Business Plan and Reports

Mortgage Origination

Corporate LMS

New Hires

State/Federal Compliance

New Product Development

Sales Management Process

Lending Operations Process Management

• Lending Operations

• Anti-Predatory Lending

• Fair Lending

• Marketing Policies and Procedures

Topics

• Position Descriptions

• Compensation

• Lock-in policies

• Pricing Policies

• Lock-in Completion

• Pre-qualifying

• Pre-Approval

• Marketing Material Policy

• Complete Application Process

• Completing good faith estimate

• Setting up loan files for processing

• Pipeline review 

• Closing preparation procedures 

• Predatory Lending Policy

• Ethical Mortgage Lending Practices

• Complaint Resolution Process

Table of Contents (PDF)

Using our unique learning systems development process, we break down the process into distinct steps and create quantifiable lessons for

Loan Origination Management System