Solution 1 - Online Web Training - I did an interview with David Kuiper for Loan Toolbox a few weeks back. It was released this week and I've put a link to it from our Student Solution 1 - in the Online Web Training Section. You can go there and download and listen to it if you are interested from a loan officer perspective on talking to financial advisors.
Solution 1 - the Student
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Mari and Liz Interview
Solution 1 - Online Web Training - Mari and Liz attended Borrow Smart University, and they've since transformed their business. They've gone from pursuing - to being pursued by top Realtors, loan officers, and even the media. They are doing 3X the prequalifications since they restarted their business with a whole new approach - simply put they are now financial educators who monetize their business through loans they provide for consumers. Listen as they share some of their recent successes, failures, and even hired a 'speaking coach' to help them train to become great presenters.
Mike Young Interview
Solution 1 - Online Web Training - Mike just completed a one day event where he strategically trained his 48 loan officers while also allowing them to go deeper with the over 100 Realtors and Financial Advisors who attended with them. Learn a little about how Mike has made a unique commitment to his clients, and his company. His commitment has him on track for his best month ever in loan closings during the middle of a mortgage liquidity meltdown - you'll have to listen to the recording to hear just how big a month that is!
Compliance Alerts
Solution 1 - Student Additional Resources / Study - We see these all the time, from AIG, and other broker dealers and insurance companies that are positioning themselves for possible litigation if their advisors, agents or reps are sued for losing money they repositioned for their clients. You should familiarize yourself with these types of papers, as they help you better understand our position on 'cash flow repositioning' as opposed to 'equity repositioning' as your core focus.
Ordering Liability Management Interview Pads
Solution 1 - Borrow Smart Analysis: We added a link where you can upload your pads for inexpensive internet printing and delivery. Click the icon to preview the content addition.
