Senior Loan Officer Webinars
Mutual of Omaha Mortgage is your premiere partner for education.
Senior Loan Officer - Leadership Series
Second Monday of the Month at 11:00am CST (one hour)
FEB
2026
Leading the Dual-Licensed Partnership: Structuring Roles, Clarity, & Weekly Cadence
How to set expectations, create structure, define roles, and build a weekly accountability rhythm with your dual-licensed partners.
MAR
2026
Database Opportunity Coaching: Teaching Your Partner How to Mine What They Already Have
How to audit, segment, and identify high-probability mortgage opportunities inside your partner’s existing database.
MAY
2026
Building Dual-Purpose Lead Funnels With Your Agent+ Partner
How to jointly create real estate + mortgage lead funnels, co-market legally, and support dual-purpose lead generation systems.
JUN
2026
Strategic Pre-Approvals: Helping Your Partner Win More Offers
How to leverage pre-approval strategy as a competitive advantage and teach agents how to communicate payment and rate options effectively.
JUL
2026
High-Trust Scripts for Agents: Teaching Your Partner What to Say and When to Say It
How to train agents on refinance, VA, move-up buyer, and objection-handling scripts, delivered in simple, digestible formats.
AUG
2026
Past Client Revival Systems: Helping Your Partner Turn Old Deals Into New Business
How to build and support a past-client reactivation system using equity reviews, rate alerts, refinance triggers, and follow-up workflows.
SEP
2026
Dual-Pipeline Management for Senior Loan Officers: Support Systems, Delegation, and Automation
How to streamline communication, strengthen handoff procedures, and use automation to help dual-licensed agents avoid overwhelm.
OCT
2026
Authority Positioning for Senior Loan Officers: Becoming the Trusted Mortgage Leader Your Agents Lean On
How to provide educational content, market explanations, and video scripts that position you as the expert your partners promote.
NOV
2026
Holiday Production Strategy: Helping Agents Capture Q4 Opportunities
How to guide your partners through holiday scripts, equity reviews, seasonal campaigns, and pipeline-building opportunities for early 2027.
DEC
2026
2027 Leadership Plan: Coaching, Accountability, and Joint Business Planning
How to work with partners to set 2027 goals, establish accountability rhythms, analyze pipeline health, and create shared lead targets.
Senior Loan Officer - Mastermind Series
Fourth Monday of the Month at 11:00am CST (one hour)
FEB
2026
Building Your Partner’s 90-Day Market Plan (and Your Part in It)
Create joint visibility plans, define shared weekly commitments, and develop a dual-licensed positioning script to reinforce during client calls.
MAR
2026
Database Segmentation Implementation Lab
Work side-by-side to segment your partner’s database, create prospect buckets, build a follow-up cadence, and set up shared dashboards.
APR
2026
Loan Officer-Led Role-Play Lab: Running Effective Conversation Practice With Your Partner
Practice live role-play frameworks, strengthen conversation coaching skills, and learn how to give corrective feedback that boosts confidence.
MAY
2026
Co-Creating Lead Funnels: A Working Session
Build dual-purpose lead funnels together, create follow-up workflows, and design scripts for social media, open houses, and inbound leads.
JUN
2026
Pre-Approval Optimization Lab
Develop a sharable buyer presentation, simplify rate and payment conversations, and refine pre-approval strategies that agents can use immediately.
JUL
2026
Script Coaching Workshop: Training Loan Officers to Train Agents
Master how to coach scripts effectively, run structured weekly practice sessions, and deliver 15 ready-to-use scripts to your partners.
AUG
2026
Past Client Campaign Build-Out
Create and finalize a 30-day past-client revival campaign with email, text, and voicemail templates — plus tracking systems for results.
SEP
2026
Workflow Automation Workshop
Design automations, streamline pipeline visibility, and build templates for weekly updates, client summaries, and communication rhythms.
OCT
2026
Content Co-Creation Sprint
Build video scripts, social content calendars, and plug-and-play mortgage education posts your agent partners can immediately publish.
NOV
2026
Holiday Opportunity Activation Lab
Develop seasonal scripts, equity review templates, and an 8-week conversion plan aligned with holiday and year-end financial activity.
DEC
2026
Leadership Blueprint Workshop: Build Your 2027 Loan Officer–Agent Playbook
Finalize your LO–Agent partnership plan, set KPIs, structure accountability, and build a full 12-month coaching calendar for 2027.
Senior Loan Officer - Bootcamp
Second and Fourth Tuesdays of the Month at 2:00pm CST (one hour)
Leading & Supporting Dual-Licensed Agent Production
Partnering with dual-licensed agents requires more than mortgage expertise—it requires clarity, alignment, and intentional leadership.
The Senior Loan Officer Bootcamp is a focused, one-hour strategic session designed for newly onboarded Senior Loan Officer partners who will be supporting dual-licensed real estate agents as they launch their mortgage origination activities.
This Bootcamp establishes expectations, best practices, and communication frameworks so Senior Loan Officers can confidently support dual-licensed agents in business development, marketing alignment, and day-to-day partnership execution—without confusion or overlap.
This is not a guideline review.
This is not operational training.
This is partnership-leadership training designed for efficiency and impact.
What We’ll Cover in This Bootcamp (1 Hour)
The Senior Loan Officer’s Role in the Dual-License Model
A clear breakdown of how Senior Loan Officers add value within the Agent+ structure—leading, supporting, and coaching without competing or creating friction.
Setting Expectations & Boundaries from Day One
Best practices for establishing roles, responsibilities, and communication standards early to protect relationships, production, and consumer experience.
Supporting Business Development Without Taking Over
How Senior Loan Officers can assist with database opportunity identification and mortgage conversion strategies while keeping the dual-licensed agent front-facing and confident.
Marketing & Messaging Alignment
Guidance on co-branding, messaging consistency, and compliant positioning that reinforces trust while supporting the agent’s dual role.
Communication Frameworks That Drive Confidence & Consistency
How to structure check-ins, pipeline conversations, and coaching touchpoints that keep momentum strong—especially in the agent’s first 90 days.
The 30-60-90 Day Support Roadmap
A practical overview of how Senior Loan Officers can guide, support, and coach dual-licensed agents through their first 90 days of production with clarity and purpose.
Senior Loan Officers will leave this session with a concise framework and actionable best practices to confidently support dual-licensed agents—setting the foundation for strong partnerships and early production success.
