Pre-Built Resources

​We have developed custom training programs for hundreds of companies.  We provide customized on-site development or deployment, training program templates for companies to use in developing their own training programs, and many certification and industry standard programs that can be used to meet continuing education/training requirements for all staff.  

Custom Training Program Development
Individual Units Currently Available
 
Understanding Mortgage Numbers - Rates and Points
Mortgage Math - Financial Calculators, Qualification Calculations and Ratios 
Mortgage Math - Qualifying Process and Calculations 
Loan Types - Lesson Overview - Loan Types
Loan Types - Fixed Rates 
Understanding Loan Types - ARMs
Introduction to Loan Processing
File Setup 
Loan File Set Up - Federal and State Disclosures 
Documentation Review - Debts, Ratios and Credit 
Income Treatment and Documentation 
Asset Documentation, Sources and Sufficiency 
Processor Boot Camp - Reviewing Property Documentation
Processing Boot Camp - Underwriting Submission
Federal Laws - Compliance
Truth-in-Lending - Introduction and Overview 
TIL - The APR Disclosure 
1Understanding Federal Credit Laws 
Federal Law Update 
Understanding Identity Theft 
State Laws
Maryland State Law
Virginia Mortgage Laws 
 
Coming Soon
 
Analyzing and Marketing to the Self-Employed Borrower
Analyzing and Selling to First Time Homebuyer and Emerging Markets
Analyzing Income and Personal Tax Returns
Automated Underwriting: Desktop Originator
Automated Underwriting: Loan Prospector
Commercial Lending
Compliance for Loan Servicers
Construction Lending
Credit Scoring and Credit Repair
Dealing with Emerging Market Populations
Diversity Training – Fair Housing and Discrimination
Fraud Prevention – Quality Control for Mortgage Personnel
Leadership Training – Conflict Resolution
Managing a Branch Office
Mortgage Industry Overview for Loan Servicers