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BENCHMARK ORIENTATION TRAINING
Starting Oct. 13th/14th, Benchmark is expanding beyond just Fridays to a one and one-half day Orientation Training for all new and existing Branch Partners. The training will be delivered by several Managers, from 2:00 p.m. to 5:00 p.m. on Thursdays and from 9:00 a.m. to 4:30 p.m. on Fridaysthe first, second, and third Thursdays and Fridays of every month. We incent our new Branch Partners to fly in for this valuable training session with two (2) $350 transaction fee credits on their first two banked loans if the training is attended within 30 days of their start dates . . . and one (1) transaction fee credit if the training is taken in days 31 60 after their start dates. This more than pays for their airfare and lodging while in Dallas.
The Training includes: How to work with the Underwriting, Closing, Compliance, Accounting, Branch Development, Information Technology and Secondary Marketing Departments of Benchmark. We cover Benchmark's Banked Line of Loan Products, Guidelines, Pricing and how to use "QuikQual" our Automated Underwriting Engine. Training is also delivered on Marketing and Lead Generation. We also introduce our new Real Estate Settlement Support Services Agreement Program that can be used to form referral partnerships through which, while maintaining RESPA compliance, a settlement services provider can be compensated for his or her involvement in the mortgage origination process.
Please contact Cindy Wajda at (214) 420-2741 or CWajda@BenchmarkLends.com to RSVP and receive information on local hotels and/or driving directions. We have a suites hotel adjacent to us named the Bradford Suites and we have been able to negotiate very attractive room rate with them . . . only $59.95!
Please RSVP . . . Space is limited!!!
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ORIENTATION TRAINING AGENDA
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Section #1: Thursday, 9:00AM 11:00AM, Gib Holloway, VP, Business Development
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9:00 - 9:15
9:15 - 10:15
10:15 - 10:30
10:30 - 11:00
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Introduction/Refreshments
Mortgage Dashboard
Break
Branch Developement & IT
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Section #2: Thursday, 11:00AM - 12:00PM, Kelly Koleber, Manager, Branch Development
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11:00 - 11:30
11:30 - 12:00
12:00 - 1:00
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Underwriting & Compliance
Special Guest Speaker
Lunch/Q & A with Department Heads
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Section #3: Thursday, 1:00PM 3:00PM, Janece Dawson, CSR Accounting
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1:00 - 3:00
3:00 - 3:15
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Accounting & Payroll
Break
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Section #4: Thursday, 3:15PM 5:00PM, Operations Department
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3:15 - 4:00
4:00 - 4:15
4:15 - 5:00
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Secondary Marketing
Break
Rate Sheets & Quik Qual
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Section #5: Friday, 9:00AM 12:00PM, Operations Department
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9:00 - 10:00
10:00 - 10:15
10:15 - 11:30
11:30 - 12:00
12:00 - 1:00
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Rate Sheets & Quik Qual
Break
Scenarios
Special Guest Speaker
Lunch/ Q & A with Dept Heads
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| Section #6: Friday, 1:00PM 4:30PM, Gib & Gil Holloway, Business Development |
1:00 - 4:00
4:00 - 4:30
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Marketing Strategies, Web & Non-Web
Q & A and Interactive Sharing of Successes
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Section #7: Friday, 4:30PM 5:00PM, Gib Holloway, VP, Business Development
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4:30 - 4:45
4:45 - 5:00
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Hand out Transaction Fee Credits
Tour of Benchmark's Corporate Offices
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