Success Partners Academy

An 11-part mortgage professional series, crafted to empower new loan officers, seasoned veterans, and mortgage sales leaders alike. Gain essential insights and practical strategies to thrive in any market, from mastering the fundamentals of structuring loans to understanding advanced financial concepts. Ensure your success and growth in the dynamic world of mortgage lending!

Refine your pre-qualification skills as a mortgage professional – this is the most important step in the mortgage process! Gain confidence in conducting insightful conversations, accurately assessing client needs, and laying the groundwork for successful mortgage applications.

Leverage your pre-qualification conversations (PAIL) to accurately request documents and information needed and begin structuring your file for the most suitable programs for your clients' needs.

Whether you are working with a self-employed homebuyer or real estate investor – learn what the underwriter is going to look for when calculating income!

Take a deep dive into understanding credit and your borrower’s credit report and providing accurate advice to help you convert more prospects into homeowners.

Enhance your proficiency in issuing accurate pre-approvals. Gain insights into leveraging a variety of tools and essential experience to accurately structure your loan and ensure successful and smooth loan approvals.

Closing ON TIME starts with a great loan submission: Master the secrets to a seamless loan submission that ensures optimal outcomes for clients and lenders alike.

Deepen your market knowledge of mortgage rates and the financial markets. Learn how to simply communicate complex concepts to clients, empowering them to make informed decisions. Protect your clients from unscrupulous lenders.

Master the art of explaining mortgage documents, including the closing disclosure, with precision and expertise. Remove the mystery and fear so that your clients have a clear understanding of their mortgage terms and obligations and a smooth easy closing.

Whether you are just starting out, a seasoned veteran or growing your team: Learn the simple steps you need to know to THRIVE in any market!

“Realtors HATE your sales pitch.” Learn how to build robust and mutually productive relationships with the RIGHT Realtors and referral partners.

Customized to meet the goals and needs of the student or client company - from residential to commercial originations, leadership, recruiting, processing etc...