Helping Mortgage Companies with Technology since 1995

A Customized and Complete Learning Experience

We have more than 20 years of experience creating and delivering on-site and virtual training materials

Tailored to meet your company’s individual needs and workflows

Training Curriculum Development

We Understand that No Two Companies are the Same

Neither are their Training Requirements

We Begin By

Identifing Individual Roles

We work with your team to outline each role and the steps that are needed to accomplish them.  We find that Role Specific Training allows your team to retain more by learning is small doses.

Identifing Pain Points

By identifying pain points, we can focus in during a training session to coach over obstacles, thereby reducing frustration and the number of mistakes that are made.

Reviewing Procedures

We review your current procedures to ensure we stay in line with what is published and communicate with you if we find discrepancies.

Reviewing Best Practices

We review best practices both within your company and in the industry to ensure we are delivering up to date and future changes in the industry.

Once we have gathered all the information above we personalize a training program just for you.

Procedure Development

With the ever increasing demands of regulators, there has been a greater need to produce and maintain click-by-click procedures so employees have a resource to properly perform their roles.  However, many organizations are having to do more with less and cannot dedicate a full time employee to create them.  We can help!  We will visit your organization and record your process and create your procedures.  Your organization will benefit by

  • Not having to pull a producing full time employee to create them
  • Moving forward, you will only need to update them as processes change
  • Your new hires now have click-by-click instructions to refer to
  • They can be used as a training tool during on-boarding
  • There are standards for all to perform by
  • It makes the Auditors Happy

Onsite and Virtual Online Training

Our instructors are flexible! They can come on-site and lead a training on your turf or create and host a virtual experience or a combination of both.

Use On-Site Training for

  • Large Group Trainings
  • Single Site Trainings
  • Encompass Go Live support
  • A More Personal Experience

Use Virtual Training for

  • On-boarding a new employee
  • Train the Trainer
  • Training New Admins
  • Topic specific Refreshers

In either environment your team will walk away with support materials they can refer back to if needed.

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