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Mortgage Office Training Schedule

Mortgage Office training will be held in your office via telephone and WebEx. Training will be over a two- to three-week period in segments from one to two hours.

Each session will be followed with assignments and “How To” manuals will be provided to each employee prior to the next training sessions.

Approximate
Sessions		 Topic Who Should Attend
1 Overview of Mortgage Office Security RE Manager
5 "How To System Setup" RE Manager
1 "How To Accounting"
    Custodial Bank Accounts
    General Ledger Accounts		 RE Manager
Accounting
CFO
1 "How To Front Office"
    RapidApp
    RapidApp Pro
    WebApp
    Loan Application		 Loan Originators
1 "Overview and Navigating" All who will use Mortgage Office
4 Back Office
"How To Processing"
    Loan Database
    Processing/Status
    Printing Documents
    Funds Accounting
    Secondary Market		 Processing Clerks
1 "How To Compliance Audit" RE Manager
Auditing
5 "How To Servicing Volume 1"
"How To Servicing Volume 2"
    Loan Setup
    Transactions
    Adjustable Rates
    Escrows and Disbursements
    Month-End Cutoff & Remittance		 RE Manager
Servicing Employees
1 Data Transfer/Receive RE Manager
IT Department
1 "How To Collections" Collectors
1 "How To Reports"
    Management Reports
    Auditor Reports
    Accounting Reports
    Cash Management Reports
    Interest Accrual Program		 RE Manager
Auditing
Accounting
CFO
Additional WebEx sessions will cover the following topics as requested:
  • Audit Center
  • Messages
  • File Locater
  • Report Writer
The following sessions will be held when these software packages are used:
2 "How To Construction"
    Loan Database
    Cost Breakdown
    Disbursement/Pseudo Posting
    Status/Inspections
    Reports		 RE Manager
1 "How To Credit Line"
    Set Up Line
    Advances
    Monthly Statement		 RE Manager
Servicing Employees
The MC Annual Conference covers this topic:
Conference "How To Year End Save and Reporting" RE Manager
Employees

Updated June 8, 2007 at 7:18 a.m.