Just for Processors!  

This fast-paced workshop is designed for processors who need to get back to basics and adjust to the new documentation standards of today. The program is designed to have a open discussion about best practices in the mortgage process and build asset and income documentation expertise. The first lesson is a comprehensive discussion about the role of processors including company philosophy, organization skills, working with originators, underwriters and closers. The second lesson covers over 25 types of income documentation requirements and 15 types of funds to close. Upon completion of this program you will:


• Understand important proactive processing techniques to help add efficiency to the loan process

• Recognize adequate income and asset documentation independent of automated underwriting feedback • Be able to identify credit, income and asset risk factors that cannot be detected or measured by automated underwriting and require additional documentation and/or consideration

• Understand the important role a mortgage processor plays in providing excellent customer service


The course materials include a comprehensive workbook of over 300 pages with details about various income and assets you won’t find in the agencies guides. Take a day to get the entire team on the same page about underwriting requirements and gain efficiency the very next day.


Fee: $129.00

Audience: Processors