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Customizable Processing Training Program

This product is an internal training module for the loan processing/loan administrator/coordinator function.  In addition to a Position Description of basic duties, information is presented as to general guidelines.  Specific step-by-step instructions for new loan setup, customer contact, pipeline management and loan status process, determining file readiness, satisfying underwriting conditions/stipulations and closing preparation.

Includes forms, checklists, reports and other tools to assist in executing the function. 

Processor Training Module Preview
File Size: 180 kb
File Type: pdf
Download File

Price: $395.00

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)

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Online Training Login
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