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Training Log

4/18/1991              -            Federated Tax Preparers-National Association Membership Cert

4/18/1991              -            Federated Tax Preparers: Federated Tax Preperation Course

5/6/1991                -            TCJC: BOOKKEEPING I & TYPEWRITING II 

6/6/1991                -            TCJC: TYPEWRITING III & ELECTRONIC CALCULATORS FOR CLERICAL PERSONNEL  

6/25/1991              -            TCJC: WORDPERFECT, BEGINNING WITH

1/28/1992              -            AMERICAN INSTITUTE OF CONSUMER CREDIT: CERTIFIED CONSUMER CREDIT CONSULTANT

9/8/1993                -            PROBE, INC: PRIVATE INVESTIGATIONS

8/9/1994                -            THE PROFESSIONAL EDUCATION INSTITUTE: HOW TO BUY YOUR FIRST HOME OR INVESTMENT PROPERTY

1/6/1995                -            GEORGE LEONARD SCHOOL OF REAL ESTATE: REAL ESTATE FINANCE #0411

1/18/1995              -            GEORGE LEONARD SCHOOL OF REAL ESTATE: CONTRACTS & CLOSING COSTS #0321

1/31/1995              -            LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE FINANCE I

1/31/1995              -            LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE LAW/CONTRACTS

10/25/1995           -            MORTGAGE TRAINING GROUP, INC: CERTIFIED MORTGAGE LOAN OFFICER

1/31/1996              -            MORTGAGE BANKERS ASSOCIATION OF AMERICA: REGULATORY COMPLIANCE

3/27/1996              -            MORTGAGE BANKERS ASSOCIATION OF AMERICA: LOANS WITH A TWIST

1/20/1997              -            PINFUND, USA: BROKER APPROVAL

1/28/1997              -            MORTGAGE BANKERS ASSOCIATION: ADVANCED LOAN PROCESSING

11/23/1997           -            GEORGE LEONARD SCHOOL OF REAL ESTATE:  LAW OF AGENCY #1111

11/26/1997           -            GEORGE LEONARD SCHOOL OF REAL ESTATE:  G.R.E.D. GRADUATE REAL ESTATE DESIGNATION

12/24/1997           -            KAPLAN PROFESSIONAL SCHOOLS/NANCI HAWES: SUCCESS MASTER REAL ESTATE PRINCIPALS AD #001

5/7/1998                -            CENTURY 21 JUDGE FITE: 1998 QUICK START

5/28/1998              -            BAYLOR UNIVERSITY: 0211- REAL ESTATE APPRAISAL

6/4/1998                -            CENTURY 21 JUDGE FITE: 21 PLUS TRAINING

11/17/1998           -            FLOYD WICKMAN:  S.T.A.R DEVELOPMENT PROGRAM "SWEAT HOGS"

12/31/1998           -            COUNTRYWIDE TEG 1998 PRODUCTION

1/16/1999              -            NEW HORIZONS: BEGINNING WINDOWS 95

3/19/1999              -            AMERICAN CASH FLOW INSITITUTE: DIVERSIFIED CASH FLOW INSTITUTE

9/16/1999              -            HUD: FHA CONNECTION FOR PROCESSORS, CLOSERS, AND POST CLOSERS

9/17/1999              -            HUD: FHA FOR ORIGINATORS

12/31/1999           -            COUNTRYWIDE TEG 1999 PRODUCTION

4/30/2000              -            GEORGE LEONARD SCHOOL OF REAL ESTATE: THE ART OF NEGOTIATION #0512

4/30/2000              -            LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE MARKETING II

8/3/2000                -            STATE OF TEXAS: NOTARY PUBLIC COMMISSION

11/8/2000              -            MORTGAGE TRAINING SERVICES: FHA DIRECT ENDORSEMENT

1/22/2001              -            TEXAS DEPT OF INSURANCE: CREDIT INSURANCE

2/7/2002                -            SCHOOL OF MORTGAGE LENDING: UNDERWRITING CONVENTIONAL LOAN

2/11/2002              -            TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE

4/25/2003              -            NANCI HAWES / THE UNIVERSITY OF NORTH TEXAS: #0723 PROFESSIONAL LICENSED ASSISTANT

4/25/2003              -            UNIVERSITY OF NORTH TEXAS: REAL ESTATE BROKERAGE

1/10/2004              -            TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE

2/19/2004              -            ALLIANCE ACADEMY: KEEPING CURRENT WITH TEXAS MORTGAGE LENDING

2/19/2004              -            MORTGAGE RESEARCH, INC/MORTGAGE-EDUCATION.COM: TX CONT EDUCATION APPRAISALS

4/15/2004              -            HUD / FW MTG BROKER ASSOCIATION: DIRECT ENDORSEMENT UW & APPRAISALS

10/7/2004              -            WORLD FINANCE GROUP UNIVERSITY: ASSOCIATE START-UP ACCELERATION PROGRAM

11/1/2004              -            SWS: BANK BVS PERFORMANCE SYSTEMS: #157 INFORMATION SECURITY BASICS

11/15/2004           -            SWS: 157 Information Security Basics

12/31/2004           -            SWS: 119 BSA and OFAC: Fighting Crime and Terror

1/27/2005              -            SWS: 122 Fair Lending, Fair Housing

1/28/2005              -            SWS: DR 101 Disaster Recovery Manual

2/25/2005              -            SWS: 144 GLB and Financial Privacy

2/25/2005              -            SWS: 227 The Basics of HMDA

2/28/2005              -            SCHOOL OF MORTGAGE LENDING:TSLD-4-05C 180 NEW CONSTRUCTION & REHAB LENDING

2/28/2005              -            SCHOOL OF MORTGAGE LENDING:TSLD-4-2002-12C 170 UNDERSTANING TITLE INSURANCE

3/30/2005              -            123MCE.COM: BRANDING YOUR BUSINESS (ONLINE EXAM)

3/31/2005              -            123MCE.COM: AN UPDATE: TEXAS LEGALS (ONLINE EXAM)

4/21/2005              -            123MCE.COM: A CONTRACT UPDATE (EXAM ONLINE)

4/26/2005              -            123MCE.COM: REAL ESTATE ETHICS (ONLINE EXAM)

4/26/2005              -            123MCE.COM: AN UPDATE: TEXAS AGENCY (EXAM ONLINE)

12/12/2005           -            CREDENTIALS OF MINISTRY- REV TRICIA MADRID ULC

6/15/2006              -            CHL: POST -SIGNING REVIEW AND FUNDING

7/18/2006              -            DEPARTMENT OF VA: VA AUTOMATIC UNDERWRITING LTR (CW)

3/8/2007                -            CHL: MAKING THE LEAP FROM GOOD TO GREAT- BRANCH OPS MGR TRAINING

4/28/2007              -            ABSOLUTE CE: PERSONAL DEVELOPMENT SECRETS OF TOP PRODUCERS (ON-LINE)

4/28/2007              -            ABSOLUTE CE: TREC MANDATORY LEGAL UPDATE (L) (ON-LINE/EXAM)

4/29/2007              -            ABSOLUTE CE: TREC MANDATORY ETHICS UPDATE (E) (ON-LINE/EXAM)

6/8/2007                -            CHL: FHA DE WORKSHOP - CONSUMER MARKETS DIVISION

7/27/2007              -            CHL: TEXAS (a)(6)

2/19/2008              -            CHASE HOME FINANCE CREDIT RISK MANAGEMENT: CREDIT AUTHORITY ASSIGNMENT

7/15/2008              -            WF: BSA/OFAC: Combating Money Laundering 2008

7/15/2008              -            WF: Code of Ethics 2008

7/18/2008              -            WF: Fair and Responsible Lending 2008

7/18/2008              -            WF: : Harassment Prevention for Team Members

7/18/2008              -            WF: Privacy and Solicitation Policies 2008

7/18/2008              -            WF: Texas Injury Benefit Plan for Team Members

7/18/2008              -            WF: Reporting Suspected Financial Abuse 2008

7/18/2008              -            WF:    Protecting Wells Fargo Information 2008

11/3/2008              -            WF: Fulfillment Layered Risk Assessment

11/6/2008              -            WF: Loan Stage Management for Fulfillment Training

12/1/2008              -            WF: Basic Income Verification and Calculation

12/17/2008           -            WFHM: DELEGATION OF AUTHORITY -1R

1/19/2009              -            WF: FHA Processing: 01 Systems Overview

1/19/2009              -            WF: FHA Processing: 04 FHA Validation

1/19/2009              -            WF: FHA Processing: 06 Appendix

1/19/2009              -            WF: FHA Closing: 03 Reviewing US Screens and FHA Documents

1/19/2009              -            WF: VA Processing: 02 Systems Overview

1/19/2009              -            WF: VA Processing: 03 Compliance

1/19/2009              -            WF: VA Processing: 04 CAlVRS

1/19/2009              -            WF: VA Processing: 05 Eligibility and Entitlement

1/19/2009              -            WF:  VA Processing: 06 Appraisal

1/19/2009              -            WF: VA Processing: 07 Communication

1/19/2009              -            WF: VA Processing: 08 Validation

1/19/2009              -            WF: FHA Closing: 03 Reviewing LIS Screens and FHA Documents

1/19/2009              -            WF: FHA Processing: 01 Systems Overview

1/19/2009              -            WF: FHA Processing: 04 FHA Validation

1/19/2009              -            WF: FHA Processing: 06 Appendix

1/19/2009              -            WF: VA Processing: 02 Systems Overview

1/19/2009              -            WF: VA Processing: 03 Compliance

1/19/2009              -            WF: VA Processing: 04 CAIVRS

1/19/2009              -            WF: VA Processing: 05 Eligibility and Entitlement

2/10/2009              -            WF: WFHM Originations Compliance Overview

2/10/2009              -            WF: Loan Doc Specialist: Processing Skill Building

3/3/2009                -            WF: Income Training

3/16/2009              -            WFHM: DELEGATION OF AUTHORITY -3A

3/26/2009              -            WF: Privacy and Solicitation Policies 2009

3/26/2009              -            WF: Code of Ethics 2009

4/18/2009              -            GALLUP STRENGTH FINDERS

4/18/2009              -            003 FREE MCE HOURS: TREC LEGAL UPDATE MCE (L) (ONLINE EXAM)

4/27/2009              -            WF: Fair and Responsible Lending 2009

4/30/2009              -            003 FREE MCE HOURS #16505 TREC ETHICS MCE (E) (ONLINE EXAM)

4/30/2009              -            003 FREE MCE HOURS: METHODS OF REAL ESTATE FINANCING (ONLINE)

5/1/2009                -            WF: CODE OF ETHICS 2009

6/13/2009              -            WF: Protecting Wells Fargo Information 2009

6/16/2009              -            WFHM: DELEGATION OF AUTHORITY -4A

6/17/2009              -            WF: Government Training Curriculum: VA IRRRL- Mentor Guide

6/19/2009              -            WF: Government Training Curriculum: VA IRRRL

7/8/2009                -            WF: BSA/OFAC: Combating Money Laundering 2009

8/14/2009              -            WF: HERA HOEPA phase 2 Fulfillment Self-Assessment

8/27/2009              -            WF: Becoming a Manager: Leading and Communicating

9/17/2009              -            WF: Quality Loan Conditioning

11/4/2009              -            WF: Effective Team-building Strategies

11/30/2009           -            WF: RESPA Fulfillment Certification Knowledge Check

12/22/2009           -            WF: Government Training Curriculum: FHA Level 2

12/24/2009           -            WF: Reading an Instant Merge® Credit Report

1/11/2010              -            WF: Advanced Tax Analysis FNMA 1084 Training -Module 1

1/12/2010              -            WF: Reporting Suspected Financial Abuse 2010

1/12/2010              -            WF: BSWOFAC: Combating Money Laundering 2010

1/12/2010              -            WF: Advanced Tax Analysis FNMA 1084 Training - Module 2

1/12/2010              -            WF: Code of Ethics 2010

1/13/2010              -            WF: Protecting Wells Fargo Information 2010

1/13/2010              -            WF: Advanced Tax Analysis FNMA 1084 Training -Module 3

1/13/2010              -            WF: Class: Self-Paced: Fair and Responsible Lending 2010

1/14/2010              -            WF: Advanced Tax Analysis FNMA 1084 Training - Module 4

4/15/2010              -            WF: HAMP AND NON-HAMP INCOME REVIEW CALCULATOR PROCEDURES

7/26/2010              -            WF: Texas Injury Benefit Plan for Managers

10/18/2010           -            WF: Successful Customer Interactions in Home

10/19/2010           -            WFHM: (OAA7-001170)  SUCCESSFUL CUSTOMER INTERACTION IN HOME PRESERVATION 

10/25/2010           -            WF: Affirmative Action 2010

11/11/2010           -            WF: Delegation of Authority Roadmap and Training  for Servicing: Test Case 5 - Level 

11/11/2010           -            WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 6 - Level C

11/11/2010           -            WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 7 - Level C

11/11/2010           -            WF: Delegation of Authority Roadmap and Training  for Servicing: Test Case 8 - Level C

11/12/2010           -            WF: Delegation of Authority Roadmap and Training  for Servicing: Test Case 4 - Level C

12/7/2010              -            WF: Time Tracker Training

12/31/2010           -            WF: 3 YRS OF SERVICE AWARD

1/10/2011              -            WF: Home Preservation Foreclosure Training -General Overview

1/11/2011              -            WFHM: (ERM1-100034v2011)  MANAGING RISK- IT STARTS WITH ME 2011

1/30/2011              -            WF: Code of Ethics 2011

1/30/2011              -            WF: Fair Labor Standards Act 2011

1/30/2011              -            WF: Workplace Harassment for Managers 2011

1/30/2011              -            WF: Reporting Suspected Financial Abuse 2011

1/30/2011              -            WF: BSA/OFAC: Combating Money Laundering 2011

