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POINT
Training |
Discover the Power of POINT ... during these half-day training sessions, you will learn shortcuts guaranteed to make loan processing easier than ever.
POINT - Morning Class from 8:30 AM to 12:30 PM
A must for Originators and Processors to discover how to streamline the loan process in this fast pace class.
- Templates, Defaults, Closing Cost Scenarios, Loan Programs ... no need to duplicate ... master the default system throughout POINT ... Save 60 minutes a day
- Shortcut Toolbar - Go anywhere in POINT with a single click
- Print as many forms in the order you want, every time with a Single click ... Print Groups
- A few questions ... merge the credit report ... BINGO ... a completed application with all the disclosures ready for signature
- Four forms that maximize your time ... Create your own customized forms
- Simplify processing with multiple file cabinets and easy Move process (Data Manager)
- Don't say Uh-Oh! ... See the value of Tracking Reports to watch your pipeline for rate risk and missing items (appraisals, title, insurance, survey, lock confirmation)
- WOW your clients and underwriters with customized fonts
- Get the selling edge with the marketing tools in Prospect ... Add your Company Logo to marketing
Fannie ... Freddie ... Export - Afternoon Class from 1:30 PM to 4:30 PM
Loan Originators and Processors … knowing how to obtain an approval thru DO or LP is a must. You can’t compete in the future if you can’t give an approval in minutes. Know what’s going to happen before it happens. Eliminate unnecessary documentation.
- Access Fannie (DO) and Freddie (LP) dircet through POINT using Internet and modem
- Complete the minimum fields necessary to obtain an electronic approval
- "Electronic Knowledge Base" ... What is it? & What does it mean?
- Latest Fannie and Freddie Updates
- Save hours a month by automating your standard processing letters
- Loan Officers ... React to market changes instantly by automating rate lock forms - Export
- Customer follow-up is a breeze with custom letters requesting missing documentation, closing schedules, Thank you note
Overview Class - Easy Pace Class from 8:30 AM to 3:30 PM
Processors and Originators will benefit from this detailed all day class. The Overview class covers step by step the complete overview of processing with POINT. If you’ve never utilized POINT before or you want a class that moves at a slower pace covering every aspect of the application this is for you.
- Where to start …how to input a file … learn shortcuts
- Enter data once or merge it from credit reports … watch the data flow thru the 1003 .. GFE … TIL ..
- Templates, Defaults, Closing Cost Scenarios, Loan Programs … no need to duplicate … master the default system throughout POINT … Save 60 minutes a day
- Create your own customized forms …Four forms that maximize your time
- Borrower and Prospect … differences … loan comparison, prequalification, debt consolidation
- Learn how Tracking Reports can watch your pipeline for rate risk and missing items (appraisal, title, insurance, survey, lock confirmation)
- Communications, File Copying, Email and Faxing
- Interface … Closing Docs, Credit Reporting and more
Course Instructor - Debbie Hull
Debbie has years of mortgage industry experience and is a Certified Trainer for both POINT and Fannie Mae. Combining Desktop Originator, Loan Prospector and the power of POINT enables Debbie go from app to closing in five business days … stress free. As Family Mortgage Operations Manager, Debbie was responsible for implementing a paperless loan processing system thanks to POINT … Learn from someone who uses POINT.
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