 sections • 29 lectures

Who Is The Bank Builder? 1 lectures

Introduction Preview 06:50

Formerly the Director Of Business Development for a National Private Mortgage Lender where I developed the branch from 0 to an avg of 35 units closed monthly within 6 months with further consistent growth into 60 units closed. Avg volume was $18 million a quarter. This was all done for one loan officer who was a producing branch manager. I am now an independent business development consultant where I am hired by mortgage banks to help expand their brand and production volume through online marketing, direct relationship building, loan officer coaching and more.

Using a CRM Properly 3 lectures

Why CRM's Are Vital Preview 09:15

Why using a CRM is vital to the long term growth of your business as a Loan Officer. Invest in your CRM today for dividends in the future.

Stalk Your Prey Preview 01:48

Researching agents using Social Media to learn more about them to give you better results in your cold calls.

Which CRM's Are Best For Relationship Building? Preview 1 page

This is a brief article on your CRM with a link to Hubspot.

Cold Calling For Meetings 8 lectures

Cold Calling 101 - The Real Deal Preview 4 pages

An article on how I handle cold calls to get the meeting

Example Voice Message (Change to match your strengths!) Preview 01:04

This is an example of a voicemail message I would leave that has generated referrals all on its own. When you're leaving 25 VM's a day or more, you want it to have some power and not quick to be deleted. Change the script to whatever your strongest strengths are. Fast Turn Around? Can you close 500 credit score FHA? What is the best thing you can offer?

What Does An Agent Want? Preview 05:34

What topics of discussion and generally most important to an agent. It may not be what you think...

Mimic Preview 01:36

Matching an agent in their tone and energy for early cold call connections.

Why They Are Important Preview 04:05

What to consider when gauging your interest in an agent during your discovery.

Why You Are Different/What Can You Do? Preview 06:12

You may have power you didn't realize you had in attracting agents to do business with you.

Schedule The Meeting Preview 03:40

Methods for getting your face to face meeting scheduled with realtors.

Never Reschedule! Preview 01:00

Dont cost yourself a relationship before you've started it.

How to Conduct Your Meetings 2 lectures

Greet - Gift - Listen Preview 04:24

The first 3 steps of your face to face meeting with realtors.

Connect - Educate - Ask For Referral Preview 03:29

The last 3 steps of your face to face meeting with agents.

Closing The Deal 2 lectures

Do what you say, say what you do. Preview 03:29

Earn trust and respect from realtors by staying true to them and yourself.

Get Feedback Preview 03:23

How to turn a job well done into additional referrals. Each closed deal could potentially become 3+ referrals.

Realtor Appreciation 1 lectures

Happy Hours & Seminars Preview 06:39

Added value are things like connections you have with other people that could benefit the realtors business.

Recorded Phone Calls Between myself and Realtors 4 lectures

NL Record Agent Call #1 Preview 13:49

A realtor call with a new agent at a prestigious brokerage. She went from too busy to being able to come to the office. Not an exciting call but one I happened to have recorded.

Broker Call Preview 12:14

A broker call that ended up becoming a meeting with 6 agents at the same time. If you talk to a broker, they typically have a weekly sales meeting that you can make a presentation to for 10-15 minutes.In this case I didnt think to ask but it worked out.

Realtor Call #2 Preview 13:26

Very nice agent. Not a difficult call but the message I want to send with you listening to these calls is that I'm pretty much myself. I'm not a cloned sales guy regurgitating scripts. I try and have a conversation with realtors. I laugh, joke and try to be comfortable while making them comfortable.

Not Interested to Interested Preview 05:23

This is an agent that once told me they werent interested and very happy with their lender of many years. I had the notes in my CRM. I typically call my not interested list every few months because as this call shows, you never know.

Your Q&A Questions 1 lectures

Q&A Videos Coming Soon Preview 1 page

Every 5 to 10 questions proposed by enrolled loan officers will be answered in the form of an additional video lecture.

Resources To Help You 5 lectures

Dealing With Collection Agencies Preview 02:12

How to save a deal from stubborn collection agencies not wanting to release collections from a credit report.

Realtor Contact Lists by State Preview 00:07

Download your State Realtor Contact Excel List

Weekly Tracker Preview 13:02

How to utilize the weekly tracker template. A very lucrative and informative pain in the butt for Loan Officers.

Download Tracker Template Preview 00:01

Time Management Preview 00:01

The benefits of Time Blocking and how to set it up in Outlook.

Social Media Management 2 lectures

Using Mass Planner Preview 10:00

Mass Planner has been discontinued publicly and only available for previous license holders or those who have an "in". Here is your "in", https://techfusion.azurewebsites.net/ and log in using your old log in information.

Dont have an account or dont remember what it is? [email protected]