Servicing Transfer & Sale of a Loan - "Step-by-Step"

$199.99

This class is provided by CampusMortgage®. The Servicing Transfer & Sale of a Loan - "Step-by-Step" course will discuss the steps taken when servicing is transferred to another servicer and/or investor. We will also discuss the communication that goes out to the customer during these processes and the oversight regulated by the Consumer Financial Protections Bureau (CFPB).

COURSE OUTLINE:

  • Servicing Transfer Overview
  • Planning for Servicing Transfer
  • Investor Approval
  • Regulatory Oversight
  • Servicing Transfer/Goodbye letter example
  • Welcome Calls
  • Loan Boarding Process
  • Payment Processing
  • Customer Experience
  • Servicing Transfer Process Recap
  • 10-Question Practice Quiz

Price - $199.99 Sale - $99.99

Course Instructor: Various Trainers