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Onboarding Originators

June 12, 2025

Description

The addition of a new origination client is always important to a growing origination program. Too often, however, there is dread rather than excitement. An onboarding program with documented procedures can reduce that stress. Join us as we break down an effective onboarding program and provide you with a step-by-step process including: 

  • Documentation retention 
  • Originator Responsibilities training 
  • Monitoring of Exposure Limits and Return Rates 
  • Ongoing Originator Training & Review 

$199 Member / $398 Non-Member 

1.8 AAP / APRP | CTP Credits May Apply 

This webinar is included in the Educational Package Plan.

Time

2:00 pm - 3:30 pm ET

1:00 pm - 2:30 pm CT 

8:00 am - 9:30 am HST

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Contact Information

Name: Education Department
Phone: (678) 384-9791
Email: education@paymentsfirst.org
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