NMLS Licensing Education

• Pre-Licensing Education for New MLOs

• SAFE MLO Test Preparation with Prep2Pass App

• Continuing Education (Federal & State)

• Pre-Licensing Education for Additional States

• Temporary Authority

Mortgage Compliance Courses

• Bank Secrecy Act/Anti-Money Laundering

• Fair Lending

• Identity Theft and Mortgage Fraud

• Social Media Compliance

• and much MORE!

Government Lending

• FHA Underwriting, Processing, & Origination

• FHA Manual Underwriting

• FHA 203(k) Underwriting

• VA Underwriting, Processing, & Origination

• USDA Underwriting, Processing, & Origination

Admin Training

* Admin-level training and guidance for the management, usage and best-practices of your LOS platform

* Recordable, web-based screen and video share sessions covering all aspects of effectively managing your system

* Guidance and training on advanced business rule writing, configuration, input form development, system management, database management, user-management, services management and system maintenance

Ensuring your system administrator has the tools, answers, guidance, and comfort level needed to effectively manage your LOS platform long-term is our number one priority. Our team works with your system admin(s) one-on-one, covering all aspects of system management, configuration, and maintenance, beyond the stock tutorials and reference guides.

End-User Training

* Recordable, web-based screen and video share training sessions tailored to YOUR workflow, processes and business nuances

* Instructor-led, step-by-step "how to's" through each stage in the life of loan flow

* Post or maintain recorded sessions for new-hire training, or future reference

* Follow-up and open Q&A sessions to maximize user acceptance and understanding of your systems and processes

Our Training Team works with you to develop a training plan tailored to the nuances of your LOS setup and the dynamics of your company's policies and procedures to ensure that users are not simply getting a "how to use” tutorial. These sessions are designed and tailored to specifically demonstrate and educate your users on the “how's” and "why's" of your loan flow and process.

Go-Live Support

* Certified support to roll out and help manage your transition

* Hands-on, direct support for your System Admin as migration or new workflow is introduced

* Direct assistance with troubleshooting, Q&A, or real-time issue resolution

* End-user assistance and assurance when they need it most

* On-site assistance available

Transitioning into a new system, or introducing a new process can be a daunting and terrifying task in our industry. Ensuring user-acceptance, guidance, and support when most critical, comfort with the changes, and ultimately... transition without impacting production is what our team specializes in.