Loan Officer Training - How I Reached 60 Closings In A Month
4.5 (22 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Loan Officer Training - How I Reached 60 Closings In A Month

I teach you what I did to reach 60 closings in a month from realtor referrals in a mid size market.
4.5 (22 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,499 students enrolled
Created by Jason Appleton
Last updated 1/2017
English
Current price: $10 Original price: $195 Discount: 95% off
1 day left at this price!
30-Day Money-Back Guarantee
Includes:
  • 2.5 hours on-demand video
  • 1 min on-demand audio
  • 4 Articles
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Close 10 or More Loans Monthly From Realtor Referrals
  • Utilize Social Media To Establish and Expand Your Personal Brand
  • Make Cold Calls To Agents That Make Them Want To Meet You
  • Walk Away From Each Realtor Meeting With A Referral
  • Automate Your Social Media Accounts
  • Find Your Personal Confidence and Achieve Your Goals
  • Use a CRM Effectively For Long Term Growth
View Curriculum
Requirements
  • You need a computer and a cell phone
Description

This Loan Officer Coaching Course is focused on teaching Loan Officers and even Mortgage Branch Managers how to more effectively utilize the tools and resources available to them to establish and expand their personal brand online among realtors as well as help you improve your cold calling skills for better returns not to mention how to handle your face to face meetings. Example calls, voice mail messages and even contact lists of agents and more are provided. This course wants you to reach at least 10 closings a month within 6 months for non team based LO's and more if you are a team based LO. I will also provide a growing number of Q&A Videos where I will answer your specific questions 5 at a time as follow up content. You will also find example phone calls, voice messages and more in the coming weeks. *There are 3 negative reviews of this course, all of which came from random people that completed 0% of the course. I have brought this to the attention of Udemy and waiting on a resolution.

Once you have completed the course, email Jason for a certificate of completion which you can post to your social media, linkedin, etc and show mortgage banks you are ready to be a rainmaker. If you are looking to make a change from your current bank to someplace different (within the US only), contact Jason for FREE placement help. With many relationships at top mortgage companies offering top pay and support, he can help make sure you go somewhere worth being.

Who is the target audience?
  • You should take this course if you are a Loan Officer that wants more agent referrals
  • You should take this course if you are looking to make a career in the mortgage business
  • You should take this course if you want to learnhow to use the internet more effectively to generate leads
  • You should take this course if you are a branch manager looking for new ways to train your loan officers
  • You should not take this course if you aren't in the mortgage business
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Curriculum For This Course
Expand All 29 Lectures Collapse All 29 Lectures 02:32:33
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Who Is The Bank Builder?
1 Lecture 06:50

Formerly the Director Of Business Development for a National Private Mortgage Lender where I developed the branch from 0 to an avg of 35 units closed monthly within 6 months with further consistent growth into 60 units closed. Avg volume was $18 million a quarter. This was all done for one loan officer who was a producing branch manager. I am now an independent business development consultant where I am hired by mortgage banks to help expand their brand and production volume through online marketing, direct relationship building, loan officer coaching and more.

Preview 06:50
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Using a CRM Properly
3 Lectures 11:03

Why using a CRM is vital to the long term growth of your business as a Loan Officer. Invest in your CRM today for dividends in the future.

Preview 09:15

Researching agents using Social Media to learn more about them to give you better results in your cold calls.

Stalk Your Prey
01:48

This is a brief article on your CRM with a link to Hubspot.

Which CRM's Are Best For Relationship Building?
1 page
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Online Branding
2 Lectures 23:41

Get your copy of Mass Planer using this link ( http://dirtyleopard.com/mass-planner ) It is the best social media automation tool on the net. I teach you how to use it.

Automate Your Social Media Part 1
10:00

Part 2 - Get your copy of Mass Planer using this link ( http://dirtyleopard.com/mass-planner ) It is the best social media automation tool on the net. I teach you how to use it.

