9d (edited) • General discussion
📝💭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
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📝💭Training Wish-List
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!
Leaderboard (30-day)
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