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Mortgage Origination Production Training and Quality Control Plan

This module allows the company to define the way that loan officers are to conduct their daily business.  Position description defines the loan officer's duties.  The step-by-step process for lock-in, loan registration, pre-qualification, pre-approval, loan application, loan file set up process, pipeline management and closing preparation process are outlined.  

Loan Origination forms, documents and other tools are customize-able and are available on disk. 

Price: $395.00
Originator Procedures
File Size: 51 kb
File Type: pdf
Download File

Text Books

Loan Officer's Practical Guide to Residential Finance
Practical Guide to Loan Processing
Practical Guide to Marketing

Courses

Loan Officer Boot Camp
Mortgage Processor Boot Camp

Policies and Procedures 

Origination
Processing
Underwriting
Closing/Funding
Post-Closing Quality Control
Operations/Human Resources
Information Security
Federal Compliance
Mortgage Servicing
Secondary Marketing

Single Plans

SAFE Act
Anti-Money Laundering
Fair Lending/Deceptive Practices
Appraiser Independence
Loan Originator Compensation
​Anti-Predatory Lending (UDAAP)

Services

Online Training Login
Compliance Management

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Mortgage Training Programs
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