Train New Loan Officers Assistants

We recommend the following programs for branch and sales managers ready to lead their teams toward dynamic production. While there is no required order, our students see the most success when they enroll in the full recommended curriculum.

Performance Programs

Designed for anyone directly supporting the sales effort who is interested in growing and succeeding in today’s mortgage environment.

Enhancement, Reinforcement, and Support Programs

Ready to maximize every lead you receive? LEAD CONVERSION™ equips you with a sales call process and precise techniques to measurably improve every conversation with a new prospect.

The COMPLETE LOAN APPLICATION™ empowers loan officers to take control of a crucial success factor – quality loan applications. While a loan officer’s primary goal is to generate business, they also have a responsibility to clients, referral sources and their operations team to provide excellent customer service and submit complete files. Anything less than a flawless application slows everyone down – and can also hurt relationships with Key Targets®, additional referral opportunities, and overall production.

Social media is a driving force in today’s marketplace. With over 400 million members, LinkedIn is one of the world’s most powerful social networks. Its strict career focus makes it a goldmine for developing professional relationships and referrals. LINKEDIN FOR LOAN OFFICERS™ shows students how to build and enhance their LinkedIn profile, ensure optimum visibility with search engines, and attract customers through this powerful network.

“Six months after sending our branch managers to XINNIX, our purchase percentage has skyrocketed from 17% to 50%. Our originators and managers wake up every day with a plan and a purpose, as well as a well-defined measure of success.”

– D. Jacobs, EVP and Managing Director of National Retail Lending


Over half a billion in production

Client results state hat within 90 days after a XINNIX workshop, the managers in total hired 17 high-performing loan officers, representing $584 million in production.

Working with new loan officers?

We have programs for every experience level. If you want to empower the rookies on your team, check out our plan for training new loan officers.