COMPLETE MORTGAGE PROCESSING
Reliable Loan Processing Training Solutions

The Expertise I Needed

Refreshed My Processing Skills

I Have Learned So Much!

"This is the first time in a long time that I can say I got more than what I paid for. I sent my questions to someone else and was told to "fake it 'til you make it like everyone else!" I sent my questions to you and got answers even before I signed up for class." - Madhu
"I have many years experience of mortgage processing, but have been out of the business for over 10 years. I needed a source where I could refresh my processing knowledge and find a support system for any questions I may have.  After careful consideration, I decided to take classes through Complete Mortgage Processing over other schools. I found the information and modules offered to be a valuable source of information and easy to understand." - Camille
"I have learned so much! This is helping me outside of work too. I learned things about legal matters and credt  issues that made it easy for me to help my family and friends. It even gave me the courage to resolve problems I had with my HOA and mortgage company. I'm looking forward to seeing where else this will take me ." - Denise

COMPREHENSIVE TRAINING

CUSTOM SUPPORT OPTIONS

       Best Investment - Basic to Advance Principles

Loan Processing Immersion

Our Loan Processing Solutions class contains seven (7) comprehensive modules in basic and advanced loan processing principles. The training offers quick relief from the issues that delay loan processing and result in a mountain of underwriting conditions.Participants gain knowledge of core concepts and easy solutions that can be implemented right away. The class has an easy-flow format that works well for those who are new to the industry as well as those who just want a refresher. The content is delivered online,  on-demand giving you the maximum amount of flexibility. Loan Processing Solutions will move you from uncertainty and confusion about loan processing to a level of confidence that allows you to process loans with speed, accuracy and efficiency.​ This course includes homework, access to the instructor and personalized feedback.  Learn more below.
Get the training you want on the topics you want to know more about. It's easy to do with a custom-designed training program from Complete Mortgage Processing. Custom options start at $2,997. We create  a dynamic, customized training course that will help your team  become proficient in the areas that are most important to your success.

Custom training can be delivered online, at our office or at your location (with additional travel expenses). For online curriculums, you will receive a specific number of seats for the course that expire in 2 years. Live, in-person classes are delivered at our site or yours over a period of 1-3 days.

For further inquires on our custom training options, please send an email to info@completemortgageprocessing.com

MINI- COURSES & QUICK TIPS

LOAN PROCESSING WORKBOOKS

Quick Videos and Training Samples

Basic Training  Overview

Interested in sampling our training content? You can do that easily by checking out some of our complimentary training tools: 

Our training workbooks provide a brief overview of loan processing concepts in a  specific area. The workbooks are most helpful to professionals who are already working in the industry and need a reference tool to stay on track. 

  • Loan Processor in-a-Box for In-House Loan Processors


  • Sharpen Your Credit IQ
Loan Processing Solutions Course

Leverage Our Expertise to Become Proficient in Loan Processing in Weeks Rather Than Years

                                                                                                                          SAVE TIME - SAVE MONEY

Enrolling in a comprehensive training course that provides real-world training and personalized feedback is one of the fastest ways to become competent and confident in the principles of mortgage loan processing. Whether you are new to the industry or a veteran returning to the industry, we can help you make a smooth transition into the workplace. Our Loan Processing Solutions course gives you both the freedom and flexibility to train when you want and where you want. The course is available online 24 hours per day, 7 days per week. You can finish fast or take your time. It's all up to you. We give you 6 months to complete the course and a one-time complimentary 6-month extension upon request to ensure that the information is available when you need it. 

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MODULE 1 - Staying In Compliance

MODULE 2 - Credit Quality Elements


It’s one thing to know the name of the regulations you are told to follow and yet another to be clear on what actions you need to take to be in compliance with those regulations. In our Compliance Module, we will cover the important aspects of compliance from licensing, to documentation, to communication with borrowers. By the end of Module I, you will know:

  • Important compliance terms and acronyms
  • Industry resources that help you stay current with compliance changes
  • TRID and other regulations that impact the way industry professionals do business
  • How compliance regulations impact your interaction with the borrower 
  • What compliance problems your peers have had and how to avoid them 
  • And more...