1/30/2011              -            WFHM: (EM01-500505v2011)  BSA/OFAC: COMBATING MONEY LAUNDERING 2011

1/30/2011              -            WFHM: (ERM1-100003v2011)  CODE OF ETHICS 2011

1/30/2011              -            WFHM: (ERM1-100026v2011)  FAIR LABOR STANDARDS ACT 2011

1/30/2011              -            WFHM: (ERM1-100007v2011)  REPORTING SUSPECTED FINANCIAL ABUSE 2011

1/30/2011              -            WFHM: (ERM1-100008v2011)  WORKPLACE HARASSMENT FOR MANAGERS 2011

5/2/2011                -            WF: Home Preservation Interest Only Extension  Program Assessment

5/23/2011              -            WF: Conducting Interviews for Successful Results (Includes Simulation)

7/11/2011              -            WF: CLARA TRAINING - INTRODUCTION

7/11/2011              -            WF: CLARA Training-Introduction

7/11/2011              -            WF: CLARA SYSTEMS TRAINING

7/13/2011              -            WF: CLARA Training - Retention Module

7/15/2011              -            WF: CLARA Training-Liquidation Module

8/12/2011              -            WF: TIME MACHINE PROJECT TRAINING

9/7/2011                -            WF: Guide to the Home Preservation Incentive Portal-Manager Version

9/14/2011              -            WF: Servicing Attendance & PTO Guidelines Training

9/14/2011              -            WF: Home Lending Servicing Attendance & PTO Guidelines Training

10/3/2011              -            WF: Home Mortgage Basics: Inside the Dream

10/3/2011              -            WF: Foreclosure Overview and Glossary Terminology

10/3/2011              -            WF: Bankruptcy Overview

10/25/2011           -            WF: Fair and Responsible Lending 2011

10/25/2011           -            WFHM: (ERM1-100022v2011) FAIR AND RESPONSIBLE LENDING 2011

11/4/2011              -            WF:  Promontory SME Training

12/6/2011              -            WF: : WFHM - Income Review Calculator  Assessment - Home Preservation Underwriter

12/11/2011           -            WF: GEM Super User: Transfer work items

2/8/2012                -            WF: Cultivate Leaders At All Levels (Fifty Lessons)

2/21/2012              -            WF: Emergency Response and Incident- Management 2012

2/21/2012              -            WFHM: (ERM1-100015)  EMERGENCY RESPONSE AND INCIDENT MANAGEMENT 2012

2/26/2012              -            WF: Form I-9 and E-Verify Training

3/2/2012                -            WFHM: HPS / HPU LOMBARDI REFRESHER TRAINING

4/5/2012                -            WF: Affiant and Notary Training 2012

4/5/2012                -            WFHM: (ERM1-100045)  AFFIANT AND NOTARY TRAINING 2012

4/10/2012              -            WF: PRODUCTIVITY TRACKING SYSTEM 0AA7-001416

4/10/2012              -            WF: PRODUCTIVITY TRACKING FOR SUPERVISORS  0AA7-001417

4/10/2012              -            WF: PRODUCTIVITY TRACKING SYSTEM REPORTING  0AA7-001418

4/11/2012              -            WF: Productivity Tracking System

5/6/2012                -            WF: 2012 Fraud Awareness Training - Basics

5/24/2012              -            WF:   Best Practices for Successful Project Results -RECORDING

5/24/2012              -            WF: Compensation Basics

5/24/2012              -            WF: Fair Labor Standards Act 2012

5/24/2012              -            WF: Protecting Wells Fargo Information 2012

5/24/2012              -            WF: Fair and Responsible Lending 2012

5/24/2012              -            WF: Employee Relations: Satisfying Employees (Includes Simulation)

6/7/2012                -            WF: Making Home Affordable (MHA) Expansion (SD 12-02)

6/7/2012                -            WF: Diverse Mentoring Program - 2012 Class Kick off meeting

6/7/2012                -            WF: Navigating the Mentoring Path for Mentees

6/7/2012                -            WF: ER Essentials: Managing People, Managing Risk

6/18/2012              -            WF: Diversity Module 1: Integrating Diversity and Inclusion into Wells Fargo 2012

6/22/2012              -            WFHM: ERLMF 3.12 RELEASE FHA / VA SYSTEMS TRAINING

6/26/2012              -            WFHM: STRENGTH FINDER / REFRESHER TRAINING & BOOK CLUB GROUP TRAINING

6/27/2012              -            WF: Employee Relations Essentials -Appropriate Workplace Conduct Training for Managers and Supervisors

6/28/2012              -            WFHM: EMPLOYEE RELATIONS  & BREAK-OUT SESSIONS

6/28/2012              -            WF: Employee Relations Essentials - Counseling & Corrective Action

7/12/2012              -            WF: Servicing Exception Database (SED)

7/12/2012              -            WF: Servicing Exception Database (SED) Assessment

7/16/2012              -            WFHM: QUALITY FOCUS GROUP PROJECT TRAINING

7/19/2012              -            WF: Servicemembers Civil Relief Act Overview

9/4/2012                -            WF: Networking Skills

10/4/2012              -            WF: Servicemembers Civil Relief Act for Real

10/4/2012              -            WF: Affirmative Action 2012

10/4/2012              -            WF: Code of Ethics 2012

10/7/2012              -            WF: BSA/OFAC: Combating Money Laundering 2012

10/7/2012              -            WF: ADA Effective Communication and Relay Services 2012

10/15/2012           -            WFHM: (ERM1-100042)  ADA EFFECTIVE COMMUNICATIONS AND RELAY SERVICES 2012

10/15/2012           -            WFHM: (ERM1-100002)  AFFIRMATIVE ACTION 2012

10/15/2012           -            WFHM:(EM01-500505)    BSA/OFAC: COMBATING MONEY LAUNDERING 2012

10/15/2012           -            WFHM: (ERM1-100003)  CODE OF ETHICS 2012

10/15/2012           -            WFHM: (ERM1-100022)  FAIR AND RESPONSIBLE LENDING 2012

10/15/2012           -            WFHM: (ERM1-100026)  FAIR LABOR STANDARDS ACT 2012

10/15/2012           -            WFHM: (ERM1-100005) PROTECTING WELLS FARGO INFORMATION 2012

10/15/2012           -            WFHM: (ERM1-100007) REPORTING SUSPECTED FINANCIAL ABUSE 2012

11/20/2012           -            WF: Consumer Lending Group Attendance Policy for Nonexempt Team Members

11/20/2012           -            WF:  FDCPA Overview 2012

11/20/2012           -            WF: ER Essentials: Managing People, Managing

2/15/2013              -            VA SAR- Navigating An Appraisal (Lesson 5 - Review and Process Request and Deficiencies  )

4/4/2013                -            WFHM: MEDIATIONS MANAGER TRAINING

6/15/2013              -            WF: DIVERSE MENTORING PROGRAM

6/15/2013              -            PUF: ARMs Expansion for Ops [R][W]

6/15/2013              -            PUF: FraudGUARD for Ops [R][W]

6/15/2013              -            PUF: HARP Centralized Teams [R][W]

6/15/2013              -            PUF: HARP Overview [R][W]

6/15/2013              -            PUF: HARP Operations [C]

6/15/2013              -            PUF: RealEC for Brokers & Sales [W]

6/15/2013              -            PUF: Point & Loan Prospector [W]

6/15/2013              -            PUF: Concur Expense Reporting [Managers]

6/15/2013              -            PUF: 92900-A

6/15/2013              -            PUF: Back to Work Extenuating Circumstances

6/15/2013              -            PUF: Gift Funds 

6/15/2013              -            PUF: TD-0297 WELCOME TO MAX LOS

8/26/2013              -            PUF: HR Benefits Presentation [All Staff]   

9/4/2013                -            PUF: DataTrac to DocMagic-XL [R][W]

9/4/2013                -            PUF: FHA 13-26 ML Update - Back to Work & Extenuating Circumstance Guidelines [R][W] 

9/4/2013                -            Fundamentals of DE Credit Review and TOTAL Scorecard

9/5/2013                -            PUF: FLOW Tutorial for Ops [C][R][W]

9/5/2013                -            PUF: DU Refi Plus for Sales [R][W]

9/5/2013                -            PUF: HR 401(k) Webinar [All Staff]

9/5/2013                -            PUF: FraudGUARD for Jr's & Underwriters [R][W] 

9/5/2013                -            PUF: RealEC for Jr's & Underwriters 

9/6/2013                -            Genworth: Self Employed Borrower- Completing Form 91 w/Personal Tax return

9/6/2013                -            PUF: Income Calculator Worksheet for Jr's & Underwriters [C][R][W]  

9/8/2013                -            MGIC: Evaluating the Self Employed Borrower

9/10/2013              -            PUF: Federal Compliance for Disclosing [W]   

9/10/2013              -            PUF: Federal Compliance for Disclosing [R]

9/11/2013              -            PUF: Cancelled & Denied Ln Disposit. [R][W] 

9/11/2013              -            VA Credit Standards Course (Intro & Chpt 1)

9/12/2013              -            PUF: Cancelled & Denied Ln Disposit. [CVF]

9/12/2013              -            PUF: Federal Compliance for Disclosing [R]   

9/13/2013              -            PUF: FACTA Red Flags

9/13/2013              -            PUF: Anti-Money Laundering

9/13/2013              -            PUF: Preventing Discrimination and Harassment

9/17/2013              -            PUF: Federal Compliance for Disclosing [W]

9/18/2013              -            PUF: DataTrac to DocMagic-XL [R][W] 

9/19/2013              -            FHLMC: Freddie Mac Relief Refinance Webinar

9/24/2013              -            VA: VA Credit Standards Course (Chapter 2)

9/25/2013              -            PUF: Lending Space Sales Portal Training - Session 1 (First offering)

9/25/2013              -            PUF: Lending Space Sales Portal Training - Session 2  (First offering)

9/26/2013              -            VA Credit Standards Course (Chapter 3)

9/28/2013              -            VA Credit Standards Course (Chapter 4)

10/2/2013              -            VA Credit Standards Course (Chapter 5)

10/2/2013              -            VA Credit Standards Course (Chapter 6)

10/3/2013              -            Lexis Nexis Training

10/3/2013              -            VA Loan Review - Correspondent Ops 2 of 2

10/4/2013              -            PUF: HARP Training for Credit Risk

10/4/2013              -            VA Credit Standards Course (Chapter 7)

10/4/2013              -            VA Credit Standards Course (Chapter 8)

10/7/2013              -            VA Credit Standards Course (Chapter 10)

10/7/2013              -            VA Credit Standards Course (Chapter 11)

10/7/2013              -            VA Credit Standards Course (Chapter 9)

10/8/2013              -            VA: CREDIT STANDARDS -SCHOOL OF CERTIFYING OFFICIAL

10/8/2013              -            VA Credit Standards Course (Chapter 12)

10/11/2013           -            VA SAR- Navigating An Appraisal (Lesson 1-VA SAR Overview )

10/17/2013           -            FNMA Special Feature Codes

10/21/2013           -            Essent Guaranty MI: Desktop Underwriter (DU) Training

10/22/2013           -            Essent Guaranty MI: Analysing the Appraisal

10/22/2013           -            Essent Guaranty MI: Loan Prospector  Training

10/22/2013           -            VA SAR- Navigating An Appraisal (Lesson 2- Sales Contract Review  )

10/28/2013           -            Fannie Mae Project Review Guidelines for Condos, Co-ops and PUDs

10/28/2013           -            FNMA Using the Uniform Appraisal Dataset to Complete the URAR (Rev 2/2011)

10/28/2013           -            FRAUDGUARD: Using FraudGuard FG100

10/29/2013           -            FRAUDGUARD: Interpreting Variances in FraudGuard (FG200)

10/30/2013           -            FraudGUARD FG900 Using UDM in

10/30/2013           -            LAPP and Common SAR Errors

10/31/2013           -            FRAUDGUARD: Using 4506T  TX100

11/1/2013              -            ESSENT: Analyzing Personal Tax Returns: Cash Flow Analysis

11/4/2013              -            AllRegs Academys: Anti-Money Laundering Rules of the BSA!

