Mortgage Sales New Hire Program Redesign
The mortgage sales new hire program was entirely facilitation-based, which was expensive, time-consuming, and not scaling well. I worked with the curriculum manager and learning consultant to redesign it as a blended program that cut facilitation time by 50% while maintaining learning effectiveness.
Blended learning strategy and curriculum redesign
Advised on what content to pull out of the classroom and what formats would work best for different learning objectives
Taught the team to think holistically about the program flow before designing individual pieces
Reviewed the new program plan to identify gaps and opportunities for efficiency
Built approximately half of the 16 self-paced courses in Articulate Storyline (the learning consultant built the other half in Rise)
Moved most foundational content to self-paced learning, keeping only in-depth "why behind the work" courses in facilitation
What I did:
Rather than just converting existing content to elearning, we rethought what actually needed an instructor. Foundational principles, loan extensions, and rate relocks could be self-paced. The complex follow-up work stayed facilitated.
The outcome:
Sample course:
Facilitators recommend it when they identify knowledge gaps during onboarding. It's available as a resource rather than required, which means teams can deploy it when needed without adding mandatory steps to every new hire's process.
The approach:
The example below covers lock extensions and rate relocks, introducing foundational principles that loan officers use daily when pricing mortgage products for customers.