Pyramid of a Complete Loan Officer

Grow and improve as a loan officer

Grow and improve as a loan officer—simply-stated goals, but easier said than done. To achieve these goals you must focus and outline clear action items for yourself.

But what about all those obstacles?

You don’t have enough time in the day.
You are too busy trying to build your client base.
Or maybe you are so maxed out you only have time and energy to run your daily business.

These are problems we must all face and deal with in our work life. But without this clear road map to success, you will never truly realize your career dreams and goals.

And that is why you need to discover the Pyramid of a Complete Loan Officer. Follow the Pyramid and you will all but ensure a successful career in mortgage origination.

The Pyramid divides your career path into six levels, each a key objective area placed in a specific order. If you are to ascend to the peak of the Pyramid and achieve your dreams, you must master each and every step on the way to the top.

Once you master all six levels, you will have achieved your dream of building a self-sustaining mortgage origination business.


		Level 1 – Essential Knowledge Master the core function of mortgage origination: filling out a loan application; understanding tax returns and the credit scoring model; structuring difficult loans; and understanding other basics of fiscal literacy. Master the Essentials


		Level 2 – Selling & Presentation Increase your closing ratio from lead-to-client when you master how to explain loan programs and counter client objections with relevant solutions. Achieve the goal of selling and presentation when you ultimately establish your unique selling proposition. Create Your Unique Selling Proposition


		Level 3 – Marketing Execute successful marketing campaigns. Design your own personalized collateral. Customize automated marketing solutions. Effectively manage your client database. Intelligently network with referral partners. Master the Art (and Science) of Marketing


		Level 4 – Operational Systems Implement the proper operational systems to deliver predictable and favorable results. Master the difficult world of business infrastructure and operational systems and you will impress customers and increase referrals. You must establish professional-caliber operational systems before you are ready to expand your business. Without this level, your business will not be able to support its own weight. Develop a System of Success


		Level 5 – Leadership & Team Building Know exactly when to expand your business. When you do expand, know how to hire the right people. After you hire the right people, know how to retain them. Managing a team of employees will be the most difficult—and most important—skill you master before you reach the top of the Pyramid. And you cannot possibly reach the peak of the Pyramid if you do not assemble an exceptional team of loan officers capable of successfully running your business without your direct guidance. Build a Top Team


		Level 6 – Legacy The ultimate goal of loan origination. Create a self-sustaining entity and you will attain the freedom of living your life as you wish. Have the option of continuing to run your own business; or, if you prefer, allow others to maintain the day-to-day functions of your company. Whichever path you choose, you will have successfully created a legacy that will allow you to put aside monetary goals and concerns and simply live your dreams. Live Your Dreams

In addition to the six levels, the Pyramid also contains two vitally important elevators that continually influence all levels throughout your journey: Balance and Behavior; and Strategic Business Plan.

Balance and Behavior
Balance and Behavior is the concept of always focusing on your “Why”. Why are you striving to become a better loan officer? It’s not all about money. Money is the means to an end. Ultimately, you want to become a better loan officer to achieve a goal, a dream, a “Why”. The Pyramid ensures that never lose sight of this “Why”.

BEGIN NOW >>>


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	Pyramid of a Complete Loan Officer Level 1—Essential Knowledge Level 2—Selling & Presentation Level 3—Marketing Level 4—Operational Systems Level 5—Leadership & Team Building Level 6—Legacy

Success Story

		"I just signed up for Platinum Plus last week. My first message to my entire database went out the other day and I already have had an inquiry for a $1 million re-fi, a potential referral to a Real Estate Agent, and another inquiry from a client that wants to get out of their ARM into a Fixed. Not a bad return after only 2 days of use." Jeff Wilensky See Success Stories


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