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| Home / Tools/ Pyramid / Essential Knowledge |
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Essential KnowledgeMaster the Essentials |
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At Level 1 of the Pyramid, you will learn to master the core functions of mortgage origination.
In order for you to advance as a loan officer, you must completely understand and master nearly every aspect of the mortgage industry.
This includes such industry standards as:
- Lending Basics
- Compliance
- Loan Documentation
- Lending Guidelines
- Deal Structuring
- Fiscal Literacy
It is not until you have completely mastered these mortgage industry basics that you are ready to advance further up the Pyramid. And that means you need information. Lots of it.
But with so many resources out there, finding the data you want can be overwhelming. That’s why we’ve collected all of the information you could ever need and organized it for you at LoanToolbox.com.
Within LoanToolbox, you fill find an abundance of tools to help you master the essentials of the mortgage industry:
Taking a Complete Loan Application
Although asking all of the questions on the loan application is important, taking a complete loan application involves more than just asking the questions on the 1003. Discover what questions you need to ask to close loans faster.
Perfect Loan Process
Discover and master the Perfect Loan Process through a 71-step action item check list that includes everything from preparing a Total Cost Analysis spreadsheet to sending out a Referral Post-Closing Letter.
Qualifying a Borrower
Master the basics of how to package a loan for an underwriter’s review. When you thoroughly review and package your file, your approval will have very few prior-to-doc and prior-to-fund conditions and you will close loans faster.
These are just a few of the specific tools that you’ll get with a membership to LoanToolbox. Membership also includes:
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Features & Benefits of Membership |
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Turn-key Marketing Campaigns |
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Enhance your marketing with over 800 downloads including emails, flyers, audio files, ready-to-burn CDs, postcards, informational handbooks, and more. |
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Develop Referral Relationships |
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Build a 100% referral-based business with LoanToolbox. Pursue, solidify, and maintain referral relationships with comprehensive tutorials and proven-to-work campaigns. Target CPAs, Real Estate Agents, Bankers, and more. |
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Learning Center |
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The heart of LoanToolbox membership. Gain knowledge and confidence in your skills with practical information, tips, and techniques from the nation’s top originators – originators who have already reached your goal at the top of the Pyramid. Hands-on training sessions will give you the real-world experience you need to succeed. |
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LoanToolbox Community |
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When you join, you will become one of our most valuable resources – a member of the LoanToolbox Community. Participate in our highly active online message boards and learn from your peers. Share your experiences (it works both ways!) with a peer in Alaska who will lend tricks of the trade he learned from a loan officer in Miami. |
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Talk to the Experts |
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Imagine starting a software company and having monthly access to the mind of Bill Gates. In the world of mortgage professionals, that’s what its like to Talk to the Experts. Pick the brains of cream-of-the-crop mortgage professionals like Greg Frost and David Kuiper in our monthly conference calls. Send in questions, engage in dialogue and learn from others in these highly-productive calls. |
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“Tips from The Toolbox” |
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Stay tuned to the latest mortgage news with weekly tips sent directly to your email and voicemail. We know it’s not easy to read dozens of newsletters and magazines to hone your trade – that’s why we do it for you and cherry pick the hottest tips for you. |
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Conference Call Series |
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Top loan originators share their secrets of success in an ongoing series of conference calls. Use the knowledge gained from these calls to stay on top of the latest trends and successfully navigate your way through a constantly changing landscape. |
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| Take a Trial |
Join Today |
Call 800-963-1900 |
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| Success Story |
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"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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