Compatibility · Mortgage Lending
HR & Training
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Compliance training modules
Structured training lessons that teach mortgage staff the laws and internal rules they must follow in their jobs.
What it’s used for
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Employee handbook
A written guide given to mortgage lending staff explaining company policies, workplace rules, pay practices, benefits, and conduct expectations.
What it’s used for
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LO compensation rule documentation
A written record of how loan officers are paid, kept to show the pay plan follows federal loan originator compensation rules.
What it’s used for
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Loan officer compensation plans
A written plan setting out how loan officers are paid, including commission rates, draws, salary, and bonus rules.
What it’s used for
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NMLS continuing education tracking
A record showing which licensed loan officers have completed their required annual continuing education hours and which still owe them.
What it’s used for
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New hire onboarding checklist
A step-by-step list of everything that must be completed when a new employee joins a mortgage lender, from paperwork to system access.
What it’s used for
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Performance review templates
A standard form managers use to evaluate an employee's job performance over a set period, such as a year or quarter.
What it’s used for
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Sales training materials
Training content used to teach loan officers and sales staff how to find borrowers, present loan options, and move applications to closing.
What it’s used for
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Skills matrix
A grid showing which staff have which job skills and at what level, used to spot gaps and plan training.
What it’s used for
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Timekeeping policies
An HR policy explaining how employees record hours worked, take breaks, and get overtime approved at a mortgage lender.
What it’s used for
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