Performance Training for New Loan Assistants

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What will you gain?

The ORIGINATOR ASSIST™ Program program provides a new mortgage professional with the knowledge and skills to bring rapid support to a Loan Officer or sales team. This training program produces highly proficient and knowledgeable mortgage professionals ready to assist in 25 days.

The program is designed for anyone directly supporting the sales 
effort who is interested in growing and succeeding in today’s 
mortgage environment. A support professional will gain:

  • Higher proficiency in mortgage knowledge and guidelines
  • Increased professionalism and focus in executing consistently
  • Best practices for stronger partnerships with loan officers
  • Exceptional customer service to preserve corporate standards 

What’s included?

The program offers 76 comprehensive lessons, 25 practical case studies, 20 assignments, 2 on-demand classes packed with valuable business tools, a multitude of engaging video learning modules and live webinars, online quizzes, tests, and a final exam that provides accountability and full-time instructor support. As part of a complete communication program, students and their managers receive online, real-time reporting and progress updates. 

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How Does It Work?

New sales assistants and junior loan officers receive essential mortgage knowledge and guidance from seasoned XINNIX® instructors who are successful industry experts. Through in-depth lessons, quizzes, tests, and a comprehensive exam, Ground School™ prepares new loan officers by laying the foundation of fundamental knowledge while empowering them to speak the language of the mortgage industry.

Ground School™ consists of:

  • 55 essential mortgage banking lessons to provide core industry knowledge
  • 55 quizzes to ensure retention
  • Comprehensive final exam to validate knowledge gained and retained
  • Full-time instructor support for clarifying questions and direction

 

As one of the only programs of its kind in the mortgage industry, Flight School™ is a skills-based curriculum with a self-paced, blended learning approach via on-demand video modules, in-branch assignments and real-world case studies designed to maximize company/career assimilation. Students who follow the recommended 40 hours per week study schedule can complete the program in just two weeks.  Successful completion of Ground School™ is a prerequisite for Flight School™.

Flight School™ consists of:

  • 21 essential lessons covering advanced mortgage, sales, and business development skills
  • 20 assignments to ensure retention 
  • 25 real-world case studies
  • Comprehensive final exam 
  • Full-time instructor support to review assignments and provide guidance

Sales support professionals are the driving force behind your operation's success. Get ready to level up with POWER™ - the ultimate solution for sales support excellence in today's mortgage environment. With two action-packed, 60-minute on-demand classes led by XINNIX® Performance Specialists, you'll unlock the power to communicate, connect, and collaborate like never before.

Class 1 - The Power of Communication:
Supercharge your written and verbal communication skills to wow customers and sales reps alike. Learn how to identify and adapt to different communication styles, professionally address concerns and objections, and master a four-step process for success.

Class 2 - The Power of Partnerships:
Discover the secrets to building strong relationships with loan officers and delivering exceptional service. Unleash best practices for fostering meaningful connections, assisting with pipeline management through impactful team meetings, and igniting a passionate spirit of service.

New sales assistants and junior loan officers receive essential mortgage knowledge and guidance from seasoned XINNIX® instructors who are successful industry experts. Through in-depth lessons, quizzes, tests, and a comprehensive exam, Ground School™ prepares new loan officers by laying the foundation of fundamental knowledge while empowering them to speak the language of the mortgage industry.

Ground School™ consists of:

  • 55 essential mortgage banking lessons to provide core industry knowledge
  • 55 quizzes to ensure retention
  • Comprehensive final exam to validate knowledge gained and retained
  • Full-time instructor support for clarifying questions and direction

 

As one of the only programs of its kind in the mortgage industry, Flight School™ is a skills-based curriculum with a self-paced, blended learning approach via on-demand video modules, in-branch assignments and real-world case studies designed to maximize company/career assimilation. Students who follow the recommended 40 hours per week study schedule can complete the program in just two weeks.  Successful completion of Ground School™ is a prerequisite for Flight School™.

Flight School™ consists of:

  • 21 essential lessons covering advanced mortgage, sales, and business development skills
  • 20 assignments to ensure retention 
  • 25 real-world case studies
  • Comprehensive final exam 
  • Full-time instructor support to review assignments and provide guidance

Sales support professionals are the driving force behind your operation's success. Get ready to level up with POWER™ - the ultimate solution for sales support excellence in today's mortgage environment. With two action-packed, 60-minute on-demand classes led by XINNIX® Performance Specialists, you'll unlock the power to communicate, connect, and collaborate like never before.

Class 1 - The Power of Communication:
Supercharge your written and verbal communication skills to wow customers and sales reps alike. Learn how to identify and adapt to different communication styles, professionally address concerns and objections, and master a four-step process for success.

Class 2 - The Power of Partnerships:
Discover the secrets to building strong relationships with loan officers and delivering exceptional service. Unleash best practices for fostering meaningful connections, assisting with pipeline management through impactful team meetings, and igniting a passionate spirit of service.

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Are You Ready To Get Started?

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Phase I Only

$1799

Ground School

Register Today

Full Program

$2999

Ground School, Flight School & POWER™

Register Today