For Mortgage Branch Managers ·
What you'll accomplish
New loan officers asking you the same questions week after week is a documentation problem. This guide uses Claude to build the training library that solves it: structured onboarding topics, sales scripts, and compliance reminders your LOs can reference independently from day one.
What you'll need
Before opening Claude, write down the 5-10 questions new LOs ask most often in their first month. Examples:
This 5-minute list will drive your entire training library.
I'm a mortgage branch manager building a training library for new loan officers. I'll give you a topic and my informal notes on how I handle it, and you'll create a clear, step-by-step training guide. Include: what to do, scripts or example language, common mistakes, and when to ask the manager. Keep language practical, no textbook style.
Pick your most-asked topic and give Claude your informal notes:
Topic: How to structure a pre-qualification call with a new borrower
My notes: First I introduce myself and ask how they heard about me. Then I ask: what's your purchase timeline? Do you have a property in mind? What price range? I run a soft pull credit check with their permission. Then I pull up Encompass and start filling in the 1003. I always ask about employment situation and down payment source. Big mistake: asking about credit score before building rapport. They get defensive. Another mistake: not asking about the property before credit. Sometimes they want commercial.
After building 5+ guides, ask Claude:
I've created training guides on these topics: [list topics]. Write a 1-page index with a one-sentence description of each guide and when a new LO should read it (Day 1, Week 1, First month).