11/4/2013              -            FraudGUARD 901 - Ownership & Occupancy Services

11/4/2013              -            FraudGUARD SSN100 - Using SSN Direct

11/4/2013              -            AllRegs Academys: Online User Training

11/5/2013              -            ESSENT: Components of Credit Scoring: The Meaning Behind the Number

11/8/2013              -            ESSENT: Appraisal Workshop: Discussing Scenarios and Addressing Potential Red Flags

11/8/2013              -            FHLMC -Condominium Projects Eligibility Requirements

11/11/2013           -            PUF: LPS (Lending Space) System Overview (Pacific Union Financial)

11/12/2013           -            ESSENT: Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculationss (Pacific Union Financial)

11/12/2013           -            PUF: Gov't ARMs Ops Session 1 of 2

11/13/2013           -            PUF: LPS (Lending Space) Suspense Coordinator Phase III  (Pacific Union Financial)

11/13/2013           -            PUF: LPS (Lending Space) Credit Reviewer Phase III  (Pacific Union Financial)

11/14/2013           -            PUF: MI Expansion for Ops (Pacific Union Financial)

11/19/2013           -            eDocs Q&A Session for UW and Jr. Uws

11/19/2013           -            FHLMC Underwriting Income and Employment

11/20/2013           -            PUF: Mandatory Gift Funds Training for Juniors and Underwriters

11/22/2013           -            FHLMC WEBINAR (LIVE) Condominium Projects Eligibility Requirements

12/5/2013              -            ESSENT: Acceptable Assets (Essent)

12/6/2013              -            MGIC: EVALUATING THE SELF-EMPLOYED BORROWER

12/7/2013              -            MGIC: Self-Employed Borrowers - Advanced (AGI Method)

12/9/2013              -            FHLMC Documenting Acceptable Source of Funds

12/9/2013              -            VA LAPP  and Common SAR Errors

12/9/2013              -            VA SAR- Navigating An Appraisal (Lesson 3 -Comprehensive Appraisal Review )

12/12/2013           -             PUF: Business Rules in DT (DataTrac system)

12/13/2013           -             ESSENT:  appraisal workshop -Discussing scenarios and Addressing Potential Red Flags

12/13/2013           -             VA SAR- Navigating An Appraisal (Lesson  4 - NOV  )

12/18/2013           -             FHLMC Condo Project Eligibility Requirements

12/19/2013           -             MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements

12/19/2013           -             MGIC: Self-Employed Borrowers - Advanced (AGI Method)

1/13/2014              -            PUF:CFPB Training for Ops

1/14/2014              -            Essent: Analyzing Personal and Business Tax Returns: Cash Flow Analaysis (1040/1065/1120S/1120)

1/15/2014              -            Mortgage Fraud: Common Schemes and Potential Red Flags (Essent)

1/16/2014              -            PUF Topic: SFC/IFI Generator Training Class

1/29/2014              -            PUF Topic: SFC/IFI Generator Training Class - update/clarification

1/29/2014              -            PUF: Open Access Worksheet Training for Correspondent

2/2/2014                -            VA SAR- Navigating An Appraisal (Final Exam)

2/5/2014                -            PUF: Gift Funds Test Review

2/5/2014                -            PUF: MI Expansison for Corr Ops

2/6/2014                -            PUF: CFPB Regulatory Changes; Retail & Wholesale

2/6/2014                -            PUF: Condo Projects Approvals for Processors, Jrs and Underwriters;

2/7/2014                -            PUF: CFPB Training for Correspondent Ops

2/13/2014              -            MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements

2/20/2014              -            PUF: VA Refers [C][R][W[CVF]

2/20/2014              -            Overview of Basic FHA Underwriting  Credit, Income and Assets

2/21/2014              -            PUF: Training session information: CFPB Q & A Session

2/24/2014              -            MGIC:  Evaluating Income and Assets

3/4/2014                -            PUF: USDA Rural Development loans for UW & JR

3/5/2014                -            PUF: JUMBO Training for Jrs, Processors and UW (Retail / Wholesale)

3/6/2014                -            ESSENT: Focus on Assets: Acceptable Documentation and Eligible Sources

3/6/2014                -            ESSENT: Reviewing the 1004MC: Market Conditions Addendum

3/12/2014              -            PUF: Government ARMs for Correspondent Operations

3/15/2014              -            ESSENT: Components of Credit Scoring: The Meaning Behind the Number

3/18/2014              -            PUF: FHA UPDATES for Jrs, Processors, UW, Credit Reviewer

4/17/2014              -            PUF: Escrow Holdback -Corr Ops

4/22/2014              -            FHA: Understanding the Real Estate Owned (REO) & Good Neighbor Next Door Programs

5/1/2014                -            PUF: JUMBO Training for Jrs, Processors and UW (Correspondent) 

5/2/2014                -            PUF: Rental Income Calculations

5/6/2014                -            Essent: Focus on Assets: Acceptable Documentation and Eligible Sources

5/6/2014                -            Essent: Reviewing the 1004MC: Market Conditions Addendum

5/6/2014                -            PUF: [C] Government ARMs - Operations training

5/29/2014              -            PUF: Anti-Money Laundering

5/31/2014              -            PUF: FACTA Red Flags

6/10/2014              -            PUF: USDA Training for Correspondent

6/11/2014              -            GENWORTH: Evaluating the Self Employed Borrower

6/20/2014              -            PUF: Credit Philosophy Training for Dallas Wholesale & Retail (By B.Sydow EVP PUF and Ben Weber VP-CR Risk/Credit Policy)

6/24/2014              -            VA - VBAPHNX: Origination and Process Training

7/2/2014                -            PUF: ULDD Business Rules Update  1 of 2

7/3/2014                -            PUF: ULDD Business Rules Update  2 of 2

7/9/2014                -            PUF: eDocs for Correspondent Operations  Training 1 of 2

7/10/2014              -            PUF: eDocs for Correspondent Operations  Training 2 of 2

7/10/2014              -            PUF: Underwriting Update Meeting

7/15/2014              -            PUF:  Manufactured Home Program Training - Correspondent Sales (1 of 3)

7/17/2014              -            PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 1

7/21/2014              -            PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 2

7/22/2014              -            PUF: 203K - PROCESS REVIEW

7/28/2014              -            Platinum Data Realview Training

8/14/2014             -             FHLMC: Reviewing Residential Properties

8/14/2014              -            FHLMC: CONSTRUCTION CONVERSION AND RENOVATION MORTGAGES

8/19/2014              -            FHA: FHA Quality Control Update: Loan Review Finding and Trends

8/19/2014              -            MGIC: Understanding the Condo Appraisal

8/19/2014              -            MGIC: Understanding the Condo Appraisal

8/19/2014              -            FNMA: INDEPTH SESSION: ASSESSING INCOME FROM SELF EMPLOYMENT

8/20/2014              -            FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER

8/20/2014              -            FNMA: UNDERSTANDING THE CU RISK SCORE, FLAGS, AND MESSAGES

8/20/2014              -            FNMA: CU USER INTERFACE BASIC TRAINING

8/21/2014              -            FNMA: CU ADVANCED TRAINING

9/18/2014              -            FHA: NEW! FHA APPRAISALS

9/18/2014              -            FHA: NEW! FHA UNDERWRITING TRAINING (DENVER HOC)

10/1/2014              -            USDA: USDA SINGLE FAMILY ORIGINATION UPDATES FROM NATIONAL OFFICE IN WASHINGTON DC

10/23/2014           -            FHLMC: Solutions for the Purchase Mkt -10/23/14

11/26/2014           -            PUF: SINGLE CLOSE

12/4/2014              -            PUF: AUTO SUBORDINATION

12/4/2014              -            USDA: USDA RECORDED HB 3555 TRAINING

12/17/2014           -            USDA: GUS OVERVIEW TRAINING 2010 (MANDATORY FOR GUS ACCESS)

1/27/2015              -            K&L: NAVIGATING THE NEW HUD ORIGINATION HANDBOOK

2/4/2015                -            PUF: UNDERWRITER: FHA MIP TRAINING

2/5/2015                -            FNMA: COLLATERAL UNDERWRITER OVERVIEW AND IMPLEMENTATION AWARENESES WEBINAR FOR 

                                           CORRESPONDENT ROLLOUT

2/6/2015                -            PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR

2/12/2015              -            GENWORTH: Reading Business Tax Returns: Income Training

3/4/2015                -            PUF: USDA: NON DELEGATED CORRESPONDENT OPERATIONS - SESSION 2

3/6/2015                -            PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR

3/19/2015              -            RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD IN LOAN FILES

3/19/2015              -            RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD SCHEMES

3/20/2015              -            MGIC: EVALUATING THE SELF EMPLOYED BORROWERS INDUSTRY HIGHLIGHTS

3/25/2015              -            DOC MAGIC: BORROWER MOBILE: MOBILIZING THE BORROWER'S EXPERIENCE

4/14/2015              -            PUF: Mandatory Credit Training by Ben Weber "for UW & Credit Reviewers"

4/15/2015              -            FHA: MODULE 8A: PROGRAMS AND PRODUCTS-REFINANCE (RECORDED ON 4/15/15)

4/16/2015              -            FHA: MODULES 4 & 5: USING THE TOTAL MORTGAGE SCORECARD, &, MANUAL UNDERWRITING (RECORDED ON 4/9/15)

4/16/2015              -            FHA: MODULE 6: CLOSING (RECORDED ON 4/16/15)

4/20/2015              -            PUF: SERVICEMEMBERS CIVIL RELIEF ACT (SCRA) TRAINING 

4/20/2015              -            FHA: MODULE 8B: PROGRAMS AND PRODUCTS-CONTINUED (RECORDED ON 4/20/15)

4/20/2015              -            FHA: MODULE 9: 203(k) AND CONSULTANT REQUIREMENTS

4/21/2015              -            FHA CONNECTION ENHANCEMENTS: EFINDINGS LETTER AND SUPPORTING LOAN AND LENDER LEVEL REPORTS

4/28/2015              -            FHA: MODULE 7: POST-CLOSING/ENDORSEMENT (RECORDED ON 4/28/15)

5/20/2015              -            FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 1

5/22/2015              -            FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 2

6/4/2015                -            PUF: SVP &NAT'L RISK UW TRAINING-QUALITY, LOAN BEAM, FNMA CU, FRAUDGUARD, ADVERSE ACTION, FHA

7/1/2015                -            VA: LSAM COMPUTER BASED TRAINING FOR THE VETERANS AFFAIRS

7/1/2015                -            PUF: INTRODUCTION TO ILEARN

7/8/2015                -            FHA: WEBINAR IV: NEIGHBORHOOD WATCH SYSTEM- SERVICER TOOLS

7/8/2015                -            HUD: Webinar IV: Neighborhood Watch System - Servicer Tools

7/8/2015                -            FHA: WEBINAR IV: NEIGHBORHOOD WATCH SYSTEM- SERVICER TOOLS

7/14/2015              -            PUF: MANDATORY JUMBO SERIES O-CORRESPONDENT

7/14/2015              -            PUF: *MANDATORY * JUMBO SERIES O - CORRESPONDENT

7/15/2015              -            FHA WEBINAR: V.1: SFDMS -REPORTING BASICS

7/15/2015              -            PUF: USDA TRAINING 

7/15/2015              -            HUD: Webinar V.1: SFDMS - Reporting Basics

7/15/2015              -            PUF: USDA TRAINING NON DELEGATED CORRESPONDENT TEAM

7/15/2015              -            PUF: FHA WEBINAR V.1: SFDMS - REPORTING BASICS

7/29/2015              -            FHA: WEBINAR V.3: SFDMS - ERRORS

8/5/2015                -            MI: Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculations Confirmation

8/5/2015                -            ESSENT: INCOME ANALYSIS FOR SALARIED BORROWERS: ACCEPTABLE DOCUMENTATION AND CALCULATIONS

8/5/2015                -            PUF: COMPANY COMPLIANCE ANTI-MONEY LAUNDERING

8/5/2015                -            PUF: COMPANY COMLIANCE FAIR AND ACCURATE CREDIT TRANSACTION ACT (FACTA)

8/10/2015              -            PUF: TD-0270 SPECIAL FEATURE CODE GENERATOR

8/10/2015              -            PUF: TD-0292 INTRO TO TRID: KNOW BEFORE YOU OWE

8/12/2015              -            ESSENT: Rural Property and Small Community Appraisals  Confirmation

8/12/2015              -            MGIC: LINKEDIN STRATEGIES FOR LOAN OFFICERS

8/14/2015              -            PUF: COMPANY COMPLIANCE HARASSMENT AND DISCRIMINATION

8/17/2015              -            MGIC:  UNDERSTANDING THE CONDO APPRAISAL

8/19/2015              -             FHA: MODULE 0: INTRODUCTION AND NAVIGATING THE SF HANDBOOK (RECORDED ON 4/21/15)

8/19/2015              -            FHA: MODULE 1: ORIGINATION/PROCESSING (RECORDED ON 3/31/15)

8/19/2015              -            FHA: MODULE 2: ALLOWABLE MORTGAGE PARAMETERS (RECORDED ON 3/31/15)

8/19/2015              -            FHA: MODULE 3A: APPRAISALS (RECORDED ON 4/2/15)

8/19/2015              -            FHA: MODULE 3B: UNDERWRITING THE PROPERTY (RECORDED ON 4/2/15)

8/23/2015              -            PUF: TD-0292 INTRO TO TILA RESPA: INTEGRATED DISCLOSURES 2015 PART 1

8/23/2015              -            PUF: CREDIT RISK [CDO] RESOURCES TRAINING

8/25/2015              -            MGIC: TWITTER STRATEGIES FOR LOAN OFFICER

8/25/2015              -            PUF: CONDO PROJECT TRAINING -NON DELEGATED CORRESPONDENT

8/25/2015              -            FHA: THE FHA SINGLE FAILY HOUSING POLICY HANDBOOK IN-DEPTH

8/25/2015              -            FHA: THE FHA SINGLE FAILY HOUSING POLICY HANDBOOK IN-DEPTH

8/25/2015              -            VA & CORELOGIC: SAR LSAM TRAINING ON THE VA PORTAL 

9/1/2015                -            CAPSTONE INSTITUTE: FHA REFRESHER TRAINING USING THE 4000.1 (EXPIRES SEPT 5, 2015)

9/22/2015              -            FHA: SFH POLICY HANDBOOK: FHAC SYSTEM CHANGES

9/24/2015              -            FHA: FHA Quality Control Update

9/29/2015              -            FHA: SFH POLICY HANDBOOK: APPRAISERS AND PROPERTY REQUIREMENTS

9/29/2015              -            FHA: FHA WEBINAR V.3:SFDMS - ERRORS

10/2/2015              -            PUF: TD-0309 INTRODUCTION TO TRID 2015 PART 4: TILA-RESPA INTEGRATED DISCLOSURES (TRID) RULE TRAINING

10/6/2015              -            PUF: TD-0301 INTRO TO TRID 2015 PART 2: THE LOAN ESTIMATE

10/6/2015              -            PUF: TD-0306 INTRO TO TRID 2015 PART 3: THE CLOSING DISCLOSURE

10/7/2015              -            TRAVEL AGENT ACADEMY: ARUBA SPECIALIST PROGRAM

10/7/2015              -            TRAVEL AGENT ACADEMY: FLORIDA BEACHES SPECIALIST PROGRAM

10/7/2015              -            PUF: LOAN BEAM TRAINING

10/8/2015              -            CREDIT PLUS WEBINAR: UNDISCLOSED DEBT EXPOSURE Shining a light on an unforeseen consequence of TRID

