Managing Remote Kiosk Hardware and LoanPad for Real Estate Offices and Open Houses

Lesson 1: Taking Web Applications with The BIG Point of Sale

Duration: 20 minutes

Objective:
In Lesson 1, you will be introduced to the fundamentals of taking web applications using The BIG Point of Sale software. Understanding the process of collecting borrower information accurately and efficiently is essential for delivering an exceptional borrower experience. By the end of this lesson, you will be able to navigate The BIG Point of Sale user interface and set up borrower profiles effectively.

Topics Covered:

1. Introduction to The BIG Point of Sale (5 minutes)
– Overview of The BIG Point of Sale and its significance in mortgage lending.
– Understanding the role of loan officers in taking web applications.

2. Navigating The BIG Point of Sale (5 minutes)
– Exploring the main features and components of The BIG Point of Sale user interface.
– Understanding the layout and organization of borrower information.

3. Setting Up Borrower Profiles (10 minutes)
– Step-by-step guide to creating borrower profiles in The BIG Point of Sale.
– Entering essential borrower details accurately and securely.

Practical Exercise:

During this lesson, you will have the opportunity to interact with The BIG Point of Sale software through a practical exercise. You will navigate the user interface, familiarize yourself with borrower profiles, and input mock borrower information to reinforce the concepts covered in the lesson.

Assessment:

At the end of Lesson 1, a brief assessment will be conducted to evaluate your understanding of The BIG Point of Sale software’s main features and your ability to create borrower profiles accurately.

Course Note:

Please ensure you have access to The BIG Point of Sale test system to participate in the practical exercise during this lesson. Credentials and login instructions will be provided before the start of the course.

Next Steps:

In Lesson 2, we will delve deeper into the consumer mortgage application process and explore techniques to effectively engage borrowers while collecting essential information using The BIG Point of Sale software.