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 an Underwriter.


Expected Duration: Self-Paced Course

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.

WPCATFILTER1: Underwriting
KENAIFILTER1: Underwriting

This course will serve as an introduction to the Initial Underwriting Review Process.  In this training video, we will cover the Underwriter's workflow in LoanForce - Lightning Queues, Encompass, and the eFolder when completing an Initial Underwriting Review.  This course also contains Resources confirming how to complete different processes associated with the Initial Underwriting Review.


 Expected Duration: Approximately 60 - 70 minutes

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

 Assessment: Throughout the course are quizzes.  The quizzes require a passing score of 80% or higher.  You will have two attempts to pass each quiz.

WPCATFILTER1: Underwriting
KENAIFILTER1: Underwriting

This course will serve as a guide to using the OTHL - Underwriting Snapshot Screen comparison tool. The training video will cover when to use this tool and how to identify changes to the loan to ensure the loan meets all product and investor guidelines.


 Expected Duration: Approximately 10 minutes

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

 Assessment: A final assessment will be given at this course's end.  The final assessment requires a passing score of 80% or higher.  You will have two attempts to pass.
WPCATFILTER1: Underwriting
KENAIFILTER1: Underwriting

This course will serve as a guide for the collateral documentation review process. The training video will cover how to work in the Underwriting Collateral Review Dashboard, along with the steps that must be followed in Encompass and the eFolder to ensure collateral documentation is reviewed in a timely manner and reported accurately.


Expected Duration: Approximately 15 - 20 minutes

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

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


WPCATFILTER1: Underwriting
KENAIFILTER1: Underwriting

This course will serve as a guide to completing the Final Underwriting Review.  The training videos include the Underwriter's workflow in LoanForce - Lightning Queues, Encompass, and the eFolder when completing the Final Underwriting Review.  In addition, we have included a Resources section with helpful links.


Expected Duration: Approximately 60 - 70 minutes

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

 Assessment: One final assessment quiz at the end of this course requires a score of 80% or higher.  You will have two attempts to pass the quiz.

WPCATFILTER1: Underwriting
KENAIFILTER1: Underwriting

Intended for all employees, this course provides a high-level overview of the frequently asks questions, Encompass entry, review requirements, underwriting conditions, and required documentation when dealing with down payment assistance, also known as DPA. 


Expected Duration: Approximately 15 - 20 minutes

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

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

WPCATFILTER1: Underwriting
KENAIFILTER1: Underwriting

Intended for all employees, this course will focus on helpful information that will assist you in confirming the amount of required assets, analyzing the borrower's asset documentation, and determining if the documentation provided is acceptable.


Expected Duration: Approximately 15 - 20 minutes

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

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


WPCATFILTER1: Underwriting
KENAIFILTER1: Underwriting