Introduction to Mortgage Servicing Examinations Training

Internal Use Only

Session Learning Objectives: 3. Apply concepts to exam scenario exercises

Internal Use Only

Week 1 Case Study Key Notables: Tuesday August 13 Wednesday August 14

Thursday August 15

• Review Pre-Course Exercise – Company Background Information • Complete Servicing Exam Scoping Exercise • Servicing Loan List/File Selection

• Complete Policy Review Exercise • RESPA Policy V1 • RESPA Policy V2 • RESPA Policy V3 • RESPA Policy V4

• Complete Financial Analysis Exercise • NMLS Data

Analytics – Servicer Examiner’s Report