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Capitalizing on Investment Opportunities for Lenders

The skills in this course will allow the lender to efficiently find out about the customers investments, and get agreement on a plan of action without disturbing the natural flow of the loan interview. The current sales challenge facing many lenders is that historically they have been trained to focus on making sure they write good loans and any suggestion of selling was focused on improving volumes and loan growth.

With an increased expectation that they either sell or refer more products and services comes a new problem: how do you effectively talk about other products and services when the customer came in for a loan?

This course includes a 20-minute video presentation that outlines the challenges with selling in a loan interview and describes four simple steps a lender can use to win more investment business from their competitors.

To reinforce the points and increase retention there are a series of dramatizations that clearly model the techniques that will give lenders the skills and confidence they need to succeed.

Duration: 30 minutes

Cost: $49 CDN (Single-person license for 60 days after first login)

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Capitalizing on Investment Opportunities for Lenders

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