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Corporate Trainings

Corporate Training
Programs for Mortgage Teams

Your process. Your workflow. Your way — taught by Loan Logic Method.

Build Confident Teams. Deliver Clean Loans Every Time.

Give your loan officers and processors the confidence, clarity, and consistency they need to produce clean, approvable files — every time. The Loan Logic Method Corporate Training Program brings structured, scenario‑driven education directly to mortgage companies through virtual or in‑office sessions tailored to your workflow, your systems, and your team’s experience level.

Loan Logic Method learns your company’s processes, systems, and workflow — then trains your staff to follow your way of doing things. This includes fully customized onboarding for new loan officers and processors, where we teach your internal file flow, expectations, and Encompass setup (if applicable) so new hires are aligned with your standards from day one. We don’t just teach mortgage logic; we reinforce your internal procedures, so every team member operates with consistency, accuracy, and alignment to your expectations.

Onboarding Program

Perfect for companies that want new hires trained your way from day one

Includes:

  • Your company’s workflow, expectations, and file flow
  • Custom onboarding curriculum based on your processes
  • Comprehensive Encompass support & navigation (if applicable)
  • How to structure files the way your underwriters prefer
  • Best practices for communication, documentation, and loan logic

This program ensures every new LO and processor enters your company with the same foundation, reducing training burden on managers and improving consistency across the board.

Per New Hire:

  • $499 per LO or Processor (virtual onboarding)
  • Includes 2–3 onboarding sessions + Encompass support + workflow training

Monthly Onboarding Subscription:

  • $1,999/month
  • Up to 6 new hires per month
  • Includes all onboarding materials, sessions, and support
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Workshops

Designed to strengthen your team’s mortgage knowledge and improve file quality week after week

Workshop Topics may include:

  • Mortgage 101
  • Encompass 101
  • Income analysis – including wage earners and self-employed
  • Asset analysis
  • Credit review & DTI improvement strategies
  • Product & guideline support - Non-QM, niche products
  • DU/LP troubleshooting and scenario structuring
  • Renovation loan training (FHA 203(k) and Fannie Mae HomeStyle)

These workshops can be scheduled weekly, bi-weekly, or monthly, depending on your team’s needs.

Virtual Corporate Training Sessions/Workshops:

$449 per 60-minute session (includes up to 25 attendees)
($25 per additional attendee)


Workshop Bundles (Virtual) – unlimited attendees:

  • 3-Workshop Bundle: $999
  • 6-Workshop Bundle: $1,899
  • 12-Workshop Bundle: $3,599
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In‑Person
Corporate Training

Every in‑person training is tailored to your company’s goals. We customize the agenda to match your processes, your systems, and the specific areas where your team needs the most support.

Half‑Day (3 hours): $1,799

Full Day (6 hours): $2,999

Travel expenses (if applicable)


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Corporate Monthly Training Packages

Starter Package

  • 3 live virtual workshops per month – up to 25 attendees
  • 2 on-boardings per month
  • Access to training recordings
  • Manager support via email

Growth Package

  • 4 live virtual sessions per month
  • 5 virtual new hire on-boardings per month
  • 30 minute weekly Open Office Hours
  • Priority scheduling
  • Access to training recordings
  • Manager support via email

Starter Package – $1,499/month
Growth Package – $2,999/month


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Why Companies Choose Loan Logic Method

  • Frees up leadership time — Branch managers and executives shouldn’t be tied up training new hires or re‑teaching guidelines. Your time is better spent recruiting, managing your team, and originating loans.
  • Eliminates the training burden on managers — We take over the heavy lifting of onboarding, skill‑building, and ongoing education so your leadership can focus on production, not instruction.
  • Consistent training across the entire organization — Every LO and processor receives the same high‑quality, standardized training, reducing variability and improving file quality.
  • Onboarding that actually sticks — New hires are trained your way from day one, including your workflow, your expectations, and your Encompass setup (if applicable), so managers don’t have to repeat the same training over and over.
  • Improved file quality and fewer conditions — When your team understands loan logic, guidelines, and file structure, underwriters issue fewer suspense conditions, saving time for everyone.
  • Faster ramp‑up for new LOs and processors — Instead of waiting months for new hires to “figure it out,” we accelerate their readiness so they can contribute sooner.
  • Reduced strain on internal staff — Your processors, LOs, and branch managers no longer have to stop what they’re doing to train others.
  • A scalable training solution — Whether you hire one person or twenty, Loan Logic Method can onboard and train them without disrupting your leadership team.
  • A partner that adapts to your workflow — We learn your systems, your processes, and your expectations, then reinforce them across your entire team.

Stay in the Loop

Get weekly reminders about upcoming live trainings plus occasional coupon codes and special discounts on courses and coaching.

Contact

[email protected]

Address

123 Main Street
Lorem ipsum dolor, NJ 12345