Senior Loan Officer at Mpire Financial
By now, you’ve completed the "New Hire Request" and have likely heard from our Head of Onboarding, Victoria Almedina. If not, you’ll soon receive several emails outlining the onboarding process. Below is everything you need to get ready for the next steps. Take your time to complete each one, and let’s set you up for success!
Before your official onboarding, please ensure you’ve completed the following steps:
On your onboarding day, you’ll need to grant Mpire access to your NMLS account for a seamless transition. We've provided a step-by-step guide in the sidebar to walk you through this process when the time comes.
Log in to your Mpire email if you haven’t already.
Complete all Trainual modules at 100% using the invitation sent to your Mpire email. These modules will give you all the knowledge you need to get up to speed with Mpire’s processes and culture.
Make sure to finalize your payroll setup by following the Paycor instructions sent to your Mpire email.
Our onboarding will take place in ROAM, our virtual office platform. To prepare:
Additionally, make sure to gather your I-9 documents (passport OR driver’s license AND Social Security Card) to present during your live onboarding session.
If you need guidance on how to resign professionally, the Resignation Guidance for Mortgage Loan Officers document is available in the sidebar. It includes a resignation script, letter template, and tips for handling counteroffers to help ensure a smooth transition. Be sure to review it, and let us know if you have any questions!
If you are bringing operational staff along with you, please make sure to watch the video that provides important details on this process. This will help ensure a smooth transition for both you and your staff. If you are not bringing any staff with you, feel free to disregard this section entirely.
Before your start date, please complete the "All About You" questionnaire, available in the sidebar. This helps us learn more about you and what makes you unique. We’re excited to get to know you better!
If you have any clients who need assistance before your official hire date and state license approval, you'll work with the transition team. It’s essential to understand this process so you can set the right expectations with your clients and referral partners.
This questionnaire will take some time to complete but provides a valuable look into your current business. Depending on your responses, you may receive some "homework" to help optimize your business practices.
Onboarding will take place live in ROAM at your scheduled time. Important: Trainual must be 100% complete for you to attend the session. Any delay in completing Trainual may result in a delay in your onboarding and origination process.
On onboarding day, you’ll meet with Victoria Almedina in the Onboarding Check-In Lobby. During this meeting, you’ll:
P.S.: If anything differs from what’s outlined here, please let me know. Your feedback helps us keep everything up-to-date and accurate for future team members!
“10/10 service!!!! Wade and his team went above and beyond to make sure we closed on our home. With a few hiccups and hurdles in the last hour they did navigate each step efficiently. I would definitely recommend them to assist with anyone looking to obtain a loan. Thank you 👍🏼”
camellia valenciano
“Wonderful”
cynthia green
“In 2015 Wade and his team helped us get into our first home, fast forward 8 years things have changed and due to a divorce hard decisions had to be made concerning the ownership of the house. From the beginning, even though we’ve never met in person Wade and team has given me solid advice over the phone, through annual check in’s and monthly words of inspiration through emails. But the one thing that has stuck with me and I have begun using it in everyday life is when he recently told me. “I am going to tell you what you NEED to hear, not what you WANT to hear.” Going through a divorce isn’t easy but sometimes you need someone like Wade to guide you and even though this time he was not our broker he will always be there to tell me what I need when it comes to his expertise. This make’s me feel like I am a forever client of his and you can’t go wrong with Wade Betz and team. I move into my new house today and with his words of wisdom I feel like I’m “Winning!” Thank you, Wade and team.”
adriana hernandez
“This Team of friendly, knowledgeable and very patient professionals will make your dreams of owning your OWN Home come true I am a Veteran and was so relieved to know that The Wade Betz Team has expertise in dealing with VA loans. And another bonus they worked with me to figure out a financial plan to pay off my debt. And when I moved into my brand new built home that already has 40 K in equity I was debt-free only Mortgage and utilities! I know the homebuying process can be up and down but this team was always available for me to call and ask questions they were all friendly and patient with me even though maybe sometimes I could be over bearing…This is my fourth house I have bought and one of the easiest transactions in the best transactions I have had. I was almost sad when I finally signed at the title company because I felt I was no longer going to call or talk to the Wade Betz team . But they assured me that they were always there for me with anything that I needed and I feel like they have kept their promise. I also would like to add that Wade Betz does a lot for the Veteran community and I so appreciate that. Honestly don’t be afraid to pick up the phone and give this team a call with any question that you have it’s not like there after your money they really genuinely care about people‘s quality of life and getting you the best mortgage for your home. Home ownership is awesome it is your bank account and I believe it is a crime for people to rent. The possibilities are endless for anybody☺️”
melanie wheeler
“We refinanced our house, which normally would be a confusing and bureaucratic process. However, we had a great experience with Wade and his team. They were very responsive answering our questions and they helped us quickly navigate all the requirements. I highly recommend Wade.”
chris beauregard
“Wade and his team’s service was second to none. His focus to detail and follow through during the home closing process made our lives much easier. I look forward to working with Wade and team in the future and would recommend his group to anyone looking for a great mortgage broker!”
benjamin lessner
“I appreciate Wade’s team. We went through multiple deals that fell through. His team kept fighting for us. Finally we were able close, even with details in the air up until the ink was on the paper.”
paul brawner
“Wade and his team were on top of everything from pre-approval to closing. As a first time home buyer I didn't have to worry about anything and any questions I had were answered promptly.”
adrian kotey
“Wade and his incredible Team did it again!!! Wade has been my mortgage broker for years. He has always helped me achieve my financial goals with my best interest at heart. Even with higher interest rates! Thank you Wade!”
michael lieberman