Welcome to the Retail Website

Live Training Calendar

All Training will be held on Microsoft Teams. Please make sure your Teams is formatted correctly for sou‚Äčnd and camera. If you have any problems, email our IT Departme‚Äčnt!

Upcoming Training for October 2021

Click on the link to join the meeting!  If link is not working, email [email protected]

Monday

October 4

10 AM CST

Mortgagebot 101 - Live

Tuesday

October 5

10 AM CST

Loan Flow

Thursday

October 14

10 AM CST

How to read Appraisal & Title

Monday 

October 18

10 AM CST

Marketing Resources & Ideas

Wedensday

October 20

10 AM CST

Income Calculations

Friday

October 22

10 AM CST

USDA Training

Monday

October 25

10 AM CST

FHA Training

Wednesday

October 27 

 10 AM CST

VA Training

Friday

October 29

10 AM CST

Conventional Training

Eloomi Library of Trainings

As new training is added to Eloomi, our LMS site, this list will grow.  Check here often for training opportunities available.  If you see any training you would like assigned to you through Eloomi, email Mtg Support to request!


New Employees are always assigned FSB Onboarding, Mortgagebot 101 with URLA Training, Basic Loan Calculations.  Loan Officers will have additional training automatically assigned to them, as well.

FSB Onboarding

This training consist of 6 modules designed to be an introduction to the Mortgage Division of FSB.  New Employees will complete these courses at the beginning of their employment:

  • Intro to Flanagan State Bank
  • FSB Website Tour
  • Setting Up Your Computer
  • Employee Navigator
  • FSB Basics
  • Intro to Mortgagebot

Mortgagebot 101 with URLA

A training designed to dive a little deeper into using Mortgagebot.  This training is for all Mortgagebot users as it goes through the basics of the program.  URLA training is an added module due to the updates effective in March 2021.

Processing 101 - Sessions 1 - 8

All new processors will be assigned these 8 modules designed to help them understand the expectations of processing through FSB.  This training is available to new or current processors.  It includes:

  • Processing Flow by Type
  • Review the file
  • Verifications & Such
  • Disclosures
  • Initial Review
  • Resubmission
  • Processor Tools
  • Closing

Simple Nexus Basic App Training

A powerful tool for any Loan Officer and LOA, our mobile app can assist with the communication between borrower and LO/LOA and be a resource to share with Real Estate Agents to show them how to use it to gain more business.  This training will help you learn the basics of the Dashboard and the App.

DataVerify Training

Learn how to pull a DataVerify report and how to use the information it contains.  This training is important for Loan Officers, Loan Officer Assistants and Processors.  Learn how underwriting uses this to prevent fraud and validate information provided by the borrower.

Basic Loan Calculations

Designed for those new to the mortgage industry, this training covers the calculations used daily when working with a mortgage file.  This training is a great refresher course for experienced Loan Officers, Loan Officer Assistants and Processors, as well.

The Art of Being a Loan Officer Series

This series is being designed to help Loan Officers understand the theories and sales concepts behind mortgage lending.  As new training is developed for this series, it will be automatically assigned.  Currently available in this series:

  • Working with Borrowers

Basic Program Guidelines

An introduction to FHA, USDA, VA and Conventional for those new to FSB or staff that wants a quick refresher course


Currently under construction

Credit 101 - How to Pull & Read Credit Reports

A basic instruction on where to pull a credit report in Mortgagebot and how to read a credit report correctly

FSB Loan Flow

Training is lead by our Operations Manager as he explains how a loan flows through the system 

Understanding the URLA

A detailed review of the paper loan application that a borrower sees.  How the details relate to underwriting and tips on interviewing a borrower to capture the most accurate information

Doc Magic - Creating a Custom Doc 

How to create and send out to a borrower any document for signatures

Income Training

The following income training is available:


Wage Earner Documentation Training

Self-Employment Documentation Training

Click to Add Title

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Click to Add Title

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Click to Add Title

Click this text to start editing. This block is a great way to highlight key services of your business.

2021 Flanagan State Bank, all rights reserves. NMLS 408461, Member FDIC. This site is not intended for consumers and is designed for use by our Mortgage Division Employees. All information contained in this website is for mortgage professionals only.  


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