Mortgage Industry Training

Knowledge and training are the most important assets you can have to compete successfully in the mortgage industry.  If you are new to the industry have you been trained to compete?  Or maybe you need a "refresher" to help you stay sharp against your competition.  Triad Training Services offers various courses to improve your knowledge of the industry and increase your productivity.  The following  are some courses offered:

Loan Origination:

Training is designed for the Loan Officer / Loan origination of the mortgage industry. Emphasis on mortgage industry overview, loan categories and loan types, borrower qualifications, rate sheet review /analysis, pricing the loan, loan process and file review, appraisal, title and credit report review and file submission to processing and underwriting, organizational planning & performance review.

Loan Processing:

Training is designed for the Loan processor of the mortgage industry. Emphasis on mortgage industry overview, loan categories and guidelines, borrower qualifications, income review & analysis, W-2 / self-employed review & analysis, Full doc, stated, NINA guidelines, loan process and file review, appraisal, title and credit report review, organizational planning & performance tools.

Broker Business Development

As a Broker you look to optimize your Operations and conduct your business in an efficient way as to improve your bottom line.  Sometimes you succeed and others you need some help. 

Triad Consulting Services will evaluate your current business structure by focusing on the operations, procedures and "Flow process" of your Sales and Processing teams.  With over 19 years of industry experience and mortgage business development, we can help you re-align and improve your processes and performance.

If you are an independent Loans Officer who is looking to "break away" and start on your own, Triad Consulting Services is right for you.  We will help you set up your Processing filing system, Mortgage software databases, LO client acquisition flow process, Processing file submission process, Post-closing File Quality Check (QC) program, employee training services, just to name a few. 

Stay ahead of your competition while improving your operational efficiencies and close/funded file conversion ratio with our consulting services.