Platform
A ready-made training site for every role.
Pick the seats you need to train — BIG Trainer gives each one a path that teaches them exactly how to use the system for their job.
Processor
Teaches processors how to work a file from intake to clear-to-close — collecting documents, clearing conditions and keeping borrowers updated, step by step in the real system.
Underwriter
Teaches underwriters how to review the file, issue conditions and decisions, and use the built-in review tools — no classroom theory, just the screens they will work in every day.
Closer & Opening
Teaches your opening and closing teams how to set up new loans, send disclosures, manage the closing calendar and get to funding without a manual.
Loan Officer & LOA
Teaches loan officers and assistants how to run their pipeline, send pre-approvals, use the mobile app and work with referral partners — the front office end to end.
UW Assistant
Teaches support staff how to prep files for review, move work between queues and keep the underwriter fed — the hand-offs that usually get learned by osmosis.
Encompass Admin
Teaches your admins how to configure and run the system themselves — users, rules, integrations and settings, so you are not waiting on a vendor for changes.
Executive
Teaches leadership how to read production and adoption dashboards and see what each release means for the business — a short path, not a deep dive.
How a client site works
1. Give the trainer access
You grant the BIG Trainer agent access to your system — your workflows, your processes, your configuration.
2. It learns your workflows
The agent reads through how your company actually works — screens, steps and processes — not generic training material.
3. Custom videos in minutes
It builds custom training videos and guides for your company in minutes, not days and hours — on your brand, for your version of the system.
4. You approve and it ships
Your branded site goes live when you say so. As your workflows change, the agent rebuilds the training to match.
Optional gamification
Off by default — flip it on per client.
Milestone ranks
Pre-Qual → Approved → Clear to Close → Funded → Hall of Fame.
Points & streaks
Basis points for progress and weekly rate-lock streaks that keep habits warm.
BIG Certified
Role credentials your company can stand behind — BIG Certified Processor, LO, UW.
Release Rush
Badges for finishing training within 48 hours of a release.
Secret badges
Hidden achievements for the curious.
Branch leagues
Optional competition between branches or regions.
Built to scale
500 simultaneous viewers, no sweat.
Video streams through a CDN, not through the app servers — a company-wide rollout on release day does not slow anyone down, and it is isolated from everything else running in the same cloud.
Read the pricingThe custom demo environment
This page is the brochure. The product is inside the demo.
demo.thebigpos.com is a self-learning video directory of the whole platform — every system function, walked through on camera and organized by role, so you can learn it all at your own pace.
- Every function on videothe full system, screen by screen, self-guided
- Role-based learning pathsloan officer, borrower, real-estate partner, admin
- Live pricing toolsquote builder with your volume, product bundles, costs
- Briefs, papers & testimonialswhite papers and client-approved reviews
This is what you’ll log into — every function on video.
How access works: request a code → we email your access code → you’re in.
Request your access code Or schedule a live demoCodes are approved by a person — usually same business day.