Templates
Mortgage Broker
Mortgage Foreclosure Specialist Onboarding
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Mortgage Foreclosure Specialist Onboarding

1
Introduction to company's mortgage policies
2
Understand specific state and federal foreclosure laws
3
Attend orientation with HR
4
Guided tour of mortgage systems and software
5
Review company's code of conduct
6
Approval: Code of Conduct
7
Introduction to foreclosure team members
8
Training on foreclosure prevention options
9
Familiarize with company's foreclosure documentation
10
Introduction to company's foreclosure process
11
Training on interaction with distressed homeowners
12
Approval: Communication Training
13
Understanding of company’s compliance and due diligence requirements
14
Training on analytic and problem-solving methodologies
15
Job shadowing with experienced Foreclosure Specialist
16
Review and understand foreclosure timelines
17
Approval: Foreclosure Timelines
18
Training on using the company's customer relationship management (CRM) system
19
Training on negotiation tactics with borrowers and attorneys
20
First week wrap-up meeting with supervisor