Loan officer training: First-90-days coaching session

A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 7 details that are specific to your organisation.

See the live deck See the full outline

Try the course Preview the survey

Length: 60 min
Lessons: 4 lessons
Frequency: Coaching workshop
Last reviewed: 22 Oct 2026

The borrower conversation

What would you do?

A borrower has been declined

Try it: this is one of 9 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

4 lessons, about 60 minutes
Accordion, process, sorting activity, scenario and quizzes
7-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

13 slides
Poll, quiz, word cloud, ranking slides
A closing slide for your contacts

A feedback survey

Find out what landed and what to change next time.

Feedback survey: 10 questions
Questions written for this session
Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

ID	Objective	Source	Where it's covered
SO 447.1.1	Explain what a borrower needs to know before they apply	Best practice	Whole course
SO 447.2.1	Practise a clear, plain-language explanation of how a loan works	Best practice	Whole course
SO 447.3.1	Decide when to refer a question to underwriting or compliance + your info	Best practice	Whole course
SO 447.4.1	Plan the next 30 days using a simple checklist + your info	Best practice	Whole course

Your part: what a template can't do for you

Your workplace details: fill in the 7 highlighted fields so the course describes your own policies, contacts and locations.
Records: record completion in your own LMS or record system.

Course outline

4 lessons, about 60 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise

Explain a loan in plain words

3 pages

20 min

Before you beginNoteTextList

A loan in four linesTextProcessNoteImageButtonYour info

Describing APRTextQuiz

The borrower conversation

2 pages

14 min

Order the first conversationTextSorting activity

ScenarioScenarioNote

Refer and plan

2 pages

13 min

Refer or handleTextFlashcardsNoteYour info

Your first 30 daysTextAccordionYour infoYour infoYour info

Check and next steps

2 pages

13 min

Final checkQuizMulti-select quiz

You have finishedKey factAccordionButton

Live deck and survey

13 slides to run live, a survey to close the loop

Pink slides are interactive. Every survey question is listed below.

Content · customiseLoan officer first 90 days

Word cloudOne word to describe how a borrower feels at application

PollWhat do borrowers ask most?

ContentA loan in four lines

QuizWhich is the best way to describe APR to a borrower?

RankingOrder these steps of the first borrower conversation

PollA borrower is declined. How do you tell them?

ContentExplain it in plain words

QuizA borrower mentions money trouble and asks for help. What do you do?

ScaleHow ready do you feel for your first week alone?

Open-endedThe question I still need answered

Q&AAsk the trainer anything

Closing · customiseYour 30-day plan

Feedback survey: 10 questions

Overall, how would you rate this session? 5 stars
How useful was this session for you? 1-5 scale
Before this session, how confident were you about explaining how a loan works in plain words? 1-5 scale
Now, how confident are you about explaining how a loan works in plain words? 1-5 scale
I can explain a loan clearly to a first-time borrower. 1-5 scale
What would help most in your first month? multiple choice
What was missing from this session? short text
Do you feel comfortable asking for help on a difficult loan? multiple choice
What is one thing we should change or add? open text
How likely are you to recommend this session to a colleague or friend? NPS

Make it yours

7 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

Team name{{TEAM_NAME}}
Loan product list{{LOAN_PRODUCT_LIST}}
Referral rules{{REFERRAL_RULES}}
First 30 days checklist{{FIRST_30_DAYS_CHECKLIST}}
Survey 1 URL{{SURVEY_1_URL}}
Course URL{{COURSE_URL}}

Show all 7 fields

Reporting channel{{REPORTING_CHANNEL}}

FAQ

Common questions

Can I run loan officer training: First-90-days coaching session training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Coaching workshop (60 min).

Who needs this training?

Loan officers (consumer, auto, mortgage) and their managers; run in team coaching sessions.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and the survey.

See the live deck