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KMU - Settings Certification - Self Paced

Admin Secondary Setup (AdminSecondary-SP)


Description
Admin Secondary Setup is an in-depth review of the admin side of Secondary and lock function settings and setup. This course covers both settings and their application across different workflows, including best practices surrounding product & investor setup, trade management and vital settings regardless of what product and pricing engine a company uses.
Content
  • Workflow Review
  • Loan Officer - Lock Desk - Buy Side
  • Lock Desk - Post Closing - Sell Side
  • Secondary Setup
  • Product and Pricing
  • Secondary Lock Fields
  • Lock Request Additional Fields
  • Auto-Lock
  • Investor Templates
  • EPPS Loan Program Table
  • Trade Management Setup
  • Adjustment Templates
  • Lock Desk Setup
  • SRP Templates
  • Funding Templates
  • Servicing
  • Correspondent Purchase Advice
  • Purchase Advice Form
  • Loan Pricing Decimal Places
  • Trades Tab
  • Explanation of Trades Workflow
  • Loan Trades Tab
  • Loan Search Tab
  • Security Trades
  • Loan Trades
  • Master Contracts
  • GSE Commitments
  • MBS Pools
  • Correspondent Trades
  • Correspondent Masters
  • Final Exam
  • Admin Secondary Setup - Final Exam
Completion rules
  • You must complete the units "Admin Secondary Setup - Final Exam"
  • Leads to a certificate with a duration: 2 years