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

    • Module 2:1 -2:2 - Job Search Skills

    • MOD 2:2 - (PDF) Communication Skills

    • 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 - Common Mistakes

    • BONUS: Adventures in Loan Processing - Commission Greed
  • 3

    Bonus Modules: Loan Processing Solutions

    • Foundational Principles

    • Analyzing a Loan File -Part 1

    • Analyzing a Loan File -Part 2

    • Analyzing a Loan File -Part 3