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The Complete Loan Application

Setting the stage for success through a focus on application quality, customer service and creating raving fans

Who will benefit from this class?

  • Experienced loan officers
  • New loan officers
  • Processors

What you will learn

The Complete Loan Application is designed to empower loan officers to take control of one of the most important factors determining success – 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 – for providing excellent customer service and submitting complete files. Anything less than a flawless application slows everyone down – and can also hurt relationships with Key Targets®, additional referral opportunities, and ultimately overall production.

The Complete Loan Application enables Loan Officers to:

  • Experience a measurable increase in quality applications
  • Enrich their working relationships with operations teams
  • Improve the customer preparation process before and after application
  • Experience faster turn times and gain more time to prospect
  • Implement 6 fundamental steps to delivering an application that drives repeat business and new referrals

What’s included

The Complete Loan Application is a 90-minute live webinar that walks through completing the highest quality loan application. This ensures a successful partnership between Operations and Sales, while providing the optimum customer experience and maximum opportunity for client referrals. This powerful, interactive session includes a handout that students follow and complete during the training – ensuring engagement, comprehension, and retention.

In addition to the comprehensive training, attendees receive valuable post-class business tools at no additional cost including:

  • “Items Needed” email templates and phone scripts
  • Loan application screening checklist
  • Credit report checklist
  • Income/employment screening checklist
  • Income calculation practice examples

... and more.

Only quality loans that close generate revenue, so ensuring sure your applications are timely, complete and correct is key to business success. The Complete Loan Application ensures you get it right the first time, every time.

Interested in having XINNIX come to you and teach this class live? Call for details and availability.

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Class Schedule

Learn the strategies that boost production at one of our upcoming classes!

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