- Description
BOOT CAMP 360 - $2597 powered by the Alliance Academy
Only $2597 for your Entire Institution for One-Full Year
"Instant Access" to 25 Recorded Trainings including Texas Home Equity Lending
PLUS includes at least one rotation of the entire Live Interactive Webinar Series
The 25 webcasts are already recorded and available right away to access for one full year... AND we will also do at least one rotation of each of them live during your one year membership, so you can attend the live sessions too (if you wish). As we do each additional live rotation, we will re-record, just incase there are updates to the already existing information. The intention is to consistently have up to date videos in this Boot Camp 360 collection. Boot Camp 360 is available for only $2597 (saving over $2500) AND along with many other benefits it includes your first registration to the FIC 3-Day Workshop to be held in San Antonio in September (additional savings $997pp).
- Instant Access to 25 Archived Trainings Updated & Available for One-Full Year
- Attend (Unlimited Connections) 25 Live Webinars including TX Home Equity- FIC Real Estate Compliance Manual - online access to Searchable pdf ($200 value)- FIC Residential Real Estate Lending Guide - online access to Searchable pdf ($200 value)- Bonus! FREE Registrations to FIC 3-Day Workshop - September 2023 ($997pp value)
Here’s the deal, if you are spending all of your precious time…
…doing your own job wearing several different hats
…going to work early
…staying too late
…overseeing others
…constantly having to learn new changing regulations
…implementing procedures
…admining software changes
and training new staff!
Short of cloning yourself, you need a magic wand!
Try Boot Camp 360 on for Size! It’s all here, in one convenient package!
Instant Access to Recorded & Archived Trainings, Live Webinars, Training Workbooks, Self-Assessments, & Certificates of Completion for proof to your auditors and examiners!
Do you finally have new lenders, processors, underwriters, compliance officers, or any new staff, but no time to train them? Did you know that on a National scale the average age of a loan officer is 55 years old? What is your plan B when they retire? We can help! Isn’t it time you let us provide practical & simplified training that you can depend on, at a substantial savings you can’t afford to pass up?
Some are hiring seasoned lenders for immediate relief and some are recognizing talent from within and growing their own. Either way, when business is slammed there is no time to train and when business is slow, there is no need for new talent, let alone training!
The pricing for “Boot Camp 360” is $237 per webcast. Yes, you can purchase any of these individually and purchase only the webcast content that you want. You will still receive access to the individual recorded and archived webcast.
But, when you purchase the entire 25 webcast series for only $2597 you save over $2500!
It’s your gateway to use these training webcasts in tandem with live interactive support. This is a limited time, all-in-one opportunity that may never pass your way again! “Boot Camp 360” live webinars are recorded and archived after each live presentation and made available for one full year!
The 25 webcast training series along with your internal mentoring are designed to assist your institution in educating new residential lending personnel as well as provide support for the more seasoned lenders.
“Boot Camp 360” – Series of 25 Live & Interactive Webinars - then Recorded & Archived
2023 - Live Interactive Webinars & "Think Tank Thursdays"
Webcast 1 - Basic Training 101 – Tue/Feb 7@ 10am CT
Definitions & Terms
Getting to Know the Process – Origination to Closing
CFPB Tools & Resources
Webcast 2 - Application Process – Tue/Feb 7 @ 2pm CT
Interview & Overview
Collection of Demographic Information
Forms & Procedures – Re-Designed URLA Fannie Mae 1003
Webcast 3 – Checking for all the Parts! - Wed/Feb 8 @ 10am CT
Check the Sales Contract
Gather & Update Paperwork
Loan Options & Qualification Requirements
Webcast 4 - Evaluating Borrower Credit – Wed/Feb 8 @ 2pm CT
Credit Report Review Checklist - CFPB
Identify & Investigate – Assets & Liabilities
Explanations of Credit Guidelines
Webcast 5 - Action Taken – Thu/Feb 9 @10am CT
Pre-Application & Application Stages
Discussions of Actions Taken:
Withdrawn or Incomplete
Counteroffers vs Counseling
Approved but not Accepted
Files Closed for Incompleteness
Denials for HMDA & ECOA
Government Monitoring/Demographic Information
Application defined by ECOA & HMDA vs TRID
THINK TANK THURSDAY – Thu/Feb 9 @ 2pm CT
Submit your questions before Thursday if you want them answered Live during this session!
Email your questions directly to This email address is being protected from spambots. You need JavaScript enabled to view it.
