Through this short training video you will have an opportunity to learn about our company

 Expected Duration: Approximately 10 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 complete

This short training will serve as an overview of our Operation Queues. We will also review the different ways you can move your loan up in the queues.

 Expected Duration: Approximately 15 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.

In this training video, we will go over some key resources that are available to all our employees.

 Expected Duration: Approximately 10 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 complete.

In this course, we will review our Standard Workflow in Encompass and learn what happens during each of the Milestones (steps) that are involved with that  workflow.

 Expected Duration: Approximately 20 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 complete.

Explore the heart of our company culture in this course. From anniversaries and birthdays to recognizing outstanding employees, learn all about the company culture within the OneTrust Family of Companies.

 Expected Duration: Approximately 10 minutes

 Delivery Method: Text only, sound NOT needed during this Course

 Assessment: A final assessment will be given at the end of this Course.  The final assessment requires a passing score of 75% or higher.  

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.