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Leadership & Team Building

Build a Top Team

 
Know exactly when to expand your business. When you do expand, know how to hire the right people. After you hire the right people, know how to retain them. This is the key to Level 5 of the Pyramid.

As you develop your team-building skills, you will understand and implement best practices for:
  • Team recruiting, selecting, and hiring
  • Team performance and management
  • Employee orientation
  • Training programs
  • Company and team culture
  • Effective team communication
Managing a team of employees will be the most difficult—and most important—skill you master before you reach the top of the Pyramid. And you cannot possibly reach the peak of the Pyramid if you do not assemble an exceptional team of loan officers capable of successfully running your business without your direct guidance.

And LoanToolbox has plenty of tools and applications to help you attain, train, and retain top employees:

The Profitable Assistant Program
Behind every great loan originator is a great assistant. Use the Profitable Assistant Program to understand how to hire and manage your own "profitable assistant."

DISC Personality Profiling
Improve effectiveness in teamwork, sales, management, and client relations with a DISC Personality Profile. Analyze your own personality as well as those of your employees when you join LoanToolbox.

Human Resources
Private-label all of the essential HR paperwork you need to run your business. Everything from performance evaluations to new employee paperwork.

You can also increase the production and enhance the development of your entire loan officer team through LoanToolbox’s Enterprise Edition.

With the Enterprise Edition, your mortgage team will have full access to LoanToolbox’s proven marketing tools and solutions. And with LoanToolbox in their corner, your team will have the resources needed to thrive in an ever-changing market.
 
   

Features & Benefits of the Enterprise Edition

 
   
Personalize & Brand Your Collateral
  Compliance is a critical issue. Standardize the look-and-feel of your new and existing collateral to create a sense of comfort and confidence in the minds of your customers.
   
Retain Your Top Team Members
  Training modules and ongoing informational conference calls will not only make your best loan officers better, but they will also serve as the competitive differentiator that will keep them by your side throughout any market conditions.
   
Keep Your Loan Officers Selling
  With customized newsletters, CD labels, fully-automated marketing campaigns and more, your team can focus on what they do best— selling—and you can leave the marketing to us.
   
 
As you’ll see, the Enterprise Edition is a critical tool if you are serious about increasing the efficiency and productivity of your team. And once you unlock the power of the Enterprise Edition, you’ll wonder how you ever got by without it!
 
Group rates exclusive to 50 or more users.
 
To learn more click here or call 800-963-1900.
 
 
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Pyramid of a Complete Loan Officer
Level 1—Essential Knowledge
Level 2—Selling & Presentation
Level 3—Marketing
Level 4—Operational Systems
Level 5—Leadership & Team Building
Level 6—Legacy
 
Success Story

"I just signed up for Platinum Plus last week. My first message to my entire database went out the other day and I already have had an inquiry for a $1 million re-fi, a potential referral to a Real Estate Agent, and another inquiry from a client that wants to get out of their ARM into a Fixed. Not a bad return after only 2 days of use."
Jeff Wilensky

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MBA Member