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Loan Assistant Playbook

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5 contributions to Loan Assistant Playbook
I'm BAAAAAACK!😁
Hi Folks! I've been taking time with Family and working on ideas for this Community... I'm excited to announce the self-paced LOA BLUEPRINT COURSE that is coming out Next Week! Also - another "Ask Tressa Anything" event will be held on this platform next Wednesday at 9am PST/12noon EST Stay tuned for more Tutorials, Lives and YouTube Content. Leave a comment with any topics you'd like to see covered! Video Announcement: https://vid.us/91ndqe
2 likes • 11d
@Tressa Pope Welcome BAAAAAACK!😁
New YOUTUBE Drop:🤭How I faked it...until I made it in Mortgages!
I didn't have all the answers when I started in the mortgage industry...here's how I first started out!
0 likes • Apr 10
I just completed my 18 hours study course. Now getting ready for the state exam.
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
2 likes • Mar 6
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.
2 likes • Mar 11
@Tressa Pope Thank you for the information. I am new to this industry, So I have been waiting to hear from you. Now I will start working on getting my New California License.
NEW YOUTUBE DROP! 🗃️File Labeling for LOAs
Stop losing Documents & create a labeling system that works for the whole team! Save everything to a central location with a labeling system that actually works. By the end of this video, you'll have a simple, repeatable system you can implement today—and your entire team can adopt. Thank you @Marissa Perez for inspiring this lesson!
2 likes • Mar 8
@Tressa Pope Thank You this critical training for organising the total business pipeline.
📝💭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 • Mar 6
@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.
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Riaz Javed
2
15 points to level up
@riaz-javed-2606
Business Finance and Credit Consultataion.

Active 2d ago
Joined Mar 6, 2026
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