Experienced Consumer Direct Loan Officer

We recommend the following enhancement programs for experienced consumer Direct Loan Officers who are interested in increasing their conversions and providing exceptional service.

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.

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.

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.

“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