SOAR

Equipping new operations professionals with a strong foundation, skills and knowledge to assimilate into roles supporting sales quickly and efficiently

 

Intended Audiences

Available Formats

  • On Demand

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What’s Included

  • All content and coursework delivered online through XINNIX’s proprietary, interactive Learning and Performance Center
  • 10 Courses with 50 comprehensive on-demand lessons, video learning modules with online quizzes, tests and a final exam with full-time XINNIX Performance Specialist support

New Operations Training Program

 

The SOAR™ Program equips a new mortgage professional including New Processors, Set-up Professionals and Sales Support with a strong foundation covering the many complexities of our industry. As a result of this training program, operations professionals will be skilled, productive and market-ready in 10-15 days.

Still have questions? Ready to get started? Our team is here to help.

 

 

 

Agenda

COURSE I: UNDERSTANDING MORTGAGE BASICS I

Learn the fundamentals of mortgage math, the different mortgage agencies (FNMA, FHLMC, FHA, VA), the purpose for each agency and various loan types, purpose, and property types.

COURSE II: UNDERSTANDING MORTGAGE BASICS II

Identify the different types of loan products, various borrower profiles, homebuyer types, underwriting requirements and how to read credit reports while identifying potential red flags.

COURSE III: QUALIFYING THE BORROWER

Learn all components of house payment: Property, Income, Taxes and Insurance (PITI), along with mortgage insurance and items necessary to calculate a borrower’s cash-to-close.

COURSE IV: UNDERSTANDING CONVENTIONAL LENDING

Learn differences between FNMA & FHLMC, including guidelines pertaining to property, assets, income, and liabilities.

COURSE V: UNDERSTANDING FHA LENDING

Learn FHA guidelines to include property, assets, income and liabilities, plus the specifics of mortgage insurance premiums relating to FHA loans.

COURSE VI: UNDERSTANDING VA LENDING

Learn VA guidelines to include property, assets, income and liabilities, eligibility requirements and documents required to process a VA loan.

COURSE VII: UNDERSTANDING NICHE PRODUCTS

Learn the features of key niche product guidelines to include property, assets, income and liabilities, eligibility requirements and documents required to process specific niche programs.

COURSE VIII: MASTERING THE LOAN PROCESS I

Understand the complete life of a loan from application through closing, to include details of each stage, credit reports, required loan documentation, overview of appraisals, and read/analyze basic tax returns.

COURSE IX: MASTERING THE LOAN PROCESS II

Understand compliance, disclosures, file set-up, reading automated underwriting findings, conditions, loan estimates, closing disclosures and how processing impacts each closing and the overall borrower experience.

COURSE X: MASTERING THE CLIENT EXPERIENCE

Understand the importance of the operation/sales relationship and how to best partner/communicate with Loan Officers and clients to deliver an exemplary customer experience for all parties.

Register for SOAR today!

Contact our sales team for availability and pricing for this program.

Become an Enterprise Partner

XINNIX Enterprise Partnerships empower businesses to achieve company-wide production growth with customized development programs, business management tools, highly-trained XINNIX Performance Specialists and more. Contact our sales team for more information.

Talk to Us

If you have any questions about our programs or other offerings, we’d love to hear from you! Call us at 678.325.3500 or contact us online!

“I took a chance and completely changed career paths from being a police officer to a loan officer. My friend and branch manager recommended taking Ground School, Flight School, and Officer School. I was hesitant to invest that much into a career that I was unsure of, but a year later, I am so glad I did. I committed to your program 110%, and I am consistently closing a million in production every month! Thanks for what you do!”

– P. HICE

SUBMIT YOUR SUCCESS STORY

Looking to Hire New Loan Officers?

Qualified students, not currently employed by a mortgage company who have enrolled and paid for ORIGINATOR Phase 1: Ground School on their own may be available to hire in your area. If you would like us to introduce you directly to these trained candidates, click the link below to get started.

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Supporting an ORIGINATOR Student?

MANAGING FOR PERFORMANCE empowers managers, through expert instruction and real-world assignments, to ensure the success of new loan officers during and after they’ve enrolled in our ORIGINATOR program.

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Are You a Veteran?

We are dedicated to supporting the men and women who serve in our armed forces.

Are you a veteran looking to start a career in the mortgage industry? XINNIX wants to help you get the training you need to succeed.

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