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Welcome!
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
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📝💭Training Wish-List
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
📝💭Training Wish-List
🙋🏽‍♀️🙋🏻🙋‍♂️Ask Me Anything!
Today we covered these questions... - How to edit a GOOGLE SHEET that is 'Viewer-only' - What does PTD mean? - Should I get my license to start in this Industry? - What are Basic LOAN TYPES? - How can I be pro-active with managing my time?
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🙋🏽‍♀️🙋🏻🙋‍♂️Ask Me Anything!
🎉Coaching Programs Launching February 2026! 🎉
I'm so excited to finally share this with you. Starting in February, I'm offering Premium and VIP Coaching Programs designed to help you grow faster, work smarter, and become the mortgage professional you've always wanted to be. Whether you want group support and accountability or personalized one-on-one coaching, I've got you covered. 💼 PREMIUM PLAN - $67/month or $467/year Perfect if you want ongoing learning, community support, and access to resources that will help you level up. 🌟 VIP PLAN - $947/month or $5,447/year This is for you if you want personalized guidance, custom solutions, and someone in your corner every step of the way. 🚀 HOW TO JOIN: 1. Go to your Membership Settings 2. Click "Change Plan" 3. Select Premium or VIP Programs officially start in February, but enrollment is open NOW. This is the mentorship I wish I had when I started. Let me help you skip the struggle and fast-track your success.
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New YOUTUBE Drop! ⏱️Pre-Qualify a Borrower in 5 minutes
In this video, I'm breaking down how to interview a client quickly to calculate their qualification. I'll show you the exact questions to ask and how to do the math on the spot so you can give clients an accurate answer fast. By the end of this video, you'll know: - What DTI is and how to calculate it - The key questions to ask during a client interview - How to quickly determine what a borrower qualifies for I've also attached the EXACT worksheet I use...so you can plug & play for yourself!
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Loan Assistant Playbook
skool.com/loan-assistant-playbook
Community to help support Mortgage Assistants with fast training & proven systems so their Loan Officer can be freed up to generate more business!
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