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# Platform 360°

Grow your mortgage business, with total control and brand ownership.

## Sitemaps

- [XML Sitemap](https://platform.morty.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Platform 360°](https://platform.morty.com/) - Your holistic guide to getting the most with Morty. Find everything you need to know, from doing your first mortgage deal to growing your personal business. Let's get started!
- [Shop](https://platform.morty.com/shop/) - The one-stop-shop to power your mortgage career Unlock your success in the mortgage industry with our expertly crafted marketing templates, courses, and sales resources designed exclusively for loan officers. Featured Products Marketing templates, sales courses, and more. All expertly designed for loan officers. Marketing Template Social Media Content Starter Pack UpLevel Guide Client Retention Playbook
- [Morty Product Demo](https://platform.morty.com/morty-product-demo/) - Watch a demo of Morty in action 👉 Next demo: January 7, 3-3:30 pm ET. Increase your close rate with our Loan Origination System Price and advise faster with Rosey AI and our Pricing Engine Impress your clients with a suite of homebuyer tools And more! Register for a monthly Morty Demo Watch a demo of Morty in action 👉
- [Live Trainings](https://platform.morty.com/live-trainings/) - Live Sales Trainings Elevate your skills and stay on top of the industry trends. Our Live Training Webinars are designed just for you to learn, discuss, and practice crucial skills to help you and your business. InteractiveLive sessions are interactive, so you can engage with instructors and ask questions. Expert-ledOur webinars are led by industry
- [The Houston Insider Report](https://platform.morty.com/the-houston-insider-report/) - Houston Texas Housing Snapshot Houston’s mortgage market is shifting. Here’s what top-performing loan officers know and how you can stay ahead in any role. Metro Houston By The Numbers Where things stand in 2025: Houston metro area remains one of the strongest housing markets in the country, thanks to consistent population growth, strong job numbers,
- [Link in bio](https://platform.morty.com/link-in-bio/) - morty.com Schedule a demo Products Solutions for teams Solutions for individuals Dual REA & MLO licensing State licensing guides For homebuyers
- [Platform 360° - Guest](https://platform.morty.com/360-guest/) - Welcome to Platform 360° Let's grow together! Platform 360 has all the resources you need to build your mortgage business. Whether you're just thinking about getting your mortgage licensed, have worked in the industry for 20 years, or you're somewhere in between — we're here for the journey! Accelerate your licensing Join the platform Increase
- [The Houston Insider Report](https://platform.morty.com/houston-insider-report-request/) - The 2025 Guide to Thriving as a Loan Officer in Houston Houston’s mortgage market is shifting. Want to know what top-performing loan officers know and how you can stay ahead in any role? Get the Houston Insider Report for instant access to:
- [Producer Tier](https://platform.morty.com/producer-tier/) - PRODUCER TIER Run Your Business on a Platform That Grows With You. Morty's Producer Tier is built for loan officers who want more freedom, better economics, and the tools to grow. Earn up to 200bps per closed loan while establishing your independent mortgage brand, with the infrastructure, tech, and lender access to power your next
- [Platform Guide](https://platform.morty.com/platform-guide/) - Morty’s platform lets you run your business your way with the resources, infrastructure and technology needed to be successful in mortgage industry.
- [Join](https://platform.morty.com/join/) - Morty's Platform Tiers help you build your mortgage business independently while leveraging the full power of our tech, team and licensing.
- [Marketing Library](https://platform.morty.com/marketing-library/) - Sell Smarter. Market Faster. Win More Loans. Everything you need to grow your brand, connect with clients, and boost visibility. All built for Morty's Platform partners. Templates & Collateral Free marketing templates, courses, and more. All expertly designed for Morty Platform partners. Social Media TemplatesSocial MediaLaunch Kit Marketing CollateralBusiness Card & One-PagerNetworking Kit Social Media
- [Launch Your Digital Mortgage Business](https://platform.morty.com/business-tiers/) - Morty makes it easier for businesses of any size to launch, run, and expand their online and in-person mortgage services with smart, innovative tools.
- [Platform Referral](https://platform.morty.com/platform-trial-referral/) - Platform Referral Refer and earn, it’s that simple Know someone whose business could grow with the Morty Platform? Invite them to a free trial and you'll get a $20 Amazon gift card when they start, plus a month of your platform fee waived if they join Morty! ShareYou share your personal referral page with your
- [Close CRM integration](https://platform.morty.com/close-crm-integration/) - Automatically send your lead and opportunity data from Morty to Close CRM to keep your pipeline up to date.
