Who This Course Is For

A beginner-friendly mortgage processing course for individuals and teams who need a clear foundation in loan file workflow, documentation, conditions, and clear to close.

This course is designed for new mortgage processors, aspiring processors, loan originator assistants, loan partners, mortgage VAs, and mortgage professionals who need a stronger foundation in the mortgage loan process.


It is also helpful for companies that want to onboard new support staff and give them a clear understanding of processing workflow, documentation, conditions, and file movement.

Checklist

Learn what processors do, who they work with, and how loan files move from intake to clear to close using key terms, workflow steps, conditions, documentation, checklists, scripts, notes, and follow-up habits.

  • Understand the real role of a mortgage processor

  • Follow a loan file from intake to clear to close

  • Learn common mortgage terms and loan stages

  • Review documents for missing or outdated information

  • Understand conditions and how files move through underwriting

  • Use checklists, scripts, and notes to stay organized

  • Communicate with borrowers, loan officers, LOAs, underwriters, title, insurance, and vendors

What You’ll Be Able to Do

Six core benefits that help processors understand file flow, stay organized, reduce delays, and move loans from intake to clear to close.

  • Manage File Flow

    Learn how a mortgage file begins and what processors should look for when reviewing the file for the first time.

  • Documentation Review

    Understand how to spot missing, outdated, incomplete, or inconsistent documents before the file moves forward.

  • Mortgage Math Basics

    Review loan amounts, LTV, DTI, closing costs, cash to close, and reserves in simple, processor-friendly language

  • Communication

    Know who to contact, what to ask for, and how to follow up with borrowers, loan officers, LOAs, title, insurance, and vendors.

  • Conditions & Red Flags

    Learn how conditions show up, how to organize them, and how to recognize issues that may delay approval or closing.

  • Clear to Close

    Understand how the file moves toward final approval, closing, and funding once documents and conditions are complete.

Course curriculum

    1. Disclaimer

    2. Processor Orientation: People, Process and Workflow.

    3. Companion Manual

    1. Keep the File Moving

    2. Confidence Check

    1. History of the Mortgage Industry

    2. Federal Housing Administration (FHA)

    3. Fannie Mae (FNMA)

    4. Veterans Administration (VA)

    5. Freddie Mac (FHLMC)

    6. USDA

    1. Types of Lending Institutions

    1. Intro to Compliance

    2. What is an Application?

    3. Intro to TRID

    4. Intro to the Loan Estimate

    5. Intro to the Closing Disclosures

    6. Intro to Disclosures Tolerances

    7. CIP and Intent to Proceed

    8. Additional Loan Disclosures

    9. Governing Agencies

    10. Review for Intro to Compliance

    1. Eligible Properties

    2. Occupancy Types

    3. Types of Transactions

    4. Loan Types

About this course

  • $397.00
  • 81 lessons
  • 6 hours of video content

What’s Included

Core training resources to help you understand the mortgage processing workflow, review key concepts, stay organized, and build confidence as you move through the course.

  • Understand the role of a mortgage processor

  • Follow the loan file from intake to clear to close

  • Stay organized and communicate clearly

FAQ

  • Is this course for beginners?

    Yes. This course was created for new and aspiring mortgage processors who need a clear foundation in the mortgage process, file flow, documentation, conditions, and clear to close.

  • Is this course for processors or loan officers?

    This course is designed primarily for mortgage processors, aspiring processors, loan partners, LOAs, and mortgage VAs. Loan officers may also benefit if they want a better understanding of processing workflow and cleaner file handoffs.

  • Does this course teach underwriting?

    No. This course does not teach you how to become an underwriter. It teaches you how to understand the processor’s role, organize the loan file, review documents, track missing items, manage conditions, and support a smoother underwriting and closing process.

  • How long is the course?

    The course includes 81 lessons and approximately 6 hours of video training that you can complete at your own pace.

  • Do I get a manual or workbook?

    Yes. The course includes a companion manual to help you follow along, review key terms, reinforce each lesson, and reference the material as you learn.

  • Can companies buy this for their team?

    Yes. Companies can purchase access for team members who need mortgage processing training, onboarding support, or a stronger foundation in file flow, documentation, and conditions.

  • Do I get live coaching or mentoring with this course?

    No. This course is self-paced. Live mentoring or weekly support may be available separately through Ask the Underwriter’s mentoring or team training options.

Instructor(s)

Dionne Bass

Founder, Consultant & Lead Instructor, Ask the Underwriter®

Dionne Bass is the founder of Ask the Underwriter® and a mortgage training consultant with over 30 years of experience in mortgage banking. As a former underwriter, speaker, and course instructor for the Florida Association of Mortgage Professionals, she helps mortgage professionals strengthen their pre-qualification process, understand documentation, review income, read credit reports, and submit cleaner files. Her training is designed to help processors, LOAs, loan partners, and originators build confidence, reduce preventable issues, and start loans right.

Ready to Learn Mortgage Processing?

Start building the foundation you need to understand loan files, review documents, track conditions, and support a smoother path to clear to close.

Enroll today