Training Videos

  • 6 Fun Events for Realtors®
    Karen Deis, President, LoanOfficerTraining.com

    13 Ways to Build Your Email List
    Karen Deis, President, LoanOfficerTraining.com

    Employment Ad for Hiring an Assistant
    Karen Deis, President, LoanOfficerTraining.com

    Second Opinion Lead Generation Strategy
    Karen Deis, President, LoanOfficerTraining.com

    3 Realtor and Consumer Marketing Strategies
    Karen Deis, President, LoanOfficerTraining.com

    How to Answer Routine Objections & Questions from Real Estate Agents
    Karen Deis, President, LoanOfficerTraining.com

    Myths & Misconceptions: Credit Reporting & Credit Scoring
    Karen Deis interviews James Charlet (CRECreditServices.com)

    How the Mortgage Industry can Assist Our Military
    Karen Deis interviews Louise Thaxton (Fairway Independent Mortgage Corp.)

    How LOs Can Create a Training Program for Brand New Real Estate Agents
    Karen Deis, President, LoanOfficerTraining.com

    8 Basic Steps to Create Awesome Videos
    Karen Deis, President, LoanOfficerTraining.com

    No Shiny Objects (Part 2) – Marketing Beyond the Closing
    Karen Deis, President, LoanOfficerTraining.com

    No Shiny Objects (Part 1) – Timeless Mortgage Marketing Strategies
    Karen Deis, President, LoanOfficerTraining.com

    Super Saver 25 Loan Program
    Karen Deis, President, LoanOfficerTraining.com

    How to Create Mortgage Education Classes for Your Buyers
    Karen Deis, President, LoanOfficerTraining.com

    Started with Twitter – The Basics
    Karen Deis interview with Robin Baran, Loan Originator (Chicago, IL)

    Hiring an Assistant Chronicles – The Diary of Working with an Assistant
    Karen Deis interview with Loan Officer, Tyler Osby

    What You Need to know about Company Policy & Procedures
    Randall Wood, Attorney (Orem, UT)

    How to Get Qualified Leads by Holding Home Buying Seminars
    Karen Deis, Owner, ApartmentToolKit.com

    Common Mistakes to Look for When Reviewing Your Client’s Credit Report
    Jim Hogle, Executive Director, USCCRA.com

    Corporate Benefits Marketing System: Getting Companies to Endorse You As Their Preferred Mortgage Lender
    Karen Deis, President, LoanOfficerTraining.com

    How to Write a Great “About Me” Bio!
    Mikel Erdman, President, MySmartBlog.com

    How to Thrive in the Mortgage Business
    Victoria Del Frate, Business Coach, iCanCoaching.net


    Back to Video Listing
    6 Fun Events for Realtors®
    Video Length: 10-minute
    Featured Presenter: Karen Deis

    Here’s what you will learn from this video:

    • 6 Fun Events
    • Why hold fun events
    • How they increase your referrals


    Back to Video Listing 13 Ways to Build Your Email List

    Video Length: 4-minute Quick Tip

    Featured Presenter: Karen Deis

    Here’s what you will learn from this video:

    • Easy ways to get people to opt-in
    •  How to ask for email addresses
    • Sample Scripts


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    Employment Ad for Hiring an Assistant

    Video Length: 3-minute Quick Tip

    Featured Presenter: Karen Deis

    Here’s what you will learn from this video:

    • Example of Employment Ad
    • Best places to post your ad

     


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    Second Opinion Lead Generation Strategy

    Video Length: 4-minute Quick Tip

    Featured Presenter: Karen Deis

    Here’s what you will learn from this video:

    • How the second-opinion strategy can generate leads
    • Why it works
    • Example of scripts you can use


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    3 Realtor and Consumer Marketing Strategies

    Video Length: 3-minute Quick Tip

    Featured Presenter: Karen Deis

    Here’s what you will learn from this quick video:

    • Marketing with Aspirin Packets
    • Marketing with Rocket Pens
    • Marketing with Shredded Money

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    How to Answer Routine Objections & Questions from Real Estate Agents

    Video Length: 10-minutes

    Featured Presenter: Karen Deis

    I hear from Loan Officers who tell me that one of the most valuable parts of my latest ebook, Little Book of Mortgage Scripts, was how to answer objects and questions from real estate agents.

    So, here’s what I did…I recorded a short video for you, with short scripts on how to answer the most common objections – ones like:

    • We have an in-house mortgage company that I’m supposed to refer loans to.
    • I give my clients the names of three lenders to call.
    • I’m only a listing agent—so I don’t have any buyers to refer to you.
    • Your closing costs are too high.
    • How much will you pay me if I refer a client to you?

    Here’s the thing…each script ends with a probing question to engage the real estate agent in a conversation with you!

    If you’re interested in purchasing my latest ebook, The Little Book of Mortgage Scripts, visit here for a complete description and to order for only $37. Available on instant download.


