Customer Reviews

Mortgage Broker Loan Officer Marketing Basic Training: A Complete Marketing Training and Tools Program for the Professional Home Lender

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This is great stuff. I finished the material earlier this year and implemented it about 6 weeks before the summer season hit. I've had some excellent results with the step contact system and have done a couple of the seminars with a good turn out and some closed deals as a result. There was a lot of background on marketing included in the training portion of the material that I enjoyed reading and helped me with my sales and marketing efforts. The best inclusion for me is the reminder system. RE Agents in our area are very used to being the referring partner in any deal. I used the ads and seminars to bring the customer to me. Referred them out to agents I wanted to build a referral relationship wtih and used the reminder systems to make sure they didn't forget where the deal originated. So far so good! The agents really seem to appreciate that I can get the borrower and create a referral. Everyone of them has referred back to me so it is working just as explained. Overall a good course that proved a bargain for me.

Great material. I am newer to lending and marketing for originations seemed overwhelming. A portion of processing for our office is to assist with the marketing. I did well in the other aspects but didn't have any background or study material to help me with marketing. We were using a lot of lists and I wasn't having as much success as I hoped. I got this as a last ditch effort to improve the incoming biz. I really appreciated some of the fundamental skills taught in the program and love the marketing concepts. Many of them are new to our area and seem unique. I've used some of the ready made fliers and tools and have had good success so far. I have started using the training to expand my marketing portfolio and can see continued success. Overall a good program. The LO's are pleased wtih my efforts and success. Thanks!