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!

Hi everyone! 👋 How do you label or name documents to keep things consistent across all your loan files? I sometimes struggle with what to call documents so they’re labeled the same way every time. Do you follow a standard naming convention or use your own system? Any examples would be super helpful! Thanks! 😊

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

Today we covered these questions... - How to edit a GOOGLE SHEET that is 'Viewer-only' - What does PTD mean? - Should I get my license to start in this Industry? - What are Basic LOAN TYPES? - How can I be pro-active with managing my time?

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