Loan Officer In A Box

Loan Officer in a Box: ($24.49 per month per loan officer) For Managers Only: A monthly direct mail campaign to your database of prospective Loan Officer recruits. Each mailing will get their attention and help them think about joining your company. To sign up your Recruits, click on the "Relationships" Tab. From the drop down box choose Overview. When that screen pulls up, click on the number next to the Recruiting Header. That is a hot link that will pull up only your recruits. When they pull up use one of the search fields to find your recruit's name. Click on the "pencil/edit" link to the right hand side of their name. Once in their record, use the pull down menu to change them to this program. Click save when done. If you go back to the "Relationships" page, you will see that you have designated an LO for the Loan Officer in a Box.

Here are a couple of our recent items for 2022.