SOAR

New Operations Training Program

The SOAR™ program equips a new mortgage professional including junior processors, set-up, and production support with a strong foundation covering the many complexities of our industry. As a result, support and operations professionals are skilled and productive in as little as 10-15 days.

The SOAR™ program will cover:

• Mastering Mortgage Math
• Understanding Mortgage Terminology
• Traditional & Niche Loan Products
• Pre-qualifying the Borrower
• Subordinate Financing
• FNMA/FHLMC Guidelines
• FHA/VA Guidelines
• Mastering the Loan Application
• Understanding Credit Reports
• Reconciling Income & Assets
• Personal Tax Return Basics
• Detecting Loan Fraud
• Loan Closings & Challenges
• Lending Compliance
• Effective Customer Communications