- [Marketing Trainings](https://platform.morty.com/marketing-trainings/) - Marketing Trainings Elevate your skills and stay on top of the industry trends. Our Live Training Webinars are designed just for you to learn, discuss, and practice crucial skills to help you and your business. InteractiveLive sessions are interactive, so you can engage with instructors and ask questions. Expert-ledOur webinars are led by industry experts
- [](https://platform.morty.com/hemlock-trial/) - thinks you’ll love Morty, try it for free. Morty brings all your mortgage business together in one place so you can track, plan for what’s next, and do more with your money. The only all-in-one platform designed to power your mortgage business from day one — fast, compliant, and scalable. What is morty?
- [Build Your Online Mortgage Brokerage](https://platform.morty.com/ai-tools/) - With smart tools and tailored support, Morty helps you build, run, and grow your digital mortgage brokerage, no matter your size.
- [Business Enrollment](https://platform.morty.com/business-enrollment/) - Business enrollment Welcome to Morty! Thank you for for working with Morty to build your mortgage business! Let's get started. Please complete the below enrollment form and compliance requirements. Reach out to platform@morty.com is you have any questions. Step 1: Basic InfoStep 2: Team Member InfoStep 3: Digital StorefrontStep 4: Compliance Working with a team?
- [Landing Page Edit Request](https://platform.morty.com/landing-page-edit-request/) - Landing Page Edit Requests Use this form to request edits to your landing page. It takes between 1-2 businesses days after submitting form for landing page to be updated. Please only fill out the fields you would like to be edited!
- [Foundation Enrollment](https://platform.morty.com/foundation-enrollment/) - foundation enrollment Welcome to Morty! Thank you for for working with Morty to build your mortgage business! To start originating loans, please complete the below enrollment form and compliance requirements. Reach out to platform@morty.com is you have any questions. Step 1: EnrollmentStep 2: ComplianceStep 3: Onboarding Complete your Morty enrollment form. Complete your four compliance
- [Join-Producer](https://platform.morty.com/join-producer/) - Morty's Platform Tiers help you build your mortgage business independently while leveraging the full power of our tech, team and licensing.
- [Build Your Online Mortgage Business](https://platform.morty.com/digital-mortgage-platform-tech/) - Morty streamlines the ability to create, manage and grow your online and retail mortgage offerings with innovative solutions for businesses of all sizes.
- [Contact Sales](https://platform.morty.com/contact-sales/) - Contact our sales team We are happy to answer any questions you have to help you get acquainted with Morty. Learn how to build your own mortgage business. Get pricing information. Explore use cases for your current mortgage setup. Schedule a demo. Get your API key for Morty's embeddable mortgage widgets. Discuss bespoke partnership opportunities.
- [Platform Inquiry](https://platform.morty.com/platform-inquiry/)
- [Join](https://platform.morty.com/join-2/) - Morty's Platform Tiers help you build your mortgage business independently while leveraging the full power of our tech, team and licensing.
- [Thank you team](https://platform.morty.com/join/thank-you-team/) - Our team will be in touch soon! You can expect to hear from us in the next 2-3 business days. And if you're ready to get started, schedule a demo with our sales team. Our team will be in touch soon! You can expect to hear from us in the next 2-3 business days. And
- [Thank you loan officer](https://platform.morty.com/join/thank-you-loan-officer/) - You’re a great fit for the Morty Platform! Our team will reach out in the next 2-3 business days with more info. And if you’re ready to get started now, schedule a call with us today! You’re a great fit for the Morty Platform! Our team will reach out in the next 2-3 business days
- [Business brand builder](https://platform.morty.com/business-brand-builder/) - Business Brand Builder Everything you need to get your digital storefront up and running Transform your digital presence with just a few clicks Our Business Brand Builder offers everything you need to get your mortgage brand up and and running in just a few days. Unique brand configurations, web designs, custom domains, and more. Built
- [Oct Product Demo](https://platform.morty.com/oct-brand-demo/) - October Business Brand Demo Sign up for our next live demo Wed, Dec 4, 3-3:30 p.m. ET.
