Performance Training Program for Consumer Direct 

What will you gain?

The ORIGINATOR DIRECT™ program is designed for anyone responsible for originating loans in a call center and is interested in growing and succeeding in today’s mortgage environment. When following the recommended daily schedule, the program provides the new consumer direct Loan Officer with essential mortgage knowledge and skills to be market-ready in 25 days.


Upon completion of the program, a new loan officer will:

  • Be proficient in mortgage knowledge and guidelines 
  • Consistently execute a proven sales process to speak with clients
  • Understand the disciplines necessary to be successful
  • Expertly recommend solutions to customers
  • Be dedicated to taking thoroughly complete loan applications
  • Provide “Raving Fan” customer service
  • Maintain a high retention level of prequals long term
  • Increase conversion of leads to maximize marketing efforts
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White And Blue Modern Programmer Linkedin Profile Picture

What’s included?

 The ORIGINATOR DIRECT™ program leverages our powerful Learning and 
Performance Center to give students access to coursework online. The program includes 76 comprehensive lessons, 25 practical case studies, 20 assignments, 2 live instructor-led classes with valuable business tools, numerous video learning modules and live webinars, online quizzes and tests, and a final exam with accountability to execution with full-time instructor support. 

How Does It Work?

New consumer direct 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 comprehension
  • Comprehensive final exam to validate knowledge gained and retained
  • Full-time instructor support for clarifying questions and direction

 

Flight School™ provides the training and tools to ensure a new loan officer can confidently speak with customers, understand the deal structure, and take complete loan applications.

The program also provides a full communication plan for managers and students that includes weekly progress updates via email. Flight School™ students have 3 months to complete the course before their access to online material and support expires.

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 provide professional guidance

A loan officer needs to maximize the potential of every lead that is received. LEAD CONVERSION™ shows loan officers how with a sales process that is clear, concise, repeatable, measurable – and most importantly, proven to work.  In addition to the comprehensive training, attendees receive valuable post-class business tools at no additional cost. Managers also receive a guide to reinforce their loan officers’ learnings, increase retention of the material, 
and improve the execution of new disciplines

Loan officers build skills in lead conversion and loan pull-through by learning how to:

  • Develop a strategic lead contact strategy
  • Identify buying signals
  • Utilize multiple closing techniques to secure the customer
  • Implement a process to confidently speak to customers
  • Present options to customers in an easy-to-understand format

New consumer direct 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 comprehension
  • Comprehensive final exam to validate knowledge gained and retained
  • Full-time instructor support for clarifying questions and direction

 

Flight School™ provides the training and tools to ensure a new loan officer can confidently speak with customers, understand the deal structure, and take complete loan applications.

The program also provides a full communication plan for managers and students that includes weekly progress updates via email. Flight School™ students have 3 months to complete the course before their access to online material and support expires.

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 provide professional guidance

A loan officer needs to maximize the potential of every lead that is received. LEAD CONVERSION™ shows loan officers how with a sales process that is clear, concise, repeatable, measurable – and most importantly, proven to work.  In addition to the comprehensive training, attendees receive valuable post-class business tools at no additional cost. Managers also receive a guide to reinforce their loan officers’ learnings, increase retention of the material, 
and improve the execution of new disciplines

Loan officers build skills in lead conversion and loan pull-through by learning how to:

  • Develop a strategic lead contact strategy
  • Identify buying signals
  • Utilize multiple closing techniques to secure the customer
  • Implement a process to confidently speak to customers
  • Present options to customers in an easy-to-understand format
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Are You Ready To Get Started?

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ORIGINATOR DIRECT - Phase I

$1799

Register Today

ORIGINATOR DIRECT - Phase I, II & Lead Conversion

$2999

Register Today