What to Expect

 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. 

 

 

 

 

 

 

 

Available Courses/Dates:

  • Loan Servicing:  October 17 - 18
  • Loan Origination:  October 24 - 25
custom reporting ss 1-1

What's Covered on 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

What's Covered on 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

Seminar oct 12
TMO Headquarters

Where is the Seminar?

The Mortgage Office Corporate HQ
7755 Center Ave., Suite 800
Huntington Beach, CA 92647

 

Where to Fly

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

new beach pic
Springhill Suites Huntington Beach

Where to stay?

Springhill Suites Huntington Beach/Orange County
(Ask for The Mortgage Office Discount - or contact Roxanne 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

 

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Chloe Bond, Founder of Acme