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ON-BOARDING

We understand that one of the keys to your success is how quickly you can start originating loans with us. Our goal is to make your transition as smooth as possible so you can hit the ground running on your first day. Our entire management team is fully committed to this goal.

You will complete your first week feeling like part of the family and on track for success!! 

STEP 1

You will be provided with a link and password to a personalized orientation, set of setup instructions for your new systems, and training offerings, via email. 

STEP 2

Whether a new account executive, branch manager, loan officer, or operational team member, we will send you a boarding package with application, tax forms, etc. 

If licensed, we will expedite the transfer of your license to LoanStream Mortgage and ensure you have everything you need the day you start.

STEP 3

You will be assigned a team buddy and support team to coach you through new programs and platforms. At this time you will receive your transition package. 

Your buddy will be your go-to source for all your need.  

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Transition Package
  • Business Cards

The Basics

In Addition, Branch Manages and Loan Offices Recieve

We understand that one of the keys to your success is how quickly you can start originating loans with us. Our goal is to make your transition as smooth as possible so you can hit the ground running on your first day. Our entire management team is fully committed to this goal.

You will complete your first week feeling like part of the family and on track for success!! 

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