Process

1. Initial Analysis

   • Conducted interviews with lending team

   • Mapped out complex income classification scenarios

   • Identified common classification errors

   • Reviewed existing training materials
      

2. Content Development

   • Created scenario-based learning modules

   • Developed interactive income classification exercises

   • Built branching scenarios demonstrating correct and incorrect approaches

   • Designed comprehensive job aid for quick reference
      

3. Simulation Design

   • Developed realistic Salesforce LOS interface simulation

   • Created multiple income classification challenges

   • Implemented immediate feedback mechanisms

   • Designed progressive difficulty levels
      

4. Validation and Refinement

   • Piloted training with select AE group

   • Gathered feedback on simulation effectiveness

   • Refined scenarios based on user input

   • Developed tracking for learning outcomes