This is a six-month, virtual program exclusively for Loan Originators within their first six months in the mortgage business. All sessions are delivered by a live instructor, and include both mortgage acumen and sales training to give newbies the confidence to set meetings, gain referrals, and close deals.
The focus is on implementing a winning process from the very beginning, in order to help new loan officers put good systems in place that are crucial to success.
The Elevate Mortgage 6-month virtual training program layout is as follows:
Mortgage and Sales Focus: Meet virtually with your advisor and other new loan officers once a week, for up to 90-minutes, for mortgage and mortgage sales specific training.
Advanced Sales Focus: Meet virtually with your advisor and other new loan officers 2 times a month, for up to 60 minutes, for mortgage specific sales and implementation training.
Angie Moss is a 35-year sales and sales management veteran with 20 years of experience in the mortgage industry. She began her own career originating loans, and over the span of eight years, closed more than 1,000 transactions. Angie then opened and successfully managed her own brokerage firm with two separate offices in two different states. During this time, she ranked in the top 20% of originators by unit nationwide.
After many years as a successful business owner, experienced trainer, and motivational speaker, Angie and her family moved to Key West where she enjoys living in paradise while following her passion for helping mortgage and real estate professionals create the life and income of their dreams. Her clients rave not only about their increased profit and success in business, but their overall improved quality of life.
Professional Sales and Leadership Coach, Certified Trainer
© 2024 Southwestern Consulting. All rights reserved. A member of the Southwestern Family of Companies.
MORTGAGE: Understand the role of originator, processor, underwriter, and the flow of a file. Understand the basic types of loans and the role of each in the marketplace.
SALES: Establish your referral database. Utilize your sphere of influence to identify your first 50 potential referrals.
MORTGAGE: Understand the 1003 and how to complete thoroughly. What documents are required in order to supply a meaningful pre-qual/pre-approval. Understand the realtor process in providing referrals.
SALES: Create your business marketing plan. Create a road map to success; establish
income producing activities, goals, and commitments.
MORTGAGE: Credit prequalification criterion; how to assess viability without running DU findings.
SALES: Phone techniques for setting appointments.
MORTGAGE: Accurately complete income for borrowers, (both W-2 and basic self- employed) according to standard Fannie Mae guidelines.
SALES: Learn simple techniques for successful initial meetings with referral partners that
lead to real business.
MORTGAGE: Accurately estimate payments and ratios, including PMI, taxes, and insurance.
SALES: Lead generation; create a list of potential referral partners. Set up and review your income production activities and goals.
MORTGAGE: Learn the role of property type and down payment in structuring loans. Identify down payment assistance programs available in your area; The role of the loan officer is providing guidance to the agent regarding seller concessions and other pertinent contract items.
SALES: Understand how to win new business by navigating different buyer behavioral styles in the market.
MORTGAGE: Identify the specifics within a contract that impact the loan process and timelines.
SALES: Make powerful first impressions; learn how to establish your Wow/How statement that helps you stand out in a crowd.
MORTGAGE: How to identify the cost benefit of a potential refinance.
SALES: Understand the cycle of the sale and how it applies to
your business.
Time Management: How to efficiently manage your day as a Loan Originator. Uncover 4 secrets that will help you multiply your time (Eliminate, Automate, Delegate & Procrastinate).
Increase pro-activity & decreasing re-activity. Ideal schedule set up & implementation.
Learning how to utilize your current partners to build new referral partners.
Practice advanced techniques to increase lead flow from referral meetings.
Strategic Presentations: Real estate offices & builders. Realtor Office Presentations: The art of storytelling & 3rd party selling.
Master the art of joint events with affiliates. How to use social media for personal marketing & referral generation.
Establish your marketing & follow up process for both referral partners & clients.
System Review: From how referrals come in to loan closed.
