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Loan Originator 3 Day Quick Start Survival Training

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 3 Days Intermediate Origination Training 

4 Course Package

 

Congratulations on becoming a licensed loan originator. 

It wasn't easy and you're to be applauded for your hard work and efforts.  

But now you need to know how to function day to day in your job!

 

Your pre-licensing training only covered the very basics of the mortgage industry. We know you thought it was a lot of information, but in actuality it was only the tip of the iceberg.  Your 20 Hour SAFE Comprehensive training was designed to make you aware of the Federal regulations which regulate our industry and an overview of how mortgage origination works.   

It was just the basics and nothing more. You're legally licensed or about to be, but your level of competency must to raised very quickly for you to survive against more experienced and knowledgeable loan originators. It all has to do with your industry knowledge and confidence  

 This course is going to take you to your next level of competency. 

 

3 Days Intermediate Training: 

Location: 2000 Powers Ferry Road, SE., Marietta, GA 

$350.00 Includes all manuals and training materials, case studies and exercises.

Register Here: This will link you to the school's calendar on the home page.  Just select your course and training date.

 

Individual Class Prices

  1. $150.00       Guidelines For Taking A Detailed  Application

  2. $150.00        FHA For Loan Originators

  3. $  95.00        VA   For Loan Originators

  4. $  65.00        Advanced Sales And Marketing

       $ 460.00        Total If Taken As Individual Classes

 

3 Day Course Overview

 

Day 1 of 3-Day  Instruction: Guidelines For Taking A Detailed Loan Application

9 AM to 5 PM , 1 hour lunch, one morning & afternoon break

 

View This  Course's Table Of Contents  

 

 

        Course Description:

Your first impression after reading the course title is probably, 

" I  already know all this stuff.   How hard is it to fill in  the blanks on a 1003?"  

Well, it isn't so easy because there are many skills you must master prior to "Filling In The Blanks."   This course will take some of your 20 Hour SAFE training and reinforce it with new skills that your first SAFE ACT  training just didn't have time to cover.  If it was covered, you didn't have the time to become proficient. 

You will be proficient after completing this class. 

Please view your course table of contents above  and then you'll appreciate what skills you must master before you step in front of a potential borrower.   You must know how to do the numbers and why you're doing them.  Improper bundling of fees from your initial fees worksheet over to your Good Faith Estimate can be extremely costly.   Any mistake in marking the wrong box , filling in the wrong date, or miscalculating any fees and or rates could force your Broker or Lender into funding a mortgage that loses money. 

 

Or even worse, a loan that you didn't' close and someone else did!

 

Please believe Capstone when we say:

" Your borrower expects you to be a professional, and it only takes one slip of the tongue

or one error checking the wrong box or miscalculating anything to lose that impression."

"You seldom get second chances."

 

Day 2 of 3-Day Instruction: FHA For Loan Originators (The entire day is all FHA

9 AM to 5 PM , 1 hour lunch, one morning & afternoon break 

 

 

View Your Course's Table Of Contents

 

 

             Course Description:

At the end of this course you will have the competency to  pre qualify the  borrowers, be familiar with FHA property issues, 

understand all  the required  FHA documentation and loan approval guidelines, and feel completely comfortable in calculating  

loan amounts, UFMIP, MIP, and MIP refunds.  

  

 

Day 3 (morning) of 3-Day Instruction: VA For Loan Originators  

Class starts at 8:30 AM to 12:30 PM

  

 

        View Your Course's Table Of Contents 

 

 

           Course Description: 

Our Active Duty, Reservists, National Guard, Retired Veterans and their families have special rights afforded to them when purchasing their home or refinancing.

After completing this course you will have the competency to  pre-qualify the veteran for eligibility, income, VA property issues, understanding all  the required  VA documentation, procedures, loan approval guidelines and counseling eligible VA borrowers of the rights and options afforded to them. 

 

 

Day 3 (Afternoon) of 3-Day Instruction: Advanced Sales & Marketing  

Afternoon, Class starts at 1:30 PM to 5:30 PM

    

 

View Your Course's Table Of Contents 

 

 

             Course Description: 

Competition is rough for Loan Originators.  Cornering your share of the market takes planning, organization, and more than just passing out rate sheets in Realtor offices.  You need a clear understanding of what you are offering, and this class shows you how to lay out a plan of action.  This class includes how to determine your "specialty," how to market to "For Sale by Owners," first time homebuyers, Realtors, and other sources of business.  It also shows you how to prepare promotional materials and put together a marketing package.

 

 

       

 

 

 

 

 

   

 Our Active Duty, Reservists, National Guard, Retired Veterans and their families have special rights afforded to them when purchasing their home or refinancing. After this course you will be competent in originating both VA purchases and refinance transactions and counseling eligible VA borrowers of the rights and options afforded to them.  View Your Course Table of Contents