On-Site Training  |  Meeting Planners  |  Seminars

On-Site Training Sample Agendas
These are only samples.  Bliss will work with you to meet the needs of your team.

Half Day

Full Day

Single Session

What Makes a Great Loan Officer?

  • Importance of Knowledge

  • Time Management Skills

  • Relationship Skills

Marketing Strategies:

  • Successful Mailings

  • Finding Clients

  • Increasing Prequal to Application Ratios

  • Marketing During the Loan Process

  • Realtor Marketing 

  • Networking for Loans

  • Past Client Marketing

Goal Setting - Tracking & Accountability

  • Be your own coach!

 

 

Morning Session

What Makes a Great Loan Officer?

  • Top 10 Competitive Advantages

  • Importance of Knowledge

  • Time Management Skills

  • Relationship Skills

Marketing Strategies:

  • Successful Mailings

  • Finding Clients

  • Increasing Prequal to Application Ratios

  • Marketing During the Loan Process

  • Realtor Marketing

  • Networking for Loans

  • Past Client Marketing 

Afternoon Session

Teamwork

  • Power of Working as a Team

  • Breakout Session with Support Staff

  • Team Building Exercises

Brainstorming

  • The Power of Being Creative

  • Willing to Try New Ideas

Taking Action

  • Unless you don’t want to make more money

Goal Setting - Tracking & Accountability

  • Be your own coach!

Contact us for more information.  

Thanks for the training!  Your slogan "Don't work longer - work smarter" is great.  I see people get into this business and fail because they spend way too much time doing things that are unproductive. - Doug Debarko

Copyright 2008 Bliss Sawyer - Web Site Design

Contact Bliss

Home | Seminars & Training  | Mortgage Marketing Products | About Bliss Sawyer | Mortgage Marketing Blog | Testimonials