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CORE TRAINING
Your Tools
CRM Training
The Success Worksheet
Scripts June 2020
How CRE Loans Are Done. Jan 2021 (91:15)
Product Sheet Training 3.27.24 (50:54)
What Loan App Do I Use? 12.6.23 (41:07)
General Operations
Proper processing & Shopping of a Loan
The CRE Lending Process. 8.12.20 (54:41)
IAP responsibilities when it comes to borrowers 5.1.24 (14:13)
The Borrower
How to Talk to a Borrower
Borrowers Commonly Asked Questions
Borrower Q&A
How to Qualify a Borrower
Why Your Borrower is not Bankable
How Borrowers KIll Their Own Deals
How to Deal with a Difficult Borrower
Frustrations w/ the Closing Process
General Sales
Sales Training 101
Broker Do's & Dont's
Origination (65:33)
How to Work a Networking Event
The 10 Deal Commandments
Recruiting & Team Building. May 2019
Title Insurance
Title Insurance
Commercial Real Estate Loan Applications
CRE Loan Applications. Last Updated 4.17.24 (49:17)
CRE Product Sheet as of 5.27.24
Company Information Email 4.23.24
The CRE Lending Process. 8.12.20
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The Commercial Real Estate Lending Process.docx
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BREAKING DOWN CLOSING COSTS copy.docx
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Required Docs to Quote _ 07.09.20.docx
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