10/22/2015           -             NATIONAL MI: SELF-EMPLOYED BORROWER CONFIRMATION

11/5/2015              -            PUF:  JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM

11/9/2015              -            ESSENT: BECOMING THE RINGMASTER OF INTERRUPTIONS

11/10/2015           -             ESSENT: PRIORITIZING & GIVING OTHERS YOUR PRIORITIES

11/10/2015           -             ESSENT: K-1’S: ARE DISTRIBUTIONS ENOUGH? A NEW LOOK AT PARTNERSHIPS AND S-CORPS

11/12/2015           -            PUF:  JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM- SESSION 2

11/16/2015           -            PUF: MAX (SYSTEM) TRAINING

11/17/2015           -            FHA/HUD: FHA CONDOMINIUM PROJECT APPROVAL - THE BASICS

11/23/2015           -            ESSENT: ORGANIZING AND PLANNING A MORE EFFECTIVE DAY AND WEEK

11/24/2015           -            ESSENT: CONTROL, MANAGE, AND WRITE EFFECTIVE EMAILS

10/17/2016           -            CAPSTONE INSTITUTE: FHA REFRESHER TRAINING USING THE 4000.1 

11/8/2016              -            FREDDIE MAC: CONDOMINIUM PROJECT ELIGIBILITY REQUIREMENTS

12/19/2016           -            FREDDIE MAC: DOCUMENTING ACCEPTABLE SOURCES OF FUNDS

1/24/2017              -            FHLMC: REVISED INCOME REQUIREMENTS

6/14/2017              -            PHMI- AML SUSP ACTIVITY BK SECRECY ACT 2017

6/14/2017              -            PHMI- ID PREVENTION- THE RED FLAG RULE 2017

6/14/2017              -            PHMI-IDENTITY THEFT (THE RED FLAG RULE) 2017

6/14/2017              -            PHMI-SECURITY AWARENESS CREATING STRONG PASSWORDS 2017

7/3/2017                -            PHMI-DETECTING MORTGAGE FRAUD COURSE AND TEST 2017

10/16/2017           -             THE CE SHOP: WORKING WITH RE INVESTORS-UNDERSTANDING INVESTOR STRATEGIES

11/7/2017              -            ACEABEL AGENT: LEGAL UPDATE 2

11/13/2017           -             TDI: LIFE AGENT INDIVIDUAL

12/6/2017             -             PREMIER RE ACADEMY: CERTIFIED RESIDENTIAL LISTING SPECIALIST COURSE (CRLS)

12/7/2017              -            ARBOR: NEW MEMBER ORIENTATION

1/12/2018              -            CERTIFIED LISTING AGENT

1/15/2018              -            REBUS: 5 ALIVE REAL ESTATE SYSTEM

1/15/2018              -            REBUS: CERTIFIED LISTING AGENT

6/15/2019              -            REBUS: 24 SELLER SCRIPTS

7/31/2019              -            HOME PARTNERS OF AMERICA [HPA]: AGENT CERTIFICATION COURSE

8/11/2019              -            CBT ALLIANCE: TEXAS BROKER RESPONSIBILITY (2019-2020)

12/13/2019           -             BUFFINI & CO BLITZ-FINISH STRONG IN DECEMBER 13 2019

1/1/2020                -            NAR ABR OFFICIAL CERT

5/11/2020              -            THE CLOSE- 6 WEEKS 6 SIMPLE TRANSFORM RE BUS CERT

5/24/2020              -            NAR ABR OFFICIAL CERT

5/30/2020              -            THE CE SHOP: MILITARY RELOCATION PROFESSIONAL CERTIFICATION CORE COURSE

6/5/2020                -            NAR PRICING STRATEGIES MASTERING THE CMA

6/7/2020                -            NAR SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE

6/7/2020                -            THE CE SHOP: PRICING STRATEGIES: MASTERING THE CMA

6/7/2020                -            THE CE SHOP: SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE

6/10/2020              -            NAR PRICING STRATEGIES ADVISOR CERTIFICATION

6/11/2020              -            REBI: SELLER REPRSENTATIVE SPECIALIST

7/4/2020                -            HARVARD: SOCI1 PRACTX: PRDICTIONX:OMENS, ORACLES AND PROPHECIES

7/4/2020                -            ITU: BASICS OF MARKETING WITH SOCIAL MEDIA

9/2020                  -             NATIONAL NOTARY ASSOCIATION: CERTIFIED LOAN SIGNING AGENT 

9/2020                 -              LOAN SIGNING SYSTEM: CERTIFIED LOAN SIGNING AGENT 

11/11/2020           -             ITU: PINTEREST

11/11/2020           -             ITU: HTML ESSENTIALS (WEB DESIGN & CODING)

11/30/2020           -             NAR: AT HOME WITH DIVERSITY CERTIFICATE OF COMPLETION

11/30/2020           -            THE CE SHOP: AT HOME WITH DIVERSITY COURSE COMPLETION CERT

11/30/2020           -            THE CE SHOP: MILITARY RELOCATION PROFESSIONAL CERTIFICATION CORE COURSE

12/1/2020              -            ITU: CSS ESSENTIALS (WEB DESIGN & CODING)

12/6/2020              -            NAR DECO AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM

12/6/2020              -            NAR OFFICIAL CERT: AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM

12/26/2020           -             ITU: REDDIT

12/26/2020           -             ITU: FACEBOOK 101

1/2021                 -              NATIONAL ASSOCIATION OF REALTORS: [MRP] MILITARY RELOCATION PROFESSIONAL

1/5/2021                -            ESSENT: SCHEDULE C - ONLY THE SCHEDULE C

1/6/2021                -            ESSENT: BUSINESS IMPACTED BY COVID 19

1/7/2021                -            ESSENT: SALARIED INCOME ANALYSIS

1/11/2021              -            ESSENT: K-1 WORKSHOP

1/12/2021              -            ESSENT: ANALYZING INCOME FOR THE SELF-EMPLOYED BORROWER

1/14/2021              -            ESSENT: RENTAL INCOME - SCHEDULE "E" ASY

2/17/2021              -            HYPERFAST AGENT: CRAFTING A WINNING OFFER

2/17/2021              -            HYPERFAST AGENT:  MAKE MORE $$$ IN LESS TIME MASTER THE BUYER GAME OFFER

2/17/2021              -            HYPERFAST AGENT:  OPEN HOUSE MASTERY

2/17/2021              -            HYPERFAST AGENT:  CRAFTING A WINNING OFFER

3/2/2021                -            McKISSOCK: TEXAS LEGAL UPDATE PART 1 (2020-2021)

3/4/2021                -            McKISSOCK: TEXAS LEGAL UPDATE PART 2 (2020-2021)

3/4/2021                -            LEGALSHIELD: FAST START- AN INTRODUCTION TO YOUR LEGALSHIELD BUSINES

4/3/2021               -             McKISSOCK LEARNING: SHERRI JOHNSON 90 DAY BOOT CAMP

4/6/2021               -             McKISSOCK LEARNING: EDUCATING HOMEBUYERS                -           

4/21/2021               -           McKISSOCK LEARNING: BROKER RESPONSIBILITY COURSE (2021-2022)

4/21/2021               -           McKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW

5/11/2021               -           REBI: RENE REAL ESTATE NEGOTIATIONS EXPERT CERTIFICATION COURSE 

6/10/2021               -           NATIONAL ASSOCIATION OF REALTORS: RESORT & SECOND HOME SPECIALIST (RSPS) CERTIFICATION COURSE

9/10/2021               -           TSAHC: OVERCOMING THE DOWNPAYMENT HURDLE

11/16/2021               -         McKISSOCK LEARNING: EDUCATING HOMEBUYERS  

3/15/2022               -           McKISSOCK LEARNING: WHAT EVERYONE SHOULD KNOW ABOUT THEIR CREDIT HISTORY

4/24/2022               -           McKISSOCK LEARNING: HELPING BUYERS NARROW IN ON THEIR DREAM HOME

11/2022                 -            DIVVY REALTY: DISPOSITION CERTIFIED SPECIALIST

12/31/2022               -         McKISSOCK LEARNING: PERFORMING QUALITY BPOs

2/12/2023               -           McKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW 

2/12/2023               -           McKISSOCK LEARNING: WHAT EVERYONE SHOULD KNOW ABOUT THEIR CEDIT HISTORY

2/27/2023               -           CREDIT REPAIR CLOUD: BASIC DISPUTING CERTIFIED

2/27/2023               -           CREDIT REPAIR CLOUD: CRC SOFTWARE CERTIFIED

3/5/2023               -             KRISTA MASHORE KMC: THE CLIENT ATTRACTION BLUEPRINT

4/10/2023             -             CARDONE UNIVERSITY: SALES FUNDAMENTALS 

4/11/2023             -             CARDONE UNIVERSITY: INTERNET LEAD RESPONSE STRATEGIES

4/11/2023               -           McKISSOCK LEARNING: 2022-2023 TEXAS LEGAL UPDATE PART 1 

4/12/2023               -           McKISSOCK LEARNING: 2022-2023 TEXAS LEGAL UPDATE PART 2 

4/12/2023               -           McKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW 

5/12/2023               -           THE RESIDENTIAL REAL ESTATE COUNCIL [RRC]:  9 CONTRACT TERMS THAT WIN SELLERS OVER

5/12/2023               -           THE RESIDENTIAL REAL ESTATE COUNCIL [RRC]: THE NEW CONSTRUCTION GAME 

5/12/2023               -           THE RESIDENTIAL REAL ESTATE COUNCIL [RRC]: MAKING SOCIAL MEDIA WORK 

5/13/2023               -           THE RESIDENTIAL REAL ESTATE COUNCIL [RRC]:CURE YOUR CHAOS: CLEAN UP YOUR DATA AND STAY ORGANIZED

6/3/2023               -             CARDONE UNIVERSITY: ADVANCED FOLLOW-UP STRATEGIES

10/17/2023               -         McKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW

10/00/2023              -          NATIONAL ASSOCIATION OF REALTORS: ePRO

1/19/2024               -           ONCOURSE LEARNING: 20 HOUR SAFE COMPREHENSIVE: Applying Mortgage Knowledge to Exam Preparation

2/19/2024               -           ONCOURSE LEARNING: 3 HR TX-SML SAFE: REVIEW OF TEXAS MORTGAGE LAW 

2/29/2024               -           McKISSOCK LEARNING: BROKER RESPONSIBILITY COURSE 2023-2024

3/8/2024               -             CLUBWEALTH: MASTERING YOUR PERFECT DAILY SCHEDULE

3/10/2024             -             BETTER MORTGAGE: BETTER INJURY AND ILLNESS PREVENTION PROGRAM

3/10/2024             -             BETTER MORTGAGE: PREVENTING WORKPLACE HARASSMENT FOR EMPLOYEES (NEW YORK) 

3/12/2024             -             BETTER MORTGAGE: CALIFORNIA CONSUMER PRIVACY ACT (CCPA) MINI COURSE

3/12/2024             -             TSAHC: OVERCOMING THE DOWNPAYMENT HURDLE

3/12/2024             -             BETTER MORTGAGE:THE AMERICANS WITH DISABILITIES ACT (ADA) ESSENTIALS

3/12/2024             -             BETTER MORTGAGE: MORTGAGE FRAUD: IDENTIFYING RED FLAGS 

3/12/2024             -             BETTER MORTGAGE: MORTGAGE BASICS: PRODUCTS, DOCUMENTS, AND COSTS

3/12/2024             -             BETTER MORTGAGE: MORTGAGE BASICS: LAWS AND REQUIREMENTS

3/12/2024             -             BETTER MORTGAGE: BSA AND AML: ESSENTIALS 

3/12/2024             -             BETTER MORTGAGE: FEDERAL RECORDS RETENTION REQUIREMENTS

3/12/2024             -             BETTER MORTGAGE: UNDERSTANDING PRIVACY: THE GRAMM-LEACH BLILEY ACT (GLBA) 

3/12/2024             -             BETTER MORTGAGE: MORTGAGE BASICS: STEPS IN LENDING

3/12/2024             -             BETTER MORTGAGE: FAIR LENDING: ESSENTIALS

3/12/2024             -             BETTER MORTGAGE: DIVERSITY AND INCLUSION 

3/12/2024             -             BETTER MORTGAGE: BETTER AIRBORNE INFECTIOUS DISEASE EXPOSURE PREVENTION 

3/12/2024             -             BETTER MORTGAGE: RACE, LGBTQ, RELIGION, AND OTHER PROTECTED CHARACTERISTICS

3/12/2024             -             BETTER MORTGAGE: REAL ESTATE SETTLEMENT PROCEDURES ACT (RESPA) ESSENTIALS 

3/12/2024             -             BETTER MORTGAGE: UNFAIR, DECEPTIVE, AND ABRUSIVE ACTS OR PRACTICES (UDAAP): MITIGATION RISK 

3/24/2024             -             BETTER MORTGAGE: 2024 SOCIAL ENGINEERING RED FLAGS 

3/24/2024             -             BETTER MORTGAGE: 2024 COMMON THREATS

3/24/2024             -             BETTER MORTGAGE: USING THE PHISH ALERT BUTTON- REPORT SUSPICIOUS EMAILS USING MICROSOFT 365

