• Home
    • Login or Register for Classes
    • About Us
    • Testimonials
    • Mortgage Industry Links
    • Mortgage Newsletter and Blog
    • Colleges Offering Mortgage Training Programs
    • Request Information
  • Mortgage Training
    • Loan Officer Training >
      • Mortgage Loan Officer Training
      • Loan Officer Marketing
      • Pre-Licensing and Continuing Education
      • Log-in to Training Portal
      • Mortgage Loan Officer Bootcamp
      • Mortgage Selling Skills Workshop
    • Processor Training >
      • Processor Training
      • Mortgage Loan Processor Bootcamp
      • Log-in to Training Portal
    • Employee Training
  • Customizable Programs
    • Mortgage Origination Module
    • Mortgage Processing Module
    • Mortgage Closing Module
    • Mortgage Quality Control Module
    • Mortgage Servicing Module
  • Free Training
    • Free Training
    • State Law Resources
lendertraining.com
Follow Us!

The Loan Officer's Practical Guide to Marketing

Developing a Loan Officer Marketing Plan

You know how to make a mortgage loan, but how do you go to originate one? This product teaches you how to understand the needs of your customer or referral source - and then solve them.  For each situation, there are materials and tools for  addressing solutions.  
 
The reader learns the basic job of a loan officer from the sales perspective.  Understand how to source loans from:
  • Real Estate Agents
  • Home Builders
  • Property Managers
  • Financial Planners
  • Investment Advisers
  • Accountants
  • Attorneys

Understanding the primary sources for business, the new originator is initiated into the process of identifying a territory and the markets within that territory.  A workbook assists in the planning of strategy. Tools, letters, presentations, flyers, and other resources are provided to help work these sources.  
 
See the extensive list of below of marketing tools including; Open House Spreadsheets in Excel, Rate sheets, Application Kits, Forms for Complete Applications, Marketing and Promotional Materials, Product Discussion Sheet, Customize-able Marketing Letters to Realtors, Builders, Accountants and Financial Advisers. 
 
Similar, but less robust, products are sold for nearly 5 times the cost.  All of our products are designed to give the highest possible value.
Picture
Print Version Loan Officer Tools are delivered separately via download link.
Marketing Guide Table of Contents
File Size: 58 kb
File Type: pdf
Download File

Click to Order Print Version of Marketing Guide
Loan Officer Marketing Guide-Developing a Marketing Plan
Includes all forms, letters and tools
$79.00

Text Books

Loan Officer's Practical Guide to Residential Finance
Practical Guide to Loan Processing
Practical Guide to Marketing

Courses

Loan Officer Boot Camp
Mortgage Processor Boot Camp

Policies and Procedures 

Origination
Processing
Underwriting
Closing/Funding
Post-Closing Quality Control
Operations/Human Resources
Information Security
Federal Compliance
Mortgage Servicing
Secondary Marketing

Single Plans

SAFE Act
Anti-Money Laundering
Fair Lending/Deceptive Practices
Appraiser Independence
Loan Originator Compensation
​Anti-Predatory Lending (UDAAP)

Services

Online Training Login
Compliance Management

Mortgage Training Programs
lendertraining.com
1  Research Court, Suite 450
Rockville, MD  20850
(877) 918-7246 - Toll Free (877-91TRAIN)
report broken links here e-mail
All Material © 1994 - 2025 QuickStart Publications, Inc