- [HH test](https://platform.morty.com/hh-test/)
- [Thank you no fit](https://platform.morty.com/join/thank-you-no-fit/) - Thank you for your interest! Based on your answers it looks like Morty might not be the right fit for you at this time. Questions? Email us at platform@morty.com for more info. Thank you for your interest! Based on your answers it looks like Morty might not be the right fit for you at this
- [Thank you](https://platform.morty.com/join/thank-you/) - Thank you for your interest! Our team will reach out in the next 2-3 business days. And if you’re ready to get started now, you can enroll in one of our Platform Tiers today! Thank you for your interest! Our team will reach out in the next 2-3 business days. And if you’re ready to
- [Platform Referral](https://platform.morty.com/platform-referral/) - Platform Referral Refer and earn, it’s that simple Know someone who would be a great fit for Morty? Invite them to join the Platform and watch your earnings grow! You'll get an activation bonus plus ongoing earnings for every loan your referral closes while you're active on the Platform. Platform Referral Refer and earn, it’s
- [Oct Product Demo](https://platform.morty.com/oct-product-demo/) - October Product Demo Sign up for our next live demo Wed, Nov 13, 3-3:45 p.m. ET.
- [Your Location](https://platform.morty.com/choose-location/)
- [Glossary](https://platform.morty.com/glossary-2/) - [glossary]
- [Platform FAQ](https://platform.morty.com/faq/) - PLATFORM FAQ Don’t see an answer to your question? General Licensing Which licensing division should I apply through in my state? If you are submitting your MU4 and notice multiple licensing divisions for your state, the correct license to apply for is the one compatible with Morty’s licensing: Indiana: Secretary of State (Indiana-SOS) South Carolina:
- [Scenario form](https://platform.morty.com/scenario-form/) - Scenario Form - Retired Morty has retired the Scenario Form. Please see the article below with additional steps on moving forward to check eligibility.
- [Demos](https://platform.morty.com/demos/) - Morty App Demos Elroy Account CreateElroy Cost Explorer Elroy Interactive QuoteElroy Loan ConciergeElroy Application & Closing TrackerElroy ReFi & HELOCElroy Soft PullsHemlock OverviewHemlock Pricing Engine
- [Contacts](https://platform.morty.com/contacts/) - Contacts Please note, responses from the Morty HQ team may take 24 hours during business hours.
- [Morty PMLO Handbook](https://platform.morty.com/handbook/) - Morty Handbook Click below to jump to a handbook section. Onboarding Expectations Complete onboarding trainings Set up Slack, Gmail, Justworks Attend onboarding call with your PSM in first week on the platform Loan Support Morty's Loan Programs DPA Programs Articles about loan types State Licensing How to add a state If you have a client
- [Resources for borrowers](https://platform.morty.com/borrower-resources/) - Resources for your borrowers Guides and resources that you can share with your customers. If you do not see the materials you are looking for, reach out to us at support@morty.com. Morty’s loan programs The Morty Platform has extensive loan coverage, supporting over 95% of originations. Downpayment assistance Down Payment Assistance (DPA) programs are a
- [Mentorship Enrollment](https://platform.morty.com/mentorship-enrollment/) - Welcome to Morty’s Mentorship Program! Please complete the enrollment survey below so we can match you with a mentor who can best support your goals. Within 2-4 business days, you'll be matched with a mentor and can begin working together!
- [Morty UpLevel Guides](https://platform.morty.com/public-uplevel-guides/) - Marketing templates, sales guides and brand building resources to establish, build and grow your mortgage business and your overall real estate influence.
