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Training<br />
Builders & MSA<br />
Summit is committed to helping our Loan Officers succeed. That’s why we<br />
offer Boot Camps and Online Trainings to educate and keep LOs up to date<br />
in an ever-changing industry. These programs allow for shared learning<br />
experiences with peers to further your knowledge and growth in the business<br />
world and beyond.<br />
BOOT CAMP<br />
ONLINE TRAINING<br />
Summit offers specialized training to equip<br />
Loan Officers with the tools to handle high<br />
volume builder business. The Builder Group<br />
management team provides support to help<br />
generate and acquire builder accounts.<br />
Summit holds the only builder certification<br />
program in the nation.<br />
Boot Camps are offered the first week of every<br />
month and include the following:<br />
• Covers a day in the life of a Loan Officer<br />
• How to effectively work the Summit System<br />
• The fastest way to close loans<br />
• How to use Summit products<br />
These trainings are continually updated with new<br />
content and include the following:<br />
• Working with the 1003<br />
• How to calculate income and assets<br />
• Reviewing a residential sales contract<br />
• Working with government loans<br />
• Product training covering new and niche programs<br />
At your disposal:<br />
• Custom reporting to target builders<br />
• Databases of builders from coast to coast<br />
• Builder specific one-on-one coaching<br />
• Builder marketing collateral<br />
• Builder focused programs<br />
• Account protection and automated reporting<br />
• Senior Management team<br />
In addition, we have a dedicated on-boarding team to help make your<br />
transition to Summit effortless.<br />
Experts<br />
Working<br />
With<br />
Experts<br />
With a team of MSA experts in your corner,<br />
your referral partners and clients are sure to<br />
be pleased with their experience. When you<br />
enter an MSA, Summit will provide you with<br />
a catalog of products and services at your<br />
disposal – we like to call it, MSA in a Box!<br />
MSA in a Box:<br />
• Design and review of joint marketing<br />
and media efforts<br />
• Signage and marketing at sales offices<br />
and listings<br />
• Email and direct mail campaigns<br />
Amplify your potential<br />
• Ads and links on website<br />
• Customized marketing materials
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