Training Center - FSB Mortgage

We have LIVE 45 minute or less training sessions on the following topics:

Uploading to Submission Process

How to upload a loan
Register/lock
Disclose
Run AUS/MI Quote
Upload docs
Submit a loan

Ordering Appraisal, CTC and Closing Process

How to order an appraisal
Attach conditions to the Underwriting Decision
Submit for a CTC (Clear to Close)
Request early CD (Closing Disclosure)
Request Closing Docs

We also offer complimentary short on-demand videos and process flow documents for each step of the process, that you can access or download at any time.

CLICK HERE to access FSB Mortgage’s Training Video Library.

CLICK HERE to access FSB Mortgage’s Process Flow Documents.

To schedule a LIVE training session or if you have any training questions, please email Tammy Robinson, Training and Development Director at tarobinson@fsbmortgage.com or contact your Account Executive.

Please review the calendars below to register for any of our LIVE upcoming training sessions.

To register for a training, click on the class name below.
You will then be directed to the registration site.

There are no upcoming events.

Month

There are no upcoming events.

Latest Past Events

October 26, 2022 @ 3:00 pm - 4:00 pm EDT

SBA Lending Webinar

September 27, 2022 @ 1:00 pm - 1:45 pm EDT

FSB Mortgage’s Uploading to Submission Process LIVE Training Session September 27th

September 22, 2022 @ 12:00 pm - 12:30 pm EDT

FSB Mortgage’s Ordering Appraisal, CTC and Closing Process LIVE Training Session for September 22nd

Video Training

Day 1 Certainty Request Process

Setting Up New Users, NMLS IDS and Site Preferences in OpenClose

Setting Up User Credit Profiles in OpenClose

First-time Users to OpenClose – Logging In and Initial Steps

Navigating in OpenClose

Creating or Uploading New Loans to OpenClose

Accessing, Types & Terms, Property and Borrower Info Tabs in OpenClose

Employment and Other Employment Tabs in Open Close

Housing Expense, Assets, & Liabilities Tabs in Open Close

Details, Declarations, & Agreements Tabs in Open Close

FNMA, Government Info, FHLMC & Additional Information Tabs in Open Close

Adding a Non-Borrower to Title Only in OpenClose

How to Price and Register as a Float or Lock

How to Enter Fees, Escrows, and Prepaids

SmartFees

Completing Anti-Steering Form in OC

Generating Disclosures, e-Sign

e-Disclosure and e-Sign Process in OC

e-Sign Disclosure Process for Borrowers

Ordering Credit & Merging Liabilities

Running AUS for FNMA DU in OpenClose

Running AUS for FHLMC LPA in OpenClose

TPO Clients Who Run DU or LPA Outside of OpenClose

Searching and Adding File Contacts in OpenClose

How to Order an MI Quote in OpenClose

Submitting for Initial Underwriting in OpenClose

Submitting an FHA Streamline Refi for Initial UW in OC

Submitting a VA IRRRL for Initial UW in OC

Status Updates in OpenClose

Ordering an Appraisal in OpenClose

Attaching Conditions and Submitting for a Clear to Close

Creating an FSB 2nd Linked HELOC in OpenClose

Submit for Initial Closing Disclosure ICD in OC

Submitting a Closing Request for Docs in OC

Sending a Secure DocLink Request in OC

Change of Circumstance LE – Non-Delegated Process

Funding Information