- [Platform 360° Refund Policy](https://platform.morty.com/refund-policy/) - Our Platform 360° Refund Policy Thanks for purchasing our digital products at Platform 360°, operated by Morty Inc. We offer a full money-back guarantee for all purchases made on our website. If you are not satisfied with the product that you have purchased from us, you can get your money back no questions asked. You
- [Knowledge Base](https://platform.morty.com/docs/) - [epkb-knowledge-base id=1]
- [Documentation](https://platform.morty.com/docs-2/) - [wedocs]
- [Glossary](https://platform.morty.com/glossary/) - [glossary]
- [Knowledge Base](https://platform.morty.com/doc/) - [epkb-knowledge-base id=1]
- [Communication preferences](https://platform.morty.com/communication-preferences/) - [automatewoo_communication_preferences]
- [Platform Demo](https://platform.morty.com/platform-demo/) - Custom products, built for you. Welcome to your Morty product tour, where you'll find everything from a live interactive demo to product features available to you on Business Tier. We have solutions built for you, your team, and your clients. Custom Marketing Consumer Solutions Team Tools Custom products, built for you. Welcome to your Morty
- [How to Add Another State License](https://platform.morty.com/how-to-add-another-state-license/) - As long as you meet requirements, you can be licensed up to 3 states and Morty will sponsor you. If you'd like to be licensed for more than 3, Morty will require a fee. The average cost for you to add a license is about $300, although some states are as low as $100. The
- [Producer survey confirmation](https://platform.morty.com/producer-survey-confirmation/) - Phase one successfully completed! Connect with your intake team if you have any immediate questions, otherwise we will review the information you have submitted and provide you with your official implementation plan in the next week. What's next? Lender Marketplace Configuration Systems onboarding & team training for those new to the Platform Demo your new
- [Testing](https://platform.morty.com/testing/) - blah blah blah
- [Producer Intake Questionnaire](https://platform.morty.com/producer-intake-questionnaire/) - Producer Intake Questionnaire We're excited to be working with you! To help gather the information needed to launch your Producer Implemenation, please complete the form below. If you have any questions, reach out to us at platform@morty.com.
- [Content restricted](https://platform.morty.com/content-restricted/) - [wcm_content_restricted]
- [Confirmation](https://platform.morty.com/subscription-complete/) - Confirmation Thank you for submitting! We'll be in touch shortly. If you have any questions, reach out to platform@morty.com
- [MortySpark: Topic Selection](https://platform.morty.com/mortyspark-topic-selection/)
- [Platform Applicant Resources](https://platform.morty.com/platform-applicant-resources/) - Resources for Platform Applicants. Thank you for submitting your application! We’re reviewing everything and you should hear back from us within one business day (if you haven’t already). Feel free to email platform@morty.com is you have any questions. Let’s get started on the next steps of the Morty Platform process. NMLS Sponsorship Background Check Platform
- [Platform Application](https://platform.morty.com/platform-application/) - Platform Application To apply for the Morty Platform, complete the questionnaire below and review the terms of joining the Morty Platform. We only accepting applicants who have passed the SAFE exam. If you are in the process of getting licensed, we recommend enrolling in our Blueprint program to accelerate becoming a loan officer.
- [MortyEmbed: Content Showcase Form](https://platform.morty.com/mortyembed-content-showcase-form/)
- [Business Intake Questionnaire](https://platform.morty.com/business-intake-questionnaire/) - Business Intake Questionnaire We're excited to be working with your! To help gather the information needed to launch your Business Team, please complete the form below. If you have any questions, reach out to us at platform@morty.com.
- [Biz / Brokerage activation survey](https://platform.morty.com/questionnaire-success/) - Phase one successfully completed! Connect with your intake team if you have any immediate questions, otherwise we will review the information you have submitted and provide you with your official implementation plan in the next week. What's next? Team sponsorship & general platform training User Journey Exploration Systems onboarding & team training Demo your new
- [Hot Leads](https://platform.morty.com/hot-leads/) - HOT LEADS High quality leads, delivered piping hot. We've warmed up these leads for you! Convert hot leads for 50bps, and the better you convert, the more you get! New lead from TX + 1 New lead from FL + 1 How it works Morty delivers a you a high intent (aka HOT) lead looking
- [Workbooks (internal)](https://platform.morty.com/uplevel-guides/) - Take your career to the next level. Transform your business with our UpLevel Guides and templates, designed to provide essential tools and strategies for reaching new levels of professional success. ExercisesHands-on worksheets to help you get clear on your goals. Action stepsPractical applications to enhance your skills. CollateralPersonalized marketing materials at no extra cost. DOWNLOADABLE
- [Content Not Available](https://platform.morty.com/exclusive-content/) - You do not have permissions to access this content. If you believe you are seeing this message in error, try logging in. Contact support@morty.com with any questions.
