The Introduction to Mortgage Origination Examinations Training builds upon a base knowledge developed through the Day One: Mortgage Examiner Training. The course accelerates attendees mortgage examination knowledge and adds value to their regulatory agency. The school includes focused hands-on exercises to reinforce what attendees learn and permits them to apply their knowledge to real-life exam situations. This course is taught by experienced mortgage originations examiners.

The capacity for this school is 30 participants that will be filled on a first come, first served basis.

Learning Format:

Virtual based learning through instructor presentations, break-out sessions, and group discussions.

Learning Objectives:

Upon completion of this course, attendees are able to:

  • Understand mortgage supervision and the tools available to assist with examinations. 
  • Discuss basic financial analysis, including ratios and reporting requirements. 
  • Understand the key areas of a mortgage origination examination. 
  • Apply critical thinking to develop better report content. 
  • Discuss best practices for running effective meetings

Time Commitment:

  • Pre-Course Work: Completion of Day One: Mortgage Examiner Training or equivalent training. 
  • Virtual Sessions: 7 half-days over 2 weeks 
  • Post-Course Work: None

Level/Target Audience:

Examiners with less than two years of experience in mortgage origination examinations. More seasoned examiners are welcome. However, please note this is an introductory course.

Pre-Approved Credit Hours:

30.5 CPEs. Hours subject to change.    

Register By
March 11, 2026 12:00 AM
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