Course Category: CASE MANAGER LEVEL ONE

Courses that form part of achieving Level One

Lender Processing

The lessons in this course contain guidance on how to submit DIPs and Applications to lenders and how to follow a lenders application process to successful completion.  

Case Manager Level One – Knowledge

This course is to help you understand the basic Knowledge a Case Manager needs in order to deliver on the day to day role. It includes understanding the full mortgage and legal process, the documentation requirements and how to understand them, and some basic understanding of the compliance requirements of working within a regulatory environment.

Case Manager Level One – Process

One of the most important parts of a Case Managers role is the ability to follow a set process so that the mortgage application progresses smoothly from start to finish and within the timeframes expected. This course will help Case Managers understand what is expected of them while processing a case including working to SLAs …

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