6 Steps EVERY Loan Officer Must Master (Must Watch)

Getting your Loan Officer license doesn’t mean you’re ready for everything the job throws at you. Unlike many trades, loan officers can get licensed with almost no real-world experience.

In this video, I break down the 6 parts of the mortgage process every LO should know intimately—from generating the lead to building your brand.

1. Caller → Lead Generation
2. Coordinator → Documents & Income
3. Jr. Processor → File Preparation
4. Sr. Processor → Problem Solving / Execution
5. Assistant LO → The Director
6. Loan Officer → THE BRAND