NEW HIRE TRAINING

WEEKLY WEBINAR TRAINING SESSIONS

Personalized One-on-One Training Sessions

Enjoy the benefits of personalized one-on-one training sessions tailored for new hire loan officers, which are scheduled within your first 24 hours of your start date! You will gain in-depth Encompass knowledge along with a hands-on review of our company intranet to locate eligibility and program guidelines.

Designed to Build Your Confidence

Each person’s learning style and system knowledge levels are different; therefore, these training sessions are tailored to your individual needs. Some new hires will learn what they need in one hour, whereas other new 

hires may take several hours over the course of a few days.  The training sessions are designed to build your confidence with our loan origination and online application systems and ensure your success in the competitive world of loan origination.

Weekly Webinar Sessions

In addition to the personalized new hire training, elevate your skills with engaging weekly webinar training sessions, covering Encompass step-by-step instructions, new product/program roll outs, IT enhancements, best practices, and more! Connect with fellow sales and operations team members in a lively and educational atmosphere.  Each session is maintained in an online library where recordings can be reviewed at anytime, along with job aids for reference.

Some examples of recent training topics include:

  • Summary Of the URLA Screens
  • Best Practices for Submitting the File to Automated Underwriting
  • Setting Up Prepaids and Escrows for the Loan Estimate
  • How to Submit Your File for Initial Disclosures
  • Mortgage Insurance for All Loan Types

There is always something to learn at Success Mortgage Partners, and every session will be held in a dynamic and enthusiastic manner to keep you invested and interested!  – Amy Hinkle, SMP Corporate Trainer