Project One.
Client-facing short video trainings
Project Description
I helped create a catalog of over 300 training videos on everything mortgage brokers need to know to write loans and manage their business. Each video contains one to two outcomes to enable learners to originate loans smarter, improve their client service, utilize a tool/product, lead their team, etc. Ultimately, their success is measured by increased loan volume, long lasting industry partnerships and client retention metrics.
Project Overview
Domain
Rapid, independent eLearning via 2-5 minute videos
My Role
One of four Instructional Designers (all videos here were created solely by myself)
Audience
Independent wholesale mortgage brokers and their loan originators, loan processors, and marketing managers
Duration
August 2022 - Present
Tools
Storyboard created in PowerPoint
Audio edited with Audacity
Visual animations created in Vyond
Interactions, captions and SCORM file created in Storyline
Published in Cornerstone
Design Documents
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It all begins with a video topic (usually based on our company values, product releases or submitted by clients). Then I will talk with SMEs, create a general outline, storyboard and draft of the script.
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Once the idea is fleshed out I get to create the content as well. I write a final script, record audio in Audacity, and build the video in Vyond.
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The final video file is a SCORM file created via Articulate Storyline and is ready to be published into our LMS.
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Clients have left many reviews on their favorite videos and are awarded an incentive if they complete course bundles. Their reviews are backed up by the metrics I track from the LMS (Total Logins, Video Completions, and Bundle Completions).
Click to download example storyboard
Click to download example script
Meet Your Team
This video shows how loans are processed at UWM. By the end of this video, learners are able to define how each team works together to process loans from brokers.
Why Guidelines Matter
This video was created to show brokers why specific guidelines and calculations are used to underwrite loans. When the broker trusts the underwriter to underwrite the loan effectively the borrower, broker and lender have a better experience.
NOTE: Audio was recorded by the subject matter expert.
Qualified Mortgage Basics
This is part one of two videos I created on the QM guidelines enacted after the 2008 financial crisis to make loans less risky for both borrowers and lenders.
In this video the audience learns how a Qualified Mortgage protects borrowers, how to identify when they are failing the QM test, and what that means for the broker.
How to Fix a QM Fail
This is part two of two videos I created on the QM guidelines enacted after the 2008 financial crisis to make loans less risky for both borrowers and lenders.
In this video the audience learns how to identify the options available to them to reduce the cost of a loan to pass the QM test. By the end of this video, brokers are able to reduce the borrower’s loan costs enough to close loans that would have been too expensive to pass federal regulations.