Module 1: OVERVIEW

Mortgage Types | Mortgage Review

On completing this module you'll have a thorough understanding on the processes of numerous types of mortgage transactions and be able to differentiate between a new mortgage transaction and a refinance.

Module 2: OPENING

File Review | Searches | Client Information | Document Requests
On completing this module you'll have a thorough understanding on the processes, searches, documents, and information required on a mortgages transaction, as well as initial flags to watch for to avoid potential issues before they arise.

Module 3: INPUT

Property Information | Client Information | Payout Information
On completing this module you'll have a deep understanding of how to input property, client, and payout information to ensure accurate generation of documents.

Module 4: MORTGAGE

General Data Entry | Transaction Details | Adjustments
On completing this module you'll know which documents are required, how to prepare the vendor package for signature, and how to ensure an accurate return of signed documents to the buyer's representative.

Module 5: DOCUMENTS

Borrower Package | Document Requests | Signing Package | Review & Return
On completing this module you will understand how to prepare the document packages for the borrower, how to request mortgage funds, insurance binders, and how to review signed documents for accuracy and completeness and how to return documents to the lender to ensure timely funding on closing.

Module 6: PRE-CLOSING

Lender Requirements | True-Up | File Requirements | Completion Package
On completion of this module you'll know how to ensure lender requirements are fulfilled for funding, the process for truing-up Land Title Documents, and how to prepare for closing day.

Module 7: COMPLETION

Mortgage Funds | Registering | Disbursement | Reporting

On completing this module you'll understand the requirements and process for accounting for trust funds, registering Land Title Documents, paying out trust funds, and reporting to the necessary parties.

Module 8: ABEYANCE

Bring Forwards | Discharges | Final Reporting | State of Title

On completing this module you will understand how to follow up on discharges, undertakings, final reporting to the lender, and when and how to request and report on the final State of Title Certificate.

Module 9: PITFALLS & PRO-TIPS

Common Pitfalls | Pro-Tips | Conclusion

On completion of this module you'll gain insights into some of the most common pitfalls in a mortgage transaction and how to avoid them. You'll also have knowledge of some additional tips to ensure a successful transaction.