Customer service Training for mortgage originators
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 lead a Customer service training session for mortgage originators and want to turn it into an engaging and memorable experience. Lets dive into some dynamic techniques that can bring your training to life.
Put Your Audience on the Map
Break the ice by having participants share where they're from using Magic Maps. Ask, Where are you tuning in from today? to build a sense of community early in the session.

Understanding Current Knowledge
Gauge the room by using the Rating Poll to find out everyone's existing knowledge of customer service. Ask something like, "On a scale from 1-10, how would you rate your current customer service skills?"

Capture Their Feelings
Create Word Clouds to visualize how folks feel about customer service training. Encourage words like excited, nervous, or confident by asking, "What's the first word that comes to mind when you hear customer service?"

Bring Stories to Life
Use Talking Tiles to create a visual story from audience responses. Ask them to share what impact customer service has on their role and watch their experiences cascade down the screen.

Discover Training Needs
Set up a Power Poll to figure out which aspects of customer service training theyre most interested in. Ask questions like, "Which customer service skill do you want to improve most: Communication, Problem Solving, or Empathy?"

Fate Takes the Wheel
Use the Spinner Wheel to choose a volunteer for activities or Q&A. Announce, "Let's spin the wheel to see who shares their thoughts next!" and keep everyone on their toes.

Test Their Knowledge
Throw in a Quiz with questions about customer service fundamentals. Ask something like, "Which of the following is a key principle of excellent customer service?" to reinforce learning.

Understanding Current Knowledge
Gauge the room by using the Rating Poll to find out everyone's existing knowledge of customer service. Ask something like, "On a scale from 1-10, how would you rate your current customer service skills?"

Seamless Audience Interactions
Use StreamAlives Q&A feature to handle queries without hassle. Allow the chat to collect questions and address them in real time, hassle-free.

Insights at Your Fingertips
After your session, review the analytics to see what captivated your audience the most, identify your top fans, and send out interaction reports directly to your team via email.











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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