Branch Operations/Branch Management Policies and Procedures Manual & Employee Handbook
Part of the Complete Mortgage Correspondent/Broker Package and the Complete Mortgage Banker Package
How do you operate a physical branch? This set of mortgage operating policies and procedures address the physical branch; those responsibilities handled by an Operations Manager. This includes operating hours, messenger tracking, phone procedures, vendor management, disaster recovery and other elements of the mortgage process that are handled by the office manager.
We combined the Mortgage Branch Operations Policies and Procedures Manual with the Employee Handbook, because most companies organize Human Resources as part of the Operations Manager's Duties. While Operations and HR/Employee manuals are available in general, mortgage-specific products do not generally exist. Specifically, our Semi-Annual Review Forms incorporate competencies that mortgage personnel must have, as opposed to general employee performance.
How do you operate a physical branch? This set of mortgage operating policies and procedures address the physical branch; those responsibilities handled by an Operations Manager. This includes operating hours, messenger tracking, phone procedures, vendor management, disaster recovery and other elements of the mortgage process that are handled by the office manager.
We combined the Mortgage Branch Operations Policies and Procedures Manual with the Employee Handbook, because most companies organize Human Resources as part of the Operations Manager's Duties. While Operations and HR/Employee manuals are available in general, mortgage-specific products do not generally exist. Specifically, our Semi-Annual Review Forms incorporate competencies that mortgage personnel must have, as opposed to general employee performance.
Operations Module Elements
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Employee Manual Elements
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Purchase Branch Management/Operations Policies and Procedures Manual
$395
Includes all forms and documents needed in editable MS Office format
Once purchased, product is available immediately - allow 5 - 15 minutes for automated e-mail delivery
Request Discount Code for referrals from state association or affiliates
Includes all forms and documents needed in editable MS Office format
Once purchased, product is available immediately - allow 5 - 15 minutes for automated e-mail delivery
Request Discount Code for referrals from state association or affiliates
