Our Governance, Risk and Compliance training series for mortgage lenders includes nearly 300 courses published and reviewed by our experts to meet all your compliance training needs. We’ll help to ensure your employees are compliant and current on the latest industry issues.
Convenient training options are available including live classes, online self-paced, webinars, audio and video courses.
For package details, click the package that best suits your needs:
A Borrower’s Right to Privacy in a Mortgage Transaction
Anti-Money Laundering Law (AML) / Bank Secrecy Act (BSA)
Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) – E3
Equal Credit Opportunity Act (ECOA)
Equal Credit Opportunity Act: Regulation B – E3
Fair Credit Reporting Act (FCRA)
Fair Credit Reporting Act – FCRA – E3
Fair Lending Laws Overview
Fair Lending Overview – E3
Fair Lending Overview – Lending Staff – E3
Home Mortgage Disclosure Act (HMDA)
Homeowners Protection Act (HPA)
Red Flags of Fraud
Real Estate Settlement Procedures Act (RESPA)
Reporting and Recordkeeping Requirements – E3
Suspicious Activity Reporting (SAR) – E3
Suspicious Activity Reports – Red Flags for Lenders – E3
TILA – RESPA Integrated Disclosure (TRID)
Truth in Lending Act (TILA)
Unfair, Deceptive or Abusive Acts or Practices for the Financial Institution
Ability to Repay (ATR) and Qualified Mortgage (QM) Rules
Accurate and Ethical Advertising
Active Shooter / Critical Incidents in Financial Institutions
Adjustable-Rate Mortgages
Americans with Disabilities Act
Anti-Terrorism – E3
Appraisal and Evaluation Interagency Guidelines
Appraisals
Beneficial Ownership
Business Continuity and Disaster Recovery
CCPA
CFPB Examinations: Understanding Procedures, Ensuring Compliance
Change Management
Customer Information Security Awareness (CISA)
Collection Practices and Loan Workouts
Customer Due Diligence and Enhanced Due Diligence (CDD/EDD)
Customer Identification Program (CIP)-E3
Escrow Accounts and Disclosures
Ethical Dilemmas and the Fight Against Mortgage Fraud
Exploring Mortgage Servicing Rules
Exploring Small Servicer Mortgage Servicing Rules
FACT Act Overview – E3
Fair Debt Collection Practices Act (FDCPA)
Fair Housing Act (FHA)
Fast Track to Success: A Primer for New Mortgage Loan Originators
Federal Foreclosure Laws and Regulations
Federal Regulation of Real Estate Appraisals
FHA Factor in Mortgage Lending
Flood Disaster Protection Act
Handling Consumer Complaints
Home Ownership and Equity Protection Act (HOEPA)
Home Purchases, Refinances and Mortgages
Interest Rate Risk Management
Key Components of Credit Reports
Loan Originator Compensation
Managing OREO
Military Lending Act
Mortgage Loan Cycle
Mortgage Loan Processing 101
Mortgage Math
Mortgage Profession
Office of Foreign Assets Control (OFAC)
Office of Foreign Assets Control (OFAC)-E3
Originating VA Loans
Providing Service to Customers with Disabilities
Red Flags Rule
Reverse Mortgages
Review of Consumer Leasing Act
Review of Electronic Fund Transfer Act
Right to Financial Privacy Act (RFPA)
Rural Development and the Single Family Housing Guaranteed Loan Program
Safeguarding Information: The Gramm-Leach-Bliley Act
Securitization and the Secondary Mortgage Market
Servicemembers Civil Relief Act
Servicemembers Civil Relief ACT – SCRA – E3
The S.A.F.E. Act
The SAFE Act – E3
Telemarketing Consumer Fraud and Abuse Prevention Act
Third-Party Vendor Management
Title Insurance
Underwriting
USA PATRIOT Act
A Borrower’s Right to Privacy in a Mortgage Transaction
BSA and AML in Mortgage
Equal Credit Opportunity Act
Fair Credit Reporting Act
Fair Lending Law Overview
Fraud and Red Flag
Home Mortgage Disclosure Act
Homeowner’s Protection Act
Real Estate Settlement Procedures Act
TTILA-RESPA Integrated Disclosure (TRID)
Truth-in-Lending Act
Unfair, Deceptive or Abusive Acts or Practices for the Financial Institution
Ability to Repay and Qualified Mortgage Rules
Accurate and Ethical Advertising
Active Shooter/Critical Incidents in Financial Institutions
Adjustable-Rate Mortgages
Americans with Disabilities Act
Appraisal and Evaluation Interagency Guidelines
