Training
Business Planning: A Loan Officer’s Playbook
30 minutes
Step up your origination game with this dynamic training session, designed for loan originators of all levels who are eager to refine their sales skills and elevate their business strategies that are essential to excel in today’s competitive marketplace.
During this 30-minute session, you’ll gain insights on:
- Advanced prospecting techniques – Gain practical, fast-track methods to identify and engage potential clients. Learn how to seamlessly integrate these techniques into your daily activities to maximize your outreach
- Handling objections with the ACT Process – Equip yourself with skills to quickly understand and address client objections, ensuring you maintain momentum in sales conversations
- Building strategic referral networks – Discover how to create and nurture powerful referral relationships that provide sustained business growth and opportunities
Upcoming Sessions:
Stephanie Budnik, AMP – MGIC Senior Marketing Program Manager
Stephanie Budnik, AMP, is a senior marketing program manager at MGIC, where she brings together more than 15 years of sales experience and 20 years in training to deliver impactful, customer-centric strategies. Known for her dynamic approach and authentic communication style, Stephanie bridges the gap between customer insights and business goals – empowering lenders and teams to think strategically and act with purpose.
A proud University of Wisconsin–Whitewater alumna and Accredited Mortgage Professional through the MBA, Stephanie’s expertise spans marketing strategy, education, and leadership development. Her contributions earned her recognition as a finalist for the Woman in the Housing Industry – Rising Star Award in 2023 and induction into Who’s Who in America in 2024.
When she’s not helping others connect ideas to outcomes, Stephanie enjoys family adventures with her husband, Andrew, their 3 children – Owen, Olivia, and Elena – and their dog, Hank.
A proud University of Wisconsin–Whitewater alumna and Accredited Mortgage Professional through the MBA, Stephanie’s expertise spans marketing strategy, education, and leadership development. Her contributions earned her recognition as a finalist for the Woman in the Housing Industry – Rising Star Award in 2023 and induction into Who’s Who in America in 2024.
When she’s not helping others connect ideas to outcomes, Stephanie enjoys family adventures with her husband, Andrew, their 3 children – Owen, Olivia, and Elena – and their dog, Hank.