Automate your Social Media Part 2
13:41
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Cold Calling For Meetings
8 Lectures 23:11

An article on how I handle cold calls to get the meeting

Cold Calling 101 - The Real Deal
4 pages

This is an example of a voicemail message I would leave that has generated referrals all on its own. When you're leaving 25 VM's a day or more, you want it to have some power and not quick to be deleted. Change the script to whatever your strongest strengths are. Fast Turn Around? Can you close 500 credit score FHA? What is the best thing you can offer?

Example Voice Message (Change to match your strengths!)
01:04

What topics of discussion and generally most important to an agent. It may not be what you think...

What Does An Agent Want?
05:34

Matching an agent in their tone and energy for early cold call connections.

Mimic
01:36

What to consider when gauging your interest in an agent during your discovery.

Why They Are Important
04:05

You may have power you didn't realize you had in attracting agents to do business with you.

Why You Are Different/What Can You Do?
06:12

Methods for getting your face to face meeting scheduled with realtors.

Schedule The Meeting
03:40

Dont cost yourself a relationship before you've started it.

Never Reschedule!
01:00
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How to Conduct Your Meetings
2 Lectures 07:53

The first 3 steps of your face to face meeting with realtors.

Greet - Gift - Listen
04:24

The last 3 steps of your face to face meeting with agents.

Connect - Educate - Ask For Referral
03:29
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Closing The Deal
2 Lectures 06:52

Earn trust and respect from realtors by staying true to them and yourself.

Do what you say, say what you do.
03:29

How to turn a job well done into additional referrals. Each closed deal could potentially become 3+ referrals.

Get Feedback
03:23
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Realtor Appreciation
1 Lecture 06:39

Added value are things like connections you have with other people that could benefit the realtors business.

Happy Hours & Seminars
06:39
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Recorded Phone Calls Between myself and Realtors
4 Lectures 44:52

A realtor call with a new agent at a prestigious brokerage. She went from too busy to being able to come to the office. Not an exciting call but one I happened to have recorded.

NL Record Agent Call #1
13:49

A broker call that ended up becoming a meeting with 6 agents at the same time. If you talk to a broker, they typically have a weekly sales meeting that you can make a presentation to for 10-15 minutes.In this case I didnt think to ask but it worked out.

Broker Call
12:14

Very nice agent. Not a difficult call but the message I want to send with you listening to these calls is that I'm pretty much myself. I'm not a cloned sales guy regurgitating scripts. I try and have a conversation with realtors. I laugh, joke and try to be comfortable while making them comfortable.

Realtor Call #2
13:26

This is an agent that once told me they werent interested and very happy with their lender of many years. I had the notes in my CRM. I typically call my not interested list every few months because as this call shows, you never know.

Not Interested to Interested
05:23
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Your Q&A Questions
1 Lecture 00:00

Every 5 to 10 questions proposed by enrolled loan officers will be answered in the form of an additional video lecture.

Q&A Videos Coming Soon
1 page
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Resources To Help You
5 Lectures 15:43

How to save a deal from stubborn collection agencies not wanting to release collections from a credit report.

Dealing With Collection Agencies
02:20

Download your Ohio Realtor Contact Excel List

Ohio Contact List
00:17

How to utilize the weekly tracker template. A very lucrative and informative pain in the butt for Loan Officers.

Weekly Tracker
13:02

Download Tracker Template
00:02

The benefits of Time Blocking and how to set it up in Outlook.

Time Management
00:02
About the Instructor
Jason Appleton
4.5 Average rating
22 Reviews
1,499 Students
1 Course
The Bank Builder - Developing Mortgage Bank Success

Formerly the Director Of Business Development for a National Private Mortgage Lender where I developed the branch from 0 to an avg of 35 units closed monthly with some months exceeding 60 units closed. Avg volume was $18 million a quarter. This was all done for one loan officer who was a producing branch manager. I am now an independent business development consultant where I am hired by mortgage banks to help expand their brand and production volume through online marketing, direct relationship building, loan officer coaching and more.

In 2014 I signed a new client of which I transitioned from doing 85% Refinance business into 95% purchase business and doubling their production over their previous year in 2015. They have just renewed their agreement with me through 2017.