Appraisals
Business Continuity and Disaster Recovery
CFPB Examinations: Understanding Procedures, Ensuring Compliance
Change Management
CISA—Customer Information Security Awareness
Collection Practices and Loan Workouts
Consumer Leasing Act
Customer Due Diligence and Enhanced Due Diligence (CDD/EDD)
Electronic Fund Transfer Act
Escrow Accounts and Disclosures
Ethical Dilemmas and the Fight against Mortgage Fraud
Exploring Loan Servicing (and Small Servicer Version)
Fair Debt Collection Practices Act
Fair Housing Act
Fast Track to Success: A Primer for New Mortgage Loan Originators
Federal Foreclosure Laws and Regulations
Federal Regulation of Real Estate Appraisals
FHA Factor in Mortgage Lending
Flood Disaster Protection Act
Handling Consumer Complaints
Home Ownership and Equity Protection Act
Home Purchases, Refinances, and Mortgages
Interest Rate Risk Management
Key Components of Credit Reports
Loan Originator Compensation
Managing OREO
Military Lending Act
Mortgage Loan Cycle
Mortgage Loan Processing 101
Mortgage Math
Office of Foreign Assets Control (OFAC)
Originating VA Loans
Providing Service to Customers with Disabilities
Red Flags Rule
Reverse Mortgages
Right to Financial Privacy Act (RFPA)
Rural Development and the Single-Family Housing Guaranteed Loan Program
SAFE Act
Safeguarding Information: The Gramm-Leach-Bliley Act
Securitization and the Secondary Mortgage Market
Servicemembers Civil Relief Act
Telemarketing Consumer Fraud and Abuse Prevention Act
The Mortgage Profession
The USA Patriot Act or Know Your Customer?
Third-Party Vendor Management
Title Insurance
Underwriting
Advanced Financial Math
Beginning Financial Math
Bomb Threats and Other Security Issues
Business Etiquette
Community Relations Programs
CPR–AED Training
Delegation Skills
Direct Mail Marketing Techniques
Federal Reserve and Monetary Policy
Greening the Office
Local Promotion and Advertising Programs
Negotiation Skills
Office Safety
Professional Business Dress—Men
Professional Business Dress—Women
DI—Age
DI—Barriers to Diversity
DI—Cross-Cultural Business
DI—Cultural Diversity
DI—Defamation
DI—Defamation for Managers
DI—Discrimination
DI—Discrimination for Managers
DI—Diversity Awareness
DI—Documentation
DI—Documentation for Manager
DI—Drug-Free Workplace Program
DI—Employees with Disabilities
DI—Employees with Disabilities for Managers
DI—Gender
DI—Harassment
DI—Harassment for Managers
DI—Language
DI—Marital Status
DI—Race, Color and Nationality
DI—Religion
DI—Retaliation
DI—Retaliation for Managers
DI—Sexual Harassment
DI—Sexual Harassment for Supervisors and Managers
DI—Sexual Harassment Refresher
DI—Sexual Orientation
DI—Stereotypes and Assumptions
DI—Veteran Status
DI—Violence and Bullying in the Workplace
DI—Workplace Inclusion
CISA–01—Security System Issues
CISA–02—Passwords
CISA–03—Internet Banking Security
CISA–04—Securing Customer Information
CISA–05—Securing Nonpublic Areas
CISA–06—Information Disposal
CISA–07—PINs
CISA–08—Customer Requests
CISA–09—Interactive Voice Response Systems
CISA–10—Clean Desk Policy
CISA–11—Media and Equipment
CISA–12—Network Component Security
CISA–13—Data Encryption Standards
CISA–14—Remote Access Standards
CISA–15—Laptop and PDA Security
CISA–16—Intrusion Detection and Firewall Security
CISA–17—Virtual Private Network Security
CISA–18—Computer Room Security
CISA–19—File Backup and Storage
CISA–20—PC Software Controls
CISA–21—Virus and Spyware Prevention
CISA–22—Incident Response Program
CISA–23—Social Engineering
CISA–24—Social Media
Analyzing Personal Financial Statements
Consumer Credit Products
High-Cost Mortgages (HOEPA)
Home Equity (Open-End Credit)
IRS Reporting for Real Estate Transactions
Mortgage Fraud Awareness
Private Mortgage Insurance
Residential Mortgage 1-2-3: Mortgage Process
Reverse Mortgage
Second Lien Real Estate Mortgage Loans/Junior Real Estate Mortgage Loans
Subprime and Predatory Lending
Education Savings Accounts/Coverdell Education Saving Account
Excess IRA Contributions
IRA Beneficiary Options
IRA Contributions
IRA Distributions
IRA Required Minimum Distributions
IRA Rollovers, Transfers and Direct Rollovers
