Our trainers come with years of experience in mortgage banking, originations and technology, which enable us to deliver quality training through multiple channels: face to face at your office or ours, webinars and conference calls.

Producing the best sales team is essential. Our sales training is based on a consultative, needs-based process focusing on the fundamental principles of selling. Sales training will improve a loan officer’s skills to reach the top by building relationships, analyzing needs, identifying concerns versus objections, asking for business and closing the sale. Selling is not step-by-step, rather an interactive process.

Loan products and programs are the key to success. loan officers receive an overview of all product offerings. After product selection, pricing and locks are essential to committing the best product and rate to meet the customer’s needs. A detailed review of our pricing and locking procedures is offered.

A Loan Origination/Point of Sale System (LOS/POS) is essential to the success of each loan officer. We provide hands on training to familiarize loan officers with multiple workflows to meet their business needs. We discuss alternative ways to conduct business using our technology and suggest a workflow to meet their needs.

After the loan officer returns to the field, Shelter Mortgage offers a commitment of support for industry changes, technology questions or refresher training. Trainers and Production Support Team Members, offer a 30/60/90 day loan officer post training lifeline. Answers are a phone call away!