Course curriculum

    1. Welcome | Masterclass Mentorship Program | Navigation

    2. Start Here | Turn-Key Brokerage Builder

    3. What's Included w/Monthly Recurring Membership Fee

    1. First 3 Mondays (check the date*) | Mastermind Training Call

    2. MASTERMIND REPLAYS (Archive) | Watch this Area!

    1. Goals Evaluation Sheet | Day 1

    2. Get Plugged In

    3. Choose a Niche Lending Product

    4. Referral Partner Tracking & Systems

    1. NeuFinance Lender Bucket List (Live edits)

    2. Exclusive Lender Book

    1. How to Use These Templates

    2. State Licensing Requirements

    3. Finders Fee Agreement

    4. Referral Partner Agreement

    5. W-9

    6. Pipeline Sales Tracker Template

    7. Sales Macro Tracker

    8. Referral Partner Tacking Template

    1. Session 1: General Outline | Hiring First MLO

    2. Session 2: Defining the Position | Commercial Mortgage Loan Officer (MLO)

    3. Session 3: Posting the LinkedIn Ad | Post, Spend, & Contact

    4. Session 4: The Interview | Live Demo

    5. Session 5: Onboarding MLO's | Day 1 Introductions & Standards

    6. Session 6: Onboarding MLO's | Day 2 - 5 | Loan Programs, Scenarios, CRM, & Team Intro's

    7. Session 7: Train & Support

About this course

  • $4,995.00 first payment, $247.00 / month onwards
  • 26 lessons
  • 4 hours of video content