Resource Center

Education and Training Toolkit

In today’s fast-changing marketplace, ongoing education and training are critical to keeping your competitive edge sharp.

Toolkits

• Income Analysis Toolkit

  • Income Analysis Worksheet and Instructions [PDF]
  • Self-Employed Borrower Workbook [PDF]
  • Business Structure Comparison [PDF]
  • Tax Forms List [PDF]
  • Tax Form Checklist [PDF]
  • Income Calculation Checklist [PDF]

• Appraisal Toolkit

  • Appraisal Review Techniques Workbook - Single Family Residences [PDF]
  • Appraisal Review Techniques Workbook - Condominiums and Cooperative Unit Properties [PDF]
  • Appraisal Review Techniques Workbook - Small Residential Income Producing Properties [PDF]
  • Appraisal Review Techniques Workbook - Manufactured Housing [PDF]
  • Appraisal Review Techniques Workbook - Rural Residential Properties [PDF]
  • Appraisal Forms List [PDF]
  • Appraisal Checklist [PDF]

• Full Doc Processing Toolkit

  • Loan Processing Workbook [PDF]
  • Gift Verification Guidelines [PDF]
  • Generic Gift Letter Form [PDF]
  • Employment Verification Guidelines [PDF]
  • Generic Verbal Verification Form [PDF]
  • Asset Verification Guidelines [PDF]
  • Full Doc Processing Checklist [PDF]

• Red Flags Toolkit

  • Red Flags Workbook [PDF]
  • Fraud Prevention Brochure [PDF]
  • Red Flags Checklist [PDF]

Related Links

eTraining

• Webinar schedules and registration.

e-PMI^® Servicing

• Expedite a number of time-consuming functions with e-PMI Servicing.