Our Services


New Loan Product Rollout

Pipeline management for compliance, processing or closing issues

Team Lead Manager Training

Existing Employee Training

New Hire Training

Job Posting Screening and Evaluation of Candidates

Employee Evaluations for Downsizing

We specialize in project management assignments within the mortgage industry

  • We tailor all of our training to your company’s process, so that your employees are getting relevant, effective direction

Learn about our services

    • How to complete your first loan in LOS program

    • How to use ALLREGS

    • Using Agency Websites

    • Where to get help for different issues

    • Determining Individual Staff Needs

    • Pinpoint loans that are not moving

    • Daily monitoring for accuracy of work

    • Determine which employees are not working according to policies & need additional training or warnings

    • VA Residual Income

    • Housing Loans

    • Renovation Loans

    • Subordinate Liens

    • Leasehold Properties