I didn't have all the answers when I started in the mortgage industry...here's how I first started out!

I am happy you are here! Introduce yourself by sharing: - Where you're from - What role you have in the Mortgage Industry - What you hope to gain from the Community

Stop losing Documents & create a labeling system that works for the whole team! Save everything to a central location with a labeling system that actually works. By the end of this video, you'll have a simple, repeatable system you can implement today—and your entire team can adopt. Thank you @Marissa Perez for inspiring this lesson!

Hey Ya'll! I've been receiving requests on lessons people are looking for - so I'm keeping track of them in this thread so that (1) I have a reminder for myself and (2) so you can add your requests! - Pipeline Management (including CRM recommendations) - How to prepare Loan Estimates - How to use 3rd-party Services - How to complete a 1003 (Loan Application) in any system - Prepping Notes for an MLO's client meeting NEW LESSONs are coming soon! Also: if you haven't scheduled your one-on-one Consultation...you can do so here: https://calendly.com/tressapope/loanassistantconsult