Course Curriculum

    1. Reminder

    2. Course 2 Curriculum

    3. Client Lookup

    4. Entering a New Lead, Education Only or Counseling Client

    5. Creating a Client Case

    6. Document Upload and Verification

    7. Scheduling Appointments

    8. Get Ready to Practice

    9. Setup Instructions

    10. Scenario 1: A new caller with a common name

    11. Scenario 1 Questions

    12. Setup Instructions

    13. Scenario 2: Creating a New Lead

    14. Scenario 2 Questions

    15. Scenario 3: A New Client Calls

    16. Scenario 4: Document Collection & Verification

    17. Scenario 4 Questions

    18. Scenario 5: Change Case Owner

    19. Scenario 6: Reverse Mortgage Counseling

    20. Scenario 7: Reschedule/Edit Appointment

    21. Test Your Knowledge

    22. Course 2 Completion

    1. How was this training?

About this course

  • Free
  • 23 lessons
  • Videos and Articles
  • Scenario-Based Exercises
  • Average Completion Time: 2 hrs 15 mins

Need Help or Have Questions?

We are here to support you. If you have any questions, feedback, or run into issues, do not hesitate to reach out. Email us at: [email protected]