Compliance Concierge Loan (Run-Side) Training Agenda

Features and Functionality

Enhancements & Limitations

Compliance Concierge Run-time Demonstration

Compliance Concierge Run-time

  • Loan Origination
    • Application 
      • Quick App? 
    • Borrowers/Guarantors/Third Party Owners 
    • Automated Decision Results
    • Disposition
    • Loan Products
    • Collateral
    • Print List
    • Consumer Real Estate Secured 
      • Purchase
        • HPML
        • Collateral Subject Property
        • Request for Appraisal
        • RESPA
        • Escrow
      • Refinance
        • HOEPA
      • HELOC
      • Commercial
        • Guarantor
      • Commercial LOC
      • Agricultural
  • Loan Closing 
  • Existing Loan
  • Loan Complete
  • Workshop

Tool Bar Buttons

  • Calculator

Reports

Miscellaneous Items

  • Support
  • Tour of FIPCO Office

 

Testimonial

"It was a good refresher, and I also learned some important new items as well. Annette and Beth do a fantastic job!"

- Brooke Aldach, Jackson County Bank, Black River Falls