Performance Training for New Operations Professionals

What will you gain?

The SOAR™ Program provides foundational mortgage knowledge and world-class operations skills training – everything a new industry professional needs to launch a career as a Processor, Set-up Professional, or Operations Professional. As a result of this training program, operations professionals will be skilled, productive, and market-ready in 10-15 days.

Upon completion of the program, a new Operations Professional will:

  • Have a strong foundation of mortgage knowledge
  • Confidently assimilate to their role in the loan process
  • Understand and articulate borrower qualifications and guidelines
  • Provide “Raving Fan” customer service
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What’s included?

SOAR™ is a self-paced learning program in which course materials are set into manageable lessons, with each course building on the last. The program also provides a communication plan for managers and students that includes regular progress updates and full-time instructor support. Here is what you can expect:

  • XINNIX proprietary interactive Learning and Performance Center
  • 10 highly relevant courses
  • 50 on-demand lessons
  • Video learning modules throughout
  • Online quizzes and tests
  • Comprehensive Final exam
  • Full-time XINNIX Performance Specialist support
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New Operations Training

Operational excellence can go a long way to increasing productivity, improving customer satisfaction, enhancing decision-making, and creating a culture of excellence.  It all starts with empowering your people with the skills and discipline they need to deliver world-class service.  

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COURSE I. UNDERSTANDING MORTGAGE BASICS I

Learn the fundamentals of mortgage math, the different mortgage agencies (FNMA, FHLMC, FHA, VA), the purpose for each agency, and various loan types, purpose, and property types.

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COURSE II. UNDERSTANDING MORTGAGE BASICS II

Identify the different types of loan products, various borrower profiles, homebuyer types, underwriting requirements, and how to read credit reports while identifying potential red flags. 

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COURSE III. QUALIFYING THE BORROWER

Learn all components of house payment: Property, Income, Taxes, and Insurance (PITI), along with mortgage insurance and items necessary to calculate a borrower’s cash-to-close.

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COURSE IV. UNDERSTANDING CONVENTIONAL LENDING

Learn the differences between FNMA & and FHLMC, including guidelines pertaining to property, assets, income, and liabilities.

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COURSE V. UNDERSTANDING FHA LENDING

Learn FHA guidelines to include property, assets, income, and liabilities, plus the specifics of mortgage insurance premiums relating to FHA loans.

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COURSE VI. UNDERSTANDING VA LENDING

Learn VA guidelines to include property, assets, income and liabilities, eligibility requirements, and documents required to process a VA loan.

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COURSE VII. UNDERSTANDING NICHE PRODUCTS

Learn the features of key niche product guidelines to include property, assets, income and liabilities, eligibility requirements, and documents required to process specific niche programs.

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COURSE VIII. MASTERING THE LOAN PROCESS I 

Understand the complete life of a loan from application through closing, including details of each stage, credit reports, required loan documentation, an overview of appraisals, and read and analyze basic tax returns. 

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COURSE IX. MASTERING THE LOAN PROCESS II

Understand compliance, disclosures, file set-up, reading automated underwriting findings, conditions, and how processing impacts each closing and the overall borrower experience

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COURSE X. MASTERING THE CLIENT EXPERIENCE

Understand the importance of the relationship between sales and operations, and how to best partner and communicate with  clients to deliver an exemplary customer experience for all parties.

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Are You Ready To Get Started?