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This two-day sales training seminar builds the tools, systems and skills needed
to  succeed in a “purchase market.”  Mortgage Loan Officers will leave the
workshop able to leverage the myriad of changing mortgage products, deepen
relationships with customers and referral sources, and develop new referral
relationships. Through customized role plays and skill coaching, the training is
relevant, tactical, and effective.
  • Building a Business Plan
  • Leveraging the “Trusted Mortgage Advisor” Value Proposition
  • Developing Targeted Marketing Strategies in a Purchase Market
  • Identifying and Leveraging Your Niche Market
  • Developing Long Term Builder, Realtor and Referral Relationships
  • Managing the Pipeline Through Self Management
  • Telephone Skills: Gaining Appointments with Key Targets
  • Face-to-Face Skills: Developing and Building Trusted Relationships
  • Closing Business at the Highest Commitment
Core Topics
Additional Sales Modules
Who Should Attend?
  • Mortgage Loan Officers
  • Mortgage Loan Sales Managers
Phone: (215)966-1574   Fax: (866)469-6993
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