- [Client Sharing Program](https://platform.morty.com/client-sharing-program/) - Morty’s Client Sharing Program Refer a client to another LO on the Morty Platform and in return earn an incentive bonus of 25 bps on the referred client’s closed loan. It's that easy. How it works. 🤝 Share Share your client's contact details, any information you have about their transaction and any tips on the
- [Register for Platform 360°](https://platform.morty.com/register/) - [ms-note type="info"]We have the following subscriptions available for our site. To join, simply click on the Sign Up button and then complete the registration details.[/ms-note] [ms-membership-signup]
- [Blueprint Enrollment](https://platform.morty.com/blueprint-enrollment/) - Blueprint Enrollment Enrolling in Blueprint has two easy steps. Step one includes a few questions about your licensing timeline and preferences. Step two is where you'll submit your $150 enrollment fee. If you're already licensed, you can sign up for the Morty Platform directly through our Platform Application. On the next page you will pay
- [Personal Brand Guide Order (public)](https://platform.morty.com/personal-brand-guide-order-public/) - Complete the form below to instantly access the guide.
- [Personal Brand Guide confirmation (public)](https://platform.morty.com/personal-brand-guide-confirmation-public/) - Thank you for purchasing Crafting Your (Personal) Brand!
- [Networking Guide Order (public)](https://platform.morty.com/networking-guide-order-public/) - Complete the form below to instantly access the guide.
- [Networking Guide confirmation (public)](https://platform.morty.com/networking-guide-confirmation-public/) - Thank you for purchasing Your Network is Your Networth!
- [Personal Brand Guide confirmation (internal)](https://platform.morty.com/personal-brand-guide-confirmation/) - Thank you for purchasing Crafting Your (Personal) Brand! Click below to access your guide. Use the form in the section below to select which of the printable items you'd like delivered to you! Print items order form Complete the order form below to have your items printed and shipped to you!
- [Networking Guide Order (internal)](https://platform.morty.com/networking-guide-order/) - Complete the form below to instantly access the guide.
- [Personal Brand Guide Order (internal)](https://platform.morty.com/personal-brand-guide-order/) - Complete the form below to instantly access the guide.
- [Confirmation](https://platform.morty.com/checkout/confirmation/) - Thank you for your purchase!
- [Order History](https://platform.morty.com/checkout/order-history/)
- [Transaction Failed](https://platform.morty.com/checkout/transaction-failed/) - Your transaction failed; please try again or contact site support.
- [Receipt](https://platform.morty.com/checkout/receipt/)
- [Checkout](https://platform.morty.com/checkout/)
- [Platform 360° Intro](https://platform.morty.com/platform-360-intro/) - Hi Hannah Hudson! Welcome to Platform 360° Your home base for getting the most with Morty. Find everything you need to know, from licensing tips and Platform enrollment to Morty's product offerings and customer experience. Let's get started! Complete my licensing Enroll in the Platform Learn about Morty COMPLETE MY LICENSING Get a boost with
- [Troubleshooting With Your Customer](https://platform.morty.com/troubleshooting-with-your-customer/) - Issues with Pre-Approval or Application Below is a video on how to use the Quantum Leap feature to help your customer when they are stuck during the Pre-Approval process or the Application. Please refer to the outline below if you are looking for a specific part of the video. 00:50 - 01:22 How to Reset
- [Morty Platform Payments](https://platform.morty.com/subscriptions/) - [ms-membership-signup]
- [Platform Payments](https://platform.morty.com/platform-payments/) - Platform Payments [ms-membership-signup]
- [Testing Form Submission](https://platform.morty.com/testing-form-submission/)
- [Account](https://platform.morty.com/account/) - [ms-membership-account] [ms-membership-logout]
- [Marketing library](https://platform.morty.com/platform-premium/marketing-library/)
- [Exclusive Content for Morty Premium](https://platform.morty.com/protected-content/) - This content is only accessible to Morty's Premium subscribers. If you have recently subscribed to Morty Premium, it may take a few minutes for your account to be updated. If you believe you are seeing this message in error, please contact support@morty.com.
- [Payment Failed](https://platform.morty.com/payment-failed/) - We're sorry, but your transaction failed to process. Please try again or contact site support.
