Your own details, each highlighted inside the course: Team name, Loan product list, Referral rules, First 30 days checklist, Course URL, Reporting channel. Then edit anything else you like: wording, scenarios, your logo.

Free course template · Global

Loan officer training: First-90-days coaching session

A ready-made course, live deck and a survey for loan officers. AhaSlides tracks progress, completion and scores for you. 60 minutes, 4 lessons, 7-question final check. Last reviewed 22 October 2026; not legal advice.

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Course outline at a glance

A loan in four lines
Describing APR

Process
Quiz

Order the first conversation
Scenario

Sorting activity
Scenario

Refer or handle
Your first 30 days

Flashcards
Accordion

Final check
You have finished

Quiz
Multi-select quiz
Accordion

Try some questions from the course

Question 1 of 3

Which is the best way to describe APR to a borrower?

APR shows the yearly cost of borrowing as a rate and includes some fees.

Lesson 1, Explain a loan in plain words, teaches this. See the outline

Question 2 of 3

What does a loan in four lines include?

Four lines cover amount, term, rate and total cost.

Lesson 4, Check and next steps, teaches this. See the outline

Question 3 of 3

What does APR include?

APR is a fuller picture than the interest rate alone.

Lesson 4, Check and next steps, teaches this. See the outline

Try next question

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Learners earn a certificate

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Alex Morgan

has completed

Loan officer training: First-90-days coaching session

Completed on12 October 2026

Sample certificate with a placeholder learner name.

Style 1 of 6: Standard

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

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The Loan officer training: First-90-days coaching session course as a learner first sees it

Who has finished
See who has not started, who is in progress and who has completed the course.
Every score
Each learner's result on the 7-question final check, against the 80% pass mark.
What landed
Survey results show what people took away and what to change next time.

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Lesson 1: Explain a loan in plain words · 20 min
Before you begin · A loan in four lines · Describing APR
Lesson 2: The borrower conversation · 14 min
Order the first conversation · Scenario
Lesson 3: Refer and plan · 13 min
Refer or handle · Your first 30 days
Lesson 4: Check and next steps · 13 min
Final check · You have finished

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Common questions

Yes. The course, the live deck and the survey are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Coaching workshop (60 min).

Loan officers (consumer, auto, mortgage) and their managers; run in team coaching sessions.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:

Team name
Loan product list
Referral rules
First 30 days checklist
Course URL
Reporting channel

Then edit anything else you like: wording, scenarios, your logo.

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Loan officer training: First-90-days coaching session

Course outline at a glance