Introduction to Mortgage Origination Examinations Training

Thursday, March 20, 2025 - Continued 2:15 pm – 3:15 pm

Mortgage Advertising

Mortgage Advertising Exercise – Independent Work

3:15 pm – 4:30 pm

Week 2 Tuesday, March 25, 2025 12:30 pm – 1:00 pm

Prior Day Review – Mortgage Advertising Discussion

Compliance 101: Loan File Review

1:00 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 4:00 pm 4:00 pm – 4:30 pm

Break

Compliance 101: Loan File Review

Loan File Review Exercise - Independent Work

Wednesday, March 26, 2025 12:30 pm – 1:45 pm

Compliance 101: Loan File Review Writing the Report of Examination

1:45 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 3:00 pm 3:00 pm – 3:30 pm 3:30 pm – 4:30 pm

Break

Writing the Report of Examination

Sample Writing Review

Writing Exercise - Independent Work

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Thursday, March 27, 2025 12:30 pm – 1:00 pm

Prior Day Review - Writing Discussion

How to Run an Effective Meeting

1:00 pm – 2:00 pm 2:00 pm – 2:15 pm 2:15 pm – 2:40 pm 2:40 pm – 3:00 pm

Break

How to Run an Effective Meeting Effective Meetings Activities

Exit Meeting Role Play Exercise

3:00 pm – 3:55 pm

Conclusion

3:55 pm - 4:00 pm

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