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

Whether you're juggling 10 loans or 50, this system helps you visualize every deal, track milestones, and never miss a deadline. No more digging through emails or wondering what needs to happen next.

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

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!