Candor – Pre Commitments Using the BIG Point of Sale
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.
Course Content
Total learning: 7 lessons / 1 quiz
Time: 1 hour
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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 Preview
- Lesson 2– Preparing Consumer DataCopy 1 minute
- Lesson 3- AccountChek Order TypesCopy 20 minutes
- 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 0 question30 minutes
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