Become A Certified Loan Officer
The LendingTree Gold Leaf Award is presented to an elite group of
loan officers who have provided exemplary service to LendingTree customers. Loan
officers have been certified since September 2002. Effective January 2005, certification will be
awarded on a quarterly basis. Certification will continue to be valid for a one-year time period.
How Are Loan Officers Chosen to Receive the Award?
The Gold Leaf Seal will be presented to loan officers based on success levels in several areas including, customer service, adherence to LendingTree best practices, training participation and above average performance levels. Specifically, loan officers and lenders must meet the following criteria:
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The lender must report closings by loan officer
to LendingTree via automated assign, manual funding, or the automated
funding spreadsheet. If lenders do not use any of these tools, they may
still participate if they provide LendingTree with the quantitative data
necessary for the analysis.
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The loan officer must be dedicated to the
LendingTree channel.
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The loan officer must have attended a
LendingTree training program. Please note that in order to obtain
certification or re-certification in 2005, a loan officer must have
attended in 2004 or 2005 one of the following: Sales Excellence
Training, Regional Training, Certified Loan Officer Summit, Loan Officer
Sales Rally, or other LendingTree sanctioned training.
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The loan officer must have been active on the
Network (taking leads) for six of the seven months during the period
which they are qualifying for.
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The loan officer must have an average
conversion rate for the measurement period that is higher than the
Network average of the analysis time period. Closing data is measured
based on static pools (i.e. the month the QF was received). View the criteria used to determine certification for the January 2005 round. Please note that since the inception of this program, the certification criteria has trended consistently. Therefore, this data is a good guide to use when self-evaluating performance.
- Customer service guidelines will be in place as part of the qualifying process. The new guidelines are as follows:
Customer feedback on loan officer performance is collected in closer and non-closer surveys. A loan officer must have an average customer service score of 3.0 during the qualifying period in order to be certified.
In addition, a loan officer must have less than three (3) escalated consumer issues that can be directly related to the loan officer.
Certification status is
reviewed on an annual basis (based on the date of certification).
However, if a loan officer has more than three (3) escalated consumer
issues that can be directly related to the loan officer within the
qualifying period, the certification status will be revoked.
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Benefits of Certified Loan Officers?
LendingTree is dedicated to helping our lender partners achieve a high level of success on the LendingTree Exchange and rewarding the efforts of outstanding loan officers. Please contact your LendingTree Account Manager or email loprograms@lendingtree.com with any questions about the Gold Leaf Award or the Loan Officer Certification program
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Use of the Gold Leaf Seal
LendingTree grants Certified Loan Officers permission to use the Gold Leaf Seal
in their emails to LendingTree consumers. Displaying this Seal will show consumers that you belong to an
elite class of loan officers who have provided superior service to LendingTree customers.
Two Ways to Utilize the Seal
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If you utilize automated email, the seal will automatically be attached in the signature line of your emails generated through LendingTree. If you would like to opt out
of having the seal shown in your emails, please send a request to loprograms@lendingtree.com.
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If you do not utilize automated email, you can still use the Seal image.
Just sign the attached agreement and fax the form
to 704-541-1821 Attn: Theresa Bennett. Once we receive your signed
agreement, we will email you the image.
How Can I Use the Seal in my Custom Emails?
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We recommend that you add the seal in the
signature line of your emails. We have also developed a tag line that
can be placed underneath the image to describe the Gold Leaf Award and
the LendingTree Loan Officer Certification program.
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The seal is for use in your email communications with LendingTree customers. The seal may NOT
be used in printed materials and may NOT be used with customers from other lead sources.
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2005 Certified Loan Officers
Congratulations to our current certified loan
officers. View the current Certified Loan Officers:
If you are a Certified Loan Officer listed on the list above please click here to register.
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Contact Information
We welcome your comments and suggestions about the Certified Loan Officer Program.
Please contact us at loprograms@lendingtree.com.
Thank you.
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