CUNA Residential Mortgage Lending eSchool

June 5–28, 2012
Eight classroom sessions held
2:00–3:30 p.m. Central Time

Cost: $1,295
CUNA Volunteer Network members receive a $100 discount.
CUNA Council members receive a $100 discount.

Please note: Only one discount valid per webinar registration.

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About This Event

Discover how to make your lending operations more competitive, efficient and successful.

When your members shop around for a mortgage, do they buy into your program? To your credit union, the value in mortgage lending goes beyond the income generated because it creates long-term bonds with members. Whether you are just starting out or wish to improve your existing program, the CUNA Residential Mortgage Lending eSchool puts you on the right path to success with the convenience of online learning.


Also Available

Can't attend at this time? Click here for the archived version.

Class Schedule

Just interested in a specific session? Select individual sessions are available as webinars for only $219–$438 each. Click here to see a list of related webinars you can register for.

Jun 5, 2012 Mortgage Underwriting
Jun 7, 2012 Real Estate Lending - Designing Your Strategy
Jun 12, 2012 Underwriting for Self-Employed Borrowers
Jun 14, 2012 Loan Servicing - The Strategies & Economics
Jun 19, 2012 All About Appraisals
Jun 21, 2012 Growing Your Mortgage Program
Jun 26, 2012 Regulations Affecting Mortgages: Parts 1 & 2, Part 1
Jun 28, 2012 Regulations Affecting Mortgages: Parts 1 & 2, Part 2

Topics & Objectives

Class 1: June 5, 2012
Mortgage Underwriting
  • Contrast the layers of risk with the compensating factors that exist in a mortgage loan application.
  • Understand the significant secondary market guidelines that apply to the areas of income, assets, credit and liabilities.
  • Learn the keys to successfully review appraisals.
Class 2: June 7, 2012
Real Estate Lending-Designing your Strategy
  • Learn how Mortgage Lending can improve your bottom line
  • Establishing and maximizing your business partner relationships
  • Building an effective loan policy
  • Discuss how to manage the risks
  • Gain a better understanding the secondary market and how to make it work for you
Class 3: June 12, 2012
Underwriting for the Self Employed Borrower
  • Discover where to find the income in the tax returns that can be used to qualify your member
  • Find out about Sole Proprietors, Partnerships, S-Corporations and Corporations
  • Learn how to use a worksheet to reconcile the figures from the tax returns
Class 4: June 14, 2012
Loan Servicing-The Strategies and Economics
  • Learn how to design a servicing plan
  • Gain a better understanding of sub-servicing
  • Review the economics involved in servicing
Class 5: June 19, 2012
All about Appraisals
  • Understand the valuation process and appraisal reports
  • Discuss how to effectively analyze the appraisal document
Class 6: June 21, 2012
Growing your Mortgage Program
  • Gather tips for building a marketing plan
  • Learn how to build your value proposition
  • Establish the best methods of rolling out a new product
  • Explore how to measure success
Class 7: June 26, 2012 & Class 8: June 28, 2012
Regulations Affecting Mortgages: Parts 1 & 2
  • Discuss current changes in mortgage loan regulations and how they affect your credit union, including changes that affect disclosures as well as underwriting practices
  • Recognize best practices regarding how to implement current changes
  • Preview what to expect for future mortgage loan issues and how to implement compliance into your loan strategy

Who Should Attend

The CUNA Residential Mortgage Lending eSchool provides a comprehensive overview for staff new to mortgage lending and staff responsible for a variety of mortgage lending products.

Affiliation with CUNA/League is required for attendance.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before the end of business on May 28, 2012 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received after May 28, 2012. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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