Course curriculum

  • 1

    Welcome to the course!

    • How to Use This Course

    • A Message From Your Instructor

    • Getting to Know You

    • RESOURCE: Common Questions

    • RESOURCE: Class Notes Sheet

    • Where you are now

  • 2

    Let's get started!

    • MOD 1: Roles and Responsibilities in Loan Processing

    • MOD 1:1 - The Language of Loan Processing

    • MOD 1:1 - (PDF) The Language of Loan Processing

    • Glossary: The LE, GFE and CD

    • GLOSSARY: Mortgage Industry Terms

    • MOD 1:2 - Key Individuals and Entities

    • MOD 1:2 - (PDF) Key Individuals and Entities

    • MOD 1:3 - Workflow and Logistics

    • MOD 1:3 - (PDF) Workflow and Logistics

    • MOD 2: Effective Job Search Strategies

    • MOD 2:1 The Interview Assignment

    • MOD 2:2 - Communications Skills & Job Search Strategies

    • MOD 2:2 - (PDF) Communication Skills & Job Search Strategies

    • MOD 2:3 - The Competitive Edge Job Search Strategy

    • MOD 2:3 - (PDF) The Competitive Edge Job Search Strategy

    • MOD 2:3 - RESOURCES - Communication & Competitive Edge

    • MOD 3 - Making the Most of Your First 90 Days ESSENTIAL KNOWLEDGE

    • MOD 3:1 - Essential Knowledge CREDIT BASICS

    • MOD 3:1 - (PDF) Credit Basics

    • MOD 3:1 - Credit Report Samples

    • MOD 3:2 - Essential Knowledge CORE LOAN PROCESSING PRINCIPLES

    • MOD 3:2 - (PDF) Core loan Processing Principles

    • MOD 3:2 - RESOURCES - Sample VOE/VOD Forms

    • MOD 3:3 - Essential Knowledge UNDERWRITING CONDITIONS

    • MOD 3:3 - (PDF/SLIDES) Underwriting Conditions

    • MOD 3:3 RESOURCES - If/Then Checklist

    • MOD 4:1 Planning for Success

    • MOD 4:1 - Planning for Success

    • MOD 4:2 - Planning for Success: Become Wise, Well & Excel

    • MOD 4:2 -(PDF SLIDES) Planning for Success

    • BONUS: Ask the Mortgage Trainer - Trouble at Work

    • BONUS: Ask the Mortgage Trainer - Common Mistakes

    • BONUS: Ask the Mortgage Trainer - Why Shadowing Fails Sometimes

    • BONUS: Adventures in Loan Processing - Commission Greed