Our Power of Attorney & Trust Training dives into the documentation, guidelines and agent requirements when a POA is being used on a transaction. This class will also go over the following topics for a Living (Inter Vivos) Trust: general requirements, trustee requirements, Attorney Opinion Letters, Certificate of Trusts and basic title requirements.
This class is recommended for Loan Officers, Loan Officer Assistants, Processors, Underwriters, and Quality Control/ Post-Closing Auditors.
If you want the best training, classes, and certifications for your team, count on us! If you need a class or certification that we do not currently offer, we can discuss a customized option for your company. Just send us your detailed request and one of our trainers will reach out to you to discuss.
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