Loan Officer Training – Consumer Mortgage Applications with The BIG Point of Sale

Jul

Teacher Matt VanFossen
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Course Overview:
Accelerating Consumer Mortgage Applications with The BIG Point of Sale is an intensive 2-hour education course tailored specifically for loan officers. This course aims to equip loan officers with the essential knowledge and practical skills to efficiently process and accelerate consumer mortgage applications using The BIG Point of Sale software. Participants will learn how to streamline the application process, provide superior borrower experiences, and ensure compliance with industry standards.

Course Duration: 2 hours

Course Objectives:
1. Familiarize loan officers with The BIG Point of Sale software and its core features.
2. Understand the key steps involved in consumer mortgage applications.
3. Learn time-saving techniques to expedite the application process.
4. Implement best practices for effective communication and customer service.
5. Explore loan services like running credit.

Practical Exercises (20 minutes)
Participants will engage in interactive exercises to practice using The BIG Point of Sale software efficiently. These exercises will simulate real-life application scenarios and reinforce the concepts covered in the course. Participants will be provided with test data and access to a test website to complete a sample loan application.

Assessment (30 minutes)
Participants will be assessed on their understanding of The BIG Point of Sale software and their ability to apply time-saving techniques during the consumer mortgage application process. The assessment will include completing a sample loan application using The BIG Point of Sale software.

Course Conclusion and Q&A (10 minutes)
The course will conclude with a brief summary of key takeaways, followed by a question-and-answer session to address any additional queries from participants.

Certification:
Upon successful completion of the course and assessment, loan officers will receive a certificate of completion for “Accelerating Consumer Mortgage Applications with The BIG Point of Sale,” recognizing their proficiency in efficiently processing mortgage applications using The BIG Point of Sale software. This certification showcases their expertise in delivering exceptional borrower experiences and streamlining the mortgage application process.

Course Content

Total learning: 44 lessons / 6 quizzes Time: 2 hours

Section 1 - Loan Officer Landing Pages
In this training segment, we’ll cover an overview of The Big Point of Sale Loan Officer Landing Page design and features.
Section 2 - Loan Officer Portal
In this training segment, an overview of The Big Point of Sale Loan Officer Portal. Designed by Loan Officers, the Loan Officer Portal provides access to control their Loan &Lead pipelines, and more.
Section 3 - Client Impersonation
This training segment will review the speed and efficiency a Loan Officer, whether at a desk or on a mobile device, can access data, assist on files, run loan and pricing scenarios, or make updates.
Section 4 - Encompass Web
In this training segment, we highlight how simple and fast it is for a Loan Officer to seamlessly connect to Encompass Web to perform medium level Tasks.
Section 5 - Encompass Smart Client
In this training segment, we'll provide an overview of the features available from The Big Point of Sale Encompass Dashboard, located inside the Encompass Smart Client.
Section 6 - Consumer Loan Disclosures
This training segment will demonstrate how Consumer Loan disclosures within The Big Point of Sale.
Section 7 - Big Point of Sale Support
Section 8 - Mobile Access
Access to The BIG Point of Sale using a mobile device is provided out-of-the-box, with exceptional design, speed, and capabilities for the Loan Officer.

