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Loan Assistant Playbook

32 members • Free

6 contributions to Loan Assistant Playbook
New YOUTUBE Drop:🤭How I faked it...until I made it in Mortgages!
I didn't have all the answers when I started in the mortgage industry...here's how I first started out!
1 like • 27d
@Tressa Pope quick question. Do you have any formal training recommendations for a loan assistant?
1 like • 25d
@Tressa Pope, 2 and 3 seem most aligned.
LOA Training
Hi I'm about to hire an LOA and would like to help get her some training through this, what's the best route or how would that work?
0 likes • Jan 8
@Frank-The Tank Vizcarra bravo. I wish to have had a resource like @Tressa Pope when I started working as a LOA last year. Best of luck to you and your team!
Commercial Mortgage Broker Path
Good morning everyone! I have a goal that I'm working on & would like your feedback. Goal: Become a Commercial Mortgage Broker Timeline: 2 years Target: 2027 I have my first interview today with a Commercial Mortgage Broker and I want to learn the real path not the polished version. Questions I plan to ask - How did you get started - What steps mattered most early on - What skills should I focus on first - What would you do differently if you started today - What should I be doing in my first 6 to 12 months - What mistakes slow beginners down - What would you recommend I start doing now If you’re in lending real estate or finance drop a question I should ask or something you wish you knew earlier. 2027 is the target and I’m moving with intention. Thanks!
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Commercial Mortgage Broker Path
📊Pipeline Management - where to start...🤷🏽‍♀️
NO Gate Keeping! Today I show you one of my first pipeline management tools - before I switched to Automated Tech Tools. Check it out & let me know what challenges you have when it comes to managing your pipelines!
1 like • Dec '25
@Tressa Pope Going to give this a try and come back with thoughts/questions/feedback. Thanks!
➡️MASTERING CONDITIONS: Part 1
I just released a YOUTUBE Video as part of a NEW series, where we build our Loan Officer Assistant strategy when it comes to Mastering Conditions! Check it out and let me know what Conditions you've struggled with!
1 like • Dec '25
@Tressa Pope Question. PTD's (prior-to-doc) conditions...does that mean prior to generating loan documents? Or something else?
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Courtney Jackson
2
12points to level up
@courtney-jackson-3336
Loan Administrator looking to connect with others in the Commercial RE Lending Industry.

Active 14d ago
Joined Dec 3, 2025
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