FIPCO tour de Compliance Concierge Loan & Mortgage in Green Bay

Join our annual tour to learn new insights and new features for Compliance Concierge!

Topics Include:

Efficiencies and New Functions

• 1003 Wizard
• New Interfaces
• User Reports
• Trusts – HELOC and In-House Mortgages
• Hover Help
• Tax Escrow Option Forms
• Homeownership Counseling link
• MN and MI Notary  

Real Estate:

• ARM loans      
• 1008 Transmittal     
• Right to Cancel       
• From Closing to Origination     
• Manufactured Home with & without RE
• LE – CD Comparison

Consumer, HELOC, Commercial, Ag

• TIL 1 fees, payoffs and disbursements
• HELOC screen cleanup and setting defaults
• Line of Credit screen cleanup and setting defaults
• Individual Financial Statement newly programmed 
• Individual Financial Statement blank forms functionality
• Properly remove participants, collateral, escrow

Q&A and Networking

Click here to Register! The registration fee of $149/attendee includes printed materials, lunch and refreshment breaks.