Smart Start Academy

There is always going to be someone offering a lower rate. So in the absence of that, how do you win as a loan officer?

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Course curriculum

1. UBP Licensing Agreement
1. Milestone 1/4: Don't be a Salesperson.
2. Milestone 2/4: Why Should I Meet Clients In-Person?
3. Milestone 3/4: How to frame the Smart Start Meeting with Clients (include the email template to send)
4. Milestone 4/4: Understanding Move-Up vs First Time Homebuyer Packets
1. Milestone 1/2: Understanding the "Offer Stack" and "The Money Part"
2. Milestone 2/2: What's Important in Choosing a Lender and "The Fun Part"
1. Milestone 1/1: Homebuying 101 - Your 12 Steps
2. Milestone 2/2: Things to know when getting a mortgage
1. Milestone 1/2: Rent vs Own (if first time buyer)
2. Milestone 2/2: Mortgage Scale
1. Milestone 1/1: Baseball Diamond Certified Buyer Conversation & Your Next Steps + Team Support
1. Milestone 1/1: Smart Start Video
1. Milestone 1/1: Video sharing ways to tell your referral partners about this process.
1. Milestone 1/5: "Exactly what to Say" and other effective Sales language
2. Milestone 2/5: Proper body language and tips from an expert t
3. Milestone 3/5: Body Language
4. Milestone 4/5: The English Language
5. Milestone 5/5: Takeaways from "Exactly What to Say" by Phil Jones.
1. Milestone 1/1: The Pathways Meeting
1. Smart Start Packet (First-Time Homebuyers)
2. Smart Start Packet (Move-Up Homebuyers)

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