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October 2020


5 Habits of Highly Effective Salespeople: Habit #4

October 6 @ 10:00 am11:00 am PDT

The mortgage world can feel transactional, which is why Habit #4 in the 5 Habits series is having transformational interactions in a transactional world. Bruce Lund, Ph.D., will walk you through his “new client” onboarding system that is built to improve your referrals, reviews, and repeat business.

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NextGen Homebuyer Survey Launch: Trends in Customer Experience & the Homebuying Journey

October 8 @ 10:00 am11:00 am PDT

The next generation of first-time homebuyers brings a unique set of preferences and challenges as they approach their homebuying journey. Cultural Outreach will be premiering their 2020 NextGen Homebuyer Report, which will be used in tandem with the homebuying journey map to provide insights and strategy into reaching the Next Gen homebuyer.

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Underwriting the Self-Employed Borrower

October 14 @ 10:00 am11:30 am PDT

Self-employed borrowers make up a significant opportunity in today’s marketplace. In this webinar, Marianne Collins will help underwriters to understand the process of analysis, the different types of self-employed borrowers, Fannie Mae and Freddie Mac requirements, how to review tax returns, and how to complete an analysis of self-employed income. 

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Part 1: 14 Ways to Manage Email, Avoid Inbox Overload & Control Your Workday

October 15 @ 10:00 am11:00 am PDT

With an average of over 500 emails to sort through in your inbox, it’s easy to feel overwhelmed. Join Kendra Lee, author and email authority, for part 1 of this webinar series and learn 14 ways to manage emails and reduce inbox clutter so that you can take back control of your workday.

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Part 2: 14 Ways to Manage Email, Avoid Inbox Overload, & Control Your Workday

October 22 @ 10:00 am11:00 am PDT

In part 2 of this two-part webinar series, you’ll continue to build upon strategies for email speed-reading, reducing reply time, rules of deletion, and more that you’ll be able to implement right away to take back control of your workday.

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November 2020


5 Habits of Highly Effective Salespeople: Habit #5

November 4 @ 10:00 am11:00 am PST

Description and Registration Link coming soon.

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Fraud Awareness & Prevention

November 10 @ 10:00 am11:00 am PST

Description and Registration Link coming soon.

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Beyond the Basics: The Self-Employed Borrower Advance Course

November 12 @ 10:00 am11:00 am PST

Description and Registration Link coming soon.

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Preparing for the New URLA (FNMA 1003/FHLMC 65)

November 18 @ 11:00 am12:00 pm PST

Description and Registration Link coming soon.

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The NextGen Gender Gap: The Future of Homeownership for Women

November 19 @ 10:00 am11:00 am PST

Description and Registration Link coming soon.

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