Operations Workflow | ERP, Processing & Submission Updates

In this Operations Workflow training, Peter Kim walks through important ERP updates, loan processing responsibilities, and submission workflow improvements designed to help loan officers work more efficiently. In this training, you'll learn: ERP workflow updates and team responsibilities Loan submission best practices Processing and operations workflow improvements Updated roles between Loan Officers and Processors Tips for improving file quality and reducing delays Internal workflow expectations for a smoother loan process Best practices to keep files moving from application to closing Whether you're a new or experienced loan officer, this session provides practical guidance on improving efficiency, reducing processing issues, and creating a better experience for both clients and referral partners. #MortgageTraining #LoanOfficer #MortgageBroker #RealEstate #LoanProcessing #MortgageOperations #MortgageSales #ERP #MortgageEducation #GivingTreeLending