Training Courses - Sales and Mortgage Origination - 2008

About Our Mortgage Trainer
Return to All About USA Mortgage
Sphere of Influence and Referral Mastery
Time Management
Goal Setting Workshop
Client Works
Touchpoint Strategy
Realtor Acquisition Strategies
Dream Maker
More on Sales and Mortgage Origination
About Our Mortgage Trainer

With over 30 years of experience in finance, real estate and sales, William L. Beck brings a wealth of knowledge to our Team! With 42 new courses to choose from, you'll likely find several that will help you in your business and in the service you provide to your clients.

Return to All About USA Mortgage

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Return to All About USA Mortgage

Sphere of Influence and Referral Mastery

This course teaches you how to leverage your sphere of influence and gain access to your contacts' own sphere of influence. This puts you indirectly in contact with up to 62,500 potential clients using just one technique. Mastering the art of referrals is also a key ingredient to your success and the one reason that we still have top producers in today's down market.

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Time Management

This course provides differences in the top eight approaches to time managment. Time and task mapping is a skill which outlines priorities and time frames for the top four weekly activities in everyone's lives. Finally, the course shows the loan officer the four key quadrants of activities based on both urgency and importance, which greatly clarifies priorities. Highly recommended.

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Goal Setting Workshop

You cannot hit a target that you cannot see. For this reason, goal setting, done correctly, using its seven key steps is an important learned skill. Goal setting is perhaps the number one most important skill for success in the mortgage business and in life.

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Client Works

By far, our most popular course. This course is critical, especially for the new loan officer. How do you get new business? How do you build a mortgage business, generate client referrals and repeat business? This course shows you how. Click below for more information. Very highly recommended for both new and experienced loan officers.

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Touchpoint Strategy

This course deals with the concept of touchpoint strategy. Touchpoint Strategy is the art/skill of communicating with your clients before, during and after they are clients of the loan officer. Touchpoint strategy is the key skill in getting repeat and referral business. This course discusses some 82 key strategies, and will likely double or quadruple your business. Highly recommended.

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Realtor Acquisition Strategies

Getting and keeping Realtors could not be easier with the knowledge gleened from this course. Realtors often hold the key to new purchase prospects and they become key strategic alliance partners. But, just how do you go about getting Realtors? Learn how in this virtually fool proof course.

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Dream Maker

Dream Maker is our term for the planning, skills and resources needed to "make your dreams come true." Beginning with the right mental attitude, this course teaches you to find your core values and develop your business in a manner consistent with these values. This expands to goal setting and its seven key components. And, finally, ending with time management and time mapping, the tool required to implement your goals, tasks, etc.

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More on Sales and Mortgage Origination

Click on the link below to access these other courses:

  1. Sales Craft
  2. Dialogues - Referral Presentation Kit (RPK)
  3. Dialogues - Ultimate Scenario
  4. Mail Dog - Our email system
  5. Self-employment Workshop

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