- [Payment Confirmation](https://platform.morty.com/payment-confirmation/) - [simpay_payment_receipt]
- [Profile](https://platform.morty.com/profile/)
- [Member Login](https://platform.morty.com/membership-login/) - [swpm_login_form]
- [Registration Success](https://platform.morty.com/registration-success/) - Welcome
- [Reset Password](https://platform.morty.com/reset-password/)

## Products

- [Instagram Workshop](https://platform.morty.com/product/instagram-workshop/) - You possess the expertise and knowledge, but how do you communicate this to your audience online? It’s time to showcase yourself on Instagram and leverage this free marketing platform to establish (or grow) your digital reach. In this workshop, you’ll learn how to craft captivating content, utilize essential free design tools that make it easy to create content, and receive guidance to help you clarify your professional image.
- [SAFE Licensing Prep Kit](https://platform.morty.com/product/safe-licensing-prep-kit/) - Everything you need to jumpstart your MLO journey — in one streamlined bundle. Includes study guides, a math glossary, practice tests, a 14-day study plan, and a key terms reference designed to help you pass the SAFE exam with confidence.
- [The LO Launch pack](https://platform.morty.com/product/the-lo-launch-pack/) - Your all-in-one toolkit to become a licensed and successful loan officer.The LO Launch Pack combines essential SAFE exam prep with powerful business-building tools — everything you need to study, stand out, and start strong.
- [Social Media Launch Kit](https://platform.morty.com/product/social-media-launch-kit/) - Stand out online with ready-to-use templates made for mortgage pros. From launch announcements to client outreach, this kit helps you build your brand and grow your audience with ease.
- [Personal Brand Bio Worksheet](https://platform.morty.com/product/personal-brand-bio-worksheet/) - Professionally present yourself to clients with a well crafted bio. Use this Personal Brand Bio Worksheet to articulate your value and expertise to clients.
- [Client Networking Tracker](https://platform.morty.com/product/networking-tracker/) - Elevate your mortgage career with our Networking Tracker! Equipped with tools to make the most of your relationships and expand your network.
- [Client Retention Playbook for Loan Officers](https://platform.morty.com/product/client-retention-playbook-for-loan-officers/) - A plug-and-play client retention playbook with scripts, systems, and strategies to drive repeat business and referrals for loan officers.
- [Mortgage Loan Officer Marketing Packet](https://platform.morty.com/product/mortgage-loan-officer-marketing-packet/) - Elevate your mortgage career with our Marketing Packet—personalized, Canva-ready templates for a lasting local connection. Stand out and succeed!
- [Open House Flyers with Mortgage Options](https://platform.morty.com/product/open-home-mortgage-flyers/) - Our Open House Template is an informative and eye-catching flyer for loan officers to impress at open houses, especially when partnering with a realtor.
- [Personalized Mortgage Loan Officer Rack Card](https://platform.morty.com/product/mortgage-loan-officer-rack-card/) - Morty's Personalized Mortgage Loan Officer Rack Card, is a professional tool that includes two customizable Canva templates . Stand out, make connections!
- [Loan Officer Social Media Content Calendar Starter Pack](https://platform.morty.com/product/social-media-marketing-starter-pack/) - Download free mortgage social media templates to grow your business. This pack helps loan officers and brokers attract leads and boost brand visibility online.
- [Loan Officer Networking Kit](https://platform.morty.com/product/business-collateral-templates/) - Step up your networking approach with our Loan Officer Networking Kit, featuring a personalized welcome one-pager and business card templates. Accessible through Canva, where you can easily customize and drop order this collateral. This kit is free to Morty Platform members. Talk to Sales Today!
- [Social Media Marketing 101 for Loan Officers](https://platform.morty.com/product/social-media-101-for-loan-officers/) - In today’s competitive mortgage industry, a strong social media presence isn’t optional—it’s essential. Social media platforms provide loan officers with powerful opportunities to connect with potential clients, build trust, and grow their business like never before. Whether you’re looking to establish your online brand, engage with your audience, or generate more mortgage leads, this course will give you the foundational skills and strategies to succeed.
- [Loan Officer Personal Brand Guide](https://platform.morty.com/product/personal-brand-guide/) - Define your mortgage identity with our Personal Brand Guide. Grow your business, stand out authentically, and build lasting connections.
- [Mortgage Networking Guide](https://platform.morty.com/product/networking-guide/) - Maximize your network impact with our Mortgage Networking Guide. Strategic steps, versatile dashboard, and templates for personalized connections.
- [The Lead Engagement Workbook for Mortgage Professionals](https://platform.morty.com/product/the-lead-engagement-workbook-for-mortgage-professionals/) - This workbook provides mortgage professionals with best practices, preparation strategies, and a comprehensive outreach plan to master lead engagement and enhance borrower relationships.
