BAC Full Doc - Training Survey: HSS

Welcome and thank you in advance for your input. The survey provided is intended to gather your perspective on Full Doc preparedness. The timing of this is intended to draw from your training experience and on-the-job coaching.

Please take a moment to share your role perspective related to the transition into the Full Doc Product.


A red asterisk (*) indicates required questions.

  1. Did the Full Doc training facilitate your development of the working knowledge required to determine when a loan should be sent to PC1 or NOI by day 8? Please add comments below.*


  1. Did the Full Doc training facilitate your development of the working knowledge required to perform the KIR and collect the required borrower documents for the Full Doc loans? Please add comments below.*


  1. Did the Full Doc training facilitate your development of a working knowledge regarding when and how to send an OCL letter? Please add comments below.*


  1. Did the Full Doc training facilitate your development of the working knowledge required to recommit a loan once the appraisal is received? Please add comments below.*


  1. Did the Full Doc training facilitate your development of a working knowledge regarding the collateral documents required to be sent to the UW? (i.e. appraisal, title, tax returns, asset statements, trust documents) Please add comments below.*


  1. Did the Full Doc training facilitate your development of a working knowledge regarding items on the credit report that would necessitate a Letter of Explanation? Please add comments below.*


  1. Did the Full Doc training facilitate your development of the working knowledge required to validate borrower assets in POS that cover 2 months of PITI? Please add comments below.*


  1. Are there any other topics in which Full Doc training did or did not facilitate your development of the working knowledge required to perform your role? Please comment below.*


  1. Are there topics that you would recommend be covered or covered more extensively during training? Please comment below.*




Templates provided by QUIA.COM.