Mortgage Training And Consulting Services

Mortgage U Policy, Procedure and Compliance Solutions

Consulting Services One Sheet PDF Download

We have taken our years of experience working with Wetzel Trott and hundreds of lenders across the country to create tools that will save you time and money. Our policy and procedure manual is a one-time solution that is customized to fit your needs at half the price of our competitors. We don’t believe in charging you for procedures you can’t use immediately so we include one on one consultation and editing services with our manuals.

Our Health Check tool evolves throughout the year to serve as your checklist for federal compliance requirements. For 2012 we are expanding the service to include checklists for Fannie Mae and Freddie Mac quality initiatives. You are not alone in trying to keep track of regulations when you have the Mortgage U Health Check!

We also offer on line tests that can be used to validate mortgage industry knowledge or FHA specific knowledge on demand. Keep your own set of passwords handy and ready to use whenever you need to confirm if someone really knows how to calculate qualifying income!

Learn the details about each of these services and more below…

Mortgage Knowledge Testing

Great for testing levels of experience

 

From individual personal development to lenders with branches spread across the country, Mortgage U conducts mortgage testing for all different sizes.

Policies & Procedures

Customization beyond off the shelf products

 

Reduce exposure to fines, penalties and repurchases. In most cases the task to create the manual has been assigned to an operations staff member with 5 other responsibilities who has decided this is a back burner item.

Operations Health Check

Measure the heart beat of your efficiencies

 

The “Health Check” is an essential self audit tool that can be accessed at anytime by managers and quality control staff to assess and track compliance with federal regulation and key operations.

 

Consulting

Practical best practices and long term support

 

Spending a few hours with an expert from Mortgage U on just about anything will prove to be an invaluable resource. Our experts have been called upon to move operational changes forward with emphasis on efficiency and quality from application through loan delivery, conventional, FHA and VA financing.

Appraiser Track

Keep your relationships with your appraisers

 

Managing your own appraiser list? Let Mortgage U set up a web based solution for your list and credential management with our Appraiser TrackTM database, so you can concentrate on closing loans.

FHA / VA Mastery

Home of the FHA & VA Practical Guides

 

Our extensive list of training programs, testing, procedure reviews and publications combine technical accuracy with best practices for quality loan origination.  We conduct FHA and mortgage industry training for FHA staff in Washington D.C. and offer over 2000 pages of information that make up our FHA, VA and Renovation Lending Practical Guide manuals.

Quality Control

Single Source Solution For Your Quality Control Needs


 
Since 1985 and with over 150 customers in 22 states, Wetzel Trott is the leader in Quality Control services for residential lenders; offering loan quality control, servicing quality control, and quality control plans as well as branch audits and consulting services.