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Building Relationships that Build Business
The Mortgage Loan Partner Certification
Introduction to the Loan Partner Certification (3:55)
Quiz
Module 1 The Loan Partner
What is the Loan Partners Role? (6:14)
Quiz
Module 2 The Primary Function of the Loan Partner
The Primary Function of the Loan Partner (3:54)
Email Templates for Referral Partners
Quiz
Module 3
Tracking Goals and Expectations (4:12)
Quiz
Module 4
Setting the Appointment (3:46)
Quiz
Listen to the Consumer Direct Lead Call (9:47)
Listen to the Consumer Direct Lead Call 2 (9:45)
Module 5
Getting the Client to Complete the Loan Application (4:50)
Quiz
Module 6
Adding New Leads Into Shape (4:18)
Watch Consumer Direct Lead Flow Video (2:57)
Watch Realtor Referral File Flow Video (4:35)
Quiz
Module 7
Module 7 Completing the Loan Application in Lending Pad (3:10)
Watch Video for Completing the Application in Lending Pad (7:25)
Quiz
Module 8
Module 8 How to Access and Review The Credit Report (5:29)
Watch Credit Report Integration Video (6:50)
Quiz
Module 9 Loan Sifter
Module 9 How to Determine the Lender with Loan Sifter (3:16)
Product Training Video (33:33)
Quiz
Module 10
Module 10 What documents are required for Applications (6:16)
Quiz
Final Exam
Final Exam
Module 8 How to Access and Review The Credit Report
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