Free Courses
Sphere offers these free, live training courses from industry leading professionals. These Professionals may either be part of the Sphere team or outside instructors who may also be part of our user base. They will share best-practices, hands-on advice as well as how they utilize the system to close more deals. Come and join us!
101. Origination in Sphere
This course is designed for loan originators to maximize the use of BrokerLOS's leading cloud-based loan origination system. In this course, we will highlight taking loan applications via data entry, POS/CRM's, lead providers, and our apps etc. We will discuss our differences with other legancy LOS systems, the use of Point of Sale (POS) tools, running AUS's to get better credit decisions, document collection from borrowers, status coordination, and MLO mobile apps / tools to help you better manage and engage your borrowers during the loan origination processes. Enjoy the freedom of working anywhere from the cloud.
501. Onboarding / Initial Setup
This session is designed for system administrators to set up Sphere for its first-time use. Please be prepared with your team's contact information, third-party vendors' contacts/credentials, user permissions, security settings and workflows. It is highly recommended that you join us every Friday from 2-2:30pm ET.