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Mortgage Banker Resources - Training and Support

The KeyTeam provides superior training and support in any and all areas where you may need assistance. They will equip you with the knowledge needed to be a highly successful Southwest Funding Branch Manager. Whether it is getting setup with a new lender, finding a place for that next to impossible loan, or simply needing encouragement, our KeyTeam is like your own personal assistant.

  • Effectively navigate and use our internal systems and software.
  • Manage expenses, budget your finances, and work with our Accounting Department.
  • Work with our Direct Lending Department to register, lock, submit, and close banked loans.
  • Setting up new lenders and managing login codes for our vast wholesale lender portfolio.
  • Work with our Legal/Compliance Department to satisfy the licensing requirements associated with the states you plan to originate in.
  • Advertise and market effectively to boost production.
  • Become an expert on every loan program you want to originate.
  • Effectively recruit, hire, and retain Loan Officers and Branch employees.
  • Interfacing with Desktop Originator, Loan Prospector, FHA Connection, and the VA Web Portal
  • Implementing regulatory changes such as RESPA
  • Monthly outbound proactive phone calls
  • Loan placement assistance
  • Down Payment Assistance program setup
  • Weekly email with helpful tips and information

    Take advantage of our mortgage branch opportunity by applying now!

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