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    CMS for Loan Processors

    The CMS designation was first created by Capstone in 1998. The purpose of the designation was to have a prescribe mortgage curriculum which would bring employees with no mortgage background up to a professional competency level in a few weeks versus 3 to 4 months of on the job training.

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  • Conventional Loan Processing Video Training

    Fundamentals of Loan Processing

    All though the title of the course says fundamentals; this is actually a detailed training course covering everything a new processors need to master. (Does cover FHA & VA loans)

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  • Understanding Your Fees Worksheet And Loan Estimate Form

    Learning How To Complete The Fees Worksheet & Loan Estimate

    Detailed training covering how to correctly compute the loan estimate form and Truth In Lending disclosure. We promise – If you trust your mortgage software 100% to give you the correct answers every time; we promise you’ll have loans that we’ll never close ever.

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  • Category-FHA

    Understanding FHA Loans

    If you have experience as a conventional underwriter or conventional loan processor
    and want to expand your mortgage skills to included FHA loans you need to have a through understanding of both origination and processing of FHA loan files, before tackling the FHA DE training.

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  • VA Loans: Instruction Covering Origination & Processing - Self Paced

    Understanding VA Loans (Origination & Processing)

    The US Department of Veterans affairs offers our veterans special privileges to assist them in home ownership. VA loans are not funded by our government but as similar to FHA loans are insuring the loans for the veterans. The VA has established their own guidelines, documentation and procedures

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  • Qualifying Self Employed Borrowers - Self Paced

    Qualifying the Self Employed Borrower

    This training covers all areas of expertise required from a loan originator taking conventional loan applications.

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  • calculator

    Learn The HP12C Handheld Calculator To Its Maximum Level

    Requires purchase of HP12C financial calculator
    This isn’t a low budget 5-minute u-tube infomercial.  After finishing this class you’ll know more than the HP sales person does.  That’s a promise or your money back!

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  • TRID - RESPA-TILA Integrated Disclosures Training -- Plus Train the Trainers Program

    TRID – RESPA-TILA Integrated Disclosures Training

    Kathy Lewis makes learning the TRID regulations easy.


    Less legalise and more common sense.
    Under WHAT you’re checking off on the loan estimate and why you’re doing it.
    Most frequently asked questions and how to stay compliant.
    Preparing the Closing Disclosure regardless of what type of loan you’re doing.

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  • lp-portfolio-4

    FHA Refresher – The HUD 4000.1 Handbook

    FHA Refresher training using the HUD 4000.1 handbook.

    Lots of great changes combining all the major HUD handbooks into one publication. The problem is out of 1009 pages there’s only a few sections  which affect SFH  for Lenders, Originators and Processors.

    Kathy has broken out these important sections and condensed them into a meaningful video which will clarify what the new changes are and how they affect you.

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