Loan Officer Workflow: ERP, Calyx & Pipelines | 1.20.2026
Автор: Giving Tree Lending
Загружено: 2026-01-21
Просмотров: 3
Описание:
If you’re a loan officer and the workflow feels confusing, this training fixes that.
This video walks through exactly how files should move from application to processing using our MLO dashboard.
In this session, we break down the step-by-step MLO workflow, including borrower applications, ERP registration, XML exports, Calyx setup, pipeline tracking, and how to protect borrowers from trigger leads.
Key takeaways:
• How borrowers apply (short form vs long form)
• When and why to save applicants properly in ERP
• How to export and import XML files into Calyx
•How to track loans using pipeline filters
• How to manage pre-quals, purchases, and refis
• Why do-not-call registration matters
• How workflow discipline prevents lost files and confusion
This training is required viewing for loan officers, LOAs, and processors who want cleaner files and fewer mistakes.
👉 Subscribe for internal LO training
💬 Comment with questions or workflow issues
📩 Book a 1-on-1 if you need file-specific help
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#mloworkflow
#loanprocessing
#erpworkflow
#calyxpoint
#loanofficertraining
#mortgageoperations
#realestateprofessionals
#pipeline management
#loanofficerlife
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