Agent Training and Onboarding Resources

All the Resources you need in one place. 

Dialing Scripts

Bonus Lead Script

Bonus Lead Cadence

Bonus Lead Texts

Digital Lead Script

Digital Lead Cadence

Objection Handling

Lead Information

Lead Type Document

Lead Return of Investment Document

 

Appointment Scripts

Mortgage Protection Presentation

Mortgage Protection Script 

Underwriting Resources

Underwriting Guidelines

Underwriting Cheat Sheet

Carrier Quoting Page

Casework Slack Channel (use this to ask agents recommendations if you get stuck or reach out to us)