- [Mentorship Program](https://platform.morty.com/product/mentorship-program/) - Unlock your potential with our exclusive Mentorship Program! Get personalized guidance from an experienced loan officer and take your business to the next level. As a mentee, you’ll receive career insights and tailored advice on your deals. Plus, enjoy the flexibility to unsubscribe at any time. Sign up today and start closing more deals with the confidence and backing of expert mentors.
- [Modern Mortgage Sales](https://platform.morty.com/product/modern-mortgage-sales/) - Gain real-world insights and expert strategies from experienced mortgage professionals in this engaging and informative panel discussion led by the Morty team. Modern Mortgage Sales offers a fresh, practical take on what it takes to succeed in today’s mortgage industry—whether you’re looking to boost your prospecting efforts, build stronger relationships, or maximize referrals.
- [First Impressions: Connecting with your client on the first call](https://platform.morty.com/product/first-impressions-connecting-with-your-client-on-the-first-call/) - You don’t get a second chance at a first impression, and in the mortgage industry, that first conversation can make all the difference. This course is designed to help loan officers and mortgage professionals master the art of the introductory call, ensuring that every interaction builds trust, establishes credibility, and sets the stage for long-term success.
- [Personalized Note Cards](https://platform.morty.com/product/personal-notecards/) - Add a personal, professional touch to your networking efforts with these customized notecards.

## Product categories

- [Marketing Templates](https://platform.morty.com/product-category/marketing-templates/)
- [Sales Tools](https://platform.morty.com/product-category/sales-tools/)
- [UpLevel Guides](https://platform.morty.com/product-category/uplevel-guides/)
- [Memberships](https://platform.morty.com/product-category/memberships/)
- [Sales and Marketing Mortgage Courses](https://platform.morty.com/product-category/courses/)
- [Licensing Support](https://platform.morty.com/product-category/licensing-support/)

## Categories

- [General Mortgage Knowledge](https://platform.morty.com/docs/category/general-mortgage-knowledge/)
- [Intro to Programs and Loan Products](https://platform.morty.com/docs/category/general-mortgage-knowledge/intro-to-programs-and-loan-products/)
- [Mortgage Application Process](https://platform.morty.com/docs/category/general-mortgage-knowledge/mortgage-application-process/)
- [Appraisal, Title, and HOI](https://platform.morty.com/docs/category/general-mortgage-knowledge/appraisal-title-and-hoi/)
- [Being a Morty Loan Officer](https://platform.morty.com/docs/category/being-a-morty-loan-officer/)
- [Morty’s Loan Types and Programs](https://platform.morty.com/docs/category/being-a-morty-loan-officer/mortys-loan-types-and-programs/)
- [About Morty & Policies](https://platform.morty.com/docs/category/being-a-morty-loan-officer/mortys-policies/)
- [Intro to Morty's Apps](https://platform.morty.com/docs/category/being-a-morty-loan-officer/intro-to-mortys-apps/)
- [Morty's Apps Deep Dives](https://platform.morty.com/docs/category/being-a-morty-loan-officer/mortys-apps-deep-dives/)
- [Working on Your First Loan With Morty: SOPs](https://platform.morty.com/docs/category/being-a-morty-loan-officer/working-on-your-first-loan-with-morty-sops/)
- [Sales Advice and Scripts](https://platform.morty.com/docs/category/being-a-morty-loan-officer/sales-advice-and-scripts/)
- [FAQs](https://platform.morty.com/docs/category/faqs/)
- [Licensing](https://platform.morty.com/docs/category/faqs/licensing/)
- [Marketing](https://platform.morty.com/docs/category/faqs/marketing/)
- [Morty Platform](https://platform.morty.com/docs/category/faqs/morty-platform/)

## Course Categories

- [Sales](https://platform.morty.com/course-category/sales/)
- [Onboarding](https://platform.morty.com/course-category/onboarding/)
- [Marketing](https://platform.morty.com/course-category/marketing/)
- [Origination](https://platform.morty.com/course-category/origination/)
- [Lender Trainings](https://platform.morty.com/course-category/lender-trainings/)
- [Sales Trainings](https://platform.morty.com/course-category/sales-trainings/)