Oct. 2: A Blueprint for Success for Loan Officers in Real Estate Teams
Serving a real estate office or team from the inside requires a unique set of skills and a distinct path to success that is not typically outlined in industry road maps. Join MBA Education and industry experts for a discussion exploring the four key elements essential for achieving success as a Loan Officer. These elements have proven to be valuable for both loan officers and managers hiring for this position.
Join our expert panelists as they explore the critical role of attitude and the key traits essential for success as a loan officer. In this webinar, participants will walk away with practical strategies for cultivating and sustaining strong relationships with agents and prospects. Loan Officers will learn how to provide meaningful value that fosters lasting support and ensures long-term success in your professional relationships. Discover how to identify and maximize the limitless opportunities available in this role.
Date/Time
Wednesday, October 2 (1:00 PM – 2:00 PM ET)
Objectives
Determine the traits crucial for success within the Glass House environment and explore how these traits influence the recruitment process for this position
Explore strategies to build upon existing office or team sales to unlock additional business opportunities through various methods
Understand the fundamentals of cultivating deep and long-lasting relationships with key stakeholders
Identify and provide the specific value that real estate agents are most interested in receiving
Develop and deliver effective marketing support tailored to enhance this critical position
Experience Level
Entry-Level
Intermediate
Target Audience
Mortgage Sales Managers – Branch and Regional Managers
Production Executives
Loan Officers, especially those working with a real estate office or team or desiring to increase their real estate business
Marketing Managers
Speakers
Dave Hershman, Founder, OriginationPro
Mike Fagan, Senior VP, Rate (Formerly Guaranteed Rate)
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