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Loan officers will learn how to use Lo Ninja’s home value estimation tool to send automated quarterly property reports and engage past clients without added costs. The session covers how to import client data using a provided spreadsheet, set up rate alerts, and use value reports for re-engagement. It also explains how to build relationships with hard money lenders for new leads and use QR codes on mailers to drive text-based responses. Rivan demonstrates how to create simple workflows, automate communication, and use Canva with USPS Every Door Direct Mail for affordable marketing. The team also reviews CRM features like power dialer voicemails, contact field cleanup, and realtor questionnaires to make daily operations faster and easier.