Retirement Planning and Saving
Roth IRA Overview
SIMPLE IRA Basics
Simplified Employee Pension (SEP) Plans
Traditional IRA Overview
Ways to Build Wealth
Customer Service
REAL Customer Service 1—Showing Customers You Care
REAL Customer Service 2—Using Language to Serve the Customer
REAL Customer Service 3—Opening the Conversation
REAL Customer Service 4—Diagnosing Customer Needs
REAL Customer Service 5—Responding to Customer Requests
REAL Customer Service 6—Taming Challenging Conversations
REAL Customer Service 7—That’s a Wrap—Closing the Conversation
Cross-Selling
REAL Sales 1—The Other Side of Service
REAL Sales 2—Adding Value Through Cross-Selling
REAL Sales 3—Adding Value Through Up-Selling
REAL Sales 4—Overcoming Resistance
LE1—Introduction to Management Basics
LE2—Time Management
LE3—Business Writing
LE4—How to Lead and Participate Effectively in Meetings
LE5—Coaching and Feedback
LE6—Leading People Through Change
LE7—Handling Conflict
LE8—Sharpening Your Interviewing Skills
LE9—Managing Multiple Generations at Work
LE10—Introduction to Project Management Concepts
Becoming a Coach: Bringing out the Best in Employees
Becoming a Leader: Communication Techniques that Motivate, Guide and Inspire Employees to Excel
Conducting High-Impact, Low-Stress Performance Reviews
Creating Your Dream Team: How to Harness the Power of Teamwork Everyone’s Teamwork Role
For Managers … Creating a Positive Workplace: Good Attitudes Are Contagious
Heating Up Your Cold Calls
Hiring Secrets: 12 Tips to Get Candidates to Reveal Their True Selves
How to Resolve Conflict at Work
How to See Opportunity in a Changing Workplace
How to Shine in Difficult Management Situations
Interviewing Techniques That Help You Hire the Best
It’s Business, Not Personal: Taming Emotions in the Workplace
Motivating Employees During Organizational Change
Professional Conduct 101: Vital Skills for New Employees
Solving (Even More) People Problems on the Job
Training to Win: Helping Employees Meet or Exceed Their Goals
You Are the Organization
7 Things Never to Say to Your Customers
Better Business Grammar
Communicating for Results: How to Be Clear, Concise and Credible
Communicating to Reduce Stress on the Job
Communicating with Customers
Communicating with People on the Job
Don’t Shoot the Messenger: Common Workplace Courtesies that Reduce Tension & Lower Stress
Everyone’s Customer Service Role
How to Communicate Clearly and Effectively with Employees
How to Give and Receive Criticism
Listen & Win: How to Keep Customers Coming Back
Make the Connection: How to Be Effective and Productive on the Phone
Mastering Memos
Power Writing: Techniques for Success
Powerful Ways to Persuade People
Solving People Problems on the Job
Speak Like a Pro… and Get a Standing Ovation Every Time
Speaking to One Person or a Roomful: Proven Techniques that Will Make You a Master Communicator
Speaking with Confidence, Clarity and Charisma
Think Like the Customer, Act Like the Owner
Winning Over Even the Most Difficult Customers: Going Beyond Service with a Smile
Building Cooperation: How Everyone Can Win at Work
For Employees … Being Positive in the Workplace: Good Attitudes Are Contagious
Getting Cooperation: Team-Building That Works
Sink or Swim Teamwork: We’re All in This Together
Team-Building Techniques That Work
Achieving Peak Performance on the Job
Arrest that Stress: How to Depressurize Your Work Life
Do it Right the First Time: Paying Attention to Details
Do More in Less Time: Tame Your Workload by Dramatically Increasing Your Productivity
Get Organized and Stay Organized: The 7-Day Plan for Putting Your Work Life in Order
How to Juggle Multiple Priorities
Leading 20-Minute Meetings That Matter
Listening: The Key to Productivity
Managing Stress Before it Manages You
Take Back Your Time: How to Manage Your Workload and Still Have a Life
National and State Pre-license Comprehensives
NMLS Exam Prep
Continuing Education and Late CE
National PE and State Law Electives for EVERY jurisdiction
Dynamic Leadership
Impactful Communication
Personal Productivity
Prescriptive Selling