- Description
We have teamed up with Michael Whitbeck to launch on-going education for Loan Processing & Underwriting Fundamentals!
We are back live in Kansas City! July 19 & 20 – Loan Processor Training Camp
$697 per Registrant ($997 as of July 1, 2023)
HOME2 Suites Kansas City Airport
9500 NW Polo Drive, Kansas City, MO 64153
Room Block $119 - King or Double – Room Block Cut Off June 19th
$697 per Registrant
(Free Registration to all BC360 Members)
Not yet a member of the Alliance Academy "Boot Camp 360?" Let us know when you want a “sneak peek” for a limited time (30 days) to check out all that we have to offer! Simply email “BC360 Sneak Peek” to Bev Richey This email address is being protected from spambots. You need JavaScript enabled to view it.
This comprehensive training workshop is not limited to Mortgage Loan Officers, Processors, or Underwriters, it is open to anyone involved in the industry that wants to master their skills!
We are combining our forces to help you accomplish the actual day-to-day tasks of precision in mortgage loan origination while understanding the underlying rules & restrictions of compliance challenges you have to follow during these operations! Loan Processors are the “Gatekeepers” who hold the key to a smooth Underwriting Experience and a Successful Landing on Closing Day!
We are combining our forces to help you accomplish the actual day-to-day tasks of precision in mortgage loan origination while understanding the underlying rules & restrictions of compliance challenges you have to follow during these operations! Loan Processors are the “Gatekeepers” who hold the key to a smooth Underwriting Experience and a Successful Landing on Closing Day!
Day One – Let’s Start at the Beginning!
Kimberly & Michael will tag team throughout the day
9:00am – 10:30am
Application Process – Kimberly Lundquist
Who’s Who & What’s What!
Completing the Loan Application
Types of Transactions
ATR/QM Guidelines & HPMLs, HPCTs & High Cost Loans
10:30am – 10:45am Break
10:45am – 12noon
Understand how to Calculate all types of Income – Michael Whitbeck
Communication & Organization
Credit Investigation and Verification
12noon – 1:00pm Hosted Luncheon
1:00pm – 2:30pm
Initial Disclosures to Applicants including TRID – TILA-RESPA Integrated Disclosures
Kimberly Lundquist
Timing & Restrictions
Re-Disclosure
2:30pm – 2:45pm Break
2:45pm – 4:00pm
Ordering Out – Reviewing & Organizing before Submission to Underwriting – Michael Whitbeck
What Documentation do you need for Underwriting?
9:00am – 10:30am
Application Process – Kimberly Lundquist
Who’s Who & What’s What!
Completing the Loan Application
Types of Transactions
ATR/QM Guidelines & HPMLs, HPCTs & High Cost Loans
10:30am – 10:45am Break
10:45am – 12noon
Understand how to Calculate all types of Income – Michael Whitbeck
Communication & Organization
Credit Investigation and Verification
12noon – 1:00pm Hosted Luncheon
1:00pm – 2:30pm
Initial Disclosures to Applicants including TRID – TILA-RESPA Integrated Disclosures
Kimberly Lundquist
Timing & Restrictions
Re-Disclosure
2:30pm – 2:45pm Break
2:45pm – 4:00pm
Ordering Out – Reviewing & Organizing before Submission to Underwriting – Michael Whitbeck
What Documentation do you need for Underwriting?
DAY TWO – Roll up your Sleeves & Dig In!
Kimberly & Michael will tag team throughout the day
9:00am – 10:30am
Submissions for Credit Decisions – Michael Whitbeck
Pre-Underwriting
More to Underwriting… than just credit!
Self Employed – Tougher Stuff
10:30am – 10:45am Break
10:45am – 12noon
Loan Decisioning & Action Taken – Kimberly Lundquist
Prequalifications vs Preapprovals vs Application
12noon – 1:00pm Hosted Luncheon
1:00pm – 2:30pm
Preparation for Closing – Michael Whitbeck
How to clear Conditions when you can
How to read the Title Commitment
Property Valuations (Appraisals & Evaluations) & Compliance
2:30pm – 2:45pm Break
2:45pm – 4:00pm
Final Disclosures – Closing & Post-Closing – Kimberly Lundquist
Final Disclosures
Right of Rescission
4:00pm Adjourn!
