TRAININGS & WORKSHOPS
Onboarding & Best Practices for Loan Officers
UPCOMING
ON-DEMAND WEBINAR

Onboarding & Best Practices for Loan Officers

In this workshop, you'll learn how to:

  • Set up your profile and perfect your branding
  • Customize your account with video
  • Add clients and manage your database
  • Overview of unique tools (Partner Intel, landing pages & video)
  • The difference between co-sponsorship and preferred partners
Erica McGarvey
Erica McGarvey
Customer Education Manager