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Navigating Mutual Threats & Opportunities with your Realtor partners

Navigating Mutual Threats & Opportunities with your Realtor partners

Guide in understanding customers and their needs

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About this course

Learning Objectives:  The session will help guide you in understanding your customer and their needs. The process begins by gathering information and will focus on SWOT: identifying Strengths, Weaknesses, Opportunities and Threats. Provide you with a format to qualify the opportunity and create a customer needs matrix. Review a typical sales situation and share tips on building rapport and create a business partnership.

Recommended Prerequisites: None

Recommended Audience: Loan Officer, Loan Processor, Underwriter

Curriculum52 min

  • Navigating Mutual Threats & Opportunities with your Realtor partners 52 min
  • Course Completion

About this course

Learning Objectives:  The session will help guide you in understanding your customer and their needs. The process begins by gathering information and will focus on SWOT: identifying Strengths, Weaknesses, Opportunities and Threats. Provide you with a format to qualify the opportunity and create a customer needs matrix. Review a typical sales situation and share tips on building rapport and create a business partnership.

Recommended Prerequisites: None

Recommended Audience: Loan Officer, Loan Processor, Underwriter

Curriculum52 min

  • Navigating Mutual Threats & Opportunities with your Realtor partners 52 min
  • Course Completion