Candor Automated Underwriting Educational Series

Introduction: Welcome to the Candor Automated Underwriting Educational Series! This comprehensive training program is designed to equip professionals within the mortgage industry with the knowledge and skills needed to utilize Candor’s cutting-edge automated underwriting platform effectively. Whether you are a Loan Officer, Underwriter, Loan Processor, or Loan Officer Assistant, this series is tailored to empower you with the tools to streamline the mortgage process, make informed lending decisions, and maximize the benefits of Candor Automated Underwriting.

1. Target Audience: The Educational Series is designed for various roles within the mortgage industry:

a) Loan Officers: Professionals responsible for guiding borrowers through the mortgage application process and facilitating smooth interactions with Candor.

b) Underwriters: Individuals responsible for evaluating mortgage applications and leveraging Candor’s automated underwriting platform to assess creditworthiness and risk.

c) Loan Processors: Personnel involved in processing loan applications and ensuring accurate data entry into the Candor platform.

d) Loan Officer Assistants: Team members supporting Loan Officers in managing documentation and borrower communication within the Candor system.

2. Program Content: The Educational Series encompasses key aspects related to Candor Automated Underwriting:

a) Ordering Candor Automated Underwriting:

• Learn how Loan Officers can initiate the automated underwriting process through Candor.
• Understanding the data required for optimal results and submitting applications seamlessly.

b) Evaluating Candor Underwriting Conditions:

• For Underwriters, gain insights into interpreting the automated underwriting decisions generated by Candor.
• Understanding the conditions provided and determining appropriate next steps.

c) Candor in the Big Point of Sale (POS):

• Explore how Candor integrates with the Big Point of Sale platform for a fully automated lending solution.
• Streamlining the lending process from application to underwriting using both systems collaboratively.

3. Delivery Formats: The Educational Series offers different delivery formats to accommodate various learning preferences:

a) In-Person Workshops: Interactive workshops led by experienced trainers to facilitate hands-on learning and real-time problem-solving.

b) Online Training Modules: Self-paced online modules accessible anytime and anywhere for convenience and flexibility.

c) Webinars and Q&A Sessions: Virtual group sessions for updates on new features and opportunities to ask questions and seek clarifications.

4. Certification: Upon completing the education series, participants may receive certifications to recognize their proficiency in using Candor Automated Underwriting effectively.

5. Ongoing Support: Continuous support through forums, knowledge bases, and help desks ensures that participants can address any post-training queries or challenges that arise during daily operations.

The Candor Automated Underwriting Educational Series aims to empower mortgage professionals with the necessary skills to optimize the underwriting process, make informed lending decisions, and maximize the benefits of Candor’s advanced automated underwriting platform in the mortgage industry.