LOAN ORIGINATOR
TECH SET UP
YOU WILL NEED TO SUBMIT:
Please upload the following to the link in your welcome email:
Signed Independent Contractor Agreement
Headshot (professional, high resolution)
Bio (150–250 words)
Mailing address & phone number
Next Steps
After we’ve received your documents & clear background check, we will begin setting up your email, LOS & CRM accounts. We’ll also schedule your onboarding training calls to get you comfortable with submitting deals.
You will also need to set up your subscription for the APC Producer Program before receiving system access & leads.
ACCESS TO OUR APC PRODUCER PROGRAM
Access to the APC Producer Platform includes technology infrastructure, CRM access, branded marketing support, training sessions, and business development resources.
CRM access + tech stack
Company email + branding
Social media content support
Training library + onboarding calls
Marketing lunch & learns training
Deal structuring support
Lender relationship access
Your 30-60-90 Day Plan
First 30 Days
Complete onboarding
Review training library
Shadow files
Submit mock deal
Practice underwriting
Start networking online & at in-person events
Build your pipeline
60 Days
Actively submitting files
Managing borrower communication
Closing first deal
90 Days
Consistent deal flow
Independent production
Performance scorecard review
Got questions?
Please ask them! That’s why we are here. We want you to succeed!