
covering the mortgage origination process. Our materials cover the law and the best practices used by lenders, banks, credit unions and brokers. Our team’s experience expands over 60 years in corporate level compliance management, quality control and audit. Our experience assists participants in understanding that process matters and auditors will look for the documentation trail to prove the regulations are followed to the letter of the law.
The Compliance Roundtable live workshop is the best solution for compliance and quality control staff to learn mortgage compliance and validate current procedures are meeting the guidelines. The agenda is comprehensive and the discussion for each topic is in depth. All attendees are given the opportunity to discuss policies and procedures specific to their company.
As an added bonus, many of our workshops are approved to meet continuing education requirements for lender and broker licensing in a number of states.
It takes years of experience as a compliance and operations manager to interpret and implement federal regulations with a common sense approach. Alice Alvey and Jan Wetzel, principals and founders of Mortgage U, have collectively over 60 years in corporate level compliance management. The depth of practical knowledge is reflected in all of Mortgage U’s compliance training programs.
• Requirements as stated in the law
• Widely accepted industry best practices
• Auditor interpretations
• Proven methods for supporting compliance
• Policies that are enforceable in daily operations
• Wholesale, retail, broker, lender, bank and credit union business channels
• Legal opinions from multiple sources
• Compliance Roundtable
• RESPA Part I and II – self paced on line
• Federal Compliance – self paced on line
• Fair Housing Laws – self paced on line
• 8 Hour NMLS Continuing Education program – Live
20 Hour MI SAFE Comprehensive Mortgage Loan Originator #1148
8 Hour SAFE Comprehensive CE – Felonies, GFEs and FHAs – Classroom
8 Hour SAFE Comprehensive CE – 2011 – Classroom
8 Hour SAFE Comprehensive CE – Felonies, GFEs and FHAs – Self Paced On Line (soon to be available)
FHA Fundamentals
FHA Advanced
Compliance Roundtable
VA Fundamentals
FHA and Conventional Condo Approvals
FHA Fundamentals
FHA Basic and Advance Case Studies
RESPA
FHA and Conventional Condo Approvals