Perfect for
LO's ready to run their own company, become a branch
manager or existing managers needing to open new locations.
BONUS:
Get the combo with LO
Employment Agreement and HR tools!
Great Resource.
Your manual saved me over $4000 in oversights when opening my office. . . The
example budget was great...!
TM - New Owner -Broker
Managing a Mortgage
Office Made Simple,
is
a one of a kind resource
manual. I promise it will pay for itself 10x when opening or moving
an office.
Don't open or move a
branch without it!
â–º
Mortgage Broker Compliance & QC Made
Simpleâ„¢
Create a custom Compliance & QC
(Quality Control) Plan in about 3 hours. Learn how to set up a QC
department in ANY SIZE company.
Stop costly mistakes. Catch mortgage fraud before it happens.
Publish your QC plan directly from our templates using most any word processor.
Learn
how to implement QC and compliance plans regardless of company size. More and more lenders are REQUIRING brokers to have
QC manuals.
"How
To"
originate,
process, and profit from commercial mortgage loans. Be prepared to meet a
commercial borrower with confidence, in about 2 hours.
Download
Today - Details !
Mortgage Training
Made Simpleâ„¢ Mortgage Education
Made Simple is the largest catalog
of
online mortgage "how to" manuals and courses for mortgage brokers & originators, anywhere!
NEW! Our
affiliation with Professional Education expert,
Brian Tracey
International has expanded our product
line for valuable positive thinking & management "how to". in addition to the
dozens of mortgage specific "how to" manuals you can download TODAY! Plus,
courses, CE, career training & more. Mortgage Education
Made Simple TM. Three easy steps towards greater confidence & income.
FINALLY - This Mortgage Loan Officer Pre-license course saves you time, travel and money.
You set your pace and study as you wish. You have a full 2 weeks to work in your 20 hour course time.
No instructor droning . . . just the salient information that you want and test preparation you need. CRAM PRACTICE Tests INCLUDED !
Learn How to Create a QC & Compliance Policy Manual in about 3 hours ! Manual is complete with word processor template to professionally create a printed QC Policy Manual.
Over 400 pages of step by step and example by example guidance for processors. A great resource for entry level or seasoned veteran, this manual can be referred to, again and again.
Note Brokering offers a completely different form of financial service for your clients -- you will NOT be offering them a loan, you will be offering them CASH for something they already own. The single most exciting way to diversify and increase your income.
Originate, Close and Service your own loans . . . Our 10 user network software system does it all. Originate with Calyx Point, then using our special templates and servicing software, create closing documents and transfer loan data to the servicing system. Want MORE? Our Optional Data Flow Manager can automate payment posting from Loan Servicing to QuickBooks. Total Automation!
Multiple investors, participations and much more. Turn-key system for up to 500 loans, with how-to manuals, training and free updates. LOW LOW COST of Maintenance.
DFM can transfer to QuickBooks postings from your most loan servicing software or almost any type of data from lists such as customers, vendors, transactions items as sales, bills, checks and journal entries. You can use DFM to automate most any manual data entry to QuickBooks. Includes setup of 1 transaction for LoanTamer Loan Servicing system. Total end to end automation!
Employee Manual Builder is the easiest and fastest way to produce a comprehensive, up-to-date human resources HR policies and procedures manual for your company. The best HR policies software on the market:
This software is often used by OCC regulators to test APR compliance. EVERY Company should have this software. Check LOS upgrades for compliance BEFORE you put them into service.
Success Steps for New to Intermediate Loan Officers. All the Basics for Residential and Commercial Lending. Career resources you will use again & again.
Create your own mortgage learning center with ALL our Digital Manuals & Templates above licensed for 3 PCs. Test your LO`s, Loan Processors and Compliance Officers.
NEVER, NEVER submit or post commercial mortgage loans without having a signed fee agreemet with your client. Our fee agreement helps inform your client and protect your fees.
This model form will point you in the right direction in retaining LOs. This item is included in our Managing a Mortage Office Made Simple, but we have had so many requests, now its available by itself also.
Need Forensic Loan Auditing Services? If you are an Attorney, Mortgage Professional, Mortgage Modification Professional, we can supply quick turn around on your Loan Audit needs.
Volume discounts available.
Professional Orders ONLY. Not for consumer use.
Many lenders REQUIRE you have an agreement with the borrower. A broker said, Thanks . . . I managed to drive 48 miles to meet a client without a fee agreement. Your download was a life saver.
HOEPA Calculator 3 User License SET. Combo Includes HOEPA Automated Closing Cost Worksheets, Exemption Testing Calculator and State High Cost Loan Calculator for 3 desktops.
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