Course curriculum

    1. Welcome to LoanSense Loan Officer "Student Loan" Training

    2. Introduction to the Lender Dashboard and Consumer Dashboard

    3. Test Your Knowledge

    4. Student Loan Advising Session Overview

    5. Test Your Knowledge

    1. Difference between Public and Private loans

    2. Test Your Knowledge

    3. Lender FAQs

    4. Difference between Consolidation, Refinance & Restructuring Student Loans

    5. Test Your Knowledge

    6. Private loans

    7. Married borrowers, one or both student debt:

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

    9. Tax implications of filing into Student Loan Programs

    10. Review seller guides for stated guidelines

    11. DTI guidelines & overlay

    12. Test Your Overall Knowledge

    1. Default Response Kit

    2. Co Branded Loan Officer and Realtor Flyer

    3. Credit union flyers

    4. Lender Flyer

    5. Healthcare Professional Flyer

    6. Your Trusted Advisor Flyer

    7. Consumer Testimonials

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

    9. Customer Nurture Content Overview

    10. Leverage Live and Automated webinars to reach more clients

    11. Direct to consumer Webinar content

    12. Ad Copy

    13. Ad Set Up, Flow and Email Language

    14. Ad image 1

    15. Ad copy 2

    16. Who to refer to LoanSense - Best Practices

    1. Social Media Images

    2. How to Personalize LoanSense Assets for Social Media

    1. Welcome Video

    2. D2C Welcome Email 1

    3. Text and Email Nurture Campaign Sequence

    4. D2C Increase affordability

    5. D2C Homebuying goals

    6. D2C Social proof

    7. Student Loans and Credit Score

    8. In School Deferment

    9. Loan Forgiveness, is this you?

    10. Close on home with $0 payments

    11. Forbearance

    12. Purchase home with 6 figure debt

    13. FHA new guidelines

    14. CARES Act Mortgage

    15. Loan officer helps you reduce payment and afford more homes

    16. We help many qualify for a home

    17. Milk and Cookies - Goodbye for now

    18. Email Templates to Invite your Borrowers

    1. Forbearance and Credit Dings

About this course

  • $397.00 / year
  • 61 lessons
  • 3 hours of video content