Loan Officer Training (3)
This is a comprehensive list of loan officer training videos brought to us by MGIC. Every subject you can imagine has been touched upon to educate the loan officer to the highest subject matter level possible. Whether you want to learn about how to interpret income or discover the latest and greatest sales strategy this is the place to learn.
CDM Quick Videos (2)
CDM Quick Videos provide valuable information that will help you navigate and complete tasks around the Client Direct Mortgage Platform. We understand it's essential you as the loan officer are able to get access to information fast as it relates to the tools required to originate loans.
Pricing and Products (4)
All information around loan pricing and products
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How to Quote / Price in Salesforce / Send a Quote
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How to Apply a Pricing Incentive to your Quote
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Lenders in our Pricing Engine
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How do I get help with Pricing / Quoting?
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How do I Quote / Price a NON-QM loan?
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How to request Loan Estimate Pricing / Quote Match
LIVE SUPPORT (1)
Live Support Pilot Program is now available. During certain hours of everyday you can connect with the support team to assist in creating tickets, answering quick questions, etc.
System Setup and Access (2)
How to initially setup logins to our systems and access on an ongoing basis.
Using Salesforce (CRM) (2)
How to effectively and efficiently use the Salesforce (CRM).
Using MeridianLink (LOS) (1)
How to use our loan origination system, MeridianLink.
Operations (7)
Help on loans in process from pre-underwriting to docs out.
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Understanding Conditions for Maximum Efficiency
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The Importance of Chatter in the Borrowers Record
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Understanding the Different Statuses on the Borrowers Record
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When is my approval due out from the investor?
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Who can I talk to about my file coming out of a suspended status?
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Where do I find the appraisal payment link to send to my borrower?
RevShare Program: Recruitment (2)
Information for Mortgage Loan Officers interested in learning more about Client Direct Mortgage.
Marketing and Social Media Assets (5)
Information about the Loan Officer Digital Toolkit, customized social media posts, recording videos, getting your videos produced, managing your YouTube channel and more.
NMLS Licensing (3)
All information regarding NMLS Licensing and Education
Payroll (2)
Here's the place to answer all your questions around payroll.
Business Development Representative Program (4)
An overview and how-to information for our Business Development Representatives referring loans.
Credit (1)
Information around pulling credit for clients through our vendor
6-Month ARM (1)
Everything you want to know about the 6 month and 1 year ARM products