Financial Services & Real Estate Resources for Success2019-02-20T12:43:32+00:00
Blog

Preventing Elder Financial Abuse – Tips for your Frontline Employees

Financial exploitation of the elderly is one of the saddest and most disturbing crimes. As a frontline employee of a financial institution, you can help protect our elderly. Learn how to identify signs of elder financial abuse so you can help prevent it.
View blog
Research Report

September 2019 Online Course Updates

A summary of the September 2019 Financial Services online course updates…
View research report
Blog

Communication & Relationship Building – Part 1: Three Keys to Creating Great Client Relationships for Mortgage Loan Officers

Communication and relationship building skills are vital for the success of Mortgage Loan Officers. Learn three keys to creating great client relationships.
View blog
Blog

Compliance Risk: The Risk of Not Knowing

Mitigating compliance risk requires a constant and consistent approach. Learn more about compliance risk, what is involved in a compliance risk assessment and ways to manage compliance risk at your institution.
View blog
Blog

MLO Spotlight Story

Hear from a mortgage professional as he shares his career journey and provides tips for Loan Officers.
View blog
Research Report

August 2019 Online Course Updates

A summary of the August 2019 Financial Services online course updates…
View research report
Blog

Identifying Human Trafficking Crimes – Follow the Money

Human trafficking or smuggling is a horrific crime, and unfortunately a $9 billion industry in the United States. Learn how you as a Financial Institution can identify and respond to these types of crimes.
View blog
Webinar

What’s Hot in Mortgage Compliance Now?

This webinar covers a myriad of legal and regulatory issues that should be front of mind for mortgage lenders and originators.
View webinar
Webinar

Hiring, Compensating and Retaining Loan Officers without Regulatory and New Legal Risks

In this webinar, you'll learn strategies on how lenders can remain compliant without compromising their recruiting and retention efforts.
View webinar
Webinar

Rate Doesn’t Matter! Overcoming Rate Resistance to Increase Sales

In this webinar, you'll learn strategies for overcoming rate resistance.
View webinar
Product Demo

Transactional Compliance Course Highlights

Get a glimpse of our new modern, engaging transactional compliance courses.
View product demo
Blog

The Beneficial Ownership Rule – Are You Ready for Your First Exam?

Considered the fifth pillar of an AML compliance program, it’s the newest piece to your customer due diligence program.  Learn what your institution needs to navigate the first regulatory examination that encompasses this new requirement.
View blog