Take advantage of the complimentary FSB Mortgage LIVE training sessions and stay up-to-date on our processes and products.

We have LIVE 45 minute or less training sessions on the following topics:

Uploading to Submission Process

  • How to upload a loan
  • Register/lock
  • Disclose
  • Run AUS/MI Quote
  • Upload docs
  • Submit a loan

Ordering Appraisal, CTC and Closing Process

  • How to order an appraisal
  • Attach conditions to the Underwriting Decision
  • Submit for a CTC (Clear to Close)
  • Request early CD (Closing Disclosure)
  • Request Closing Docs

We also offer complimentary short on-demand videos and process flow documents for each step of the process, that you can access or download at any time.

CLICK HERE to access FSB Mortgage’s Training Video Library.

CLICK HERE to access FSB Mortgage’s Process Flow Documents.

For any training questions, please email Tammy Robinson, Training and Development Director at tarobinson@fsbmortgage.com or your Account Executive.

Please review the calendars below to register for any of our LIVE upcoming training sessions.

To register for a training, click on the class name below.
You will then be directed to the registration site.

Views Navigation

Event Views Navigation

Today

Latest Past Events

August 31st FSB Mortgage’s New Client Onboarding Session

August 31st FSB Mortgage's New Client Onboarding Session Wednesday - 3:30-4PM EST, 2:30-3PM CST, 12:30-1PM PST Please join us for this 30 Minute or less LIVE training session to assist New FSB Mortgage clients with the onboarding process, review the site admin functions including managing & setting up new users, and a review of our valuable resources and tools. Admin and User Guides will also be provided. We look forward to partnering with you! Register For Event Now Back To Training Center

August 30th: FSB Mortgage’s Uploading to Submission Process LIVE Training Session

August 30th : FSB Mortgage's Uploading to Submission Process LIVE Training Session Tuesday - 1-1:45pm EST, 12-12:45pm CST, 10-10:45pm PST Please join us for this 45 Minute or less LIVE training session on how to upload a loan, register/lock, disclose, run AUS/MI Quote, upload docs, and submit a loan with FSB Mortgage. There will be an open Q & A during the session. We look forward to partnering with you! Register For Event Now Back To Training Center

August 25th FSB Mortgage’s Ordering Appraisal, CTC and Closing Process LIVE Training Session

August 25th FSB Mortgage's Ordering Appraisal, CTC and Closing Process LIVE Training Session Thursday - 12-12:30pm EST, 11-11:30am CST, 9-9:30pm PST Please join us for this 30 Minute or less LIVE training session on how to order an appraisal, attach conditions, submit for CTC, request early CD, and request Closing Docs on a loan with FSB Mortgage. There will be an open Q & A during the session. We look forward to partnering with you! Register For Event Now Back To Training Center

Video Training

Thumbnail

Day 1 Certainty Request Process

Watch Video
Thumbnail

Setting Up New Users, NMLS IDS and Site Preferences in OpenClose

Watch Video
Thumbnail

Setting Up User Credit Profiles in OpenClose

Watch Video
Thumbnail

First-time Users to OpenClose – Logging In and Initial Steps

Watch Video
Thumbnail

Navigating in OpenClose

Watch Video
Thumbnail

Creating or Uploading New Loans to OpenClose

Watch Video
Thumbnail

Accessing, Types & Terms, Property and Borrower Info Tabs in OpenClose

Watch Video
Thumbnail

Employment and Other Employment Tabs in Open Close

Watch Video
Thumbnail

Housing Expense, Assets, & Liabilities Tabs in Open Close

Watch Video
Thumbnail

Details, Declarations, & Agreements Tabs in Open Close

Watch Video
Thumbnail

FNMA, Government Info, FHLMC & Additional Information Tabs in Open Close

Watch Video
Thumbnail

Adding a Non-Borrower to Title Only in OpenClose

Watch Video
Thumbnail

How to Price and Register as a Float or Lock

Watch Video
Thumbnail

How to Enter Fees, Escrows, and Prepaids

Watch Video
Thumbnail

SmartFees

Watch Video
Thumbnail

Completing Anti-Steering Form in OC

Watch Video
Thumbnail

Generating Disclosures, e-Sign

Watch Video
Thumbnail

e-Disclosure and e-Sign Process in OC

Watch Video
Thumbnail

Ordering Credit & Merging Liabilities

Watch Video
Thumbnail

Running AUS for FNMA DU in OpenClose

Watch Video
Thumbnail

Running AUS for FHLMC LPA in OpenClose

Watch Video
Thumbnail

TPO Clients Who Run DU or LPA Outside of OpenClose

Watch Video
Thumbnail

Searching and Adding File Contacts in OpenClose

Watch Video
Thumbnail

How to Order an MI Quote in OpenClose

Watch Video
Thumbnail

Submitting for Initial Underwriting in OpenClose

Watch Video
Thumbnail

Submitting an FHA Streamline Refi for Initial UW in OC

Watch Video
Thumbnail

Submitting a VA IRRRL for Initial UW in OC

Watch Video
Thumbnail

Status Updates in OpenClose

Watch Video
Thumbnail

Change of Circumstance LE – Non-Delegated Process

Watch Video
Thumbnail

Ordering an Appraisal in OpenClose

Watch Video
Thumbnail

Attaching Conditions and Submitting for a Clear to Close

Watch Video
Thumbnail

Creating an FSB 2nd Linked HELOC in OpenClose

Watch Video
Thumbnail

Submit for Initial Closing Disclosure ICD in OC

Watch Video
Thumbnail

Submitting a Closing Request for Docs in OC

Watch Video
Thumbnail

Sending a Secure DocLink Request in OC

Watch Video
Thumbnail

Funding Information

Watch Video