- WOW Training Workshop
- 4 session Live Virtual Training
Dates For Next Class:
All Sessions: 9:00-11:30 Pacific Time
- Thursday, February 6th, 2025
- Friday, February 7th, 2025
- Thursday, February 20th, 2025
- Friday, February 21st, 2025
Deadline To Register is
February 4th, 2025
There's a way for you to give your loan team the training they need to succeed.
In fact-the Loan Officers who invest in their team are the ones that thrive in the marketplace.
- Do you want your clients and referrals partners to have an amazing experience working with you and your team?
- Are you frustrated with your team not knowing who should be doing what and when?
- Are you too busy to train a Loan Partner/Assistant in an exact process that will ensure your loan process and client experience is amazing?
- Are you tired of feeling worn out from "putting out fires" that should be handled by your Loan Partner or Loan Assistant?
- Are you working extra hours because you don't feel confident delegating tasks to your team?
- Do you lack the desire to create an exact system and then take the time to train your Loan Assistant/Loan Partner and team on how to implement it?
Course Curriculum
- Learn how to be an amazing WOW Loan Partner.
- Uncover the ideas behind the team freeing up the LO to go get more loans.
- Support the LO in not stepping back in the loan process.
- Learn why encouraging the LO to get out of the office is beneficial to the team.
- Discover how to leverage your team and their skill sets so that you can be more efficient, productive, and self-motivating.
- Clarify your roles so that your team is on the same page.
- Review examples of models and who does what in each model.
- Deepen your relationships with past clients.
- Know how to listen for opportunities to connect deeper with clients and agents.
- Know how to find the right mindset so that you always create opportunities for referrals
- Discover the Language of Success and learn tips and tricks for removing obstacles that might be holding your clients back.
- Create a working system for doing things the "Same Way Every Time" and why "Every Day Matters."
- Know how to prevent things from "slipping through the cracks" by implementing a follow-up system that works every time.
- Get access to proven checklists that will make your team more united, efficient, and productive.
- Know how to follow up in a way that isn't annoying or pushy.
- Learn methods for closing more deals, more often by keeping clients and agents updated.
- Learn methods for closing more deals, more often by keeping clients and agents updated.
- Discover tips for winning over new clients and creating loyalty in the early stages.
- Learn, practice, role play and review winning scripts.
- Knowing how to perform lead to contract conversations.
- Master winning over a client.
- Set proper expectations with clients right from the beginning.
- Learn how to present things properly at the beginning to avoid issues down the road.
- Get scripts to help your team use your name and grow your brand whenever their on the phone with clients or partners.
- Know how to convert borrowers with the right dialogues.
- Learn how to deal with customers in a way that lets them know they are valued and appreciated.
- Know how to answer objections.
- Learn how to handle difficult clients.
- Discover how to create weekly calls that deliver amazing service and bring in referrals.
- Learn best practices for starting, growing, and nurturing winning loan teams.
- Learn how to deepen relationships with past and current clients.
- Know how to listen for opportunities for connecting with clients and agents.
- Understand the mindset, importance, and benefit to the team of always looking for opportunities to "ask".
- Know how to strengthen relationships with clients and agents.
- Master connecting through moments.
- Learn how to motivate your team and develop a strategy for reaching each one of your business goals.
- Know how to leverage your processes and time frames so that you're always delivering results each step of the way.
Trusted by 100+ of the industry's leading loan officers.
