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.