Webcast 6 - Initial Disclosures – Tue/Feb 14 @ 10am CT
Homeownership Counseling List & Information
“Your Home Loan Tool Kit”
Optional Written Estimates Provided Prior to Loan Estimate
ARM Program Disclosure & “CHARM” Booklet
Affiliated Business Arrangement Disclosure
Webcast 7 - TRID – Loan Estimate Timing & Restrictions – Tue/Feb 14 @ 2pm CT
Timing & Tolerance Rules & Limitations
Business Day Definitions
“Intent to Proceed”
Written List of Providers
Changed Circumstances Documentation & Retention
Allowing Waivers of Time Limitations
Actual Delivery vs Assumed Delivery
Re-disclosing even if you have not exceeded tolerances
Webcast 8 - Line by Line Loan Estimate
PART ONE – Wed/Feb 15 @ 10am CT
PART TWO – Wed/Feb 15 @ 2pm CT
Completing the Loan Estimate - Examples
Including Common Errors Found
Troubleshooting & Solutions
Webcast 9 – Ordering Out/Preparing for Underwriting – Thu/Feb 16 @10am CT
Check & Re-Check for all your puzzle pieces
Importance of Loan Notes & Explanations
Evaluate & Analyze Documentation
Webcast 10 - HMDA Collection, Recording & Reporting
PART ONE – Wed/Feb 22 @ 10am CT
PART TWO – Wed/Feb 22 @ 2pm CT
Who must comply with HMDA collection and reporting?
Is your present software going to be able to handle everything?
Do you provide Preapprovals or Prequals?
What loans must be reported?
Understanding the codes for the “Action Taken”
Using the Rate Spread Calculator
THINK TANK THURSDAY – Thu/Feb 23 @ 10am CT
Submit your questions before Thursday if you want them answered Live during this session!
Email your questions directly to This email address is being protected from spambots. You need JavaScript enabled to view it.
THINK TANK THURSDAY – Thu/Mar 9 @ 10am CT
Submit your questions before Thursday if you want them answered Live during this session!
Email your questions directly to This email address is being protected from spambots. You need JavaScript enabled to view it.
Webcast 11 – Avoiding Fair Lending Violations – Tue/Mar 14 @ 10am CT
Rules & Regulations
Anti-Discrimination Guidelines
Disparate Treatment & Disparate Impact
Webcast 12 – Section 8 Restrictions & Prohibitions – Tue/Mar 14 @ 2pm CT
Referral Relationships/Kickbacks & Unearned Fees/Affiliated Business
Overview & discussion of Section 8 of RESPA which prohibits referral fees
Referral and/or broker relationships - goods, facilities or services in return for a fee
Webcast 13 – Ability to Repay & Qualified Mortgages – Wed/Mar 15 @ 10am CT
Eight Minimum Standards of the Ability to Repay
General Qualified Mortgages
Seasoned QM’s
Small Creditor QM’s
Webcast 14 - Regulation Z - Identifying Finance Charges & APR Calculations – Wed/Mar 15 @ 2pm CT
Deep dive into Regulation Z – Identifying Finance Charges, Checking Amount Financed & Calculating APR
Webcast 15 - HPMLs & High Cost Loans – Thu/Mar 16 @ 10am CT
Identifying Higher Priced Mortgage Loans and High Cost Loans
Using the Rate Spread Calculator
Meeting the requirements for Escrows and/or Appraisals
Allowing for exemptions
Webcast 16 – Understanding Basic Underwriting – Thu/Mar 16 @ 2pm CT
Tools & Guidelines
Fundamental Analysis & Conditioning
Webcast 17 – Flood Foundations, Determinations & Disclosures – Tue/Mar 21 @ 10am CT
Applicable guidelines for flood determinations and insurance requirements
Mandatory Escrowing of flood insurance premiums, subject to certain exemptions
Forced placement of flood insurance whether an escrow account is established or not
Webcast 18 – Appraisal & Valuation Compliance – Tue/Mar 21 @2pm CT
Appraisal Independence
Disclosure Responsibilities
General Overview of an Appraisal or Valuation
Webcast 19 – Escrow Accounting Rules – Wed/Mar 22 @ 10am CT
The Aggregate Escrow Accounting rules (RESPA)
Disclosure Responsibilities
Webcast 20 – Understanding Title – Wed/Mar 22 @ 2pm CT
What is a Title Insurance Policy, the title report, title search, and title opinion?
How do you recognize what title requirements must be satisfied in order to close?
Preparing for closing and reviewing for items which must be cleared from the title
THINK TANK THURSDAY – Thu/Mar 23 @ 2pm CT
Submit your questions before Thursday if you want them answered Live during this session!
Email your questions directly to This email address is being protected from spambots. You need JavaScript enabled to view it.
