Financial Link® Mortgage training agenda

Day 1

Introduction

• Run-time demonstration
• Enhancements and Functions

Loan Processing

• Customer Information
• Loan Definition
• Calculations
• PMI & Escrow
• Forms Selection

Workshop

• Entering loans from start to finish. Use examples brought from financial institutions

Bank Administration Set up

• Bank Information
• Branches
• Counties
• Officers
• Users
• Late Charges

Product Setup

• Form Defaults
• System Defaults
• Miscellaneous Questions
• Variable Rate Products
• Required Fields
• Templates
• PMI

Day 2

Continue Product Setup

Test Products

Icons

Miscellaneous Items

• Utilities
• Maintenance
• Reports
• Support

Workshop

Request Information