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    Myths & Misconceptions: Credit Reporting & Credit Scoring

    Video Length: 45-minutes

    Featured Presenter: Karen Deis interviews James Charlet (CRECreditServices.com)

    While consumers and loan officers can find a lot of information regarding credit scoring and credit repair, there is also a lot of MISINFORMATION on the best way to help future home buyers. James Charlet, CEO of CRE Credit Services, says that a huge percentage of credit reports contain “incorrect information” and simply by pointing out incorrect information and getting it updated on credit reports, is the fastest and easiest way to increase credit score. Here’s what’s covered in this class:

    • Common reporting errors that can be fixed immediately
    • Myths regarding paying down credit card balances
    • How to vacate federal tax liens and get them removed from the credit report
    • How the Student Loan Rehabilitation Act of 2014 can help clients with student loan repayments
    • How to fix inaccurate information from collection agencies
    • How to fix incorrect “coding” errors

    Download included with this class:


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    How the Mortgage Industry can Assist Our Military

    Video Length: 30-minutes

    Featured Presenter: Karen Deis interviews Louise Thaxton (Fairway Independent Mortgage Corp.)

    Louise Thaxton started out as a one-woman band – making it her passion to helping military families. Her American Warrior Initiative (non-profit) has given away 27 mortgage-free homes. Provided money for veterans to start businesses. Money for guide dogs. Paid for veteran families to rent apartments until they get back on their feet again. However, as an industry, I believe WE CAN DO MORE to help our military veterans. Individually.

    As a group. As a company. Within your community. Louise has allowed us to pick her brain on how everyone can help this segment of the population who provide us our freedoms, but are largely forgotten when they return from serving.

    Here’s what’s covered in this class:

    • How you can get involved in helping military in your community
    • The issues facing returning military today.
    • How to find veterans who need your help.
    • Non-profit companies to contribute to.
    • How to get your Realtors®/Title Reps involved.

    Download included with the class:


    Back to Video Listing How LOs Can Create a Training Program for Brand New Real Estate Agents

    Video Length: 20-minutes

    Featured Presenter: Karen Deis, President, LoanOfficerTraining.com

    When a real estate company hires a brand new agent, most of the newbies are the required to go thru a new agent training program. They cover sales and marketing, how to get leads, how to fill out a listing or sales contract. But, when it comes to the MOST critical part of the purchase transaction, they get very little (if any) training when it comes to qualifying the buyers, appraisals and how the entire mortgage approval process works. This videos explains how you become their teacher – so when they sell their first couple of homes – they refer their clients to YOU!

    Here’s what’s covered in this class:

    • Why create a new real estate agent training program
    • What “name” you might call your training program
    • Best day and time to hold your training workshop
    • What topics to cover
    • How to target real estate broker/owners or sales managers
    • What to include in your workbook
    • Follow up strategies after you’ve completed your workshop

    Downloads included with the class:

     


    Back to Video Listing

    8 Basic Steps to Create Awesome Videos

    Video Length: 17-minutes

    Featured Presenter: Karen Deis, President, LoanOfficerTraining.com

    What’s your biggest fear about creating and using videos to market yourself and your expertise? Well, some say “I don’t look good enough”, “I don’t know what to say”, “I don’t know how to record or edit videos”, “I don’t know how I would use it in my marketing”, or “I don’t think anyone would care what I have to say.”

    Creating videos is all about the preparation and this class is about the eight basic things that you should consider and plan for – which I guarantee will take away some of your fears!

    Here’s what’s covered in this class:

    • Who is your audience?
    • Tips on what to talk about
    • Ideal length of time
    • Where to find content
    • How to be your “authentic” self
    • Branding your videos
    • Lighting, Props, Best time to record

    Downloads included with the class:


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    No Shiny Objects (Part 2) – Marketing Beyond the Closing

    Video Length: 18-minutes

    Featured Presenter: Karen Deis, President, LoanOfficerTraining.com

    Here’s what I found! While a client remember where they got their loan and who they make their payments to, at least half of them don’t remember your name or the name of the real estate agent. They don’t remember their loan amount. The interest rate or what the property appraised for. This class covers 4 ways to keep in touch, long after the loan has closed. Use each of these ideas as a stand-alone strategy or as a step-by-step system to follow for years to come.

    Here’s what’s covered in this class:

    • Marketing using a Closing Booklet
    • HUD 1s on January 2nd
    • The Annual Real Estate Review
    • Client Newsletters/Email Marketing
    • What info should be in your database

    Downloads included with the class:


    Back to Video Listing

    No Shiny Objects (Part 1) – Timeless Mortgage Marketing Strategies

    Video Length: 22-minutes

    Featured Presenter: Karen Deis, President, LoanOfficerTraining.com

    Do you have a marketing strategy from the moment client applies for a loan with you and thru to the date of closing? This class is about “back to basics”…low-cost marketing with a big impact. This class covers how to get marketing value out of each and every step along the way.

    Here’s what’s covered in this class:

    • Introducing Your Mortgage Team
    • Just a Note
    • Client Surveys
    • 3 Closing Gift Strategies

    Downloads included with the class:


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    Super Saver 25 Loan Program

    Video Length: 7-minutes

    Featured Presenter: Karen Deis, President, LoanOfficerTraining.com

    With QM rules, it seems like everyone is promoting the plain vanilla, 30-year fixed rate mortgages. And with clients not being able to tell the difference from one mortgage company to the next, how would you like a way to differentiate yourself from your competitors.

