MANAGER/OWNER COMBO PACKAGE
 

 

 

pix_manWith the Manager/Owner Combo Package, you will learn how to make the loan packages more competitive, as well as make their process more efficient for the entire organization. Through this new efficiency, you will be able to help increase revenue. Margaret’s experience will help you understand niche products and compliance rules to avoid fraud.

>> Please see the Complete Mortgage Package for these courses and additional courses that will enhance your mortgage career.

Discounts are available for training multiple people in your office. We offer a complete training platform that allows management to train, test, and track all employees. Please call 800-780-6035 for additional information.

>> Download NAPMW Online Training Brochure - PDF
 

 

 


Special NAPMW Member Price: $569
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Suggested Per User Retail Price: $799 | You Save $230

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Mortgage Class Introduction - Preview

Margaret walks you through the four main opportunities to create a profit or loss. The important step of tracing the life of a loan is also presented.

 

 

 

 

 

 

 

 

 

 

2. Filling Out the Loan Application - Preview

Learn how to accurately gather information for each application, as well as accurately relate information necessary for the loan.

 

 

 

 

 

 

 

 

 

 

3. Marketing Loans and Niche Products - Preview

In this course, you’ll uncover the various marketing materials needed, examples of niche products, and the all-important sources for achieving new loans.

 

 

 

 

 

 

 

 

 

 

4. Management Course - Preview

Establish a company vision and be a Category Killer with Margaret. Learn the tools needed to be a confident and competent manager.

 

 

 

 

 

 

 

 

 

 

5. HMDA Compliance - Preview

Complying with the Home Mortgage Disclosure Act ensures adequate financing to qualified applicants under reasonable terms and conditions. Margaret’s course trains loan officers to be fully compliant with and knowledgeable of the HMDA.

 

 

 

 

 

 

 

 

 

 

6. Employee Development - Preview

Employee development is vital. No development means you lose your most valuable asset: experienced, well-trained, hardworking employees. Margaret’s course provides managers/owners the proper training to find ways to keep employees longer.

 

 

 

 

 

 

 

 

 

 

7. Mortgage Pitfalls - Preview

Knowing what to watch out for helps you avoid traps when complying with loan requirements. Some informative tricks of the trade are also discussed.

 

 

 

 

 

 

 

 

 

 

8. The Point - Live Phone Loan Application Process - Preview

The convenience of completing a loan application over the phone is a great benefit to your clients. Watch a conversation between Margaret and her customer and learn how to properly process the loan application over the phone.

 

 

 

 

 

 

 

 

 

 

9. Opt-Out and Information Sharing - Preview

Margaret shows you the right way to handle customers’ private information and answers any and all questions regarding opting out and information sharing.

 

 

 

 

 

 

 

 

 

 

10. Fair Credit Reporting Act - Preview

The Fair Credit Reporting Act is an American federal law that regulates the collection, dissemination, and use of consumer credit information. Margaret examines everything from fraud alerts to identifying instances of possible identity theft.

 

 

 

 

 

 

 

 

 

 

11. Mortgage Banking Ethics - Preview

Ethics is important in any industry, but especially in the mortgage banking industry. Through Margaret’s course, loan officers will come to know the ethical rights and wrongs and the simple steps to make ethical decisions.

 

 

 

 

 

 

 

 

 

 

12. MS Excel - Preview

If any employees are new to MS Excel and need to learn its basic components and most important features, then this course is for them. Eventual mastery of MS Excel will empower them with tools for a rewarding career.

 

 

 

 

 

 

 

 

 

 

13. Leadership Skills - Preview

Managers will be inspired with lessons on how to help with listening skills, goal setting for their team, the importance of clear and frequent communication, and choosing a leadership style that is right for them.

 

 

 

 

 

 

 

 

 

 

14. Workplace Diversity - Preview

Creating diversity in the workplace is much bigger than the all too familiar issues of race and gender equality. Here managers can learn how to better build an office of diverse, pleasant, and hard working employees.

 

 

 

 

 

 

 

 

 

 

15. Sensitivity Training - Preview

Nothing brings productivity to a halt like deteriorating professional relations. Every employee is unique, so do not wait until it's too late to put your team through these valuable exercises.

 

 

 

 

 

 

 

 

 

 

16. Sexual Harassment  for Employees- Preview

Sexual harassment is often an unpleasant, yet common issue in the workplace. This course provides information that will help employees deal with and be aware of the types of sexual harassment in the workplace.

 

 

 

 

 

 

 

 

 

 

17. Sexual Harassment for Managers - Preview

If sexual harassment takes place in a workplace, more people than you think are affected. This course teaches you how to deal with, prevent, and report sexual harassment issues within your company.

 

 

 

 

 

 


Special NAPMW Member Price: $569 | Suggested Per User Retail Price: $799 | You Save $230