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Filled with all the tools you'll need to become a successful originator, the RSMC Tool Box for Success is an easy to follow, practical guide of the steps you can take to start closing loans FAST.

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Toolbox for Success

Loan Originator's

TABLE OF CONTENTS

CRM/BNTouch
Business plan
Resources
Tools for success/Scripts and 3 Pillars
Marketing resources
7 week Realtor Marketing Plan or 7 weeks to more referrals!
One-on-one coaching
LO Best Practice Calls

CRM / BNTouch

Download your personal business planning tool

Click on the small square box in the upper right hand corner to open the PDF. You can begin filling it out or save to your desktop to fill out and review later.

BUSINESS PLAN

RESOURCES

TOOLS FOR SUCCESS:  SCRIPTS

TOOLS FOR SUCCESS:  3 PILLARS

MARKETING RESOURCES

7 week Realtor Marketing Plan or 

7 weeks to more referrals!

One-on-one coaching

LO Best Practice Calls

Thank you for using our Toolbox for Success. 

 

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