Loan Origination Seminar: March

Mar 12, 9:00 am – Mar 13, 2026, 3:00 pm
7777 Center Ave., Huntington Beach, CA

Time

9:00am-3:00pm

Venue

The Mortgage Office Corporate HQ

Cost

$695

items needed

Personal Laptop
Chromebook provided upon request

topics

Loan Origination

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Loan Origination Seminar

You will learn The Mortgage Office® in a group environment, where you can meet and network with others in the lending field. The seminar includes materials, great food, and tons of Q&A. Many customers even spend the weekend after the Seminar with their families visiting Hollywood, Beverly Hills, Disneyland, and many other Southern California hot spots. 

Book Your Spot

As seats are limited, reserve your spot now

Where to Fly

Orange County Airport (SNA) – 11 miles away
Long Beach Airport (LGB) – 12 miles away
Los Angeles Airport (LAX) – 32 miles away

Where to stay?

Springhill Suites Huntington Beach/Orange County
(Ask for The Mortgage Office Discount – or contact Roxanne at TMO for assistance)
7872 Edinger Ave.
Huntington Beach, CA 92647
P: (657) 200-7500

Sonesta ES Suites
9950 Slater Road
Fountain Valley, CA 92708
P: (714) 968-5775

Event Agenda

Thursday:  9am – 4pm PST
Friday:  9am – 3pm PST

Topics: Logging in, Setup, Basic Navigation, Applicant Portal setup, Portal communication, Secure client documents, Loan Origination setup, Loan Origination Templates, Forms and Documents, Moving a loan from portal to Loan Origination. Advanced setup/Customized workflow, Documents, Conditions and Terms, taking a loan from Origination to Closing, Advanced capabilities, Tools, and reports.

Friday:  9am – 3pm PST

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