Are you still working long hours doing the stuff you should be delegating?

Discover the systems and processes your Loan Team needs so your clients and referral partners will love working with you!

If your team members are still struggling with...

Communicating with your clients and referral partners in a way that they say “WOW” they are amazing
Handling difficult clients or unusual situations
Consistently following up and updating clients to create an amazing client experience.
Setting expectations and communicate to prevent problems down the road
Asking for referrals and making weekly calls to current and past clients without feeling “salesy”
Not having an efficient, step-by-step processes and systems that work
Owning their role so you can be free to go get more business with confidence that your team will deliver a WOW experience like you want them to and duplicate your results

Hosted by Irene Duford, Loan Team Trainer

Space is limited. Reserve your spot now.