Скачать или смотреть Mortgage Consultation Mastery | How Top LOs Convert & Close More Loans | 12.02.2025

Learn the exact mortgage consultation structure used by top producers at Giving Tree Lending.
This training breaks down the four core qualification pillars — income, assets, credit, and appraisal — and shows loan officers how to confidently guide borrowers, uncover red flags early, and calculate buying power in minutes.

What you’ll learn:
• How to run a full mortgage consultation from start to finish
• Why this stage determines conversion, closing probability, and commission
• How to explain assets, sourcing, and large deposits to borrowers
• How to calculate income correctly (hourly, salary, variable, WVOE)
• How to identify debts for DTI & determine buying power
• How to use the Mortgage Cheat Sheet effectively
• How to set proper expectations to avoid surprises in underwriting

This session is perfect for new loan officers, processors transitioning to sales, and any LO who wants to sharpen their borrower interview skills.