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2 contributions 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
0 likes • 2d
@Tressa Pope Thank you for the details about LOA Jobs. I would like to learn and then find out where to look for LOA Jobs.
Welcome!
I am happy you are here! Introduce yourself by sharing: - Where you're from - What role you have in the Mortgage Industry - What you hope to gain from the Community
0 likes • 2d
I am just starting out to be a loan broker evantually. For now I need to learn all the steps to get my license. Hopefully I can get some guidence in this group.
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Riaz Javed
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5points to level up
@riaz-javed-2606
Business Finance and Credit Consultataion.

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Joined Mar 6, 2026
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