Webcast 21 - Preparing for Closing & Final Disclosures – Tue/Apr 4 @ 10am CT
Preparing Loan Closing Instructions
Initial Escrow Account Statement (if applicable)
PMI Notice of Borrower Rights (if applicable)
HOEPA “High Cost Mortgage Disclosure” (if applicable)
Right of Rescission (if applicable)
Note or Promissory Note
Mortgage/Security Instrument
Webcast 22 - Closing Disclosure including Comparisons & Tolerance Cures
PART ONE – Wed/Apr 5 @ 10am CT
PART TWO – Wed/Apr 5 @ 2pm CTLine by Line Closing Disclosure
Comparisons of LE & CD
Re-Disclosure Rules & Restrictions
Most Common Errors
New 3 day waiting period for corrected CD’s
Allowing Waivers of Time Limitations
Violations, Cures and Restitution
Seller Closing Disclosure
Webcast 23 - Right of Rescission – Thu/Apr 6 @10am CT
Basic foundations of the Right to Cancel
Coverage & Exemptions
Sometimes we are not sure if the Right of Rescission applies
and sometimes we are not sure to whom it may apply
Disclosure Requirements, Timing & Violations
Webcast 24 – QC for Regulatory Compliance & Advertising
PART ONE – Tue/Apr 11 @ 10am CT
PART TWO – Tue/Apr 11 @ 2pm CTPrevention Squad or Clean Up Crew?
Checking APR’s, Financing Charges, etc.
Advertising/Marketing Compliance
Webcast 25 – Texas Home Equity – Basics & Beyond
PART ONE – Wed/Apr 12 @ 10am CT
PART TWO – Wed/Apr 12 @ 2pm CT
Basics Terms & Provisions
Texas Home Equity Update
Official Interpretations
Violations – Curable & Not Curable
State & Federal Disclosures to Applicants
Affidavits & Agreements
THINK TANK THURSDAY – Thu/Apr 13 @ 10am CT
Submit your questions before Thursday if you want them answered Live during this session!
Email your questions directly to This email address is being protected from spambots. You need JavaScript enabled to view it.
Compliance has become a totally integrated part of the Residential Real Estate Lending Process, like the music and the lyrics of a song! We give you the support you need for the auto-pilot training and it's available to your entire institution for one full year! Each session in the series is just about an hour and can be accessed repeatedly by your staff! If you are interested in Texas Home Equity - you will have access to this training as well!
Our skilled and accomplished team leader, has meticulously crafted this comprehensive streamlined training. Never before have we seen Underwriting Guidelines incorporated into Federal Regulations! Regulation Z has big teeth and can reach far into our pockets! The civil money penalties will be steep and the violations will be many!
Are you and your staff ready? Let’s be honest, it’s hard enough to do your own job without having to worry about training someone else. We’ve got your back!
Our comprehensive training has been designed to fit the needs of everyone involved in Real Estate Lending. Those who are brand new to Compliance or residential home loans whether it be Home Equity, Purchase Money or Refinance Transactions, will find these webinars the most beneficial. Often times these sessions help to fill in the blanks for those in underwriting, loan review and quality control. Anyone involved in Loan Origination, the Application, Loan Processing, Closing, Underwriting, Auditing, Quality Control and/or Servicing of Real Estate loans will find this training to be a valuable tool and a worthwhile investment.
Cancellation Policy
If you find it necessary to cancel, there is NO PENALTY FOR CANCELLATION; however, a credit will be held in the amount of $150 for each month remaining of your annual subscription which may be used for any future trainings, products or services. Bonus benefits and discounts will not be credited in the case of cancellation.
Guarantee
Your complete satisfaction with every FIC product or service is fully GUARANTEED! If for any reason, you feel you do not receive the educational benefit you need from our training, we will guarantee your money back! Our objective is to ensure that you receive a high-quality, effective training experience you need to stay one step ahead of the overwhelming task involved in keeping you abreast of regulatory changes in Real Estate Compliance!
Continuing Education
In efforts to pursue continuing education accreditation of the FIC Real Estate Compliance Conferences, we have found that each entity has its’ own criteria to be met. If there is a specific trade organization, State banking association, State Bar or CPA organization, etc. that you would like our assistance in getting continuing education accreditations, please let us know or send us information and instructions. Though in most cases we are unable to absorb the fees of these organizations, we will be happy to assist you in the approval process.
ONLINE ORDERING IS SECURE
We value our customers and want to make shopping online comfortable and safe. We take precautions to safeguard your financial information. Your credit card numbers are protected while in transit using the industry standard Secure Sockets Layer (SSL) encryption. Moreover, your credit card information is encrypted when it is stored on our network, protecting it from theft or internal compromise. Furthermore, for added safety, if our customer service team suspects anything to be improper with your order and/or your credit card, they will contact you and bet voice authorization from you.
IMPORTANT: E-mails from this company normally contain confidential material for the sole use of the intended recipient. The use, distribution, or transmittal by an unintended recipient of any communication is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies. E-mail transmissions cannot be guaranteed to be secure or error-free, and although practicing industry-standard precautions, the company cannot accept responsibility for any loss or damage arising from this transmission. If you would like to opt-out of future communications, please advise. FIC Alliance Academy, LLC
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