    Here’s the video where Karen Deis explains the Super Saver 25 loan program:

    • The script you can use to illustrate the difference between you and your competitors
    • How to ask for the business.
    • How to market and brand it in your corner of the lending world.

    Best of all, the program has been around forever, but very few loan officers ever talk to clients about it. Oh, and every lender/investor you work with offers it right now – no special approvals! Email me now for a copy of the video script!


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    How to Create Mortgage Education Classes for Your Buyers

    Class Length: 25-minutes

    Featured Presenter: Karen Deis, President, LoanOfficerTraining.com

    Here’s what you’ll learn in this class:

    • Reasons to provide mortgage education classes online for consumers
    • How to create your own video classes
    • How to create a Power Point video class
    • Six ways to market the classes to get more leads
    • A list of mortgage education topics

    Download included with the class:

    Whether you choose to create your own scripts & record your own videos, or choose to purchase the scripts/videos from LoanOfficerTraining.com, we hope that you gained some valuable knowledge on the topic of creating consumer education classes! If you’re interested in the Done-4-You Consumer Education classes that Karen discusses in the class, check out all the class topics, view a complete sample class & check out the purchase options as well.


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    Started with Twitter – The Basics

    Class Length: 25-minutes

    Featured Presenter: Karen Deis interview with Robin Baran, Loan Originator (Chicago, IL)

    Here’s what you’ll learn in this video:

    • What you should know about setting up your profile page
    • Twitter etiquette
    • How to get people to follow you
    • Who you should follow
    • Why it’s important to re-tweet
    • Where to find content
    • How to automatically “move” your tweets over to your Facebook pages

    Download included with the class:


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    Hiring an Assistant Chronicles – The Diary of Working with an Assistant

    Class Length: 30-minutes

    Featured Presenter: Karen Deis interview with Loan Officer, Tyler Osby

    Here’s what you’ll learn in this class:

    • How to find the right person
    • How to determine which tasks to take off your plate
    • How to train an assistant
    • What mistakes to avoid

    Download included with the class:


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    What You Need to know about Company Policy & Procedures

    Class Length: 30-minutes

    Featured Presenter: Randall Wood, Attorney (Orem, UT)

    Here’s what you’ll learn in this class:

    • The list of policy & procedures manuals that everyone needs access to
    • A short description of what content is required in each manual
    • Why it’s critical that everyone know your quality control policy
    • Where to find “done-for-you” policy manuals

    Downloads included with the class:


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    How to Get Qualified Leads by Holding Home Buying Seminars

    Class Length: 20-minutes

    Featured Presenter: Karen Deis, Owner, ApartmentToolKit.com

    Here’s what you’ll learn in this class:

    • How and where to find home buyers
    • How to get people to attend
    • What to talk about
    • Home buying seminar mistakes
    • How to get attendees to do business with you
    • How loan officers and real estate agents can work together

    You’ll also find 3 different home buying seminar topics, where Karen shares an outline you can use for:

    • First Time Home Buying Seminars
    • New Construction Buying Seminars
    • How to Buy Rental Property Seminars

    Class Compliments of ApartmentToolKit.com, your resource for ordering mailing lists of apartment dwellers.


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    Common Mistakes to Look for When Reviewing Your Client’s Credit Report

    Class Length: 45-minutes

    Featured Presenter: Jim Hogle, Executive Director, USCCRA.com

    Here’s what you’ll learn in this video:

    • How to spot mistakes on credit report
    • How a credit score is calculated
    • Why “reason codes” are important
    • How to dispute inaccurate information
    • Examples of erroneous credit reports

    Downloads included with class:

    If you are interested in referring your clients over to USCCRA to assist in clearing up their credit reports, USCCRA offers a free affiliate program!


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    Corporate Benefits Marketing System: Getting Companies to Endorse You As Their Preferred Mortgage Lender

    Class Length: 30-minutes

    Featured Presenter: Karen Deis, President, LoanOfficerTraining.com

    Here’s what you’ll learn in this class:

    • How to get companies to endorse you as their preferred mortgage company
    • How to set up the system – and duplicate it for each company
    • How to get your favorite real estate agents involved
    • How to follow up after each closed loan

    Downloads included with this class:

    If you’re interested in reading more about the Corporate Benefits Marketing Complete Kit that is mentioned in this class, visit here now.


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    How to Write a Great “About Me” Bio!

    Class Length: 30-minutes

    Featured Presenter: Mikel Erdman, President, MySmartBlog.com

    Here’s what you’ll learn in this class:

    If you’re interested in the special offer that Mikel mentions in the class (professionally written “about me bio”) visit here now.


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    How to Thrive in the Mortgage Business

    Class Length: 20-minutes

    Featured Presenter: Victoria Fifield, Business Coach, iCanCoaching.net

    Here’s what you’ll learn in this class: