For operations

SOAR

New operations talent, market-ready in days.

What it solves

Behind every great customer experience is a rock-solid operations team. SOAR is the industry's fastest, most effective path to transforming new hires — processors, set-up, and operations professionals — into confident, capable pros who deliver real results from day one.

What you'll gain
Operations professionals who navigate the loan process with confidence.
A working grasp of borrower qualifications and guidelines.
Clear communication with clients and Loan Officers.
‘Raving Fan’ service that sets your shop apart.
A team that's productive and accountable from day one.
The agenda

Ten role-specific courses.

Course 01
Understanding Mortgage Basics I

Mortgage math, the agencies, and loan and property types.

Course 02
Understanding Mortgage Basics II

Loan products, borrower profiles, underwriting, credit reports, and red flags.

Course 03
Qualifying the Borrower

PITI, mortgage insurance, and cash-to-close.

Course 04
Understanding Conventional Lending

FNMA and FHLMC guidelines.

Course 05
Understanding FHA Lending

FHA guidelines, requirements, and where they apply.

Course 06
Understanding VA Lending

VA guidelines, eligibility, and requirements.

Course 07
Understanding Niche Products

Specialty and non-agency products.

Course 08
Mastering the Loan Process I

Application through closing — documentation, appraisals, and tax returns.

Course 09
Mastering the Loan Process II

Compliance, disclosures, AUS findings, loan estimates, and closing disclosures.

Course 10
Mastering the Client Experience

The operations and sales relationship.

How it works
100% Online Instructor-Supported 10 Days

An instructor-supported, 100% online experience. New team members who follow the daily schedule complete the full program in just ten days.

Every enrollment includes
  • 50+ on-demand lessons and video modules
  • Interactive quizzes and a final exam
  • 60+ downloadable tools and job aids
  • Full access to a XINNIX Performance Specialist

I have participated in many trainings over the years. I can honestly say yours was the best! … If we implement everything, we will be in the top one percent!

C. RichardProcessor

Ready to build market-ready operations talent?

$1,799 Per seat · On demand
Book a strategy call