Office Hours
Loan officers will learn how to handle client hesitations around refinancing even as rates begin to drop. The session covers ways to manage expectations about rates and home prices, plus using screen-sharing to explain numbers clearly. Officers will also see how to set up rate alerts in the CRM, review loan calculators like VA, self-employment, and refinance tools, and use a new “cost of waiting” calculator. The team walked through updating calculator terms for clarity and customizing outputs with branding. Finally, they practiced organizing leads by pipeline stage and looked at integrating Calendly with Lo Ninja to streamline scheduling and avoid duplicate calendars. These strategies help simplify client conversations, keep data clean, and make daily workflows easier.