LOAs are two-faced... and that's exactly what makes this career so powerful! 🎭 If you're a Loan Officer Assistant wondering "what's next?" for your career, you have TWO incredible paths ahead of you—and both can be highly lucrative and fulfilling. In this video, I'm breaking down the two main career tracks for LOAs: PATH 1: Become a Loan Officer PATH 2: Become an Operations Manager I'll walk you through: What each path looks like, The skills you'll need to succeed in each role The pros and cons of both careers & How to figure out which path is right for YOU

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!

Hi everyone! 👋 How do you label or name documents to keep things consistent across all your loan files? I sometimes struggle with what to call documents so they’re labeled the same way every time. Do you follow a standard naming convention or use your own system? Any examples would be super helpful! Thanks! 😊

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