Systems

Credit Plus

Viewing Credit

Inquiry/Address LOE

Analyzing Credit Rescore

Lien/Judgement Report

How to Handle Fraud Alerts

How to Order a Repository Credit Rescore

Social Survey

Overview

Mortgage Machine

Overview

Navigating Screens

Creating a New Loan/Loan Look Up

Importing Application

Useful Forms/Corporate Support Contacts

Guideline Tools

Warnings/Errors

Set-Up

Closing

Expectations

Turn Times/Closing Disclosure Delivery Chart

Closing Tips

Additional Resources

Underwriting

Expectations/Turn Times
Process
Communication

Monthly Tasks

Coaching Homework
1st Payment Calls
Database Management

Database Management Outline

Database Mailers

Letter of the Heart Examples

Evidence of Success Examples

Realtor Drops

Realtor Relations

Prospecting

Cold Calling

Pulling MTA Agent Numbers

Follow Up Plans

Gifting
Tuesday Status Updates

Marketing

What Does Marketing Offer?
Marketing Requests: Corporate

How to Request Marketing Material

Marketing Examples

Marketing Requests: In-House

How to Request Marketing Material

Marketing Examples

Table of Contents

Systems

Mortgage Machine

Taking App

Pre-Qualifying

Processing

Closing

Underwriting

Forms

Weekly Tasks

Monthly Tasks

Realtor Relations

Marketing

Additional Employee Resources