Monday Sep 23, 2024

Mortgage Probation program with Kimberlee Freeman

In this episode Kimberlee and Luis discussed their recent experiences, future plans, and strategies to enhance their business performance in the mortgage industry. They also reviewed a draft of the Kmf Certified Probation Training Program and discussed the importance of understanding personality in business interactions, as well as the need for a more rigorous training program for new brokers.

Kimberlee explained the process and requirements for becoming a mortgage broker, emphasizing understanding all aspects of the business, including compliance and following company guidelines as brokers are not self-employed. Kimberlee and Luis discussed the need for a more rigorous training program for new brokers. Kimberlee launched a three-month program with key topics and exercises to identify strong candidates, helping brokerage leaders focus on their business while ensuring new hires' success. Luis agreed that the current basic education is insufficient and that this new approach is necessary to produce quality brokers.

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