Loans PQ Training Questionnaire

Questions to help with the managers one on one follow up training.
Name: 


A red asterisk (*) indicates required questions.

  1. Have you completed your 20 practice loans?*
    Yes
    No


  1. If no, how many do you have left to complete?*


  1. Which of the practice loans do you feel like are the most difficult or confusing?*


  1. Which of the practice loans do you feel like you would like to spend more time on?*


  1. Which parts of the new loan process (Loans PQ, Echosign, Totale Atlas, Task Lists, Underwriting, online applications, etc...) do you struggle with or have questions about?*


  1. What are some things you like about the new system or process?*


  1. What are some things you think your staff is going to like about the new system or process?*


  1. Where do you think your staff is going to struggle when they go through the training?*


  1. Is there anything you would like to know more about to help anticipate your staff's questions?*


  1. Any additional items you have not already mentioned that you would like to work on in your one on one time?*





CPM Training