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Training Videos

Mortgage training videos for loan officer’s

At Cal Point Mortgage, we’re always ready to lend a helping hand to our customers. We pride ourselves on our ability to provide trustworthy guidance during the entire home-buying process. That’s why we’ve developed this video library – so you can learn about a variety of mortgage-related topics at a time that’s convenient to you. Check out these helpful videos by clicking on video thumbnail below.

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How to Set up Lending QB Compatibility Settings in Internet Explorer

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.How is the File Flow (Coming Soon)

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L.O. & Processor Tab Definitions (Coming Soon)

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How to Upload Fannie Mae 3.2 File

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How to Manually Input a File

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How to Order a Credit Report

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How to Run Du

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How to Run LP

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How to Register a loan and what is a registering (Coming Soon)

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How to Upload the Initial Loan Package

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How to Change Status from Lead to Loan (Coming Soon)

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How to Switch a Borrower & Co-Borrower

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How to Create/Set Up Subordinate Financing

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How to Change Status from Lead to Loan (Coming Soon)

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How to Switch a Borrower & Co-Borrower

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How to Complete a Change of Circumstance

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How to Create a Concurrent Sub-Financing

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How to Link a Document to a Condition

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How to Order an Appraisal through LQB

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How to Order a V.O.E.

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How to Order a V.O.D

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How to Order SSV

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How to Order Transcripts

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How to Upload the Initial Loan Package

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How to Find a Lead/Loan

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Related Information

Basic understanding of these terms will make you feel right at home working with Cal Point Mortgage loan officer.

Frequently asked questions for the general home buying process and the new disclosure rule.

Equipped with the data from your home mortgage calculator, you & your real estate agent can focus on homes . . .