Intro to Mortgage Origination Examinations Training - July 2025

Thursday, July 10, 2025 12:30 pm – 1:00 pm

Prior Day Review

Basics of Financial Analysis

1:00 pm – 2:00 pm

2:00 pm – 2:15 pm

Break

Basics of Financial Analysis (Cont.)

2:15 pm – 3:15 pm

Financial Analysis Exercise - Independent Work

3:15 pm – 4:30 pm

Week 2 Tuesday, July 15, 2025 12:30 pm – 1:00 pm

Prior Day Review

Compliance 101: Loan File Review

1:00 pm – 2:15 pm

2:15 pm – 2:30 pm

Break

Compliance 101: Loan File Review (Cont.)

2:30 pm – 4:00 pm

Loan File Review Exercise - Independent Work

4:00 pm – 4:30 pm

Wednesday, July 16, 2025 12:30 pm – 1:45 pm

Prior Day Review

Writing the Report of Examination

1:45 pm – 2:15 pm

2:15 pm – 2:30 pm

Break

Writing the Report of Examination (Cont.)

2:30 pm – 3:00 pm

Sample Writing Review

3:00 pm – 3:30 pm

Writing Exercise - Independent Work

3:30 pm – 4:30 pm

St

Thursday, July 17, 2025 12:30 pm – 1:00 pm

Prior Day Review

How to Run an Effective Meeting

1:00 pm – 2:00 pm

2:00 pm – 2:15 pm

Break