TRAINING
New AM onboarding, refreshers, and continuing education.
Structured training paths for new Account Managers plus refresher and refresh content for existing team members.
9
Training playlists
5
New AM modules
11
Refinance training videos
New Account Manager onboarding
PRIMARY
Process Workflow Basics
The canonical new AM training playlist — 5 modules covering process workflow, statuses, queues, and standards.
5 items · Updated Jun 8, 2026SUPPORTING
Systems Introduction
Introduction to the systems used by Account Managers — Doc Velocity, AIQ, the document portal.
4 items · Updated Jun 3, 2026REFRESHER
Refi Refresher Training
Refinance refresher for existing AMs — payoff updates, cash to close, per diem deduction.
11 items · Updated 2024-2025Reference pages
| Page | Last Updated |
|---|---|
| 2025 Conforming Limits | Jun 9, 2026 |
| Top 15 Full Approval Conditions | Jun 9, 2026 |
| Initial Documentation Requirements Change | Fixed W2 Earners | Jun 9, 2026 |
| Resource Page — Refinance Refresher | Jun 9, 2026 |
| Welcome to our new Team Members! | Jun 9, 2026 |
| The Work Number — external resource | Feb 2024 |
Active video training (by category)
All training videos are organized inside the Knowledge Base by category. Click through to find specific topics.