Customer service Training for loan officers
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Customer service training more fun with polls, word clouds, spinner wheels and more
Works inside your existing PowerPoint presentation
Install the StreamAlive app for PowerPoint and see your slides come to life as people participate in your interactions
AI generates audience interactions for you
Let our AI scan your presentation and automatically come up with relevant questions based on the content. Or spend two hours coming up with your own questions, your choice!
Built to work with MS Teams and Zoom
Native apps for Teams and Zoom so you never have to leave your existing workflows
No QR Codes
Chat-powered interactions means your audience doesn’t need to scan QR codes or look at another screen to participate. They just type in the chat!

Quickly approved by your IT team
StreamAlive’s apps for Teams and Zoom means that they have been through rigorous quality assurance and client safety reviews. You’ll find everything an IT team needs to approve the app within the organization within your StreamAlive account.

Youve been asked to conduct Customer service training for loan officers and you want to make the session fun and interesting. Lets see how to make that happen.
Put Your Audience on the Map
Break the ice right from the start of your training by using the Magic Maps feature. Ask loan officers, Where are you joining us from today? or Which city brings you the warmest customer service memories? This not only starts things on a lively note but also shows everyone quite literally where each participant stands around the globe.

Gauge the Knowledge
Before diving deep, discover everyones understanding of Customer service using Rating Polls. Ask something like, How confident are you in your knowledge of loan-related Customer service on a scale from 1 to 5? This gives you quick insight into how to tailor your session content.

Capture the Sentiments
Use Wonder Words to capture the initial feelings loan officers have about customer service. Pose a question like, How do you feel about Customer service training? and watch real-time sentiments like Excited, Intimidated, or Curious pop up visually on the screen.

Go Beyond Words
Invite more detailed insights by using Talking Tiles. Ask them to share stories or instances of how Customer service impacted their job role. Their responses will fill the screen dynamically, opening up richer discussions.

Know Their Interests
Run a Poll to see which aspects of Customer service your audience wants to explore more. Ask something like, Which Customer service topic are you most interested in: Effective Communication, Managing Complaints, or Building Relationships?

Let Fate Decide
Want to keep things light and spontaneous? Use the Spinner Wheel for selecting volunteers to share their experiences. Pose a question and let the wheel choose who gets to unmute and share.

Make Learning Interactive
Test their knowledge with a Quiz by asking a multiple choice question like, Whats the best first step in handling a complaint from a loan client? Its a fun way to reinforce learning and ensure theyre retaining key information.

Gauge the Knowledge
Before diving deep, discover everyones understanding of Customer service using Rating Polls. Ask something like, How confident are you in your knowledge of loan-related Customer service on a scale from 1 to 5? This gives you quick insight into how to tailor your session content.

Simplified Queries
No Q&A box needed! StreamAlive automatically picks up audience questions directly from the chat. This keeps the session flowing smoothly while addressing inherent queries loan officers may have.

Reflect and Improve
Once the session wraps up, you can delve into the Analytics to see which segment had the audience most engaged. Discover your top fans, and easily share interactive results with everyone on Teams or Email. This gives you insights for elevating future training too!











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Customer service
training,
it can also be used for any instructor-led training session
Explore similar traingin ideas: unlocking the potential of StreamAlive
See how StreamAlive transforms live training with engaging events and interactive sessions across industries.
Interactions in action
(it's free)

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