New Agent Training Topics |
Strategy and Success Training |
Session 1- Becoming The Expert Your Client Needs | Opening Conversations; Mortgage Types; Your First Meeting; The Mortgage Application; Finanancial Information. Most commonly asked questions. |
Session 2 Underwriting and inputting the application | Underwriting and inputting the applicaiton; the 5 C's of Creditaaaaaa; Need to Know; Documentaion |
Session 3 - Disruption the Rate | Disrupting the Rate; Educating Your Clients on Suitability; Preparing for Client Questions; The Mortgage Contract; Providing Resources |
Session 4 - Know your Client- Know the Lender | Know the Lender; Added Costs of Alternative Lending; MICS ; Client Case Studies |
Session 5- New to Canada | New Canadian Agent Training'; Ket Stats and info; Permanent Resident Status Plan; Lending Solutions to New to Canada; B lenders Mics; Marketing and Network Strategies; How to Build your Credit |
Session 6 - Women and Finance | Future is Female; Codo vs House; Safety and Security; Property Maintenance; Investments |
Session 7- What do you do? | Developing your value proposition and position yourself outside of the crowd. |
Business Strategy Sessions |
1. Business Planning & Budgeting 2. Database 3. Scripting / Value Proposition Workshop 4. First Client Roleplay 5. DLC Strategies for Success - 5c's 6. Velocity Basic Training 7. Different Types of Clients/Financing 8. Overview of the Application Process 9. Creating an Application in Velocity 10. Document Requirement & Collection | 11. Credit Bureaus 12. Underwriting & Notes to Lender 13. Steps from an Approved Commitment to a Broker Closed File 14. Compliance 15. Social Media 16. Lead Generation 17. High Trust / Be a Better Broker 18. Case Studies 19. Lender Training 20. Gary Mauris Level Up Training |
Software and Systems |
1. Velocity 2. DLC Intranet 3. Zendesk - Deal Review Support 4. Purview | 5. Velocity CRM & Workflows 6. Google My Business 7. Canva 8. Referral Maker |
REALTOR Attraction System |
High Trust Interview Training; Realtor Evaluations; Strategies to promote a growing referral relationship | Agent Marketing System- Creating full sponsorship on Realtor marketing including unlimited single property websites; you tube video creation; lead gen text capture and more. |