3/30/2024               -           CLUBWEALTH: WORLD CLASS BUYER AGENT CERTIFICATION COURSE

3/31/2024               -           CLUBWEALTH: ISA ONBOARDING COURSE

3/31/2024               -           CLUBWEALTH: WORLD CLASS ADMIN ASSISTANT CERTIFICATION COURSE

4/2/2024               -             CLUBWEALTH: WORLD CLASS REO AGENT CERTIFICATION 

4/2/2024               -             CLUBWEALTH: 37 MINUTE GUARANTEED LISTING PRESENTATION KIT + 44 POINT LISTING APPOINTMENT CHECKLIST

4/2/2024               -             CLUBWEALTH: WORLD CLASS REO AGENT CERTIFICATION COURSE 

4/2/2024               -             CLUBWEALTH: WORLD CLASS BUYER AGENT CERTIFICATION COURSE 

4/4/2024               -             CLUBWEALTH:  HOW TO LAUNCH A YLOPO LISTING ROCKET

4/3/2024               -             CLUBWEALTH: CLUB WEALTH ISA TRAINING 

4/3/2024               -             CLUBWEALTH: CW DIGITAL MARKETING ON-BOARDING

4/7/2024               -             CLUBWEALTH: WORLD CLASS SHORT SALE SUCCESS CERTIFICATION COURSE

4/8/2024               -             CLUBWEALTH: WATCH ME BUILD A MICRO TARGETED PPC CAMPAIGN 

4/9/2024             -               CLUBWEALTH: B&R SQUAD LEADER 90 DAY PROGRAM

4/9/2024               -             CLUBWEALTH: BUYERS AGENT TRAINING 

5/4/2024               -             AGENTCERTIFICATIONS.ORG: CERTIFIED REAL ESTATE NEGOTIATOR 

11/10/2024             -           AMERICAN ADJUSTER ACADEMY: TEXAS ALL LINES ADJUSTER PRE-LICENSING 

11/21/2024             -           KAPLAN DF INSTITUTE INC: ETHICS, 4TH EDITION  3 HR

11/25/2024             -           KAPLAN DF INSTITUTE INC: PROPERTY-CASUALTY CONCEPTS, 14TH EDITION 12 HR

11/26/2024             -           KAPLAN DF INSTITUTE INC: CLAIMS BASICS, 4TH EDITION 2 HR 

12/1/2024             -             KAPLAN DF INSTITUTE INC: PERSONAL AUTO RATING, 6TH ED 3 HR

12/2/2024             -             KAPLAN DF INSTITUTE INC: CLAIM INVESTIGATION, 2ND ED 5 HR

COURSE TITLE

Source

Date

Federated Tax Preparers-National Association Membership Cert

ASSOCIATION

4/18/1991

Federated Tax Preparers: Federated Tax Preperation Course

DISTANCE LEARNING

4/18/1991

TCJC: BOOKKEEPING I & TYPEWRITING II 

CLASSROOM TRAINING

5/6/1991

TCJC: TYPEWRITING III & ELECTRONIC CALCULATORS FOR CLERICAL PERSONNEL  

CLASSROOM TRAINING

6/6/1991

TCJC: WORDPERFECT, BEGINNING WITH

CLASSROOM TRAINING

6/25/1991

AMERICAN INSTITUTE OF CONSUMER CREDIT: CERTIFIED CONSUMER CREDIT CONSULTANT

DISTANCE LEARNING

1/28/1992

PROBE, INC: PRIVATE INVESTIGATIONS

DISTANCE LEARNING

9/8/1993

THE PROFESSIONAL EDUCATION INSTITUTE: HOW TO BUY YOUR FIRST HOME OR INVESTMENT PROPERTY

DISTANCE LEARNING

8/9/1994

GEORGE LEONARD SCHOOL OF REAL ESTATE: REAL ESTATE FINANCE #0411

CLASSROOM TRAINING

1/6/1995

GEORGE LEONARD SCHOOL OF REAL ESTATE: CONTRACTS & CLOSING COSTS #0321

CLASSROOM TRAINING

1/18/1995

LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE FINANCE I

CLASSROOM TRAINING

1/31/1995

LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE LAW/CONTRACTS

CLASSROOM TRAINING

1/31/1995

MORTGAGE TRAINING GROUP, INC: CERTIFIED MORTGAGE LOAN OFFICER

CLASSROOM TRAINING

10/25/1995

MORTGAGE BANKERS ASSOCIATION OF AMERICA: REGULATORY COMPLIANCE

DISTANCE LEARNING

1/31/1996

MORTGAGE BANKERS ASSOCIATION OF AMERICA: LOANS WITH A TWIST

DISTANCE LEARNING

3/27/1996

PINFUND, USA: BROKER APPROVAL

CERTIFICATION

1/20/1997

MORTGAGE BANKERS ASSOCIATION: ADVANCED LOAN PROCESSING

CORRESPONDENCE COURSE

1/28/1997

GEORGE LEONARD SCHOOL OF REAL ESTATE:  LAW OF AGENCY #1111

CLASSROOM TRAINING

11/23/1997

GEORGE LEONARD SCHOOL OF REAL ESTATE:  G.R.E.D. GRADUATE REAL ESTATE DESIGNATION

CLASSROOM TRAINING

11/26/1997

KAPLAN PROFESSIONAL SCHOOLS/NANCI HAWES: SUCCESS MASTER REAL ESTATE PRINCIPALS AD #001

CLASSROOM TRAINING

12/24/1997

HUD / FW MTG BROKER ASSOCIATION: DIRECT ENDORSEMENT UW & APPRAISALS

CLASSROOM TRAINING

04/14-15/2004

CENTURY 21 JUDGE FITE: 1998 QUICK START

CLASSROOM TRAINING

5/7/1998

BAYLOR UNIVERSITY: 0211- REAL ESTATE APPRAISAL

DISTANCE LEARNING

5/28/1998

CENTURY 21 JUDGE FITE: 21 PLUS TRAINING

CLASSROOM TRAINING

6/4/1998

FLOYD WICKMAN:  S.T.A.R DEVELOPMENT PROGRAM "SWEAT HOGS"

CLASSROOM TRAINING

11/17/1998

NEW HORIZONS: BEGINNING WINDOWS 95

CLASSROOM TRAINING

1/16/1999

AMERICAN CASH FLOW INSITITUTE: DIVERSIFIED CASH FLOW INSTITUTE

DISTANCE LEARNING

3/19/1999

HUD: FHA CONNECTION FOR PROCESSORS, CLOSERS, AND POST CLOSERS

CLASSROOM TRAINING

9/16/1999

HUD: FHA FOR ORIGINATORS

CLASSROOM TRAINING

9/17/1999

GEORGE LEONARD SCHOOL OF REAL ESTATE: THE ART OF NEGOTIATION #0512

CLASSROOM TRAINING

4/30/2000

LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE MARKETING II

CLASSROOM TRAINING

4/30/2000

STATE OF TEXAS: NOTARY PUBLIC COMMISSION

CERTIFICATION

8/3/2000

MORTGAGE TRAINING SERVICES: FHA DIRECT ENDORSEMENT

CLASSROOM TRAINING

11/6-8/2000

TEXAS DEPT OF INSURANCE: CREDIT INSURANCE

LICENSE CERTIFICATE

1/22/2001

SCHOOL OF MORTGAGE LENDING: UNDERWRITING CONVENTIONAL LOAN

DISTANCE LEARNING

2/7/2002

TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE

CERTIFICATION

2/11/2002

NANCI HAWES / THE UNIVERSITY OF NORTH TEXAS: #0723 PROFESSIONAL LICENSED ASSISTANT

CLASSROOM TRAINING

4/25/2003

UNIVERSITY OF NORTH TEXAS: REAL ESTATE BROKERAGE

DISTANCE LEARNING

4/25/2003

TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE

CERTIFICATION

1/10/2004

ALLIANCE ACADEMY: KEEPING CURRENT WITH TEXAS MORTGAGE LENDING

CONTINUING EDUCATION

2/19/2004

MORTGAGE RESEARCH, INC/MORTGAGE-EDUCATION.COM: TX CONT EDUCATION APPRAISALS

CONTINUING EDUCATION

2/19/2004

WORLD FINANCE GROUP UNIVERSITY: ASSOCIATE START-UP ACCELERATION PROGRAM

CLASSROOM TRAINING

10/7/2004

SWS BANK BVS PERFORMANCE SYSTEMS: #157 INFORMATION SECURITY BASICS

LIVE TRAINING

11/1/2004

SWS: 157 Information Security Basics

ONLINE COURSE

11/15/2004

SWS: 119 BSA and OFAC: Fighting Crime and Terror

ONLINE COURSE

12/31/2004

SWS: 122 Fair Lending, Fair Housing

ONLINE COURSE

1/27/2005

SWS: DR 101 Disaster Recovery Manual

ONLINE COURSE

1/28/2005

SWS: 144 GLB and Financial Privacy

ONLINE COURSE

2/25/2005

SWS: 227 The Basics of HMDA

ONLINE COURSE

2/25/2005

SCHOOL OF MORTGAGE LENDING:TSLD-4-05C 180 NEW CONSTRUCTION & REHAB LENDING

DISTANCE LEARNING

2/28/2005

SCHOOL OF MORTGAGE LENDING:TSLD-4-2002-12C 170 UNDERSTANING TITLE INSURANCE

DISTANCE LEARNING

2/28/2005

123MCE.COM: BRANDING YOUR BUSINESS (ONLINE EXAM)

CONTINUING EDUCATION

3/30/2005

123MCE.COM: AN UPDATE: TEXAS LEGALS (ONLINE EXAM)

CONTINUING EDUCATION

3/31/2005

123MCE.COM: A CONTRACT UPDATE (EXAM ONLINE)

CONTINUING EDUCATION

4/21/2005

123MCE.COM: REAL ESTATE ETHICS (ONLINE EXAM)

CONTINUING EDUCATION

4/26/2005

123MCE.COM: AN UPDATE: TEXAS AGENCY (EXAM ONLINE)

CONTINUING EDUCATION

4/26/2005

CHL: POST -SIGNING REVIEW AND FUNDING

ONLINE TRAINING

0/0/2006

DEPARTMENT OF VA: VA AUTOMATIC UNDERWRITING LTR (CW)

CERTIFICATION

7/18/2006

CHL: MAKING THE LEAP FROM GOOD TO GREAT- BRANCH OPS MGR TRAINING

CLASSROOM TRAINING

3/8/2007

ABSOLUTE CE: PERSONAL DEVELOPMENT SECRETS OF TOP PRODUCERS (ON-LINE)

CONTINUING EDUCATION

4/28/2007

ABSOLUTE CE: TREC MANDATORY LEGAL UPDATE (L) (ON-LINE/EXAM)

CONTINUING EDUCATION

4/28/2007

ABSOLUTE CE: TREC MANDATORY ETHICS UPDATE (E) (ON-LINE/EXAM)

CONTINUING EDUCATION

4/29/2007

CHL: FHA DE WORKSHOP - CONSUMER MARKETS DIVISION

CENTERS FOR LEARNING LIVE TRAINING

6/5-8/2007

CHASE HOME FINANCE CREDIT RISK MANAGEMENT: CREDIT AUTHORITY ASSIGNMENT

CERTIFICATION

2/19/2008

WF: BSA/OFAC: Combating Money Laundering 2008

WF SELF PACED TRAINING

7/15/2008

WF: Code of Ethics 2008

WF SELF PACED TRAINING

7/15/2008

WF: Fair and Responsible Lending 2008

WF SELF PACED TRAINING

7/18/2008

WF: : Harassment Prevention for Team Members

WF SELF PACED TRAINING

7/18/2008

WF: Privacy and Solicitation Policies 2008

WF SELF PACED TRAINING

7/18/2008

WF: Texas Injury Benefit Plan for Team Members

WF SELF PACED TRAINING

7/18/2008

WF: Reporting Suspected Financial Abuse 2008

WF SELF PACED TRAINING

7/18/2008

WF:    Protecting Wells Fargo Information 2008

WF SELF PACED TRAINING

7/18/2008

WF: Fulfillment Layered Risk Assessment

WF SELF PACED TRAINING

11/3/2008

WF:   Loan Stage Management for Fulfillment Training-West/Central Division 3PM

WF SELF PACED TRAINING

11/6/2008

WF: Loan Stage Management for Fulfillment Training

WF SELF PACED TRAINING

11/6/2008

WF: Basic Income Verification and Calculation

WF SELF PACED TRAINING

12/1/2008

WFHM: DELEGATION OF AUTHORITY -1R

CERTIFICATION

12/17/2008

WF: FHA Processing: 01 Systems Overview

WF SELF PACED TRAINING

1/19/2009

WF: FHA Processing: 04 FHA Validation

WF SELF PACED TRAINING

1/19/2009

WF: FHA Processing: 06 Appendix

WF SELF PACED TRAINING

1/19/2009

WF: FHA Closing: 03 Reviewing US Screens and FHA Documents

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 02 Systems Overview

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 03 Compliance

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 04 CAlVRS

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 05 Eligibility and Entitlement

