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.

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August 2nd FSB Mortgage’s Uploading to Submission Process LIVE Training Session

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August 3rd FSB Mortgage’s New Client Onboarding Session

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August 4th FSB Mortgage’s Ordering Appraisal, CTC and Closing Process LIVE Training Session

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August 9th : FSB Mortgage’s Uploading to Submission Process LIVE Training Session

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August 10th FSB Mortgage’s New Client Onboarding Session

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August 11th FSB Mortgage’s Ordering Appraisal, CTC and Closing Process LIVE Training Session

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August 23rd :FSB Mortgage’s Uploading to Submission Process LIVE Training Session

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August 24th FSB Mortgage’s New Client Onboarding Session

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

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

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Video Training

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Day 1 Certainty Request Process

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

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Setting Up User Credit Profiles in OpenClose

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

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Navigating in OpenClose

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Creating or Uploading New Loans to OpenClose

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

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Employment and Other Employment Tabs in Open Close

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Housing Expense, Assets, & Liabilities Tabs in Open Close

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Details, Declarations, & Agreements Tabs in Open Close

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

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Adding a Non-Borrower to Title Only in OpenClose

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How to Price and Register as a Float or Lock

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How to Enter Fees, Escrows, and Prepaids

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SmartFees

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Completing Anti-Steering Form in OC

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Generating Disclosures, e-Sign

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e-Disclosure and e-Sign Process in OC

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Ordering Credit & Merging Liabilities

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Running AUS for FNMA DU in OpenClose

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Running AUS for FHLMC LPA in OpenClose

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TPO Clients Who Run DU or LPA Outside of OpenClose

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Searching and Adding File Contacts in OpenClose

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How to Order an MI Quote in OpenClose

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Submitting for Initial Underwriting in OpenClose

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Submitting an FHA Streamline Refi for Initial UW in OC

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Submitting a VA IRRRL for Initial UW in OC

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Status Updates in OpenClose

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Change of Circumstance LE – Non-Delegated Process

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Ordering an Appraisal in OpenClose

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Attaching Conditions and Submitting for a Clear to Close

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Creating an FSB 2nd Linked HELOC in OpenClose

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Submit for Initial Closing Disclosure ICD in OC

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Submitting a Closing Request for Docs in OC

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Sending a Secure DocLink Request in OC

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Funding Information

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