(ON DEMAND) The Application Process for the New Mortgage Lender: Mortgage Application 1003 Line-by-Line

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The mortgage loan process can be a minefield for any institution. This webinar will focus on the standard Freddie Mac/Fannie Mae 1003 application. It will address the requirements for using the form and review the form line-by-line so that all participants gain a clear understanding of its use and requirements.

HIGHLIGHTS
Regulation B requirements
Form content, line-by-line
HMDA institutions and non-HMDA institutions – the rules for each
Timing requirements
How to make your processor’s life easier when taking a mortgage application – which also helps your borrower

TAKE-AWAY TOOLKIT
Regulation B and HMDA rules
Additional tools for the application process
Employee training log
Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND? Anyone involved in the mortgage loan application process – from beginners to seasoned employees.

ABOUT THE PRESENTER – Bill Elliott, CRCM, Young & Associates, Inc., has over 35 years of banking experience. As a senior compliance consultant and manager of the compliance division with Young & Associates, Inc., Bill works on a variety of compliance-related issues, including leading compliance seminars, conducting compliance reviews, conducting in-house training, and writing compliance articles and training materials. Bill’s career includes 15 years as a compliance officer and CRA officer in a large community bank, as well as working at a large regional bank. He has experience with consumer, commercial, and mortgage loans, and has managed a variety of bank departments, including loan review, consumer/commercial loan processing, mortgage loan processing, loan administration, credit administration, collections, and commercial loan workout.

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