Session
Number |
|
Number Held
and Time |
|
Topic Covered |
|
Who Should Attend |
| 1 |
|
1 – 1-Hour |
|
Processing Foundation |
|
RE Manager
CFO
Accounting |
| 2 |
|
1 – 1-Hour |
|
Mortgage Office Security |
|
RE Manager |
| 3 |
|
1 – 1-Hour |
|
"How To" Accounting |
|
RE Manager
CFO
Accounting |
| 4 |
|
1 – 1-Hour |
|
"How To" Overview and Navigating |
|
All Who Use Mortgage Office Software |
| 5 |
|
2 – 1-Hour |
|
"How To" System Setup |
|
RE Manager |
| 6 |
|
1 – 1-Hour |
|
"How To" Front Office |
|
Loan Originators |
| 7 |
|
2 – 2 Hours Each |
|
Back Office
"How To" Processing
Loan Database
Print Documents
Funds Accounting
Secondary Market |
|
Processing Clerks |
| 8 |
|
1 – 1-Hour |
|
"How To" Compliance Audit |
|
RE Manager
Auditing |
| 9 |
|
2 – 2 Hours Each |
|
"How To" Servicing Vol. 1
"How To" Servicing Vol. 2
Loan Setup
Transactions
Adjustable Rates
Escrows and Disbursements
Month-End Cutoff & Remittance |
|
RE Manager
Servicing Employees |
| 10 |
|
1 – 1-Hour |
|
"How To" Data Transfer/Receive |
|
RE Manager
IT Department |
| 11 |
|
1 – Hour |
|
"How To" Collections |
|
Collectors |
| 12 |
|
1 – 2-Hour |
|
"How To" Construction
Loan Database
Cost Breakdown
Disbursement/Pseudo Posting
Status/Inspections
Reports |
|
RE Manager |
| 13 |
|
1 – 1-Hour |
|
"How To" Credit Line
Set Up Line
Advances
Monthly Statement |
|
RE Manager
Servicing Employees |
| 14 |
|
1 – 1-Hour |
|
"How To" Reports
Management Reports
Auditor Reports
Accounting Reports
Cash Management Reports
Interest Accrual Program |
|
RE Manager
Auditing
Accounting
CFO |
| Year End |
|
|
|
"How To" Year End Save and Reporting |
|
RE Manager
Employees |
