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Originator Onboarding – ACH

Originator Onboarding – ACH

Thursday, September 5, 2024 (11:00 AM - 12:00 PM) (EDT)

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 greatly 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

Member Pricing: $199

AAP/APRP credits: 1.2

This session is included with Platinum Training Club Memberships

Event Contact
Education Department
(678) 384-9791
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Thursday, September 5, 2024 (11:00 AM - 12:00 PM) (EDT)
Registered Guests
15
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