In this training for loan officers, learners will be introduced to the LO Success Plan and dive into the first topic of supporting pre-approvals. Some of the topics we’ll cover are key best practices for leveraging pre-approval dates to build Pipeline Views, as well as how to use important fields in the loan file to ensure all loan participants, including agents, are guided through the pre-approval process. Attendees will walk away with knowledge of both automated and manual interventions to make sure everyone involved is communicated with in an effective and timely manner.
This session was recorded live on January 28, 2025.