In this course, you will have the opportunity to explore and learn the essential sections and icons of the HUB that impact your role as a Client Manager.

Expected Duration: Approximately 1 to 2 hours

Delivery Method: Text only, sound NOT needed for course

Assessment: The Modules in this course do not contain any quizzes.  However, once you have completed all Modules in this course there will be a final assessment.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

Intended for for Client Managers, this course is broken out into five (5) modules to train on our Third-Party Vendors.  Through this Course, you will learn who we work with and what they do as it relates to your role in the company.

Expected Duration: Approximately 1 hour

Delivery Method: Text only, sound NOT needed for course

Assessment: The Modules in this course do not contain any quizzes.  However, once you have completed all Modules in this course there will be a final assessment.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

This Course, intended for all Sales and Ops Employees, will help you understand how the third-party services on a loan get triggered, ordered & received.

Expected Duration: Approximately 4 Hours

Delivery Method: Text & Audio, sound WILL be needed during this Course

Assessment: Throughout the Course are quizzes, which are not graded and can be taken as many times as needed.  If you find yourself struggling to correctly answer the questions, it is recommended that you retake the Modules, as questions from the quizzes will be found on the final assessment. The final assessment will be given once you have completed all the Modules in this Course.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

Intended for all Client Managers, this course is broken out in 4 parts to train on all things related to the Closing Disclosure.

Expected Duration: Approximately 1 hour

Delivery Method: Text only, sound NOT needed for course

Assessment: Through out each Module, will be quizzes, which are not graded and can be taken as many times as needed.  If you find yourself struggling to correctly answer the questions, it is recommended that you retake the Module, as there will be a final assessment once you have completed all the Modules in this Course.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

In this Course, you will learn what a changed circumstance is, what qualifies as a changed circumstance and what doesn’t, and learn how/where to complete the changed circumstance.

Expected Duration: Approximately 40-60 minutes

Delivery Method: Text only, sound NOT needed for course

Assessment: The Modules in this course do not contain any quizzes.  However, once you have completed all Modules in this course there will be a final assessment.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

This Course covers Fraud Report (LoanSafe).  Through this course, you will have an opportunity to learn what a Fraud Report is, what it checks for, and how to run the report in Encompass.

Expected Duration: Approximately 1 to 2 hours

Delivery Method: Text only, sound NOT needed for course

Assessment: The Modules in this course do not contain any quizzes.  However, once you have completed all Modules in this course there will be a final assessment.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

Through this Course you will see how to Process a loan from start to finish.

Expected Duration: Approximately 2 Hours

Delivery Method: Text and Audio, sound WILL be needed during this Module

Assessment:  At the end of each Module is a quiz, which is not graded and can be taken as many times as needed.  If you find yourself struggling to correctly answer the questions, it is recommended that you retake the Module, as questions from the quizzes will be found on the final assessment. The final assessment will be given once you have completed all the Modules in this Course.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

This Mini-Course provides the step-by-step instructions on how to complete the AKAs in Encompass.

Expected Duration: Approximately 5-10 Minutes

Delivery Method: Text only, sound NOT needed for this Module

Assessment: A final assessment will be given at the end of this Course.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

Through this course you will learn how to complete the Vesting in Encompass, which is a function the Client Managers are responsible for completing on all Encompass loan files.

Expected Duration: Approximately 45 minutes

Delivery Method: Text & Video, sound WILL be needed for this Module

Assessment: A final assessment will be given once you have completed all the Modules in this Course.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

In this course you will learn what a Non-Borrowing Obligor (NBO) is and how to add the NBO in Encompass.

 Expected Duration: Approximately 15 Minutes

 Delivery Method: Text only, sound NOT needed for this Module

 Assessment: This Course does not contain any quizzes, nor will there be a final assessment after the course is completed.

In this Course, Client Managers will be introduced to the Doc Order Form. We will review each field that the Client Manager is responsible for completing, how it should be completed, and when it needs to be completed.

Expected Duration: Approximately 45 minutes

Delivery Method: Text only, sound NOT needed

Assessment: A final assessment will be given at the end of this Course.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.

Prior to taking this Course, please be sure you have already taken Mavent Training Part I.

This Course focuses on five (5) different Mavent Fails that Client Managers may come across.  The five (5) fails discussed in this Course are ones that the Client Manager can resolve. Each Module will focus on a specific Mavent Fail, and through each Module, the Client Manager will have the opportunity to review the fail, understand why the fail is occurring, and be provided the steps that must be taken to resolve the fail.  

Expected Duration: Approximately 60-90 minutes

Delivery Method: Text & Video, sound WILL be needed for Module

Assessment: This Course does not contain any quizzes, nor will there be a final assessment after the course is completed.