WF SELF PACED TRAINING

1/19/2009

WF:   VA Processing: 05 Eligibility and Entitlement

WF SELF PACED TRAINING

1/19/2009

WF:  VA Processing: 06 Appraisal

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 07 Communication

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 07 Communication

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 08 Validation

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 08 Validation

WF SELF PACED TRAINING

1/19/2009

WF: FHA Closing: 03 Reviewing LIS Screens and FHA Documents

WF SELF PACED TRAINING

1/19/2009

WF: FHA Processing: 01 Systems Overview

WF SELF PACED TRAINING

1/19/2009

WF: FHA Processing: 04 FHA Validation

WF SELF PACED TRAINING

1/19/2009

WF: FHA Processing: 04 FHA Validation

WF SELF PACED TRAINING

1/19/2009

WF: FHA Processing: 06 Appendix

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 02 Systems Overview

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 03 Compliance

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 04 CAIVRS

WF SELF PACED TRAINING

1/19/2009

WF: VA Processing: 05 Eligibility and Entitlement

WF SELF PACED TRAINING

1/19/2009

WF: WFHM Originations Compliance Overview

WF SELF PACED TRAINING

2/10/2009

WF: WFI-IM Originations Compliance Overview

WF SELF PACED TRAINING

2/10/2009

WF: Loan Doc Specialist: Processing Skill Building

WF SELF PACED TRAINING

2/10/2009

WF: Income Training

WF SELF PACED TRAINING

3/3/2009

WFHM: DELEGATION OF AUTHORITY -3A

CERTIFICATION

3/16/2009

WF: Privacy and Solicitation Policies 2009

WF SELF PACED TRAINING

3/26/2009

WF: Code of Ethics 2009

WF SELF PACED TRAINING

3/26/2009

003 FREE MCE HOURS: TREC LEGAL UPDATE MCE (L) (ONLINE EXAM)

CONTINUING EDUCATION

4/18/2009

WF: Fair and Responsible Lending 2009

WF SELF PACED TRAINING

4/23/2009

003 FREE MCE HOURS #16505 TREC ETHICS MCE (E) (ONLINE EXAM)

CONTINUING EDUCATION

4/30/2009

003 FREE MCE HOURS: METHODS OF REAL ESTATE FINANCING (ONLINE)

CONTINUING EDUCATION

4/30/2009

WF: Protecting Wells Fargo Information 2009

WF SELF PACED TRAINING

6/13/2009

WFHM: DELEGATION OF AUTHORITY -4A

CERTIFICATION

6/16/2009

WF: Government Training Curriculum: VA IRRRL- Mentor Guide

WF SELF PACED TRAINING

6/17/2009

WF: Government Training Curriculum: VA IRRRL

WF SELF PACED TRAINING

6/19/2009

WF: BSA/OFAC: Combating Money Laundering 2009

WF SELF PACED TRAINING

7/8/2009

WF: HERA HOEPA phase 2 Fulfillment Self-Assessment

WF SELF PACED TRAINING

8/14/2009

WF: Becoming a Manager: Leading and Communicating

WF SELF PACED TRAINING

8/27/2009

WF: Effective Team-building Strategies

WF SELF PACED TRAINING

11/4/2009

WF: RESPA Fulfillment Certification Knowledge Check

WF SELF PACED TRAINING

11/17/2009

WF: Government Training Curriculum: FHA Level 2

WF SELF PACED TRAINING

12/22/2009

WF: Reading an Instant Merge® Credit Report

WF SELF PACED TRAINING

12/22/2009

WF: Reading an Instant Merge® Credit Report

WF SELF PACED TRAINING

12/24/2009

WF: Advanced Tax Analysis FNMA 1084 Training -Module 1

WF SELF PACED TRAINING

1/11/2010

WF: Advanced Tax Analysis FNMA 1084 Training -Module 1

WF SELF PACED TRAINING

1/11/2010

WF: Reporting Suspected Financial Abuse 2010

WF SELF PACED TRAINING

1/12/2010

WF: BSWOFAC: Combating Money Laundering 2010

WF SELF PACED TRAINING

1/12/2010

WF: Advanced Tax Analysis FNMA 1084 Training - Module 2

WF SELF PACED TRAINING

1/12/2010

WF: Code of Ethics 2010

WF SELF PACED TRAINING

1/12/2010

WF: Protecting Wells Fargo Information 2010

WF SELF PACED TRAINING

1/13/2010

WF: Advanced Tax Analysis FNMA 1084 Training -Module 3

WF SELF PACED TRAINING

1/13/2010

WF: Class: Self-Paced: Fair and Responsible Lending 2010

WF SELF PACED TRAINING

1/13/2010

WF: Advanced Tax Analysis FNMA 1084 Training - Module 4

WF SELF PACED TRAINING

1/14/2010

WF: HAMP AND NON-HAMP INCOME REVIEW CALCULATOR PROCEDURES

CLASSROOM TRAINING

4/15/2010

WF: ABOVE & BEYOND (QRB TOOL)

RECOGNITION

7/1/2010

WF: Texas Injury Benefit Plan for Managers

WF SELF PACED TRAINING

7/26/2010

WF: Successful Customer Interactions in Home

WF SELF PACED TRAINING

10/18/2010

WFHM: (OAA7-001170)  SUCCESSFUL CUSTOMER INTERACTION IN HOME PRESERVATION 

ONLINE SELF PACED TRAINING

10/19/2010

WF: Affirmative Action 2010

WF SELF PACED TRAINING

10/25/2010

WF: Delegation of Authority Roadmap and Training  for Servicing: Test Case 5 - Level 

WF SELF PACED TRAINING

11/11/2010

WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 6 - Level C

WF SELF PACED TRAINING

11/11/2010

WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 7 - Level C

WF SELF PACED TRAINING

11/11/2010

WF: Delegation of Authority Roadmap and Training  for Servicing: Test Case 8 - Level C

WF SELF PACED TRAINING

11/11/2010

WF: Delegation of Authority Roadmap and Training  for Servicing: Test Case 4 - Level C

WF SELF PACED TRAINING

11/12/2010

WF: Time Tracker Training

WF SELF PACED TRAINING

12/7/2010

WF: Home Preservation Foreclosure Training -General Overview

WF SELF PACED TRAINING

1/10/2011

WF: Managing Risk - It Starts With Me 2011

WF SELF PACED TRAINING

1/11/2011

WFHM: (ERM1-100034v2011)  MANAGING RISK- IT STARTS WITH ME 2011

ONLINE SELF PACED TRAINING

1/11/2011

WF: Code of Ethics 2011

WF SELF PACED TRAINING

1/30/2011

WF: Fair Labor Standards Act 2011

WF SELF PACED TRAINING

1/30/2011

WF: Workplace Harassment for Managers 2011

WF SELF PACED TRAINING

1/30/2011

WF: Reporting Suspected Financial Abuse 2011

WF SELF PACED TRAINING

1/30/2011

WF: BSA/OFAC: Combating Money Laundering 2011

WF SELF PACED TRAINING

1/30/2011

WFHM: (EM01-500505v2011)  BSA/OFAC: COMBATING MONEY LAUNDERING 2011

ONLINE SELF PACED TRAINING

1/30/2011

WFHM: (ERM1-100003v2011)  CODE OF ETHICS 2011

ONLINE SELF PACED TRAINING

1/30/2011

WFHM: (ERM1-100026v2011)  FAIR LABOR STANDARDS ACT 2011

ONLINE SELF PACED TRAINING

1/30/2011

WFHM: (ERM1-100007v2011)  REPORTING SUSPECTED FINANCIAL ABUSE 2011

ONLINE SELF PACED TRAINING

1/30/2011

WFHM: (ERM1-100008v2011)  WORKPLACE HARASSMENT FOR MANAGERS 2011

ONLINE SELF PACED TRAINING

1/30/2011

WF: Home Preservation Interest Only Extension  Program Assessment

WF SELF PACED TRAINING

5/2/2011

WF: Conducting Interviews for Successful Results (Includes Simulation)

WF SELF PACED TRAINING

5/23/2011

WF: CLARA TRAINING - INTRODUCTION

CLASSROOM TRAINING

7/11/2011

WF: CLARA Training-Introduction

WF SELF PACED TRAINING

7/11/2011

WF: CLARA SYSTEMS TRAINING

WEBINAR

7/11/2011

WF: CLARA Training - Retention Module

WF SELF PACED TRAINING

7/13/2011

WF: CLARA Training-Liquidation Module

WF SELF PACED TRAINING

7/15/2011

WF: TIME MACHINE PROJECT TRAINING

CLASSROOM TRAINING

8/12/2011

WF: Guide to the Home Preservation Incentive Portal-Manager Version

WF SELF PACED TRAINING

9/7/2011

WF: Servicing Attendance & PTO Guidelines Training

WF SELF PACED TRAINING

9/14/2011

WF: Home Lending Servicing Attendance & PTO Guidelines Training

WF SELF PACED TRAINING

9/14/2011

WF: Home Mortgage Basics: Inside the Dream

WF SELF PACED TRAINING

10/3/2011

WF: Foreclosure Overview and Glossary Terminology

WF SELF PACED TRAINING

10/3/2011

WF: Bankruptcy Overview

WF SELF PACED TRAINING

10/3/2011

WF:  Promontory SME Training

WF SELF PACED TRAINING

10/4/2011

WF: Fair and Responsible Lending 2011

WF SELF PACED TRAINING

10/25/2011

WFHM: (ERM1-100022v2011) FAIR AND RESPONSIBLE LENDING 2011

ONLINE SELF PACED TRAINING

10/25/2011

WF: : WFHM - Income Review Calculator  Assessment - Home Preservation Underwriter

WF SELF PACED TRAINING

12/6/2011

WF: GEM Super User: Transfer work items

WF SELF PACED TRAINING

12/11/2011

WF: Cultivate Leaders At All Levels (Fifty Lessons)

WF SELF PACED TRAINING

2/8/2012

WF: Emergency Response and Incident- Management 2012

WF SELF PACED TRAINING

2/21/2012

WFHM: (ERM1-100015)  EMERGENCY RESPONSE AND INCIDENT MANAGEMENT 2012

ONLINE SELF PACED TRAINING

2/21/2012

WF: Form I-9 and E-Verify Training

WF SELF PACED TRAINING

2/26/2012

WFHM: HPS / HPU LOMBARDI REFRESHER TRAINING

ONLINE MEETING

3/2/2012

WF: Affiant and Notary Training 2012

WF SELF PACED TRAINING

4/5/2012

WFHM: (ERM1-100045)  AFFIANT AND NOTARY TRAINING 2012

ONLINE SELF PACED TRAINING

4/5/2012

WF: PRODUCTIVITY TRACKING SYSTEM 0AA7-001416

ONLINE COURSE

4/10/2012

WF: PRODUCTIVITY TRACKING FOR SUPERVISORS  0AA7-001417

ONLINE COURSE

4/10/2012

WF: PRODUCTIVITY TRACKING SYSTEM REPORTING  0AA7-001418

ONLINE COURSE

4/10/2012

WF: Productivity Tracking System

WF SELF PACED TRAINING

4/11/2012

WF: 2012 Fraud Awareness Training - Basics

WF SELF PACED TRAINING

5/6/2012

WF:   Best Practices for Successful Project Results -RECORDING

WF SELF PACED TRAINING

5/24/2012

WF: Compensation Basics

WF SELF PACED TRAINING

5/24/2012

WF: Fair Labor Standards Act 2012

WF SELF PACED TRAINING

5/24/2012

WF: Protecting Wells Fargo Information 2012

WF SELF PACED TRAINING

5/24/2012

WF: Fair and Responsible Lending 2012

WF SELF PACED TRAINING

5/24/2012

WF: Employee Relations: Satisfying Employees (Includes Simulation)

WF SELF PACED TRAINING

5/24/2012

WF: Making Home Affordable (MHA) Expansion (SD 12-02)

WF SELF PACED TRAINING

6/7/2012

WF: Diverse Mentoring Program - 2012 Class Kick off meeting

WF SELF PACED TRAINING

6/7/2012

WF: Navigating the Mentoring Path for Mentees

WF SELF PACED TRAINING

6/7/2012

WF: ER Essentials: Managing People, Managing Risk

WF SELF PACED TRAINING

6/7/2012

WF: Diversity Module 1: Integrating Diversity and Inclusion into Wells Fargo 2012

WF SELF PACED TRAINING

6/18/2012

WFHM: ERLMF 3.12 RELEASE FHA / VA SYSTEMS TRAINING

ONLINE MEETING

6/22/2012

WFHM: STRENGTH FINDER / REFRESHER TRAINING & BOOK CLUB GROUP TRAINING

LIVE MEETING SAN ANTONIO OFC

6/26/2012

WF: Employee Relations Essentials -Appropriate Workplace Conduct Training for Managers and Supervisors

WF SELF PACED TRAINING

6/27/2012

WFHM: EMPLOYEE RELATIONS  & BREAK-OUT SESSIONS

LIVE MEETING SAN ANTONIO OFC

6/27-28/2012

WF: Employee Relations Essentials - Counseling & Corrective Action

WF SELF PACED TRAINING

6/28/2012

WF: Servicing Exception Database (SED)

WF SELF PACED TRAINING

7/12/2012

WF: Servicing Exception Database (SED) Assessment

WF SELF PACED TRAINING

7/12/2012

WFHM: QUALITY FOCUS GROUP PROJECT TRAINING

LIVE MEETING SAN ANTONIO OFC

7/16/2012

WF: Servicemembers Civil Relief Act Overview

WF SELF PACED TRAINING

7/19/2012

WF: Networking Skills

WF SELF PACED TRAINING

9/4/2012

WF: Servicemembers Civil Relief Act for Real

WF SELF PACED TRAINING

10/4/2012

WF: Affirmative Action 2012

WF SELF PACED TRAINING

10/4/2012

WF: Code of Ethics 2012

WF SELF PACED TRAINING

10/4/2012

WF: BSA/OFAC: Combating Money Laundering 2012

WF SELF PACED TRAINING

10/7/2012

WF: ADA Effective Communication and Relay Services 2012

WF SELF PACED TRAINING

10/7/2012

WFHM: (ERM1-100042)  ADA EFFECTIVE COMMUNICATIONS AND RELAY SERVICES 2012

ONLINE SELF PACED TRAINING

10/15/2012

WFHM: (ERM1-100002)  AFFIRMATIVE ACTION 2012

ONLINE SELF PACED TRAINING

10/15/2012

WFHM:(EM01-500505)    BSA/OFAC: COMBATING MONEY LAUNDERING 2012

ONLINE SELF PACED TRAINING

10/15/2012

WFHM: (ERM1-100003)  CODE OF ETHICS 2012

ONLINE SELF PACED TRAINING

10/15/2012

WFHM: (ERM1-100022)  FAIR AND RESPONSIBLE LENDING 2012

ONLINE SELF PACED TRAINING

10/15/2012

WFHM: (ERM1-100026)  FAIR LABOR STANDARDS ACT 2012

ONLINE SELF PACED TRAINING

10/15/2012

WFHM: (ERM1-100005) PROTECTING WELLS FARGO INFORMATION 2012

ONLINE SELF PACED TRAINING

10/15/2012

WFHM: (ERM1-100007) REPORTING SUSPECTED FINANCIAL ABUSE 2012

ONLINE SELF PACED TRAINING

10/15/2012

WF: Consumer Lending Group Attendance Policy for Nonexempt Team Members

WF SELF PACED TRAINING

11/20/2012

WF:  FDCPA Overview 2012

WF SELF PACED TRAINING

11/20/2012

WF: ER Essentials: Managing People, Managing

WF SELF PACED TRAINING

11/20/2012

WF: DIVERSE MENTORING PROGRAM

CONFERENCE

0/0/2013

WF: SHARED SUCCESS AWARD: REPUTATION MANAGEMENT

RECOGNITION

0/0/2013

PUF: ARMs Expansion for Ops [R][W]

