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Testimonial- "Far more intense and superior." Comparing the Mortgage Planner Course to others.
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Certified Mortgage Planner Course
We bring real life into the classroom.
Loan Officer or Mortgage Planner? Who would you prefer to get your advice from? On the largest financial transaction most people will ever likely make in their lifetime? At Espleez we understand that it is not just in the title but that you must live it. You will learn how to take a customer and turn them into a life long client and be their trusted advisor. The majority of Mortgage Professionals do little more than take an order yet the diverse and fickle market place won't allow you to have long term success AND throw away customers. The fact is that it takes you significantly less time to keep a customer and be their valued adviser than it does to get a new one and earn their trust. You decide.
At Espleez we will teach you how to market yourself as a Mortgage Planner and you will use proprietary Customer Relationship Management software (CRM) customized for the industry to follow up with your clients. Our goal is not to talk about theory but to have you practice on actual systems that you can take home and implement.
Here's a profile of two Loan Officers
| Certified Mortgage Planner | Loan Officer | |
| Company | Loans 2 U | Loans 2 U |
| Rates | 6% Conventional 30 yr fixed | 6% Conventional 30 yr fixed |
| Environment | Atlanta Metro Area-North Office | Atlanta Metro Area-North Office |
| Processor | Sue | Sue |
| Underwriter | Betty | Betty |
| Closer | Randy | Randy |
| Customer Experience | Always knew what their status was | Always questioned what their status was |
| Closing | On-time | 3 Days late |
| Referral | 3 referrals and a happy Realtor and Builder | None and lost the Realtor/Builder relationship |
| Follow up | CRM highlights regular financial checkups and annual reviews. Mortgage Planner offers a value added service to clients. | Sent "greeting cards" for a couple of years. |
| Revenue | $4000 Gross revenue on a $200,000 loan | $750 Gross revenue on a $200,000 loan |
| Lifestyle | Works 35-40 hours/week | Works 50 hours/week |
| Education | Espleez, The Mortgage Training Academy | 3 Day Loan Officer "Boot Camp" |
| Title | Certified Mortgage Planner | Loan Officer |
| Job Description | Analyize customer financial situation and guide their decision making | Take customers order for a new loan |
| Relationship | Long term/lifelong | One time |
| Long Term Outlook | Refinanced and closed 3 purchase transactions in the next 10 years | None |
| Business Base | Mostly purchase transactions from referral | Mostly re-finances |
| Marketing | Has a solid pillar of 4 Marketing strategies which provide for consistent and growing business. | Delivers rates sheets and donuts to Realtor offices |
| Long Term Strategy | Efficient business model which draws from past clients and professional affiliations. MP works less and produces more. | Hoping to get different results from the same strategies. Has to work harder each year for the same business. |
| Sales Technique | Long term. Goal is to solve clients problems now and in the future. | Short term. Pushy style to close the loan quickly. |
| Business Plan | Extensive and reviewed every 60 days | None-day to day |
| Tools available | Uses a Host of Industry resources and reference tools provided by Espleez at no cost. | Because of a lack of awareness, uses few tools that could be available to them. |
Total of 120+ Hours of in Depth Study including all the application and implementation skills you need for a successful Mortgage Career.
Course phases
Phase One- Home Study Course
A 70 hour Home Study Course which has all the facts and information you need to start applying your skills. You can take this course on your own time but you must schedule the Classroom Certification Phase (1 week in Atlanta*) within 2 months of taking the Home Study. This allows you to gain knowledge while preparing for your Mortgage Career.
Phase One is a prerequisite for Phase Two. A passing score will be required to become a Certified Mortgage Planner.
Phase Two - Certification Course
1 week at our training facility in Atlanta, Georgia. We take the information you gain from the Home Study and show you how to apply it. You will spend 50+ hours gaining close to a years worth of valuable hands on experience. These are the implementation skills which will set you up for success.
Who should take the Certified Mortgage Planner Course?
Target Audience
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Loan Officers with less
than a year experience or
PT Loan Officers wanting to go full time. Entrepreneurs Brokers Managers with little technical mortgage background All New Loan Officers Real Estate Sales Financial Planners Insurance Sales offering mortgage products REGISTER NOW |
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