Prepare and Distribute Onboarding Materials
Introduction to Department and Team Members
Provide Detailed Job Description and Expectations
Tour of Office and Introduction of Tools and Resources
Assist in Setting Up Technology (computer, email, other company software)
Approval: IT Setup Complete
Provide Training on Company Mortgage Loan Systems
Shadow Seasoned Mortgage Loan Officer for Hands-On Learning
Review Company's Loan Products and Services
Training for State and Federal Mortgage Laws
Compliance Training for Fair Lending Practices
Approval: Compliance Training Completion
Sales and Customer Service Training
Introduction to CRM and Leads Management
Personal Growth and Professional Development Planning
Setting up Personal Goals and Targets
Assignment of First Client File for Practice
Approval: First Client File Assignment
Feedback and Progress Assessment
Introduction to Ongoing Support and Mentorship