From the servicing side, what CE has helped cut post-close issues when the loan boards over from processing? After a 2-hour escrow setup refresher in Encompass last quarter, our welcome-call escalations and first-statement payment application questions dropped, and I’m looking for similar courses you’ve vetted so I can research them — aiming for cleaner account setup and better customer satisfaction.
We saw the same after a 90‑minute Encompass payment‑posting lab with test loans plus a pre‑boarding checklist mapped to escrow buckets — your 2‑hour Encompass escrow refresher is right on. > and first-statement payment application questions dropped, and I’m looking for similar courses you’ve vetted so Same here — zeroed in on payment application and transfer fields and it cut the first‑statement noise. MBA Education’s Loan Administration Fundamentals had a solid servicing‑transfer/payment‑posting module that stuck. Do you have processors run a mock board (split‑pay, partial, NSF) before release, or does QA own that?
Have you considered a course on communication techniques? It might not sound thrilling, but improving the clarity of our conversations has worked wonders for minimizing handoff issues… As they say, it’s like giving everyone a map instead of just directions.