Office Hours
In this lesson, loan officers learn how to use key automation tools to save time while keeping a personal touch with clients. You get a clear look at the Quick Wins Pyramid and how LO Ninja filters contacts to help you focus on the right people. The training also covers rate alerts, loan filters, and a refinance analysis tool that builds easy reports for clients and sends alerts when rates change. You learn simple email marketing tips, including when to use video and how to stay within send limits. The session also points out a few tech issues and data checks you may need to follow up on to keep your system running smoothly.