We help you get it done...
You may be looking for open-enrollment or onsite training. And you may be a training specialist and know just what you need from us. This page is for you.
Just as often, we work with a lender or administrative assistant who has been asked to coordinate training. You may not have any idea what you need...but we do.
Looking for a training solution?
- Programs-at-a-Glance is a PDF flyer that you can print and provide to lending management.
- Fee Schedule helps you with your onsite training budget. Call Kimberly at 888-441-1569 for a personalized estimate.
Some great next steps:
- Register your lenders for an open-enrollment workshop
- Call Kimberly at 888-441-1569 to discuss your needs
Already booked onsite training?
Your Training Proposal includes details on audio-visual, manuals and materials, hotel information and travel needs. In addition:
- Please have your senior lender complete our Client Questionnaire and return it 30 days before training.
- Room set-up for use with hotels. And if you would like, Kimberly would be happy to interact with the hotel directly to assure it all goes smoothly.