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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Extensive training in the Mortgage field. Traveled country training loan officers on a wide range of issues from the fundamentals of writing a mortgage to Federal and State licensing training to pass their NMLS tests.
Created two-week training class from scratch at GreatStone mortgage. Went from 78 loan officers to 200 in six months with excellent retention and production increased 10 times. This was accomplished while I was an Executive Corporate manager. I conducted 75% of the training classes myself.
In addition, I have traveled the country selling lead generation materials for Dan Pinto seminars. Crowds were usually in the 300 range. At the same time, I was conducting two days of Boot Camp training for new loan officers.
Currently training Real Estate agents, CPA's and CFP's through CE classes that I have developed. All classes are NY State approved. In addition, I conduct much live training in Real Estate Agents offices during their regularly scheduled meetings. Please feel free to contact me if you would like to learn more about these programs.
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