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Loan Assistant Playbook

44 members • Free

1 contribution to Loan Assistant Playbook
📝💭Training Wish-List
Hey Ya'll! I've been receiving requests on lessons people are looking for - so I'm keeping track of them in this thread so that (1) I have a reminder for myself and (2) so you can add your requests! - Pipeline Management (including CRM recommendations) - How to prepare Loan Estimates - How to use 3rd-party Services - How to complete a 1003 (Loan Application) in any system - Prepping Notes for an MLO's client meeting NEW LESSONs are coming soon! Also: if you haven't scheduled your one-on-one Consultation...you can do so here: https://calendly.com/tressapope/loanassistantconsult
📝💭Training Wish-List
2 likes • Jan 31
How to get a job in the field of LOA? Can you work remotely? Or do you always start out in the office somewhere?
1 like • Feb 3
@Tressa Pope thanks!
1-1 of 1
Kelly Terpstra
1
2points to level up
@kelly-terpstra-7394
Living life, constantly learning. Started out in Swimming pool retail industry, went into Financial Advisory Assistant, now searching for LOA position

Active 19d ago
Joined Jan 21, 2026
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