Content-Mortgage lender2019-01-08T04:26:54+00:00

Our 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, 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

BSA and AML in Mortgage

Equal Credit Opportunity Act

Fair Credit Reporting Act

Fair Lending Law Overview

Fraud and Red Flags

Home Mortgage Disclosure Act

Homeowner’s Protection Act

Real Estate Settlement Procedures Act

TILA-RESPA Integrated Disclosure (TRID)

Truth-in-Lending Act

Unfair, Deceptive or Abusive Acts or Practices for the Financial Institution

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 Flags

Home Mortgage Disclosure Act

Homeowner’s Protection Act

Real Estate Settlement Procedures Act

TILA-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

Beneficial Ownership

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

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

Contact us for more information!