For Sales & Operations

The Complete Loan Application

Timely, complete, and correct — the first time, every time.

What it solves

A loan officer's job isn't only to generate business — it's to deliver excellent service and submit complete files. Anything less than a flawless application slows everyone down and can hurt relationships with Key Targets, referral opportunities, and production. The Complete Loan Application empowers experienced LOs, new LOs, and Processors to take control of a crucial success factor: quality loan applications.

What you'll gain
Measurably increase quality applications.
Enrich working relationships with operations teams.
Improve the customer preparation process before and after application.
Faster turn times — and more time to prospect.
Six fundamental steps to an application that drives repeat business and new referrals.
What's included

A handout students follow and complete during training.

Post-class business tools, at no cost
  • ‘Items Needed’ email templates and phone scripts
  • A loan-application screening checklist
  • A credit-report checklist
  • An income/employment screening checklist
  • Income-calculation practice examples
  • And more…
How it works

One 90-minute, live instructor-led webinar with handout. A variety of post-class business tools are included, and classes are available for private events.

Ready to submit complete files, every time?

$199 Per seat · On-demand
Enroll
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