I II III IV V MORTGAGE TRAINING CAREER PATH Build Knowledge. Develop Skills. Grow Your Career.

I. FOUNDATIONAL
MORTGAGE KNOWLEDGE

  • Industry Basics
  • Key Terminology
  • Loan Lifecycle
  • Compliance & Ethics

II. LOAN PRODUCTS

  • Conventional Loans
  • FHA / VA / USDA Loans
  • Non-QM Loans
  • Specialty Loan Programs

III. LOAN PROCESS &
DOCUMENT INSIGHTS

  • Loan Process & Milestones
  • Document Review
  • Conditions & Exceptions
  • Department Collaboration

IV. BORROWER
QUALIFICATION

  • Income & Asset Analysis
  • DTI & Credit Evaluation
  • AUS Findings
  • Pre-Approval & Scenarios

V. LOAN OFFICER
BUSINESS DEVELOPMENT

  • Lead Generation
  • Realtor & Referral Partners
  • CRM & Pipeline Management
  • Client Retention & Growth