Loan Processing: Taking the Application

Created by: HSI - Health & Safety Institute Top Author
5.0 1,906 views Prime
Last Updated 11/2022
English
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Full Lifetime Access
Finish in
5 min! Run Time
Made for for
Employees
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No Certificate
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What you'll learn

Complete a mortgage loan application correctly section by section
Identify the information required at the application stage
Avoid the application errors that delay processing downstream

Amendment 42-24 Authorized for use 1 January 2025 / Mandatory 1 January 2026

Description

The first step in processing a mortgage is completing the loan application correctly, section by section.

What this course covers:

  • The most common loan types lenders offer
  • Each section of the loan application form
  • The borrower information needed to complete it
  • How the application feeds the rest of processing

For loan processors and originators learning to take a complete, accurate application.

System Requirements

See System Requirements in the Coggno Knowledge Base

Frequently Asked Questions

This course is designed for employees who need to complete Loan Processing: Taking the Application training

Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.

The course takes approximately 5 minutes to complete and can be paused and resumed at any time.

No. This course does not include a certificate of completion.

Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.

Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).

Yes. The course is fully self-paced and available 24/7.

Yes. This course includes a knowledge check to reinforce learning and verify completion.

Learners have lifetime access from the date of purchase.

Yes. A preview is available so you can review the course format and content before purchasing.

Yes. Content is reviewed and updated as regulations and best practices change.

Yes. This course is available for free with an active Prime Subscription.

Yes. Refund requests can be submitted within 30 days of purchase.

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