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Loan Agents - Frequently Asked Questions


Do I Need Schooling?
No special schooling is needed. Pacific Financial does recommend several books on being successful in sales. A great book to start with is "Think and Grow Rich" by Napoleon Hill. There is also many lectures and seminars to go to with tips on selling. Check under realtor education links for some we recommend.
Do I Need A License?
Different states have different license requirements. When you apply we check your state for you and help you get on your way to making more money.
What Are Good Qualifications To Have To Become A Loan Agent?
A good personality, enjoy working hands on with people, hard work ethic and willing to provide professional personal service.
What Are Some Good Tools To Have?
The most important tools are either a cell phone or a pager. Customers like to be able to get a hold of their agents quickly when concerns arise. A laptop is also very helpful, but not a requirement.
What Is A Typical Work Day? Every work day is different for every person depending on your ways of gaining business. Some work all day meeting people and getting contacts. Others stay home and use direct mail and flyers to drive in business. The nice thing about it is, it can be a part time job or full time depending on how much work you want to put into it.
How Do I Contact Pacific Financial If I Have A Problem?

To get a quick answer is to call at 818-591-2580 between 10 to 5 pacific standard time. If the question is not as urgent, e-mail is checked daily and can be answered usually in one day.

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