Introduction to Sales

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Course Content

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Morty Overview and Value Proposition 2 Topics

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Morty’s Key Value Propositions

MLO Best Practices 2 Topics

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General Guidelines

Sample Borrower Communications

Objection Handling 3 Topics

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Trust Based Objections

Pricing or Fee Based Objections

Timing Based Objections

Sales Outreach Plan 2 Topics

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Creating an Outreach Plan

Sample 2 Week Outreach Plan

Customer Consultation Scripts 5 Topics

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Preparing for a Phone Call

The Home Buying Process

Preparing an Offer

The Mortgage Process

Next Steps and Ending the Call

Advising Borrowers – Topic Deep Dives 2 Topics

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Loan Estimate Review