Enterprise Management of Education and License Compliance

Management of mandatory education for an enterprise
requires tools capable of controlling complexity and a partnership
between provider and corporate compliance managers.

Much is at stake.

We are sharply aware that your company can not tolerate disruption of production by missing a date or detail for a MLO, yet requires a plan to accomplish everything necessary with minimum "grief", defined as confusion, overlap, excess classroom time and bad communication. Failure in either direction results in financial cost.

We are no less sharply aware that fallout would have a direct, personal impact on individual professionals. Since we are mortgage professionals ourselves, that is no trivial matter.

Management system and software tools

Our tool set is driven by a simple matrix for each MLO pivoted around their Unique Identifier.

Underlying the algorithm is a table of state-by-state requirements and dates.

We require only to know the target states for the MLO and the "already taken" education credits at jump off.

You will receive a "Perfect Purchase Order" report consisting of just enough course purchase to comply.

Upon approval and necessary adjustment, this report flows into our automated system, generating an Abacus Student Site Page for each MLO. The student and your management team can see progress through the courses and generate copies of receipts, certifications and test results. Usernames/Passwords are also retrievable on this page.

If requested your entire matrix will be reported out on spreadsheet each morning and on demand.

For a closer look and live contact please call 888-341-7767 and ask for "Enterprise Assistance."