Credit Quality: Making the Grade for Loan Approval

When it comes to loan approval, it is important for the borrower's credit profile to be in alignment with the loan program requirements. Knowing how to document a borrower's history to demonstrate that they are credit-worthy is an invaluable loan processing skill. By the end of Module 2, you will know:

  • How to read ANY credit report
  • How to analyze your borrower’s credit profile
  • How to document the resolution of credit issues in a loan file
  • How to identify credit red flags that indicate fraud or potential problems
  • How credit scores are derived and what increases or lowers a score
  • Standard home loan credit requirements
  • And more...

MODULE 3 - Resources for Fast Processing

MODULE 4 - Efficient File Processing


Analyzing and Preparing Your Loan File:   The Secret to Getting It Right the First Time

More often than not, a file that experiences a significant delay (or even a denial) in underwriting should have been scrapped or repackaged before it ever crossed the underwriter’s desk.  Having the skill to thoroughly evaluate a file and address potential issues early-on is a must for quick turn-around time. In this section, we will discuss what can be done during processing to eliminate pipeline chaos. By the end of Module 4 you will know:

  • How to use processing checkpoints to quickly identify and address potential file problems
  • Easy ways to get what you need for your file
  • How to prioritize and calendar your activities to ensure that your file closes and funds on time
  • How to design an efficient loan flow system
  • How to conduct a final review before submission to underwriting
  
Loan Processing Resources:   The Quest for Speed, Accuracy and Efficiency

There is always more than one way to get the job done. When it comes to loan processing, getting the job done quickly and efficiently is second to none! In this module, we will discuss a variety of resources that help you keep things flowing in the right direction. By the end of Module 3, you will know:
· 
  • Several research tools you can use to verify the 1003 data quickly
  •  How to find missing information with or without the borrower's help  The basic resources that every great processor has in their toolkit
  • How to get the most out of your existing resources
  • How to easily obtain data and get cooperation quickly
  • Multiple options for verifying the borrower's  employment  

MODULE 5 - Underwriting Checkpoints

MODULE 6 - Advanced Processing

  
Underwriting Checkpoints:      Easy Ways to Expedite the Loan Approval Process

Tired of getting clobbered with mountains of underwriting conditions? Still avoiding phone calls and emails from anxious borrowers? If your gut tells you “there’s got to be a better way!” you are right! In this module, you will learn exactly what you need to know to shave days (maybe even weeks) off of your underwriting time. By the end of Module 5, you will know:

  • The red flags that underwriters are trained to look for (and how to avoid them)
  • How to expedite your file underwriting with any lender
  • Important points about DU and LP approvals
  • Common title and appraisal issues
  • What to do when you encounter underwriting problems
  • How to make sure your loan is approved and funded on time

  
Advanced Loan Processing:      Successfully Navigating Your Way Through Self-Employed, Jumbo and Rental Property Files

Even if you have processed loans for years, you may not have experienced enough variety to become proficient with self-employed borrowers, jumbo loans and rental income property deals. In Module 6, you will learn some of the important points to remember for these types of files. By the end of Module 6, you will know:

  • Common charachteristics of the self-employed borrower profile
  • How to validate self-employment history for underwriting
  • How to read and analyze self-employment income documents
  • Characteristics of jumbo loan files
  • Situations to be mindful of for jumbo loans
  • Documentation and underwriting requirements for rental income properties and more...


MODULE 7 - Strategies for Success

BONUSES - Quick Reference Tools

  
 Loan Processing Quick-Start:  Getting Loan Processing Right the First Time

We know that being presented with so much loan processing information can be overwhelming. To help you on your way, we gathered the essential elements from all of the modules and put them together in handy manuals that you can review online or print out and use as a desk reference. In Module 7, you find lots of helpful resources including:

  • Desk reference manuals
  •  Ask-the-Mortgage Trainer Q & A
  • ·Tip sheets and resource links
  • ·More  Video tips
  • ·Test your knowledge quizzes
  • Final Quiz Study Sheet
  •  And more...
  
Loan Processing Solutions Bonuses - Additional Support Tools

Our Loan Processing Solutions course includes so much more than what is listed on this page. We continuously expand our content library and resource links to help participant achieve success after training. A few examples of bonus content includes:

  • Real-world TRID document samples
  • Real-world Credit Explanation samples
  • Links to complimentary industry training
  • Custom processing activity demos (optional)

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“Thank you so much for the great training.  You were very informative and very knowledgeable in the mortgage field.  It was very helpful to get a good picture of the process from setting up the file to the post closing of the loan.  I appreciate you sharing your experiences, insights and yourself with me.  You are doing a great service to the mortgage industry...keep up the good work!  –Nina R., Las Vegas, NV
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