Course curriculum

  • 1

    Welcome to the course!

    • A message from the instructor

    • How to Use This Course

    • Before We Begin...
  • 2

    MODULE 1 - YOUR DECISION

    • MOD 1:1 Defining the Decision

    • Processing Hacks: EMAIL

    • RECOMMENDED READING
  • 3

    MODULE 2 - SKILLS AND EFFICIENT SYSTEMS

    • Module 2- Introduction

    • Module 2:1 Skillset and Biz Systems

    • Contract Processor Work History Survey

    • Validating Your Loan File - PRACTICE

    • What Would You Do - PRACTICE

    • Underwriting Case Studies - PRACTICE

    • Module 2:2 Starting with Basics

    • Module 2:3 Skillset and Internal Systems
  • 4

    MODULE 3 - SERVICES & POLICIES PLAN

    • Module 3:1 - Daily Operation Policies

    • Module 3:2 Defining Your Scope of Services

    • Module 3:3 - Contracts and Agreements

    • Test Your Learning: Internal Policies
  • 5

    MODULE 4: LIVE CHECK-IN

    • MODULE 4: Live Zoom Check-In
  • 6

    MODULE 5: MARKETING YOUR SERVICES

    • Marketing Strategies for Processors 5:1

    • Marketing Checklists and Surveys - Mod 5:2

    • Marketing Survey Articles with Checklists MOD 5:2

    • What Does Your Market Need Survey

    • Marketing Niches and Sample Materials MOD 5:3
  • 7

    MODULE 6: SUCCESS RECIPES & FUTURE MAP

    • Best Practices & Business Growth Map