PMI Training Bootcamp

PMI Training Bootcamp

Learning Tracks for Industry-Specific Roles

PMI offers progressive learning tracks for all primary industry roles. Just click on your role – and take your seat in class! Free of charge!

Self-Paced Learning 24/7

On-demand recordings last 5 to 30 minutes and can be stopped and restarted at any time.

Loan Originator Learning Track

Understanding the Mortgage Industry

Course Name
Length
Action
Mortgage Lending Basics
15 minutes
Origination Process
15 minutes
Overview of the Secondary Market
10 minutes
Mortgage Lending Assessment Test

Understanding Mortgage Insurance

Course Name
Length
Action
Benefits of MI
90 minutes
PMI, The Winning Hand
10 minutes
What is MI?
10 minutes
MI is Tax-Deductible
10 minutes
When Can MI be Cancelled?
10 minutes
Premium Plans
15 minutes
Reading Rate Cards
10 minutes
Rate Quote
15 minutes

Loan Origination

Course Name
Length
Action
Blueprint for Origination
120 minutes
Appraisal Basics
20 minutes
Red Flags Basics
17 minutes
URLA (1003) Red Flags Basics
28 minutes
Toolkits How To – Income Analysis Worksheet
90 minutes

Loan Processor Learning Track

Understanding the Mortgage Industry

Course Name
Length
Action
Mortgage Lending Basics
15 minutes
Origination Process
15 minutes
Overview of the Secondary Market
10 minutes
Mortgage Lending Assessment Test

Understanding Mortgage Insurance

Course Name
Length
Action
Benefits of MI
90 minutes
PMI, The Winning Hand
10 minutes
What is MI?
10 minutes
MI is Tax-Deductible
10 minutes
When Can MI be Cancelled?
10 minutes
Premium Plans
10 minutes
Reading Rate Cards
10 minutes
Rate Quote
15 minutes

Loan Origination

Course Name
Length
Action
Blueprint for Origination
120 minutes
Calculating Income Beyond the Salaried Borrower
120 minutes
Toolkits How To – Income Analysis Worksheet
90 minutes
Analyzing Personal Tax Returns
120 minutes
Analyzing Business Tax Returns
120 minutes
Analyzing the Appraisal for SFRs
120 minutes
Analyzing the Appraisal for SFRs & Condos
120 minutes
Appraisal Basics
20 minutes
Market Conditions Addendum, 1004mc
15 minutes
Identifying Red Flags
120 minutes
Red Flags Basics
17 minutes
URLA (1003) Red Flags Basics
28 minutes
SSN and Credit Report Red Flags
18 minutes
Employment & Income Red Flags
20 minutes
Tax Returns Red Flags
30 minutes

Underwriter Learning Track

Understanding Mortgage Insurance

Course Name
Length
Action
Benefits of MI
90 minutes
PMI, The Winning Hand
10 minutes
What is MI?
10 minutes
MI is Tax-Deductible
10 minutes
When Can MI be Cancelled?
10 minutes
Premium Plans
10 minutes
Reading Rate Cards
10 minutes
Rate Quote
15 minutes

Loan Origination

Course Name
Length
Action
Toolkits How To – Income Analysis Worksheet
90 minutes
Analyzing Personal Tax Returns
120 minutes
Analyzing Business Tax Returns
120 minutes
Analyzing the Appraisal for SFRs
120 minutes
Analyzing the Appraisal for SFRs & Condos
120 minutes
Appraisal Basics
20 minutes
Market Conditions Addendum, 1004mc
15 minutes
Identifying Red Flags
120 minutes
Red Flags Basics
17 minutes
URLA (1003) Red Flags Basics
28 minutes
SSN and Credit Report Red Flags
18 minutes
Employment & Income Red Flags
20 minutes
Tax Returns Red Flags
30 minutes

Servicer Learning Track

Understanding the Mortgage Industry

Course Name
Length
Action
Mortgage Lending Basics
15 minutes
Origination Process
15 minutes
Overview of the Secondary Market
10 minutes
Mortgage Lending Assessment Test

Understanding Mortgage Insurance

Course Name
Length
Action
What is MI?
10 minutes

Loan Origination

Course Name
Length
Action
Analyzing Personal Tax Returns
120 minutes
Analyzing Business Tax Returns
120 minutes
Calculating Income Beyond the Salaried Borrower
120 minutes
Toolkits How To – Income Analysis Worksheet
90 minutes

Servicing

Course Name
Length
Action
Working It Out to Avoid Foreclosure
15 minutes

All Courses


Course Name
Length
Action
Analyzing Business Tax Returns
120 minutes
Analyzing Personal Tax Returns
120 minutes
Analyzing the Appraisal for SFRs
120 minutes
Analyzing the Appraisal for SFRs & Condos
120 minutes
Appraisal Basics
20 minutes
Benefits of MI
90 minutes
Blueprint for Origination
120 minutes
Calculating Income Beyond the Salaried Borrower
120 minutes
Employment & Income Red Flags
20 minutes
Identifying Red Flags
120 minutes
Market Conditions Addendum, 1004mc
15 minutes
MI is Tax-Deductible
10 minutes
Mortgage Lending Assessment Test
Mortgage Lending Basics
15 minutes
Origination Process
15 minutes
Overview of the Secondary Market
10 minutes
PMI, The Winning Hand
10 minutes
Premium Plans
10 minutes
Rate Quote
15 minutes
Reading Rate Cards
10 minutes
Red Flags Basics
17 minutes
SSN and Credit Report Red Flags
18 minutes
Tax Returns Red Flags
30 minutes
Toolkits How To – Income Analysis Worksheet
90 minutes
URLA (1003) Red Flags Basics
28 minutes
What is MI?
10 minutes
When Can MI be Cancelled?
10 minutes
Working It Out to Avoid Foreclosure
15 minutes

Income Analysis Toolkit


Document
Download
Income Analysis Worksheet
Self-Employed Borrower Workbook
Business Structure Comparison
Tax Forms List
Tax Form Checklist
Income Calculation Worksheet

Instructional Videos On-Demand

Appraisal Toolkit


Document
Download
Appraisal Review Techniques Workbook - Single Family Residences
Appraisal Review Techniques Workbook - Condominiums and Cooperative Unit Properties
Appraisal Review Techniques Workbook - Small Residential Income Producing Properties
Appraisal Review Techniques Workbook - Manufactured Housing
Appraisal Review Techniques Workbook - Rural Residential Properties
Appraisal Forms List
Appraisal Checklist

Full Doc Processing Toolkit


Document
Download
Loan Processing Workbook
Gift Verification Guidelines
Generic Gift Letter Form
Employment Verification Guidelines
Generic Verbal Verification Form
Asset Verification Guidelines
Full Doc Processing Checklist

Red Flags Toolkit


Document
Download
Red Flags Workbook
Fraud Prevention Brochure
Pre-Closing Red Flags Checklist
Closing Red Flags Checklist
Fraud Schemes Definitions
Fraud Schemes Red Flags Checklist


© PMI Mortgage Insurance Co., PMI Mortgage Assurance Co.