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Success for Today's. Loan Originator. 1. Preparation. 2. Lead Generation. 3. Lead Conversion. 4. Presentation. 5. Prospect Management. 6. Client Retention. Mortgage Loan Officer, Notary Public, New Edition, Learning To Be, Real Estate Mortgage Guide Instant download PDF Realtor | Etsy Marketing Materials,Your loan officer will also help you complete your mortgage loan application and keep track of what's happening during the loan approval process. Please be sure