Office Hours
In this session, loan officers learn how to plan for the next quarter with clear goals that match the company’s mission. The focus is not just on hitting numbers, but building steady growth without burnout. The team reviews past results, looks at what worked, and fixes communication gaps by starting a Monday “Sync-First” meeting to avoid duplicate work.
A key highlight of this session is the Stikkum Integration, a behavioral intelligence tool designed to boost client retention and lead conversion. Loan officers will learn how to use Stikkum’s automated "True Alerts" to monitor their database for buying signals—such as when a past client has a credit pull or lists a property—allowing for immediate, relevant re-engagement.
They also learn about upcoming updates, including a Core Upgrade to simplify the user interface and a required Security Patch for compliance. Clear next steps include reviewing the shared planning document and setting one-on-one meetings to lock in personal KPIs.