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LOAN OPERATIONS
Loan Processor Training Roadmap
Level 1: Basic Loan Processing Foundation
Level 1: Basic Loan Processing Foundation
Course categories
LOAN OFFICER TRAINING
LOAN OFFICER TRAINING / Loan Officer Onboarding Series
LOAN OFFICER TRAINING / Mortgage 101 Series
LOAN OFFICER TRAINING / Recommended Resources
MORTGAGE KNOWLEDGE
MORTGAGE KNOWLEDGE / Mortgage Fundamentals
MORTGAGE KNOWLEDGE / Debt-to-Income (DTI)
MORTGAGE KNOWLEDGE / Credit
MORTGAGE KNOWLEDGE / Income
MORTGAGE KNOWLEDGE / Assets
MORTGAGE KNOWLEDGE / Loan Programs
MORTGAGE KNOWLEDGE / Loan Programs / Loan Program Overview
MORTGAGE KNOWLEDGE / Loan Programs / VA Loans
MORTGAGE KNOWLEDGE / Loan Programs / FHA Loans
MORTGAGE KNOWLEDGE / Loan Programs / Non-QM Loans
MORTGAGE KNOWLEDGE / Loan Programs / Specialty Loan Programs
MORTGAGE KNOWLEDGE / Property
MORTGAGE KNOWLEDGE / Mortgage Insurance
INTERNAL DEPARTMENT TRAINING
INTERNAL DEPARTMENT TRAINING / Processing Team
INTERNAL DEPARTMENT TRAINING / Underwriting Team
INTERNAL DEPARTMENT TRAINING / LO Support Team
INTERNAL DEPARTMENT TRAINING / Lending Team
INTERNAL DEPARTMENT TRAINING / Vendor Team
INTERNAL DEPARTMENT TRAINING / Recruitment Team
INTERNAL DEPARTMENT TRAINING / Customer Service
INTERNAL DEPARTMENT TRAINING / Corporate Loan Officer
INTERNAL DEPARTMENT TRAINING / Roles & Responsibilities
LOAN OPERATIONS
LOAN OPERATIONS / Loan Processing
LOAN OPERATIONS / Loan Processing / Loan Factory Processing Series
LOAN OPERATIONS / Loan Processing / Processing Essentials
LOAN OPERATIONS / Loan Document Analysis
LOAN OPERATIONS / Workflow Checklists
LOAN OPERATIONS / Third-Party Ordering
LOAN OPERATIONS / Disclosures & Fees
LOAN OPERATIONS / Loan Processor Training Roadmap
LOAN OPERATIONS / Loan Processor Training Roadmap / Level 1: Basic Loan Processing Foundation
LOAN OPERATIONS / Loan Processor Training Roadmap / Level 2: Advanced Loan Processing
LENDER & INVESTOR SPECIFIC TRAINING
LENDER & INVESTOR SPECIFIC TRAINING / Wholesale Lenders (Broker Channel)
LENDER & INVESTOR SPECIFIC TRAINING / Wholesale Lenders (Broker Channel) / Rocket Mortgage
LENDER & INVESTOR SPECIFIC TRAINING / Wholesale Lenders (Broker Channel) / Pylon Lending
LENDER & INVESTOR SPECIFIC TRAINING / Wholesale Lenders (Broker Channel) / Pennymac
LENDER & INVESTOR SPECIFIC TRAINING / Correspondent Investors (Loan Factory as Lender)
LENDER & INVESTOR SPECIFIC TRAINING / Correspondent Investors (Loan Factory as Lender) / 1. Channel Certifications
LENDER & INVESTOR SPECIFIC TRAINING / Correspondent Investors (Loan Factory as Lender) / 2. QM / Agency Investors
COMPLIANCE
SALES & MARKETING
SALES & MARKETING / Sales
SALES & MARKETING / Marketing
SALES & MARKETING / Marketing / Social Media & Digital Marketing
SALES & MARKETING / Marketing / Audience & Demographic
SALES & MARKETING / Marketing / Market Insights
SALES & MARKETING / Marketing / Marketing Tools
SALES & MARKETING / Business Development
SYSTEMS & DIGITAL TOOLS
SYSTEMS & DIGITAL TOOLS / Loan Factory Ecosystem ⭐
SYSTEMS & DIGITAL TOOLS / AI Training
SYSTEMS & DIGITAL TOOLS / Google Workspace
RESOURCE CENTER
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Training Curriculum
Level 1: Basic Loan Processing Foundation
View Full Roadmap ↗
Module 1: Mortgage Industry Fundamentals & Key Terminology
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Part 1: Mortgage Industry Overview
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Part 2: Mortgage Terminology
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Module 2: Loan Programs & Case Studies
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Module 3: Understanding the 1003 & Loan Documents Review
▼
Part 1: Understanding The 1003
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Part 2: Documents Review
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Module 4: Loan Processing Workflow
▼
Part 1: Introduce Life of a Loan & Company Pipeline
↗
Part 2: Loan Processing Workflow
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Module 5: Communication Skills & Real Scenarios
↗
Module 6: Pipeline Management & Efficiency
↗
Module 1 - Part 1: Mortgage Industry Overview
Module 1 - Part 2: Mortgage Terminology
Module 2: Loan Programs & Case Studies
Module 3 - Part 1: Understanding The 1003
Module 3 - Part 2: Documents Review
Module 4 - Part 1: Introduce Life of a Loan & Company Pipeline
Module 4 - Part 2: Loan Processing Workflow
Module 5: Communication Skills & Real Scenarios
Module 6: Pipeline Management & Efficiency (Expanded)
