LOAN ORIGINATION SALES TACTICS

Webinar Training Series

Overview

Take your business to the next level without leaving the office.

Join us for the Business Builder: Loan Origination Sales Tactics Webinar Training Series. Learn mortgage loan origination and sales marketing tactics that you can use right away to generate new business into your pipeline. Conveniently participate online to gain tactical skills to market your personal brand, better navigate social media, and build business relationships for referrals.

With this Indecomm Mortgage Learning course, you don’t have to leave the office to gain the skills and knowledge you need to grow your business and your personal brand. In this Business Builder Webinar Training Series, you’ll join our expert instructors and industry peers for four 90-minute sessions spread over four consecutive days or once a week for four weeks. In each interactive webinar session, you’ll have the opportunity to participate, ask questions, and share information.

Read on to learn more about the series, including learning goals, instructors, session dates, and how to register.

Dates & Registration

Registration is only $299 per person and includes live webinar access for all four classes in the session, online recordings and materials, and complimentary registration for the “TRID for Loan Officers” eLearning course ($49 value).

Online registration is open for the following Indecomm Mortgage Learning’s Loan Origination Sales Tactics Webinar Training Series sessions.

June 2018 Session
  • Daily Format: Tuesday through Friday
  • June 5, 6, 7, & 8
  • Starts daily at 1:00 pm ET (10:00 am PT)
  • Ends each day at 2:30 pm ET (11:30 am PT)
August 2018 Session
  • Weekly Format: Tuesdays
  • August 2, 9, 16, & 23
  • Starts each day at 1:00 pm ET (10:00 am PT)
  • Ends each day at 2:30 pm ET (11:30 am PT)
September 2018 Session
  • Daily Format: Tuesday through Friday
  • September 17, 18, 19, & 20
  • Starts each day at 2:00 pm ET (11:00 am PT)
  • Ends each day at 3:30 pm ET (12:30 am PT)
October 2018 Session
  • Weekly Format: Wednesdays
  • October 3, 10, 17, & 24
  • Starts each day at 2:00 pm ET (11:00 am PT)
  • Ends each day at 3:30 pm ET (12:30 am PT)
November 2018 Session
  • Daily Format: Tuesday through Friday
  • November 6, 7, 8, & 9
  • Starts each day at 2:00 pm ET (11:00 am PT)
  • Ends each day at 3:30 pm ET (12:30 am PT)

Target Audience

This course is designed for new and sophomore mortgage loan originators who want to build their business and learn about the critical components that impact that growth strategy. Seasoned loan originators are also encouraged to attend and learn new strategies and ideas to add to their existing toolkit.

Learning Goals

When you attend the Business Builder: Loan Origination Sales Tactics webinar series, you will be primed to:

  • Discuss and identify critical impacts in today's mortgage origination market
  • Explore capital markets and identify strategies for pipeline management
  • Identify critical compliance impacts for Loan Originators and share tools for mitigating mortgage compliance risk
  • Analyze key components of borrower qualification and obtain tools and resources to address challenges like:
    • Non-traditional income (Schedule Income, Rental income, Commission Income, etc.)
    • Guiding borrowers on building complete credit packages
  • Apply key strategies to overcome common hurdles in the loan origination process
  • Implement strategies to address issues like:
    • Low appraisals
    • Pricing challenges
    • Credit and seasoning challenges
  • Acquire tangible resources to grow and build your client and referral base
  • Identify technology resources to create efficiencies and grow your profile in the marketspace

Course Benefits

Boost your brand and your pipeline with Indecomm Mortgage Learning’s Loan Origination Sales Tactics Webinar Training Series. Benefits include:

  • Instruction led by knowledgeable industry experts
  • Cost-effective training with no travel expenses
  • Convenient training format to fit your schedule
    • Four 90-minute sessions
    • Daily or weekly format
  • Increased productivity with no time away from the office
  • Focused learning with real world examples and application
  • Delivered via interactive WebEx Training Center
  • Live discussion via online chat
  • Access to webinar recordings, presentations, related materials, and other valuable resources in Indecomm’s learning management system
  • Enhanced training with complimentary access to “TRID for Loan Officers” eLearning course, a $49 value

Course Agenda

Loan Origination Sales Tactics Webinar Training Series Agenda

    Session 1 - Topics:
  • Kick-Off
  • State of the Industry
  • Compliance in Motion
  • Questions & Answers
    Session 2 - Topics:
  • Pre-Qualifying & Pre-Approval
  • Disclosures & Timing
  • Product Selection & Borrower Scenarios
  • Qualifying the Borrower
  • Questions & Answers
    Session 3 - Topics:
  • Navigating Pitfalls & Challenges
  • Idea Slam with Industry Leaders
  • Questions & Answers
    Session 4 -Topics:
  • Social Media & Marketing
  • Technology
  • Questions & Answers
  • Wrap-Up

Course Instructors

Learn from these industry experts at Indecomm Mortgage Learning’s Loan Origination Sales Tactics Webinar
Training Series:

Sue Woodard
Chief Customer Officer
Total Expert

Sue Woodard comes to Total Expert from Vantage Production, where she was president and CEO. She has more than 25 years’ experience in the mortgage industry, including originations, management and mortgage technology. Sue is renowned in the industry as a speaker, subject matter expert and thought leader. She has won numerous mortgage industry awards and honors, including the Mortgage Professional America HOT 100 list for 2017, the 2016 Housing Wire Vanguard Award, and the 2016 National Mortgage Professional Most Innovative Award.

Joy K. Gilpin
Vice President of Mortgage Learning and Compliance
Indecomm Global Services

Joy brings to the table a keen understanding of the lending process, regulatory oversight, and risk mitigation. Prior to joining Indecomm, Joy was Director of Business Writing and Education for Ellie Mae, supporting the AllRegs product offering. She built the Business Writing team and has a long history of advocating for compliance and efficiency in the mortgage lending space. With nearly 20 years of professional expertise in the lending space, she provides great insight and understanding of the challenges lenders today face today and brings a tremendous energy and enthusiasm to the table, making her a highly effective educator and leader.

Tuition

Registration is only $299 per person and includes:

  • Four webinar sessions
  • Access to session recordings and materials
  • Complimentary registration to “TRID for Loan Officers” eLearning course ($49 value)
  • Group discounts available for 5 or more

To learn about group discounts, email marketing@indecomm.net.

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