eLearning (SCORM-compliant)

Introduction to Emotional Intelligence

This module provides an overview of the major components of Emotional Intelligence (EI) and is designed to help the participant use the principles of EI to increase their performance. Authoring platform: Flash (via Articulate).

Increasing P to X

This module was designed to help sales people increase their ratio of closed loans. It focuses the milestones in the loan process during which the borrower is most likely to abandon the transaction. Authoring platform: Flash (via Articulate).

Asking Good Questions

This module reviews the importance of asking good questions during the sales process, with an emphasis on using open-ended questions rather than close-ended questions. Authoring platform: Dreamweaver (HTML/Javascript). (Note: This module was published to operate within a SCORM-compliant learning management system and may report errors when launched.)

Where's Larry (Just for Fun)

This game was designed to promote the launch of several new elearning courses within our corporate university. Inspired by the "Where's Waldo" series it challenges the participant to locate one our trainers (Larry) from within each scene. Authoring platform: Flash.

Manuals (PDF format)

SugarCRM Participant Guide

This manual was created for the company-wide rollout of new customer relationship management (CRM) software. It contains a blend of process-related content and technical instructions.

NAMB Facilitator Guide

This facilitator's guide was designed for course titled "Introduction to Commercial Lending" offered by the National Association of Mortgage Brokers (NAMB) to its members. This session is trained nationwide by the individual state chapters of the NAMB organization.

Job Aids (PDF format)

Loan Process Roadmap - visual overview of the major steps in the loan process from application to servicing. Tools: Illustrator and Photoshop.

Lending math - at a glance guide to all of the major symbols, equations and calculations common to mortgage transactions. Tool: Microsoft Word.

DiSC Interaction Planning - practical worksheet for use with Inscape's DiSC communication style system. Tool: Microsoft Word.