PUF Recorded Courses

0/0/2013

PUF: FraudGUARD for Ops [R][W]

PUF Recorded Courses

0/0/2013

PUF: HARP Centralized Teams [R][W]

PUF Recorded Courses

0/0/2013

PUF: HARP Overview [R][W]

PUF Recorded Courses

0/0/2013

PUF: HARP Operations [C]

PUF Recorded Courses

0/0/2013

PUF: RealEC for Brokers & Sales [W]

PUF Recorded Courses

0/0/2013

PUF: Point & Loan Prospector [W]

PUF Recorded Courses

0/0/2013

VA SAR- Navigating An Appraisal (Lesson 5 - Review and Process Request and Deficiencies  )

Online Course

2/15/2013

WFHM: MEDIATIONS MANAGER TRAINING

CONNECTING MINDS

4/4/2013

WF: SHARED SUCCESS AWARD: LEADERSHIP & PERSONAL ACCOUNTABILITY

RECOGNITION

8/2/2013

PUF: HR Benefits Presentation [All Staff]   

PUF Recorded Courses

8/26/2013

PUF: DataTrac to DocMagic-XL [R][W]

PUF Live Webinars

9/4/2013

PUF: FHA 13-26 ML Update - Back to Work & Extenuating Circumstance Guidelines [R][W] 

PUF Live Webinars

9/4/2013

Fundamentals of DE Credit Review and TOTAL Scorecard

Live Webinar

9/4/2013

PUF: FLOW Tutorial for Ops [C][R][W]

PUF Recorded Courses

9/5/2013

PUF: DU Refi Plus for Sales [R][W]

PUF Recorded Courses

9/5/2013

PUF: HR 401(k) Webinar [All Staff]

PUF Recorded Courses

9/5/2013

PUF: FraudGUARD for Jr's & Underwriters [R][W] 

PUF Live Webinars

9/5/2013

PUF: RealEC for Jr's & Underwriters 

PUF Live Webinars

9/5/2013

Genworth: Self Employed Borrower- Completing Form 91 w/Personal Tax return

Live Webinar

9/6/2013

PUF: Income Calculator Worksheet for Jr's & Underwriters [C][R][W]  

PUF Live Webinars

9/6/2013

MGIC: Evaluating the Self Employed Borrower

Live Webinar

9/8/2013

PUF: Federal Compliance for Disclosing [W]   

PUF Live Webinars

9/10/2013

PUF: Federal Compliance for Disclosing [R]

PUF Live Webinars

9/10/2013

PUF: Cancelled & Denied Ln Disposit. [R][W] 

PUF Live Webinars 

9/11/2013

VA Credit Standards Course (Intro & Chpt 1)

Online Course

9/11/2013

PUF: Cancelled & Denied Ln Disposit. [CVF]

PUF Live Webinars 

9/12/2013

PUF: Federal Compliance for Disclosing [R]   

PUF Live Webinars  

9/12/2013

PUF: FACTA Red Flags

Online Course

9/13/2013

PUF: Anti-Money Laundering

Online Course

9/13/2013

PUF: Preventing Discrimination and Harassment

Online Course

9/13/2013

PUF: Federal Compliance for Disclosing [W]

PUF Live Webinars

9/17/2013

PUF: DataTrac to DocMagic-XL [R][W] 

PUF Live Webinars

9/18/2013

FHLMC: Freddie Mac Relief Refinance Webinar

FHLMC - Webinar

9/19/2013

VA: VA Credit Standards Course (Chapter 2)

Online Course

9/24/2013

PUF: Lending Space Sales Portal Training - Session 1 (First offering)

Webinar

9/25/2013

PUF: Lending Space Sales Portal Training - Session 2  (First offering)

Webinar

9/25/2013

VA Credit Standards Course (Chapter 3)

Online Course

9/26/2013

VA Credit Standards Course (Chapter 4)

Online Course

9/28/2013

VA Credit Standards Course (Chapter 5)

Online Course

10/2/2013

VA Credit Standards Course (Chapter 6)

Online Course

10/2/2013

Lexis Nexis Training

Webinar

10/3/2013

VA Loan Review - Correspondent Ops 2 of 2

Webinar

10/3/2013

PUF: HARP Training for Credit Risk

Live Training

10/4/2013

VA Credit Standards Course (Chapter 7)

Online Course

10/4/2013

VA Credit Standards Course (Chapter 8)

Online Course

10/4/2013

VA Credit Standards Course (Chapter 10)

Online Course

10/7/2013

VA Credit Standards Course (Chapter 11)

Online Course

10/7/2013

VA Credit Standards Course (Chapter 9)

Online Course

10/7/2013

VA: CREDIT STANDARDS -SCHOOL OF CERTIFYING OFFICIAL

ONLINE COURSE

10/8/2013

VA Credit Standards Course (Chapter 12)

Online Course

10/8/2013

VA SAR- Navigating An Appraisal (Lesson 1-VA SAR Overview )

Online Course

10/11/2013

FNMA Special Feature Codes

Management Lead Training

10/17/2013

Essent Guaranty MI: Desktop Underwriter (DU) Training

Live Webinar

10/21/2013

Essent Guaranty MI: Analysing the Appraisal

Live Webinar

10/22/2013

Essent Guaranty MI: Loan Prospector  Training

Live Webinar

10/22/2013

VA SAR- Navigating An Appraisal (Lesson 2- Sales Contract Review  )

Online Course

10/22/2013

Fannie Mae Project Review Guidelines for Condos, Co-ops and PUDs

Recorded Webinar /Pop Quiz / Final Exam

10/28/2013

FNMA Using the Uniform Appraisal Dataset to Complete the URAR (Rev 2/2011)

recorded Webinar

10/28/2013

FRAUDGUARD: Using FraudGuard FG100

Live Webinar

10/28/2013

FRAUDGUARD: Interpreting Variances in FraudGuard (FG200)

Live Webinar

10/29/2013

FraudGUARD FG900 Using UDM in

LiveWebinar

10/30/2013

LAPP and Common SAR Errors

VA Webcast (Recorded)

10/30/2013

FRAUDGUARD: Using 4506T  TX100

Live Webinar

10/31/2013

ESSENT: Analyzing Personal Tax Returns: Cash Flow Analysis

Essent Guaranty Live Webinar

11/1/2013

AllRegs Academys: Anti-Money Laundering Rules of the BSA!

Online Course

11/4/2013

FraudGUARD 901 - Ownership & Occupancy Services

Live Webinar

11/4/2013

FraudGUARD SSN100 - Using SSN Direct

Live Webinar

11/4/2013

ESSENT: Components of Credit Scoring: The Meaning Behind the Number

Essent Guaranty Live Webinar

11/5/2013

ESSENT: Appraisal Workshop: Discussing Scenarios and Addressing Potential Red Flags

Essent Guaranty Live Webinar

11/8/2013

FHLMC -Condominium Projects Eligibility Requirements

Live Webinar

11/8/2013

PUF: LPS (Lending Space) System Overview (Pacific Union Financial)

Live Classroom

11/11/2013

Essent Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculationss (Pacific Union Financial)

Essent Guaranty Live Webinar

11/12/2013

PUF: Gov't ARMs Ops Session 1 of 2

Webinar

11/12/2013

PUF: LPS (Lending Space) Suspense Coordinator Phase III  (Pacific Union Financial)

Live Classroom

11/13/2013

PUF: LPS (Lending Space) Credit Reviewer Phase III  (Pacific Union Financial)

Live Classroom

11/13/2013

PUF: MI Expansion for Ops (Pacific Union Financial)

Live Webinar

11/14/2013

eDocs Q&A Session for UW and Jr. Uws

Live Webinar

11/19/2013

FHLMC Underwriting Income and Employment

Live Webinar

11/19/2013

PUF: Mandatory Gift Funds Training for Juniors and Underwriters

Live Classroom

11/20/2013

FHLMC WEBINAR (LIVE) Condominium Projects Eligibility Requirements

Live Webinar

11/22/2013

AllRegs Academys: Online User Training

Live Webinar

12/4/2013

ESSENT: Acceptable Assets (Essent)

Essent Guaranty Live Webinar

12/5/2013

MGIC: EVALUATING THE SELF-EMPLOYED BORROWER

LIVE WEBINAR

12/6/2013

MGIC: Self-Employed Borrowers - Advanced (AGI Method)

Live Webinar

12/7/2013

FHLMC Documenting Acceptable Source of Funds

Live Webinar

12/9/2013

VA LAPP  and Common SAR Errors

Recorded Webcast

12/9/2013

VA SAR- Navigating An Appraisal (Lesson 3 -Comprehensive Appraisal Review )

Online Course

12/9/2013

PUF: Business Rules in DT (DataTrac system)

Live Webinar

12/12/2013

ESSENT:  appraisal workshop -Discussing scenarios and Addressing Potential Red Flags

Essent Guaranty Live Webinar

12/13/2013

VA SAR- Navigating An Appraisal (Lesson  4 - NOV  )

Online Course

12/13/2013

FHLMC Condo Project Eligibility Requirements

Web Conference

12/18/2013

MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements

E-Train

12/19/2013

MGIC: Self-Employed Borrowers - Advanced (AGI Method)

E-Train

12/19/2013

PUF:CFPB Training for Ops

Webex Training Call

1/13/2014

Essent: Analyzing Personal and Business Tax Returns: Cash Flow Analaysis (1040/1065/1120S/1120)

Go To Training - Webinar

1/14/2014

Mortgage Fraud: Common Schemes and Potential Red Flags (Essent)

Live Webinar

1/15/2014

PUF Topic: SFC/IFI Generator Training Class

Live Webinar

1/16/2014

PUF Topic: SFC/IFI Generator Training Class - update/clarification

Live Webinar

1/29/2014

PUF: Open Access Worksheet Training for Correspondent

Webinar

1/29/2014

VA SAR- Navigating An Appraisal (Final Exam)

Online Course

2/2/2014

PUF: Gift Funds Test Review

Webinar

2/5/2014

PUF: MI Expansison for Corr Ops

Webinar

2/5/2014

PUF: CFPB Regulatory Changes; Retail & Wholesale

Webinar

2/6/2014

PUF: Condo Projects Approvals for Processors, Jrs and Underwriters;

webinar

2/6/2014

PUF: CFPB Training for Correspondent Ops

Live Webinar

2/7/2014

MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements

Webinar

2/13/2014

PUF: VA Refers [C][R][W[CVF]

LIVE Go To Training

2/20/2014

Overview of Basic FHA Underwriting  Credit, Income and Assets

Webcast

2/20/2014

PUF: Training session information: CFPB Q & A Session

Live Webinar

2/21/2014

MGIC:  Evaluating Income and Assets

Webinar

2/24/2014

PUF: USDA Rural Development loans for UW & JR

Live Webinar

3/4/2014

PUF: JUMBO Training for Jrs, Processors and UW (Retail / Wholesale)

Live Webinar

3/5/2014

ESSENT: Focus on Assets: Acceptable Documentation and Eligible Sources

Live Webinar

3/6/2014

ESSENT: Reviewing the 1004MC: Market Conditions Addendum

Live Webinar

3/6/2014

PUF: Government ARMs for Correspondent Operations

Live Webinar

3/12/2014

ESSENT: Components of Credit Scoring: The Meaning Behind the Number

Essent Guaranty Live Webinar

3/15/2014

PUF: FHA UPDATES for Jrs, Processors, UW, Credit Reviewer

Live Webinar

3/18/2014

PUF: Escrow Holdback -Corr Ops

Webex Training Call

4/17/2014

FHA: Understanding the Real Estate Owned (REO) & Good Neighbor Next Door Programs

WEBINAR (LINK INCL)

4/22/2014

PUF: JUMBO Training for Jrs, Processors and UW (Correspondent) 

Live Classroom

5/1/2014

PUF: Rental Income Calculations

Training Conf Call

5/2/2014

Essent: Focus on Assets: Acceptable Documentation and Eligible Sources

Live Meeting

5/6/2014

Essent: Reviewing the 1004MC: Market Conditions Addendum

Live Meeting

5/6/2014

PUF: [C] Government ARMs - Operations training

Webex Training Call

5/6/2014

PUF: Anti-Money Laundering

Online Course

5/29/2014

PUF: FACTA Red Flags

Online Course

5/31/2014

PUF: USDA Training for Correspondent

Webex Training Call

6/10/2014

GENWORTH: Evaluating the Self Employed Borrower

FB Ofc Live Training: Deborah Morris /Charley

6/11/2014

PUF: Credit Philosophy Training for Dallas Wholesale and Retail (By Barbara Sydow EVP PUF and Ben Weber VP-Credit Risk / Credit Policy)

