Course Details

LE250 Community-Based Residential Lending - Outreach, Intake and Loan Application Best Practices

This intermediate level course is designed for residential Mortgage Loan Originators (MLOs) working for nonprofits and other community-based mortgage lenders. The course primarily focuses on the Outreach, Intake and Application steps in the mortgage origination process, including best practices and compliance considerations.

Course content is geared towards the typical duties and responsibilities of these MLOs or others within a lending organization serving in a similar role of prospecting for residential lending customers and/or working with them during outreach, intake/assessment and formal loan application.

Activities focus on the unique considerations that confront community-based MLOs performing these functions. Participants will also be provided with detailed guidance and strategies on how to develop and manage a successful personal production plan.


Course Length: 2 Days

Tuition: $770.0

Course counts toward a professional certificate (PCP): No