Building Relationships that Build Business

Loan Partner Certification

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Relationships are the life blood of any business. In order to thrive and live in the mortgage business, you must build and maintain solid relationships with both consumers and referral partners.

The Loan Partners Certification Program is designed to assist loan partners with understanding the process, procedures and systems that are used to increase service levels within the company while assisting the Branch Manager, Sales Manager and Loan Originators increase application to closed loan production.

In this course you will learn the following:

  • How to create and establish a new relationship with a referral partner or with a new customer.
  • How to Set Appointments for New Applications
  • How to Set Goals and Track Your Progress
  • How to Access and Review Credit Reports
  • How to Determine the Best Products for the client

You will also be challenged to complete activities and quizzes to test your knowledge and understanding of the process. Upon completion of this course you will receive a certificate of completion.


Your Instructor


Tunita Bailey
Tunita Bailey

Author and CEO, Tunita Bailey, known as the “Money Lady,” is widely recognized as a leading expert on Real Estate Financing and Investment Strategies.

Ms. Bailey serves as the president and CEO of Capital City Mortgage & Construction and The Mortgage Training Academy, where she provides residential and commercial financing along with award winning training for professionals and individuals seeking to improve their level of expertise in the financial services industry.



Course Curriculum


  The Mortgage Loan Partner Certification
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days after you enroll
  Module 1 The Loan Partner
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  Module 2 The Primary Function of the Loan Partner
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days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Congratulations on registering for this course.

If you have questions regarding any of the material, please don't hestitate to reach out to the instructor.

Get started now!