Live Training

6/20/2014

VA - VBAPHNX: Origination and Process Training

Online Meeting

6/24/2014

PUF: ULDD Business Rules Update  1 of 2

Webex Training Call

7/2/2014

PUF: ULDD Business Rules Update  2 of 2

Webex Training Call

7/3/2014

PUF: eDocs for Correspondent Operations  Training 1 of 2

Webex Training Call

7/9/2014

PUF: eDocs for Correspondent Operations  Training 2 of 2

Webex Training Call

7/10/2014

PUF: Underwriting Update Meeting

Live Meeting

7/10/2014

PUF:  Manufactured Home Program Training - Correspondent Sales (1 of 3)

Webex Training Call

7/15/2014

PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 1

Webex Training Call

7/17/2014

PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 2

Webex Training Call

7/21/2014

PUF: 203K - PROCESS REVIEW

TRAINING

7/22/2014

Platinum Data Realview Training

LIVE WEB TRAINING

7/28/2014

FHLMC: Reviewing Residential Properties

Live Webinar

8/14/2014

FHLMC: CONSTRUCTION CONVERSION AND RENOVATION MORTGAGES

PATTI HOWARD-NATIONAL TRAININER - CUSTOMER BUSINESS SERVICES

8/14/2014

FHA: FHA Quality Control Update: Loan Review Finding and Trends

LIVE WEBCAST

8/19/2014

MGIC: Understanding the Condo Appraisal

LIVE WEBINAR

8/19/2014

MGIC: Understanding the Condo Appraisal

WEB SEMINAR

8/19/2014

FNMA: INDEPTH SESSION: ASSESSING INCOME FROM SELF EMPLOYMENT

Live Webinar

8/19/2014

FHA: NEW! FHA APPRAISALS

FHA WEBINAR

9/18/2014

FHA: NEW! FHA UNDERWRITING TRAINING (DENVER HOC)

FHA WEBINAR

9/18/2014

USDA: USDA SINGLE FAMILY ORIGINATION UPDATES FROM NATIONAL OFFICE IN WASHINGTON DC

Live Webinar

10/1/2014

FHLMC: Solutions for the Purchase Mkt -10/23/14

Live Webinar

10/23/2014

PUF: SINGLE CLOSE

Live Training

11/26/2014

PUF: AUTO SUBORDINATION

Live Training

12/4/2014

USDA: USDA RECORDED HB 3555 TRAINING

RECORDED HB 3555 TRAINING

12/4/2014

USDA: GUS OVERVIEW TRAINING 2010 (MANDATORY FOR GUS ACCESS)

RECORDED TRAINING SLIDES

12/17/2014

K&L: NAVIGATING THE NEW HUD ORIGINATION HANDBOOK

WEBINAR

1/27/2015

PUF: UNDERWRITER: FHA MIP TRAINING

Live Webinar

2/4/2015

FNMA: COLLATERAL UNDERWRITER OVERVIEW AND IMPLEMENTATION AWARENESES WEBINAR FOR CORRESPONDENT ROLLOUT

Live Webinar

2/5/2015

PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR

Live Webinar

2/6/2015

GENWORTH: Reading Business Tax Returns: Income Training

Live Training

2/12/2015

PUF: USDA: NON DELEGATED CORRESPONDENT OPERATIONS - SESSION 2

LIVE TRAINING

3/4/2015

PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR

Live Webinar

3/6/2015

RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD IN LOAN FILES

WEBINAR

3/19/2015

RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD SCHEMES

WEBINAR

3/19/2015

MGIC: EVALUATING THE SELF EMPLOYED BORROWERS INDUSTRY HIGHLIGHTS

WEBINAR

3/20/2015

DOC MAGIC: BORROWER MOBILE: MOBILIZING THE BORROWER'S EXPERIENCE

LIVE WEBINAR

3/25/2015

PUF: Mandatory Credit Training by Ben Weber "for UW & Credit Reviewers"

Live Training

4/14/2015

PUF: SERVICEMEMBERS CIVIL RELIEF ACT (SCRA) TRAINING 

RECORDED WEBINAR

4/20/2015

FHA CONNECTION ENHANCEMENTS: EFINDINGS LETTER AND SUPPORTING LOAN AND LENDER LEVEL REPORTS

LIVE WEBINAR

4/21/2015

FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 1

Web Conference

5/20/2015

FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 2

Web Conference

5/22/2015

PUF: SVP &NAT'L RISK UW TRAINING-QUALITY, LOAN BEAM, FNMA CU, FRAUDGUARD, ADVERSE ACTION, FHA

LIVE TRAINING

6/4/2015

VA: LSAM COMPUTER BASED TRAINING FOR THE VETERANS AFFAIRS

COMPUTER BASED TRAINING

7/1/2015

PUF: INTRODUCTION TO ILEARN

ONLINE TRAINING

7/1/2015

FHA: WEBINAR IV: NEIGHBORHOOD WATCH SYSTEM- SERVICER TOOLS

WEBINAR

7/8/2015

HUD: Webinar IV: Neighborhood Watch System - Servicer Tools

WEBINAR

7/8/2015

FHA: WEBINAR IV: NEIGHBORHOOD WATCH SYSTEM- SERVICER TOOLS

WEBINAR

7/8/2015

PUF: MANDATORY JUMBO SERIES O-CORRESPONDENT

LIVE TRAINING

7/14/2015

PUF: *MANDATORY * JUMBO SERIES O - CORRESPONDENT

LIVE TRAINING

7/14/2015

FHA WEBINAR: V.1: SFDMS -REPORTING BASICS

WEBINAR

7/15/2015

PUF: USDA TRAINING 

LIVE MEETING HOSTED BY KRISTI LACY

7/15/2015

HUD: Webinar V.1: SFDMS - Reporting Basics

WEBINAR

7/15/2015

PUF: USDA TRAINING NON DELEGATED CORRESPONDENT TEAM

LIVE TRAINING

7/15/2015

PUF: FHA WEBINAR V.1: SFDMS - REPORTING BASICS

WEBINAR

7/15/2015

FHA: WEBINAR V.3: SFDMS - ERRORS

WEBINAR

7/29/2015

MI: Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculations Confirmation

WEBINAR

8/5/2015

ESSENT: INCOME ANALYSIS FOR SALARIED BORROWERS: ACCEPTABLE DOCUMENTATION AND CALCULATIONS

LIVE Go To Training

8/5/2015

PUF: TD-0270 SPECIAL FEATURE CODE GENERATOR

iLEARN eLearning ONLINE COURSE

8/10/2015

PUF: TD-0292 INTRO TO TRID: KNOW BEFORE YOU OWE

iLEARN eLearning ONLINE COURSE

8/10/2015

ESSENT: Rural Property and Small Community Appraisals  Confirmation

WEBINAR

8/12/2015

MGIC: LINKEDIN STRATEGIES FOR LOAN OFFICERS

WEBINAR

8/12/2015

PUF: COMPANY COMPLIANCE HARASSMENT AND DISCRIMINATION

iLEARN eLearning ONLINE COURSE

8/14/2015

PUF: COMPANY COMPLIANCE ANTI-MONEY LAUNDERING

iLEARN eLearning ONLINE COURSE

8/14/2015

MGIC:  UNDERSTANDING THE CONDO APPRAISAL

WEBINAR -SPECIAL EVENT

8/17/2015

 FHA: MODULE 0: INTRODUCTION AND NAVIGATING THE SF HANDBOOK (RECORDED ON 4/21/15)

RECORDED WEBINAR

8/19/2015

FHA: MODULE 1: ORIGINATION/PROCESSING (RECORDED ON 3/31/15)

RECORDED WEBINAR

8/19/2015

FHA: MODULE 2: ALLOWABLE MORTGAGE PARAMETERS (RECORDED ON 3/31/15)

RECORDED WEBINAR

8/19/2015

FHA: MODULE 3A: APPRAISALS (RECORDED ON 4/2/15)

RECORDED WEBINAR

8/19/2015

FHA: MODULE 3B: UNDERWRITING THE PROPERTY (RECORDED ON 4/2/15)

RECORDED WEBINAR

8/19/2015

PUF: COMPANY COMLIANCE FAIR AND ACCURATE CREDIT TRANSACTION ACT (FACTA)

iLEARN eLearning ONLINE COURSE

8/23/2015

PUF: TD-0292 INTRO TO TILA RESPA: INTEGRATED DISCLOSURES 2015 PART 1

iLEARN eLearning ONLINE COURSE

8/23/2015

PUF: CREDIT RISK [CDO] RESOURCES TRAINING

iLEARN eLearning ONLINE COURSE

8/23/2015

MGIC: TWITTER STRATEGIES FOR LOAN OFFICER

WEBINAR

8/25/2015

PUF: CONDO PROJECT TRAINING -NON DELEGATED CORRESPONDENT

LIVE WEBINAR

8/25/2015

FHA: THE FHA SINGLE FAILY HOUSING POLICY HANDBOOK IN-DEPTH

LIVE WEBINAR

8/25/2015

FHA: THE FHA SINGLE FAILY HOUSING POLICY HANDBOOK IN-DEPTH

LIVE WEBINAR

8/25/2015

VA & CORELOGIC: SAR LSAM TRAINING ON THE VA PORTAL 

ONLINE TRAINING

8/25/2015

CAPSTONE INSTITUTE: FHA REFRESHER TRAINING USING THE 4000.1 (EXPIRES SEPT 5, 2015)

ONLINE TRAINING

8/26/2015

PUF: TD-0301 INTRO TO TRID 2015 PART 2: THE LOAN ESTIMATE

iLEARN eLearning ONLINE COURSE

9/18/2015

PUF: TD-0306 INTRO TO TRID 2015 PART 3: THE CLOSING DISCLOSURE

iLEARN eLearning ONLINE COURSE

9/21/2015

FHA: SFH POLICY HANDBOOK: FHAC SYSTEM CHANGES

WEBINAR

9/22/2015

FHA: FHA Quality Control Update

WEBINAR

9/24/2015

FHA: SFH POLICY HANDBOOK: APPRAISERS AND PROPERTY REQUIREMENTS

WEBINAR

9/29/2015

FHA: FHA WEBINAR V.3:SFDMS - ERRORS

WEBINAR

9/29/2015

PUF: TD-0309 INTRODUCTION TO TRID 2015 PART 4: TILA-RESPA INTEGRATED DISCLOSURES (TRID) RULE TRAINING

iLEARN eLearning ONLINE COURSE

10/2/2015

PUF: LOAN BEAM TRAINING

LIVE TRAINING

10/7/2015

CREDIT PLUS WEBINAR: UNDISCLOSED DEBT EXPOSURE Shining a light on an unforeseen consequence of TRID

LIVE WEBINAR

10/8/2015

National MI: SELF-EMPLOYED BORROWER CONFIRMATION

LiveWebinar

10/22/2015

PUF:  JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM

LIVE TRAINING

11/5/2015

ESSENT: BECOMING THE RINGMASTER OF INTERRUPTIONS

LIVE WEBINAR

11/9/2015

ESSENT: PRIORITIZING & GIVING OTHERS YOUR PRIORITIES

LIVE WEBINAR

11/10/2015

ESSENT: K-1’S: ARE DISTRIBUTIONS ENOUGH? A NEW LOOK AT PARTNERSHIPS AND S-CORPS

LIVE WEBINAR

11/10/2015

PUF:  JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM- SESSION 2

LIVE TRAINING

11/12/2015

PUF: MAX (SYSTEM) TRAINING

LIVE TRAINING

11/16/2015

FHA/HUD: FHA CONDOMINIUM PROJECT APPROVAL - THE BASICS

LIVE WEBINAR

11/17/2015

ESSENT: ORGANIZING AND PLANNING A MORE EFFECTIVE DAY AND WEEK

LIVE WEBINAR

11/23/2015

ESSENT: CONTROL, MANAGE, AND WRITE EFFECTIVE EMAILS

LIVE WEBINAR

11/24/2015

PUF: Concur Expense Reporting [Managers]

PUF Recorded Courses

 

MGIC: Appraisal Training

WEBINAR

 

PUF: 92900-A

Video Recorded Training

 

PUF: Back to Work Extenuating Circumstances

Video Recorded Training

 

PUF: Gift Funds 

Video Recorded Training

 

PUF: VA Refers [C][R][W[CVF]

Video Recorded Training

 

FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER

RECORDED WEBINARS

 

FNMA: UNDERSTANDING THE CU RISK SCORE, FLAGS, AND MESSAGES

RECORDED WEBINARS

 

FNMA: CU USER INTERFACE BASIC TRAINING

RECORDED WEBINARS

 

FNMA: CU ADVANCED TRAINING

RECORDED WEBINARS

 

FHA: MODULES 4 AND 5: USING THE TOTAL MORTGAGE SCORECARD, AND, MANUAL UNDERWRITING (RECORDED ON 4/9/15)

RECORDED WEBINAR

 

FHA: MODULE 6: CLOSING (RECORDED ON 4/16/15)

RECORDED WEBINAR

 

FHA: MODULE 7: POST-CLOSING/ENDORSEMENT (RECORDED ON 4/28/15)

RECORDED WEBINAR

 

FHA: MODULE 8A: PROGRAMS AND PRODUCTS-REFINANCE (RECORDED ON 4/15/15)

RECORDED WEBINAR

 

FHA: MODULE 8B: PROGRAMS AND PRODUCTS-CONTINUED (RECORDED ON 4/20/15)

RECORDED WEBINAR

 

FHA: MODULE 9: 203(k) AND CONSULTANT REQUIREMENTS

RECORDED WEBINAR

 

PUF: TD-0297 WELCOME TO MAX LOS

iLEARN eLearning ONLINE COURSE

 

 

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