Handling Mortgage Inquiries and Making Referrals

Course Number: HMIMR1

Course Code: ABA

Describes the primary regulatory compliance Acts that affect mortgage inquiry, counseling, and application phases. Reviews the features and benefits of the most popular mortgage programs, important elements of different purchase and refinance transactions, and techniques and sample responses to customers for your mortgage referral to the MLO.

Learning Objectives
After completing this course, students will be able to:
– Explain the phases of the mortgage origination process

– Identify the important compliance issues that affect mortgage inquiries and referrals

– Describe the features and benefits of conventional fixed rate, adjustable rate, FHA, and VA programs

– Prepare and refer mortgage loan application customers

Audience: All bank employees who are authorized to discuss mortgage loans with customers and who do not have special mortgage licensing credentials

Prerequisites: n/a

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Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: ICB: 2.0 CRCM

Length: 1 hour 40 minutes

ABA Training