Get Setup on company emails and communication tools
5
Take an introduction tour of the work area
6
Introduce to the team members
7
Join initial meetings with manager
8
Understand the role of the mortgage broker
9
Review specific company's mortgage products
10
Meet with company's underwriters for product understanding
11
Send for background checks and certifications verifications
12
Approval: Background check and certifications
13
Training on company's loan origination system
14
Setup on company's documentation portal
15
Receive login credentials for company's CRM
16
Review first few applications with a senior broker
17
Handle a mock client situation
18
Approval: Manager assessment on mock client handling
19
Setup weekly review meetings
20
Start with real client applications
Receive initial broker profile information
Welcome to the Mortgage Broker Onboarding process! This task plays a crucial role in getting to know you better and understanding your background. The information provided in this form will help us tailor the rest of the onboarding process to your specific needs. Please fill out the form below with accurate and detailed information. We are excited to have you on board and look forward to working with you!
Complete basic training on company policies
As a mortgage broker, it is important to understand and adhere to the company's policies. This task will provide you with the knowledge and guidelines to ensure a smooth and compliant workflow. By completing this training, you will gain a comprehensive understanding of our policies and procedures, enabling you to effectively carry out your role as a mortgage broker.
Complete awareness training on fair lending laws
Understanding fair lending laws is essential for mortgage brokers. This training will familiarize you with the regulations and guidelines to ensure fair and equal treatment for all borrowers. By completing this training, you will be equipped to provide accurate and ethical services to our clients while maintaining compliance with fair lending laws.
Get Setup on company emails and communication tools
Effective communication is key in the mortgage brokering process. We will set up your company email, along with other communication tools, which will enable you to stay connected with the team and clients. Please provide the necessary information to set up your company email and communication tools.
Take an introduction tour of the work area
Welcome to our work area! This task will give you a virtual tour of the office, providing an overview of the different departments and their functions. You will gain insights into our team structure and be introduced to key personnel. Let's get started with the tour!
1
Virtual Tour
2
In-person Tour
Introduce to the team members
Building strong relationships with your team members is essential for a collaborative and successful work environment. This task will provide an opportunity for you to get to know your team members and familiarize yourself with their roles and responsibilities. Let's start building those connections!
Join initial meetings with manager
Meeting your manager is an important step in your onboarding process. These initial meetings will provide you with an understanding of your manager's expectations, goals, and any specific role-related information. Please select a suitable time slot for your initial meeting with your manager.
1
Morning - 9 AM to 10 AM
2
Afternoon - 2 PM to 3 PM
3
Evening - 5 PM to 6 PM
Understand the role of the mortgage broker
To be successful as a mortgage broker, it is essential to have a clear understanding of the role and responsibilities. This task will provide you with an overview of the mortgage broker's role and the value it brings to our clients. By the end of this task, you should have a comprehensive understanding of your role as a mortgage broker.
Review specific company's mortgage products
Familiarizing yourself with the company's mortgage products is crucial for effective client interactions. This task will provide you with an overview of the different mortgage products offered by our company, their features, and eligibility criteria. By the end of this task, you should have a good understanding of our mortgage product range.
1
Fixed-rate mortgages
2
Adjustable-rate mortgages
3
FHA loans
4
VA loans
5
Jumbo loans
Meet with company's underwriters for product understanding
Understanding the underwriting process is crucial for a mortgage broker. This task will give you the opportunity to meet and interact with our company's underwriters, who play a key role in assessing mortgage applications. By the end of this meeting, you will have a better understanding of the underwriting process and the critical information they require for evaluating applications.
Send for background checks and certifications verifications
As part of the onboarding process, we conduct background checks and verify certifications to ensure that our brokers meet all legal and industry requirements. Please provide accurate information for the background checks and certifications verifications. This information will be kept confidential.
Approval: Background check and certifications
Will be submitted for approval:
Send for background checks and certifications verifications
Will be submitted
Training on company's loan origination system
Our loan origination system is a critical tool for managing mortgage applications. This training will provide you with an in-depth understanding of our system, enabling you to efficiently process applications and track their progress. By completing this training, you will become proficient in using our loan origination system.
Setup on company's documentation portal
Our documentation portal is where you will manage loan documents throughout the application process. This task involves setting up your access to the documentation portal. Please provide the required information to complete the setup process.
Receive login credentials for company's CRM
Access to our CRM (Customer Relationship Management) system is essential for managing client interactions and maintaining a record of communication. We will provide you with login credentials to access the CRM. Please provide the necessary information to generate your login credentials.
Review first few applications with a senior broker
Reviewing mortgage applications with a senior broker will help you gain practical insights into the evaluation process. This task involves reviewing the first few applications under the guidance of a senior broker. By the end of this task, you should have a better understanding of the application review process.
Handle a mock client situation
Handling client situations is a crucial aspect of being a mortgage broker. This task will simulate a mock client situation, testing your ability to communicate and provide solutions effectively. By completing this task, you will demonstrate your skills in client interaction and problem-solving.
Approval: Manager assessment on mock client handling
Will be submitted for approval:
Handle a mock client situation
Will be submitted
Setup weekly review meetings
Regular review meetings play a vital role in tracking progress, addressing challenges, and discussing upcoming tasks. This task involves setting up weekly review meetings with your manager to ensure continuous feedback and support. Please select your preferred time slot for the weekly review meetings.
1
Monday - 9 AM to 10 AM
2
Wednesday - 2 PM to 3 PM
3
Friday - 5 PM to 6 PM
Start with real client applications
Congratulations! You are ready to begin working with real client applications. This task marks the transition from training to actual client interactions. Please notify your manager when you are ready to start working with real client applications.
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