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

"This conference was the best one I’ve been to over the past four years. With all the regulatory issues facing financial institutions right now, the topics and information given really hit at the right time."

- Jeff Marsho, First Federal Bank of Wisconsin, Milwaukee