Informative Research
AccountChek by – Informative Research –
Introduction: Welcome to the Informative Research – AccountChek training series! This program is designed to provide Loan Officers, System Administrators, Processors, and Loan Officer Assistants with comprehensive knowledge and skills to effectively navigate the world of form-free information gathering and verification in the mortgage industry. In this series, we will explore various topics, from ordering and automating verification services to mastering the art of reading and interpreting key form-free documents. By embracing form-free solutions, we aim to streamline processes, enhance accuracy, and deliver a seamless borrowing experience to customers.
1. Ordering VOA, VOIE, VOE: In this module, Loan Officers and Loan Officer Assistants will learn the intricacies of ordering Verification of Assets (VOA), Verification of Income and Employment (VOIE), and Verification of Employment (VOE) without relying on traditional forms. Discover how to collect borrower data, submit requests efficiently, and access verified information to expedite the lending process.
2. Automating Service Orders: System Administrators and Processors will dive into the realm of automated service orders for verification purposes. Learn how to integrate cutting-edge technology and platforms to streamline verification requests, enhance data security, and improve the overall efficiency of the mortgage workflow.
3. System Administration for Form-Free Solutions: System Administrators will explore the technical aspects of implementing and managing form-free verification solutions. Gain insights into configuring platforms, setting user access levels, and ensuring data integrity for a seamless user experience.
4. Reading VOA, VOI, VOE: Loan Officers, Processors, and Loan Officer Assistants will master the art of reading and interpreting Verification of Assets (VOA), Verification of Income (VOI), and Verification of Employment (VOE) documents obtained through form-free processes. Learn how to analyze information accurately to make informed lending decisions.
5. The BIG Point Of Sale (POS) Verification Tasks: Discover how form-free verification solutions integrate seamlessly into The BIG Point of Sale (POS). Learn how Loan Officers, System Administrators, Processors, and Loan Officer Assistants can efficiently manage verification tasks within the POS platform, maximizing its potential for a fully automated and streamlined lending process.
Free
The “AccountChek – Requesting Verifications Using the BIG Point of Sale ” course is a specialized training program designed to equip mortgage professionals with the knowledge and skills to efficiently request income verifications via the Encompass Input Form within the BIG Point of Sale platform.
Free
The AccountChek course is a comprehensive training program designed to equip mortgage professionals with the knowledge and skills to efficiently request verifications through the Encompass Services tab.
Free
The “AccountChek System Administration – Configuring Encompass” course is a comprehensive training program designed to empower system administrators with the knowledge and skills to effectively configure the AccountChek POS settings.
Teacher
Matt VanFossen