About Your Instructors
9:00am – 10:30am
Submissions for Credit Decisions – Michael Whitbeck
Pre-Underwriting
More to Underwriting… than just credit!
Self Employed – Tougher Stuff
10:30am – 10:45am Break
10:45am – 12noon
Loan Decisioning & Action Taken – Kimberly Lundquist
Prequalifications vs Preapprovals vs Application
12noon – 1:00pm Hosted Luncheon
1:00pm – 2:30pm
Preparation for Closing – Michael Whitbeck
How to clear Conditions when you can
How to read the Title Commitment
Property Valuations (Appraisals & Evaluations) & Compliance
2:30pm – 2:45pm Break
2:45pm – 4:00pm
Final Disclosures – Closing & Post-Closing – Kimberly Lundquist
Final Disclosures
Right of Rescission
4:00pm Adjourn!
About Your Instructors
Kimberly Lundquist - FIC Regulatory Education Alliance, LLC
Kimberly specializes in the Federal Regulations that impact Residential Real Estate Compliance. She has been in the industry since 1982 and presently serves a customer base through FIC of over 11,000 lenders coast to coast.
Michael Whitbeck – Founder of Blueprint Mortgage Education Group LLC
Michael is a subject matter expert on the process of mortgage underwriting and processing for over twenty eight years. He began training underwriters in 2000 and has continually built content, systems, and tools using his 10 Point Underwriting System. This system build speed and quality into any companies operation department. Michael is the also co-creator of IncomeXpert software which is used by hundreds of banks, brokers, and credit unions to improve income calculations on over 20,000 loans per month in 2022 alone!
Who Should Attend?
Anyone involved in Loan Origination, Application, Loan Processing, Closing, Underwriting, Auditing, Quality Control and/or Servicing of Real Estate loans will find this workshop to be a valuable tool and a worthwhile investment. The sessions provide you with confidence by reaffirming your lending procedures. Often times these sessions will not only help those who are new to mortgage lending, it will also fill in the blanks for those in underwriting, loan review and quality control.
Cancellation Policy
If you find it necessary to cancel, there is NO PENALTY FOR CANCELLATION if you cancel before 12noon on the Friday 2 weeks prior to the week of the workshop. Cancellations after this time may be credited to future trainings, webinars, products or services, less a $100 administration fee. If you are ready to build a strong foundation, without wasting your time, we invite you to attend.
Guarantee
Your complete satisfaction is fully GUARANTEED! If for any reason, you feel you do not receive the educational benefit you need from our trainings, we will guarantee your money back! Our objective is to ensure that you receive a high-quality, effective training experience you need to stay one step ahead of the overwhelming task involved in keeping you abreast of regulatory changes in Real Estate Compliance!
Continuing Education
In efforts to pursue continuing education accreditation of the FIC Real Estate Compliance Conferences, we have found that each entity has it's own criteria to be met. If there is a specific trade organization, State banking association, State Bar or CPA organization, etc. that you would like our assistance in getting continuing education accreditations, please let us know or send us information and instructions. Though in most cases we are unable to absorb the fees of these organizations, we will be happy to assist you in the approval process.
ONLINE ORDERING IS SECURE
We value our customers and want to make shopping online comfortable and safe. We take precautions to safeguard your financial information. Your credit card numbers are protected while in transit using the industry standard Secure Sockets Layer (SSL) encryption. Moreover, your credit card information is encrypted when it is stored on our network, protecting it from theft or internal compromise. Furthermore, for added safety, if our customer service team suspects anything to be improper with your order and/or your credit card, they will contact you and bet voice authorization from you.
IMPORTANT: E-mails from this company normally contain confidential material for the sole use of the intended recipient. The use, distribution, or transmittal by an unintended recipient of any communication is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies. E-mail transmissions cannot be guaranteed to be secure or error-free, and although practicing industry-standard precautions, the company cannot accept responsibility for any loss or damage arising from this transmission. If you would like to opt-out of future communications, please advise. FIC Alliance Academy, LLC
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