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0-20 Million in a Year
Course
Outlines
Basic FHA: This course is designed to be an introduction
to FHA lending. Attendees will review FHA forms, MIP calculation, pre-qualification,
maximum loan calculation, and FHA underwriting guidelines. Students will learn through
participation and case studies. Ideal candidates would be originators, beginning
processors or underwriters and lenders new to FHA origination. Length: 2 Days at 6
hours per day.
Advanced FHA: This class is designed for the advanced originator,
processor, underwriter or retail manager. Students will review in-depth case studies for
FHA appraisals, VC requirements, 203K, new construction site approvals (both condominium
and single family) and underwriting guidelines for niche FHA programs.
Length: 1 day at 6 hours per day.
Basic Self Employed: Understanding the self employed borrower is becoming
increasingly important as more and more customers open their own companies. As programs
begin to diversify and guidelines intensify, this course will clear up the confusion.
Students will learn how to read 1040's and scheduled attachments. Cases studies will be
presented relating to FHA and standard FNMA/FHLMC guidelines. Students will be tested for
comprehension.
Length: 2 Days at 6 hours per day.
Advanced Self Employed: This course was designed for underwriters,
processors, operations managers or originators looking to increase their abilities for the
self employed borrower. The students will review corporations, partnerships and other
complex tax issues such as mixed income. Case studies will be based on FHA and FNMA/FHLMC
guidelines. Students will be tested for comprehension.
Length: 2 Day course at 6 hours per day.
Analyzing Appraisals: This course was designed for originators,
processors, and underwriters to review the basic appraisal process. Students will review
each section of the appraisal in great detail and learn the "red flags" that
will cause the investors to question the results. Single family, condominium, new
construction and income property are reviewed. The appraisals are analyzed based on FHA
and standard FNMA/FHMLC guidelines. Case studies will be presented to test the students
knowledge.
Length: 2 Day course at 6 hours per day.
FHA Processing: This course is designed for processors, beginning
underwriters and originators who want to learn FHA lending. Underwriting guidelines,
disclosures, maximum mortgage calculation and MIP are covered. Case studies will cover
purchase and refinance situations. Students are given sample cases to process, evaluate
and submit.
Length: 2 Days at 6 hours per day.
Conventional Processing: This course is designed for processors, beginning
underwriters and originators who process or originate conventional FNMA/FHLMC loans.
Students learn the basic guidelines, formulas for calculating ratios, PMI and loan to
value, required documentation, analyzation of documentation and proper submission to
underwriting. Students are given sample cases to process, evaluate and submit.
Length: 2 Days at 6 hours per day.
Combo Processing Class: If you're looking to train your processors, or
beginning underwriters on conventional and FHA guidelines this is the course for them.
They'll learn all of the elements of the FHA processing and Conventional Processing course
as listed above.
Length: 3 Days at 6 hours per day.
Customer Service: Understanding the technical portion of the business is
only the beginning. The support staff is an integral part of your business. If they don't
understand how to treat your customers, they can cost you a fortune. Our customer service
class helps your employees master even the toughest customers. Topics covered are
understanding& dealing with differing personalities, strategies for dealing with the
tough borrower, customer friendly phrases vs. non-customer friendly phrases, internal
& external customer service, defining internal & external customers and managing
internal & external customers.
Length 1 Day at 6 hours per day.
Time Management: This course was designed for originators, and support
staff. Being able to get the job done efficiently and quickly is the key to this industry.
We'll teach your staff to work smarter by teaching database management, tickler systems,
time blocking, handling time distractors and managing the paper mountain.
Length: 1 Day at 6 hours per day.
Originator Boot Camp: The first course of its kind offering newer
originators or originator assistants the chance to learn the business. The course
includes, 2 1/2 days of technical training and 2 1/2 days of sales and marketing training.
Students review case studies to solidify their new knowledge and go home with a complete
marketing plan for their business.
Length: 5 days at 6 hours per day.
Processor Boot Camp: This course is designed for newer processors, openers and junior
underwriters. Students spend 2 days in customer service and time management training and 3
days in technical training. Case studies are reviewed and students are tested for
knowledge.
Length: 5 days at 6 hours per day.
Outlines for all courses are available.
Please call us at 1-800-585-5666
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