Building for Success

Multi-State Contractor Lunch and Learn

Grab your Brown Bag and Join the SELF team on February 23 at 12:00 PM as we share important program updates, co-marketing opportunities, the new Contractor Toolbox, best practices, and listen and learn from you. We are going through rapid growth due to expansion and as our partners, you should know how these new opportunities impact you and your business. This Lunch and Learn will give you a road map to bigger profits, with less effort. This is a great opportunity for you and your team to meet all of the SELF Loan Program Managers.

The meeting will be held virtually and you can RSVP here

Tune-up Training

In preparation for the multi-state meeting Lunch and Learn, this is a good time to schedule a 30-minute tune-up training. This fast-paced training focuses on your sales process and how to best integrate it with SELF. Good for old and new team members alike.

To schedule, please reach out to via email.

Contractor Project Management Portal Training

The Contractor Project Management Portal is your one-stop hub for tracking customers through the SELF loan process from Lead to Close, getting paid, and updating credentials. This training will take you on a personalized tour of your own portal and answer all your questions.

To schedule, please reach out to via email.

Pre-Approval Mobile App Training

Want to close more business? This training will help you download and learn how to use the SELF Pre-Approval mobile app. The mobile app does not pull credit but takes a customer through a modified process that predicts whether they will qualify for a loan. For customers who want to know before they try, and everyone else that hates to hear another “NO”, this is a great tool to have in your toolbox.

To schedule, please reach out to via email.

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