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Being a Morty Loan Officer
Morty’s Loan Types and Programs
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Lender Offering Matrix
About Morty & Policies
Adding state licensing
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Adding a Client in Hemlock
Automatic Pre-Approval
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Closing Tracker
Cost Explorer
Hemlock Dashboard Tour
Hemlock Pricing Overview
Standard Loan Application
Hemlock: Partially Completed Client Application
Hemlock: Completed Application
Morty's Apps Deep Dives
How to Use Hemlock
Pricing Engine Demo: Tabs, Client Data, Sharing Quotes
Pipeline View
Financial Profile
Working on Your First Loan With Morty: SOPs
Closing Timeline Monitoring
Documented or Underwritten Pre-Approval
How to Check for Loan Eligibility
Selecting and Finalizing an HOI Policy
What to Expect from Conditional Approval to Close
Sales Advice and Scripts
Paid Leads Conversion Goals
Sales Outreach Plan
Sample Sales Outreach Plan
The Market for Paid Leads
Client Outreach Scripting
General Mortgage Knowledge
Intro to Programs and Loan Products
FHA vs. Conventional
Home Equity Lending
Mortgage Application Process
Documents Needed for Conventional Application
Loan Estimate Review
Mortgage Glossary
Appraisal, Title, and HOI
Selecting and Finalizing an HOI Policy
Appraisal Timeline and Results
Appraisal Breakdown
Appraisal Issues
Title Overview
Selecting a Title Company
Standard Docs Needed for HOI
HOI Documents Needed for Condominiums
Flood Insurance
Ordering Title Documents
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Licensing FAQs
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Marketing FAQs
Ordering Business Cards
Morty Platform
Morty Platform FAQs
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