Outline of Materials

This onboarding course covers the “need-to-know” material to get you up-and-running at Morty.

different loan types

1. Morty Platform Overview

  • Systems
  • Support Team
  • Loan Offerings
  • Positioning

2. Preparing for your first deal

  • The Borrower Experience
  • Loan Officer Product Experience
  • Lock-to-Close Process
  • The LO Experience

3. Using RUDI

4. Key Contacts

5. Expectations for Platform Loan Officers