Mortgage Loan Officer Training: 10 Helpful Tips That Can
Instantly Boost Your Income By $5,000 Per M
Mortgage Loan Officer Training: 10 Helpful Tips That Can
Instantly Boost Your Income By $5,000 Per Month
Well here they are... 10 mortgage loan officer training tips to
improve efficiency and increase revenue. These tips have made me
hundreds of thousands of dollars over the years and I'm
confident they will do the same for you:
Mortgage Loan Officer Training Tip #1: Only use a few
lenders Depending on your niche, all you really need is a few
good lenders. With a portfolio of about five lenders, you can
handle all credit grades and even special programs like stated,
no doc and 100% financing.
Mortgage Loan Officer Training Tip #2: Read your
lender's guidelines to build an intimate knowledge of their
products and procedures - THIS IS A MUST!!! (And easy to do if
you only use a few lenders.) Don't rely on lender reps to tell
you about their guidelines. They are human and can make mistakes
just like the rest of us.
Mortgage Loan Officer Training Tip #3: Send gifts to
your appraiser, title agents, and underwriters to gain favor.
This is a great way to build relationships with the people you
rely on to do business. Look for a reason to send these people a
thank you card along with a gift. This is another good reason to
use only a few good lenders.
Mortgage Loan Officer Training Tip #4: Define your
market What loans will you do and what loans will you not touch?
You can and will cause yourself undue heartache if you agree to
take a loan that is outside of your market. For instance, I
refused to even look at a loan unless the borrowers had a credit
score of 580 or higher. If an applicant has a credit score less
than 580, I referred them to my loan officer partner and split
the commissions.
Mortgage Loan Officer Training Tip #5: Specialize Find
a niche. Specialists always make more than generalists. Everyone
does purchase loans on single family houses. What if you became
the expert in your area on financing investment properties,
construction loans, or VA loans? With some work and dedication
you could become the mortgage lending "guru" for your niche and
monopolize your marketplace.
Mortgage Loan Officer Training Tip #6: Location,
location, location If you can: Keep a frig in your office, place
a copier close to your assistant's desk, and have your computer
printer right next to your desk. This will save loads of time
walking around the office. It will also keep your assistants
focused. Sometimes it's hard to walk through an office without
falling into several casual conversations that can lower your
team's production.
Mortgage Loan Officer Training Tip #7: Get all
documentation up front I believe in getting every piece of
documentation I could possibly need right up front. That way if
a problem arises you have a greater chance of being able to fix
the problem on your own without bothering the borrowers.
Mortgage Loan Officer Training Tip #8: Only the
necessities Just because you collect extra documentation,
doesn't mean you have to use it. Don't submit extra paperwork to
your processor or to underwriting. It could open a can of worms
you don't want opened. Only turn in exactly what's need to fund
the loan - nothing more or less.
Mortgage Loan Officer Training Tip #9: Sandwich
technique At some point you'll need to contact a borrower during
the loan process and ask for more information. When this
situation arises, try using the sandwich technique:
Re-establish rapport Make your request: "Oh by the way I
need___. When can you fax it to me?" Continue rapport building
dialog. Say goodbye and politely get off the phone
If you have a difficult borrower, this works like a charm to
diminish their anxiety level.
Mortgage Loan Officer Training Tip #10: Testimonials
Get testimonials from everyone. They are great marketing tools
for your business. Use them to target your client's CPA, HR
manager at work, real estate agent and financial planner to
establish a referral relationship.
There you have it. Incorporate these ideas into your mortgage
business and see how they impact your bottom line.
By the way, if you would like to get another 13 mortgage loan
officer training tips that can instantly boost your income by
$5,000 per month, visit:
www.Mortgage-Leads-Generator.com/a/13tips.htm
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Hartley Pinn has recently created the "Mortgage Leads Generator"
Training Course to teach mortgage loan officers 10 proven
strategies for generating more than 71 mortgage
leads per day.