Requirements

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Features

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Target audiences

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Instructor

Matt VanFossen

Matthew VanFossen is a successful entrepreneur and the CEO of the Absolute Home Mortgage Corporation, a mid-size Independent Mortgage Banker located in Fairfield, NJ. He is also the CEO of Mortgage Automation Technologies, a financial technology provider specializing in consumer mortgage technology. Matthew has been a driving force in the Mortgage industry and is a respected figure in the community. He is the president of the New Jersey Mortgage Bankers Association and the Vice President and board member of directors for the Community Home Lenders of America. Before founding Mortgage Automation Technologies, VanFossen had already established himself as an accomplished Mortgage Banker, having taken on a executive role of several successful mortgage companies. He has a wealth of experience in the tech and finance industry, and has also worked as a consultant for various fintech startups and mortgage lenders nationwide. VanFossen's passion for innovation and technology is evidenced by his numerous achievements. He has been named a "Top mortgage professionals Under 40 " by National Mortgage Press and has been featured in various publications, including Scotsman’s guide and Housing wire. In 2023 Matthew was awarded the ICE Mortgage Technology Innovators award for best us of Next Generation Mortgage Technology by Encompass. Under VanFossen's leadership, Mortgage Automation Technologies has become a major player in the financial technology space, offering web-based point of sale solutions to some of the biggest mortgage companies in the industry. VanFossen's technology enables efficient and speedy consumer mortgage transactions, eliminating consumer communication complaints and reducing costs for users. VanFossen also serves as Vice President of the Community Home Lenders of America. A national non-profit association of small and mid-sized community-based mortgage lenders that promotes federal mortgage programs, rules, and regulations which treat community mortgage lenders fairly. VanFossen's vision and dedication have propelled the mortgage industry to long term success, and he continues to innovate and grow his companies. He is a true leader in the tech and mortgage industry and an inspiration to aspiring entrepreneurs everywhere.

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Loan Officer Training – Consumer Mortgage Applications with The BIG Point of Sale

Course Content

Section 1 - Loan Officer Landing Pages In this training segment, we’ll cover an overview of The Big Point of Sale Loan Officer Landing Page design and features.

Section 2 - Loan Officer Portal In this training segment, an overview of The Big Point of Sale Loan Officer Portal. Designed by Loan Officers, the Loan Officer Portal provides access to control their Loan &Lead pipelines, and more.

Section 3 - Client Impersonation This training segment will review the speed and efficiency a Loan Officer, whether at a desk or on a mobile device, can access data, assist on files, run loan and pricing scenarios, or make updates.

Section 4 - Encompass Web In this training segment, we highlight how simple and fast it is for a Loan Officer to seamlessly connect to Encompass Web to perform medium level Tasks.

Section 5 - Encompass Smart Client In this training segment, we'll provide an overview of the features available from The Big Point of Sale Encompass Dashboard, located inside the Encompass Smart Client.

Section 6 - Consumer Loan Disclosures This training segment will demonstrate how Consumer Loan disclosures within The Big Point of Sale.

Section 7 - Big Point of Sale Support

Section 8 - Mobile Access Access to The BIG Point of Sale using a mobile device is provided out-of-the-box, with exceptional design, speed, and capabilities for the Loan Officer.

Requirements

Features

Target audiences

FAQs

Instructor

Related Courses

Candor – Pre Commitments Using the BIG Point of Sale

Candor – Requesting Underwriting Validation Using the Encompass Input form

Candor – System Administration – Configuring the Candor Input Form and Plugin

Section 8 – Mobile Device Usage

AccountChek – Requesting Verifications Using the BIG Point of Sale

AccountChek – Requesting Verifications Using the Encompass Services Tab

Modal title

Section 1 - Loan Officer Landing Pages
In this training segment, we’ll cover an overview of The Big Point of Sale Loan Officer Landing Page design and features.

Section 2 - Loan Officer Portal
In this training segment, an overview of The Big Point of Sale Loan Officer Portal. Designed by Loan Officers, the Loan Officer Portal provides access to control their Loan &Lead pipelines, and more.

Section 3 - Client Impersonation
This training segment will review the speed and efficiency a Loan Officer, whether at a desk or on a mobile device, can access data, assist on files, run loan and pricing scenarios, or make updates.

Section 4 - Encompass Web
In this training segment, we highlight how simple and fast it is for a Loan Officer to seamlessly connect to Encompass Web to perform medium level Tasks.

Section 5 - Encompass Smart Client
In this training segment, we'll provide an overview of the features available from The Big Point of Sale Encompass Dashboard, located inside the Encompass Smart Client.

Section 6 - Consumer Loan Disclosures
This training segment will demonstrate how Consumer Loan disclosures within The Big Point of Sale.

Section 8 - Mobile Access
Access to The BIG Point of Sale using a mobile device is provided out-of-the-box, with exceptional design, speed, and capabilities for the Loan Officer.