This onboarding plan was developed to help mortgage companies efficiently train and scale new mortgage processors. Whether your processor is entry-level or transitioning from another role, this guide outlines a structured 1-week training roadmap, performance expectations, and THA resources to maximize onboarding success.
This mock file template is designed for new Loan Officers and Processors to practice
assembling and reviewing a complete loan file. It simulates a real-world submission, promoting familiarity with loan documents, stacking order, and investor expectations—without the pressure of a live borrower.
This guide includes ready-to-use email and phone templates to keep your borrowers,
agents and teammates informed.
This onboarding guide was designed for use by THA subscriber organizations to streamline the training of new loan officers. It outlines a one-week structured onboarding plan, expectations for production milestones, key risk areas, and the THA resources to support success in this front-facing, compliance-critical role.
This checklist is designed to assist mortgage companies and professionals in ensuring that a new Loan Officer is fully licensed and compliant before originating loans.
This quick sheet provides Loan Officers with essential compliance checkpoints related to borrower communication, disclosures, data handling, and loan origination practices. It is a resource for maintaining ethical standards, regulatory compliance, and borrower trust throughout the loan application process.
This Code of Conduct outlines the professional, ethical, and legal standards expected of all Loan Officers.
This checklist is designed to guide Loan Officers through the initial steps of collecting and preparing borrower information for a complete and compliant Uniform Residential Loan Application (URLA / 1003).
This guide outlines the major stages of a residential mortgage loan from initial application to post-closing. It’s your roadmap to understanding who does what, when, and why throughout the process. Follow the flow, no detours, no guesswork.
This guide provides a step-by-step walkthrough of The Housing Assistant’s Automated Income Calculation Tool, designed to help mortgage professionals accurately calculate and verify borrower income across multiple streams, including wage, rental, self-employed, and bank statement income.
