Candor – Pre Commitments Using the BIG Point of Sale

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Course Overview:
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. In this course, participants will learn how to leverage the Encompass Input Form and integrate VOI, VOA, VOIE validation services to streamline the verification process, improve data accuracy, and expedite loan decisions. By the end of this course, participants will be proficient in utilizing the Encompass Input Form and BIG POS Consumer Portals to optimize mortgage lending operations.
Course Duration: 120 minutes (2 hours)
Course Objectives:
- Understand the importance of Verifications services in the mortgage industry.
- Familiarize participants with the Encompass Input Form and its capabilities for income verification.
- Learn how to integrate POS validation services into the Encompass Input Form.
- Implement best practices to ensure accurate income validation results and compliance with industry standards.
Course Content
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Section 1 - AccountChek - Data Services
In this course, participants will learn how to leverage the Encompass Input Form and integrate VOI, VOA, VOIE validation services to streamline the verification process, improve data accuracy, and expedite loan decisions.
- Lesson 1 – Accessing the Input FormCopy
- Lesson 2– Preparing Consumer DataCopy
- Lesson 3- AccountChek Order TypesCopy
- Lesson 4 – Requesting AccountChek Services VIA POS task managerCopy
- Lesson 5 – Ordering AccountChekCopy
- Lesson 6- Checking AccountChek StatusCopy
- Lesson 7- Reviewing Returned AccountChek Data in EncompassCopy
- Quiz 1CopyCopyCopyCopy