Point for Windows Power Processing Syllabus

Morning Session Day 1

 8:00am  -  8:30am Registration
 8:30am  -  9:00am Orientation
 9:00am  - 10:15am The Opening Screen & Setup
10:15am - 10:30am Morning Break
10:30am - 10:50am Forms in Point
10:50am - 11:30am Creating Custom Screens
11:30am - 11:45am Questions and Answers

Lunch - 11:45am - 1:00pm

Afternoon Session Day 1

1:00pm - 1:25pm Using the Conversation Log & Why
1:25pm - 1:45pm Borrower Management
1:45pm - 2:10pm How to Set-Up and use the Aggregate Escrow Tables
2:10pm - 2:30pm Afternoon Break
2:35pm - 2:50pm Custom Letters in Point
2:50pm - 3:30pm How to Order and Retrieve Credit Reports
3:30pm - 4:10pm The Truth-in-Lending disclosure
4:15pm - 4:25pm Day 1 Review, Q & A
4:25pm - 4:30pm Summary, Class Dismissed Day 1

Morning Session Day 2

 8:00am  -  8:30am Using the Cardex for Vendor Management
 8:30am  -  9:00am Automated Underwriting Systems; DO, LP, Emits and Others
 9:00am  - 10:15am Tracking and Reporting
10:15am - 10:30am Morning Break
10:30am - 10:50am Piggyback Loans done the "Correct" way
10:50am - 11:30am Purchase and Refinance Procedures
11:30am - 11:45am Questions and Answers

Lunch - 11:45am - 1:00pm

Afternoon Session Day 2

1:00pm - 1:25pm Investment Property Procedures
1:25pm - 1:45pm Owner Occupied 2-4 Unit Properties
1:45pm - 2:10pm Borrower / Co-Borrower Files Procedures
2:10pm - 2:30pm Afternoon Break
2:35pm - 2:50pm HELOCS
2:50pm - 3:30pm Getting Help and Utilizing the Tech Tips
3:30pm - 4:10pm Setting up Print Gruops for proper Compliance
4:15pm - 4:25pm Day 2 Review, Q & A
4:25pm - 4:30pm Summary, Class Dismissed Day 2
4:00pm                  Questions & Answers