Introduction to OPX Outsourcing Educational Series

Welcome to the OPX Outsourcing Educational Series! This comprehensive training program is designed to equip System Administrators, C-level executives, Loan Officers, and Loan Officer Assistants with the knowledge and skills needed to effectively implement outsourcing solutions through OPX. Whether you are considering outsourcing lending tasks, setting up agreements with Outsourced Lending Assistants (OLAs), or enhancing collaboration with outsourcing partners, this series aims to provide valuable insights and strategies for successful outsourcing integration.

a) Pre-flight: Getting Your Systems Ready for Outsourcing:

• Learn the best practices for preparing your internal systems to integrate outsourcing seamlessly.
• Ensure data security, accessibility, and compatibility to optimize the outsourcing experience.

b) User Account Creation and Access Levels:

• System Administrators will gain insights into setting up user accounts for OPX Outsourcing.
• Understand the importance of defining access levels to protect sensitive information while facilitating efficient collaboration.

c) Setting up Your Initial OLA Agreement:

• C-Level Executives and Loan Officers will explore the key components of establishing an Outsourced Lending Assistant agreement.
• Ensure that expectations, responsibilities, and performance metrics are clearly defined to achieve desired outcomes.

d) Agreeing to the Services Being Performed:

• Understand the importance of clear communication and agreement with OLAs regarding the scope of services they will provide.
• Establish transparent communication channels and feedback loops for effective outsourcing collaboration.

e) Working Better with Your OLA:

• Loan Officers and Loan Officer Assistants will learn strategies for optimizing collaboration with OLAs.
• Enhance communication, task delegation, and performance management to achieve mutual success.