Coursework
Learning Hub
Funding New Hire Training
Complete each module only when instructed to do so
Course Links
Agenda
General New Hire Resources
Docs Back Checklist
Mortgage Glossary
Common Jargon
Module 1
Citrix
Citrix Introduction
Citrix Activity
empower
Accessing Empower
Empower Overview
Empower Basic Navigation
Empower Housekeeping
Empower SG1 System Check
m4
M4 Tutorial
WORKFLOW
Docs Back Checklist | Page 1
loan disclosure screen
Loan Disclosure Screen
Intro to Conventional Mortgage Insurance
Empower Escrow Screen
Taxes
Hazard
HOA
Escrow Information Table
Property Tax Due Dates
Escrow Test Case Activity
Day 1 Quiz
Module 2
Title, URLA, & Realtor & Seller Info Entry
SERVICE PROVIDERS & TOLERANCE
Settlement Providers & Tolerance Buckets
Fee Tolerance Buckets
Tolerance Buckets Activity
Empower Closing Details
fees
Empower Closing Details
Adding & Deleting Fees
Fee/Credit Entry
Number of Months
Fees Test Case Activity
empower indicators
Empower Indicators
Save Decision
Tolerance Cure Procedures
COMPLIANCEEASE
ComplianceEase
DOCUMENT PROCEDURES
melloConditions Portal (MCP) Training Deck
Day 2 Quiz
Module 3
Title, URLA, & Realtor & Seller Info Entry
SLA
Key Dates
Exam
Week 1 | 20 Hours
Week 2 | Exam Prep
Licensing
DAY 5
8-12am
Day 5 Coursework
12-1pm
Lunch
1-5pm
Day 5 Coursework
COURSEWORK
OnCourse
Complete all remaining modules to 100%
Required Reading: Ethics & UST
Pages 341-417
Complete Final OnCourse Test
DAY 1
Introduction & 101
coursework
Read SAFE Syllabus
Watch PrepXL Walkthrough
Login to PrepXL
Familiarize with the site
PXL Lesson
Test Taking Tips (All topics)
OneNote
Do NOT open until instructed
ADDITIONAL ACTIVITIES
PXL Game Center
Card Picker → Glossary
QUIZ
DAY 2
RESPA, ECOA, TILA
coursework
PXL Lessons
RESPA
ECOA
PXL Practice
RESPA
ECOA
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → Federal Laws: RESPA & ECOA
QUIZ
DAY 3
TILA, TRID, HPA, SAFE
COURSEWORK
PXL Lessons
TILA
TILA-RESPA Integrated Disclosures
LO Compensation
SAFE Act
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → Federal Laws: TILA
QUIZ
DAY 4
HMDA, FCRA, FACTA
coursework
PXL Lessons
Servicing Requirements
Fair Housing Act
HMDA
Fair Credit Reporting Act
PXL Test
Exam 1
Watch Video
How to Self Report Test Scores
Self-Report Test Score
Exam 1
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → Federal Laws: TRID
QUIZ
DAY 5
Dodd Frank, Other Laws
COURSEWORK
PXL Lessons
MAP Rule
E-Sign Act
Loan Fraud
GLB-Privacy Laws
Red Flags Rule
Bank Secrecy Act
Dodd-Frank and Consumer Protection
PXL Practice
Other Federal Laws and Guidelines
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → Federal Laws: Other Laws
Laws and Disclosures
QUIZ
DAY 6
General Mortgage Knowledge
coursework
PXL Lessons
ATR and QM
Mortgage Categories (all topics)
PXL Practice
General Mortgage Knowledge (all topics)
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → GMK (all subcategories)
DAY 7
Ethics, UST
COURSEWORK
PXL Lessons
Uniform State Test Information (all topics)
Uniform State Content (all topics)
PXL Test
Exam 2
Self-Report Test Score
Exam 2
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → Ethics
DAY 8
Study & Test
COURSEWORK
PXL Lesson
The Mortgage Process
PXL Practice
Mortgage Loan Origination Activities (all sub-categories)
PXL Test
Exam 3
Self-Report Test Score
Exam 3
DAY 9
Study & Test
COURSEWORK
PXL Lesson
Mortgage Products and Interest Rates (all topics)
PXL Practice
Ethics (all sub-categories)
PXL Test
Exam 4
Self-Report Test Score
Exam 4
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → MLO
DAY 10
Study & Test
COURSEWORK
PXL Lessons
Intro to the UST (all topics)
Advertising
CFPB Questions and Answers
PXL Practice
Uniform State Content
PXL Test
Exam 5
Self-Report Score
Exam 5
ADDITIONAL ACTIVITIES
PXL Game Center
Sudden Death → Uniform State Content
Licensing
Licensing State Documents
How to E-sign State Documents
State Documents Walkthrough
For additional help signing your state documental
Complete Licensing Education
OnCourse Licensing Education Login
Licensing Course Walkthrough
For additional help with completing your state education courses
Additional Job Aids
How to Submit Your MU4
How to Attest
Concur App
CO/OK Only: Fingerprint and Notary Reimbursement
Concur Walkthrough
For additional help with submitting an expense report
file-alt
Intro to State Licensing
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