Become a Super User of ComplianceOne Mortgage!

The ComplianceOne mortgage workshop is a one-day event that incorporates lecture/discussion and hands-on activities where attendees enhance their knowledge of the ComplianceOne mortgage system.
During the training day, attendees will enjoy learning through the various hands-on activities and have ample time throughout the day to address questions with a trainer.
At the conclusion of the workshop, attendees will be more efficient users, having learned how to organize and maintain administration, learned time saving tips when processing a transaction, and had the chance to network and enjoy other users.
Additionally, the instructor will demonstrate and explain cause and effect of fields and document selections on each screen in the software and facilitate discussion points.

Who Should Attend: Current ComplianceOne mortgage users who have completed introductory training.

Price: $795.00

Registration: 8:00-8:30 am
Start Time: 8:30 am
End Time: 3:30 pm
Lunch, mid-morning and mid-afternoon breaks will also be taken.

Topics Covered:

  • Tips and Shortcuts
  • Administration Cause & Effect
  • Document Data Cause & Effect
  • Wiz Sentinel (HOEPA/HPML/ATR/QM)
  • Workflow - Processing Different loan types
  • Templates
  • Help Resources
  • Vanceo & OLA Overview

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