Course curriculum

  • 1

    Course Introduction

    • Class Welcome

    • Things to Do First...
  • 2

    Module 1 - Regulatory Compliance

    • Compliance Module Presentation (PDF)

    • Class Notes Sheet (PDF)

    • Common Violations Summary and Compliance Glossary (PDF)

    • Compliance Module VIDEO Presentation (Module 1)

    • TRID Training Supplements

    • More Compliance Resources
  • 3

    Module 2 - Credit Quality

    • Homework Review & Module 2 Intro VIDEO Presentation

    • Homework Review & Module 2 Intro (PDF)

    • Credit Quality VIDEO Presentation

    • Credit Quality Presentation (PDF)

    • The 5 Cs of Credit Explained (PDF)

    • Credit Report Samples
  • 4

    Module 3 - Loan Processing Resources

    • Test Your Knowledge: Review Quiz - Modules 1 - 2

    • Daily Resources VIDEO Presentation

    • Alternate Viewing: Daily Resources VIDEO Presentation

    • Daily Resources Presentation (PDF)

    • More Resources - FHA and VA

    • More Resources - Calyx Point Tips

    • More Resources - Encompass Tips
  • 5

    Module 4 - Analyzing and Preparing Your Loan File for Underwriting

    • Homework Review and Module 4 Intro - VIDEO Presentation

    • Homework Review and Module 4 Intro (PDF)

    • Part 1: Analyzing Your Loan File VIDEO Presentation

    • Part 1: Analyzing Your Loan File (PDF)

    • Part 2: Analyzing Your Loan File VIDEO Presentation

    • Part 2: Analyzing Your Loan File (PDF)

    • Homework Sheets (PDFs)

    • Loan Setup and Initial Review eBook

    • More Resources: Title Report Sample 1

    • More Resources: Title Report Sample 2

    • More Resources: Appraisal Review Sample

    • Homework Submission ONLINE: What Would You Do?
  • 6

    Module 5 - Underwriting Checkpoints for Easy Loan Approval

    • Homework Review and Module 5 Intro - VIDEO Presentation

    • Homework Review and Module 5 Intro - PDF

    • Part 1: Underwriting Checkpoints VIDEO Presentation

    • Part 1: Underwriting Checkpoints Presentation (PDF)

    • Part 2: Underwriting Checkpoints VIDEO Presentation

    • Part 2: Underwriting Checkpoints Presentation (PDF)

    • Homework Sheet: Underwriting Case Studies

    • More Resources: What is a DU Findings Report (PDF)

    • More Resources: Using Gift Funds

    • Homework Submission ONLINE: Underwriting Case Studies
  • 7

    Module 6: Advanced Loan Processing

    • Homework Review and Module 6 Intro - VIDEO Presentation

    • Homework Review and Module 6 Intro - VIDEO Presentation (PDF)

    • Advanced Loan Processing - Jumbo, Self Employed and Rental Income Files - VIDEO Presentation

    • Advanced Loan Processing - Jumbo, Self Employed and Rental Income Files (PDF)

    • More Resources - Validating the Self Employed Borrower Chart

    • More Resources - Form 1084 Summary Chart

    • More Resources: Fannie Mae

    • More Resources: Freddie Mac

    • More Resources: HUD-FHA

    • More Resources: Sample Rental Property Worksheet
  • 8

    Module 7 - Loan Processing Quick-Start Resources

    • Loan Processing Quick Start Resources VIDEO Presentation

    • Loan Processing Quick Start Resources Presentation (PDF)

    • 10 Biggest Loan Processor Mistakes

    • 5 Characteristics of a Dynamic Loan Processor (PDF)

    • Verifying Employment (Module Excerpt)

    • Test Your Knowlege - Mortgage Calculations Quiz (PDF)

    • Ask the Mortgage Trainer Clips
  • 9

    Final Quiz for Loan Processing Solutions Class

    • Loan Processing Solutions Quiz Study Sheet

    • Loan Processing Solutions Final Quiz