Course curriculum

  • 1

    Welcome to your LoanSense Loan Officer training | Overview

    • Welcome to LoanSense Loan Officer "Student Loan" Training

    • Introduction to the Lender Dashboard and Consumer Dashboard

    • Test Your Knowledge

    • Student Loan Advising Session Overview

    • Test Your Knowledge
  • 2

    Student Loan Differences and LoanSense Value for Borrowers

    • Difference between Public and Private loans

    • Test Your Knowledge

    • Lender FAQs

    • Difference between Consolidation, Refinance & Restructuring Student Loans

    • Test Your Knowledge

    • Private loans

    • Married borrowers, one or both student debt:

    • Income changes - part time to full time employment, loss job to full time income

    • Tax implications of filing into Student Loan Programs

    • Review seller guides for stated guidelines

    • DTI guidelines & overlay

    • Test Your Overall Knowledge
  • 3

    Marketing and Ad Campaign Assets

    • Default Response Kit

    • Co Branded Loan Officer and Realtor Flyer

    • Credit union flyers

    • Lender Flyer

    • Healthcare Professional Flyer

    • Your Trusted Advisor Flyer

    • Consumer Testimonials

    • Marketing Guru Scott Schang, direct to consumer marketing expert shares his marketing tips on nurturing aged leads and other best practices to consider.

    • Customer Nurture Content Overview

    • Leverage Live and Automated webinars to reach more clients

    • Direct to consumer Webinar content

    • Ad Copy

    • Ad Set Up, Flow and Email Language

    • Ad image 1

    • Ad copy 2

    • Who to refer to LoanSense - Best Practices
  • 4

    Social Media Assets

    • Social Media Images

    • How to Personalize LoanSense Assets for Social Media
  • 5

    Email Templates

    • Welcome Video

    • D2C Welcome Email 1

    • Text and Email Nurture Campaign Sequence

    • D2C Increase affordability

    • D2C Homebuying goals

    • D2C Social proof

    • Student Loans and Credit Score

    • In School Deferment

    • Loan Forgiveness, is this you?

    • Close on home with $0 payments

    • Forbearance

    • Purchase home with 6 figure debt

    • FHA new guidelines

    • CARES Act Mortgage

    • Loan officer helps you reduce payment and afford more homes

    • We help many qualify for a home

    • Milk and Cookies - Goodbye for now

    • Email Templates to Invite your Borrowers
  • 6

    Webinars

    • Forbearance and Credit Dings

  • 7

    How does student debt impact debt-to-income?

    • Welcome! How we prepare you for homeownership!

    • What are the different types of student loan repayment plans?

    • Chapter 1: The BIG Debt to Income Ratio- What should it be?

    • Chapter 2: Mortgage loans treat student loans differently

    • Chapter 3: How to Lower Your Student loans?

    • Loan Verification Letter for Mortgage

    • Chapter 4: Prioritize which debt to pay down first