Mortgage Sales New Hire Program Redesign
The mortgage onboarding program relied entirely on live facilitation, creating instructor bottlenecks, rising costs, and scalability constraints.
Leadership needed a model that could support growth without doubling facilitator time.
I partnered with the curriculum manager and learning consultant to redesign the program into a blended model that reduced facilitation time by 30% while maintaining learning effectiveness.
Audience: Mortgage sales new hires
Scope: Full onboarding curriculum redesign
Format: Blended program (self-paced + facilitated)
Role: Project Lead and Curriculum Architect
Blended learning strategy and curriculum redesign
Conducted a content and objective audit to determine what required live instruction versus self-paced delivery
Redesigned the curriculum architecture around learning complexity rather than legacy delivery format
Shifted foundational and procedural knowledge to scalable self-paced modules
Preserved instructor-led time for high-value application, discussion, and complex scenarios
Built approximately half of the 16 self-paced Storyline courses that formed the new program foundation
Reviewed the full program plan to identify redundancy and opportunities for efficiency
Strategic Actions:
Rather than converting slides into eLearning, we rethought the delivery model. Foundational principles, loan extensions, and rate relocks moved to self-paced modules. Complex follow-up work and deeper application remained facilitated.
The redesign focused on scale, cost efficiency, and preserving instructional depth.
The outcome:
Sample course:
Reduced live facilitation time by 30% while preserving learning effectiveness, transforming a high-cost instructor-heavy onboarding model into a scalable blended system.
Replaced a high-cost, instructor-heavy model with a scalable blended program that preserved instructional depth.
The approach:
The sample below represents one of the foundational self-paced modules created as part of the blended redesign. It introduces core pricing concepts loan officers use daily and demonstrates how complex mortgage content was translated into scalable, applied learning.
Reduced facilitation time by 50% while converting the onboarding program into a scalable blended model.