Loan Servicing Seminar: February

Loan Servicing Seminar

You will learn The Mortgage Office® in a group environment, where you can meet and network with others in the lending field. The seminar includes materials, great food, and tons of Q&A. Many customers even spend the weekend after the Seminar with their families visiting Hollywood, Beverly Hills, Disneyland, and many other Southern California hot spots. 

Where to Fly

Orange County Airport (SNA) – 11 miles away
Long Beach Airport (LGB) – 12 miles away
Los Angeles Airport (LAX) – 32 miles away

Where to stay?

Springhill Suites Huntington Beach/Orange County
(Ask for The Mortgage Office Discount – or contact Roxanne at TMO for assistance)
7872 Edinger Ave.
Huntington Beach, CA 92647
P: (657) 200-7500

Sonesta ES Suites
9950 Slater Road
Fountain Valley, CA 92708
P: (714) 968-5775

Event Agenda

Day One: Online Center, Security Level Setup, Navigation and Functionality, Database Maintenance, Loan, Lenders and Vendor Setup. Payment Entry, Lender and Vendor Transactions, Reminders, Notices, Statements, Reports, Custom Letters and Reports, Relationship of Trust Accounting to Loan Servicing, and basic functions

Thursday:  9am – 4pm PST

Day Two: Loan Amortization and Rate Types, Interest Methods, Payment Hierarchy, Loan Transactions, Corrections, Servicing Fees, Lender Rollovers, Check Printing, Disbursements, Charges, Refunds to Borrowers, Voiding/Reissue Checks, Loan Modifications (Adjustments, Assignments, etc.) and other advanced functions.

Friday:  9am – 3pm PST