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
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.
Frequently Asked Questions
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.