Logout Confirmation

Are you sure want to logout from the system?

Yes No



2018 RV Loan Officer Training 101

Course Number
2018RVLO101
Overview
This course is designed for Loan Officers learning how to use ReverseVision. It takes you through the creation of a loan, moving the loan to origination and then to processing.

 Module 1 – RVX WorkSpace
  • Tour the ReverseVision Exchange Navigation
  • Learn about the Pipeline and how to find loans in the pipeline

Module 2 – Entering Initial Loan Data

  • Creating a loan
  • Enter Borrower information
  • Enter Other Loan Participants
  • Manage Addresses and Relationships

Module 3 – Rates and Fund Distribution

  • Select a Loan Product
  • Allocate Funds in Multiple ways

Module 4 – Fees

  • Overview of Fees
  • Adding a predefined Fee
  • Adding a custom Fee
  • Fee Validation

Module 5 – Comparison Screen

  • Overview of the Comparison screen
  • Line-by-line definition

Module 6 – Generating a Proposal Package

  • Add your picture to the Proposal Package
  • Generate a Proposal Package

Module 7 – Moving the Loan to Origination

  • Move the loan to origination
  • Overview of Additional Fields on the Borrower Screens
  • Overview of Property Screen
  • Overview of Case Screen

Module 8 – Generating an Application Package

  • Final Fee Validation
  • Creating the Application Package
  • Options when creating the application package

Module 9 – Notes

  • Creating Notes
  • Categorizing Notes
  • Managing Documents within Notes

Module 10 – Moving the Loan to Processing

  • Assigning a Processor
  • Changing the Status
Copyright © 2017 ReverseVision, Inc. All rights reserved.
Learning Management System (LMS) is copyrighted by Copyright © 2017 Vector Solutions
108.53.260.12896: JPR-OH-WEB01