Doing This One Thing Will Improve Your Productivity as a Loan Officer

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Jungo CRM Improve Your Productivity as a Loan Officer
Jungo CRM Improve Your Productivity as a Loan Officer

As a busy loan officer, you have enough on your plate already. But, strategically adding tasks that will improve your productivity as a loan officer is a smart move, especially if you want to grow your loan volume (and who doesn’t want that?).

One of the easiest ways to improve your productivity as a loan officer is to learn how to fully leverage the software tools you have at your disposal. Thanks to the growing role of technology in the mortgage industry, loan officers have access to robust software systems to streamline their day.

One of the easiest ways to improve your productivity is to learn how to fully leverage the software tools you have at your disposal.

But if you’re not implementing these tools correctly, you’ll end up wasting time, energy, and money. Not to mention all the missed loan opportunities you’ll have pass you by!

So, how do you invest the time necessary to learn your existing software? One great way is to take advantage of the training opportunities provided by your tech systems.

Leverage Jungo to Improve Your Productivity as a Loan Officer

Jungo’s Customer Relationship Management system is hugely powerful and offers many different tools. However, the robust nature of Jungo also means that there is a lot to learn.

Luckily, Jungo knows how important proper training is, especially when your CRM has the potential to completely transform your business. Because of this, you should take full advantage of all the learning and training opportunities that Jungo provides, completely free to you.

Jungo CRM Improve Your Productivity as a Loan Officer

Jungo offers live training webinars that are completely free to join. These webinars cover a wide variety of topics, so you can be sure that there will always be something new to learn. And, if you ever miss a webinar, a recorded version will be uploaded to Jungo’s Training Center shortly after. 

Getting Started Webinars

Every Thursday at 11 a.m. an expert here at Jungo hosts our Getting Started Webinar. These weekly events cover the 4 Basic Features of Jungo. First, creating a contact and launching a marketing campaign. Then, creating a task, and sending an email.

Plus, during the webinar, you can participate by asking questions and receiving answers in real-time from our training specialist.

This is a great webinar to join if you’re a new user of Jungo, or if you want a refresher of its foundational tools. If you have any new team members or users on your Jungo account, training is a critical step. Having them watch this Getting Started Webinar is a great place to start their Jungo training.

Weekly Wednesday Webinars

Once you’ve covered the basics of Jungo, sign up for the Weekly Wednesday Webinars. These webinars cover subjects ranging from beginner to advanced skill levels. Topics of recent webinars included Lead Management, Workflows, Email Templates, Referrals and Reffinity, and the Loan Process Checklist.

These webinars are a great way to increase your knowledge of what Jungo can do for you on the foundational level. After all, having a streamlined database and marketing system is the first and most powerful reason you invested in Jungo. So, learning how to fully use your software is a secret to loan officer success. Brace yourself though, because your business will explode when it’s powered by Jungo.

Sign Up For Jungo’s Training Webinars

Signing up for Jungo’s Training Webinars is easy and quick. Simply subscribe to our Live Training updates, and you’ll know about all the helpful learning opportunities that we’re hosting! 

If you’re looking for even more training for fully utilizing your CRM, Jungo’s Training Center is an incredible resource. With articles, videos, and recorded past webinars, you have instant access to many tips and tricks.

If you’re struggling with a troubleshooting problem in your Jungo account, the Training Center has a solution to help! This is especially helpful if you need an instant fix. This is because the Training Center can provide answers even faster than our Customer Success Team can!

Plus, the Training Center is available 24 hours a day, 7 days a week. So, if you have a question about your Jungo account, check the Training Center first!

Learning more about using your mortgage software systems is an excellent way to boost your productivity, streamline your process, and discover just how powerful technology can be in your business.

Bottom Line

Learning more about using your mortgage software systems is an excellent way to improve your productivity as a loan officer, streamline your process, and discover just how powerful technology can be in your business. When you’re fully equipped with the knowledge of what your CRM can do for you, it’s time to implement! So, using Jungo to its fullest will save you time and energy, and close you more loans.

When you invest in Jungo, you’re not just investing in an industry-leading CRM. You’re investing in your future success. One of our best recommendations for making your software stack truly work for you is to spend some time learning its capabilities, and how they can serve you.

Jungo’s comprehensive educational materials and customer service are best-in-class. Take advantage of all Jungo has to offer and learn how to improve your productivity as a loan officer.