Pinned
Dec '24 •
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
Pinned
Sep '25 •
📝💭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
27d •
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!
6d •
New YOUTUBE Drop! 📩Stop Drowning in Emails: 5 Bucket System
Your inbox doesn't have to be chaos. If you're constantly overwhelmed by emails, missing important messages, or wasting time searching for what you need, you need a better system. In this video, I'm breaking down my 5 Bucket Method for triaging emails—a simple framework that helps you process your inbox faster, prioritize what matters, and stop letting emails control your day.
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Dec '25 •
LOA Training
Hi I'm about to hire an LOA and would like to help get her some training through this, what's the best route or how would that work?
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skool.com/loan-assistant-playbook
Community to help support Mortgage Assistants with fast training & proven systems so their Loan Officer can be freed up to generate more business!
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