Lesson Category: AR Membership Basics

The AR Mortgage Process

The following are the basic steps you need to take when you have a client who needs your assistance with a mortgage or other product: Gather the client’s information and add this to OMS Research the options available to the client using the tools such as Knowledge Bank, Twenty7tec and lender BDMs and resources. Make …

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OMS For Network Members

One Mortgage System is the system we use for submitting and tracking new cases. When you have a new case that you wish to submit to a lender for a Decision in Principle, the client’s details and documents will need to be uploaded onto OMS. You will then be able to track the progress of …

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BOX for Network Members

BOX is the company-wide storage systems of all the tools you need to run your mortgage business. The cloud-based storage contains a range of documents such as the following: Terms of business and fee agreements Compliance folders Research tools Marketing tools Operations Manual Box can also be used to securely upload documents to the Case …

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