BoldTrail Lender Quick Start
Get to know BoldTrail with the "Lender Quick Start", designed to empower you to grow your business as you co-market and work with your agent partners!
Time to complete: 1 hour 20 minutes
How to Complete This Course
Course Objectives
Lesson 1: Partner Lead Nurturing
Lesson 2: Agent/Lender/Lead Communication
Lesson 3: Co-Marketing Strategy
Lesson 4: Preferred Lender
Lesson 5: Niche/Specialized Leads
Lesson 6: Setting Up Your Lender Profile
Lesson 7: Your BoldTrail Dashboard
Lesson 8: Smart CRM Contacts
Lesson 9: Listings
Lesson 10: Marketing Tools
Lesson 11: Lead Engine
Lesson 12: Lender/Agent Accountability
Lesson 13: Setting S.M.A.R.T. Goals
Lesson 14: Setting Expectations
Knowledge Check
Resources & Next Steps
Course Feedback