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WE BRING SOLUTIONS TO
THE TABLE
• Best-in-class Education Management System
• Unique products designed to reduce time and ease stress
• Investment in resources and technology
WE WANT CLIENTS
TO FOCUS ON
THEIR CORE BUSINESS
• Both Compliance andProfit are critical
• We strive to enable clients to exceed at both goals
TRAINING AND
COMPLIANCE ARE TIME
CONSUMING AND
STRESSFUL
• Changing State Requirements
• Changing NMLS and Auditor Requirements
• Increased Auditing
OVERVIEW
2
HOW WE CAN HELP YOUR BUSINESS THRIVE
3
Create Ease of Mind: Student focused LMS; extensive support
Gain a Partner: Client manager and partner driven
approach
Add Flexibility: Unique PE ultra-flex format
Increase Volume: Reduce MLO
redundant training
Save Time: Best-in-Industry EMS, Clear progress tracking
Streamline Operations: One-stop shop for
Compliance training
STREAMLINING OPERATIONS:COMPREHENSIVE OFFERING
NMLS PE AND CE EDUCATION – ALL STATES
• 37 states have stricter requirements than the SAFE Act
• Our offering satisfies all state requirements
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ArizonaCaliforniaColorado
ConnecticutDC
FloridaGeorgiaHawaiiIdaho
IndianaKentuckyMaryland
MassachusettsMichigan
MississippiMissouriMontanaNebraska
New JerseyNew York
New MexicoNevada
North CarolinaOhio
OklahomaOregon
PennsylvaniaRhode Island
UtahSouth Carolina
TennesseeTexas
VermontWashington
West Virginia
States with Additional Requirements
NMLS EDUCATION - ALL FORMATS
• We offer all NMLS specified education formats
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WEBINARONLINE SELF-STUDY AND
ONLINE INSTRUCTOR LEDCLASSROOM
– BE READY FOR AUDITORS
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Anti Money Laundering
Fair Lending
FraudHMDA
Red Flag Rules
TRID
DNCIA
ECOA
Sexual Harassment
URLA
FCRA
Servicing
Information Security
• Auditors require evidence of ongoing training in key compliance areas
• MortgageCOMPLY concisely satisfies exactly that requirement
SAVING TIME:BEST-IN-CLASS CORPORATE
TRACKING SYSTEM
• Know key metrics instantly
CORPORATE TRACKING - SUMMARY
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“Only 24% done! Let’s get these MLOs in gear!”
“Maybe a webinar would speed us up in California”
• View details quickly to assess student progress
CORPORATE TRACKING – STUDENT PROGRESS
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Betty Sample
Abby Sample
Chris Sample
Fred Sample
“I need to contact Chris.” “Oops, I forgot to add DC for Abby!”
• See details by branch
• Branch managers will see only their branch
CORPORATE TRACKING - BRANCHES
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Los Angeles, CA Bill Sample
Miami, FL Cary Sample
Ben Sample
Chris Sample
Abby Sample
Louisville, KY John Sample
“I’ll tell John to talk to his team...”
• Immediate Certificates for Auditor Requests
CORPORATE TRACKING – CERTIFICATE BOOK
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“Here is a book of the certificates you requested, Mr. Auditor.”
• Comprehensive reporting to get exactly what the compliance officer needs
CORPORATE TRACKING - REPORTS
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“Let’s see where we are on new licenses”
and/or….
“I only need to know the procrastinators right now”
INCREASING VOLUME: REVOLUTIONARY PREMIUM CE
– TIME AND STRESS REDUCTION
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• Take the same NMLS education you always do and receive additionally 5 CORE MortgageCOMPLY certificates
CORE Yearly Training(NO Additional Time!)
NMLS CE= +CERTIFICATES INCLUDE:
Anti Money Laundering
Fair Lending
Fraud
RESPA
TILA
– NO EXTRA TIME, HIGH RETURN
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• Take NMLS education. Spend no extra time. Receive 5 MortgageCOMPLY certificates
• Certificates include AML, Fair Lending, Fraud, RESPA and TILA
NMLS
Compliance
Audit
Compliance
Focus on Revenue
More Loans
High Quality8 Hour CE Course Efficient Licensure Renewal
CrossCertification
Compliance Certificates
Less MLO Training Time and
Reduced Corporate Resource Needs
Yearly Updated Training for MLOs
Education ManagementSystem Peace of Mind and Control
AML Fair Lending Fraud TILA RESPA
FLEXIBILITY AND EASE OF MIND: EDUCATION FOCUSED
ON CLIENT NEEDS
• 20 Hour National PE is modular for maximum flexibility.
• Modules can be taken in any order
• Complete in as little as three days or spread over weeks or months
PRE-LICENSURE : UNIQUE, MODULAR 20 HOUR COURSE
2 Hour SAFE PE:
Loan Fundamentals
3 Hour SAFE PE: Federal
Law – RESPA and SAFE
4 Hour SAFE PE:
Federal Law –Credit and
Information
3 Hour SAFE PE: Ethics,
Fair Lending and Fraud
4 Hour SAFE PE: Federal
Law - TILA
4 Hour SAFE PE:
Nontraditional Mortgages Overview
PE Modules for 20 hours
Student 1
Student 2
Student 3
3 Days: Starts Tuesday and ends Thursday
2 Modules Tuesday
3 Modules first week of month
4 Modules from Thursday to Saturday
3 Modules last week of month
EXAMPLES
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• Nine Sessions a week, including the weekend.
• Enter up to 4 hours after session starts and can take two classes in one day
• All courses offered in every session
PRE-LICENSURE: EXTREMELY FLEXIBLE FORMAT
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• Pop-up boxes drive students through the course.
EASY TO USE ONLINE SYSTEM
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• Visuals provide clear guidance and are redundant to ensure students can navigate the course
EASY TO USE ONLINE SYSTEM (CONTINUED)
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• Notes and Audio/Video option allow for all types of students
EASY TO USE ONLINE SYSTEM (CONTINUED)
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Tell me
more!
Just the basics
please!
Sound is music to my ears!
ADDITIONAL CLIENT FOCUSED SERVICE
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• We continuously invest to satisfy client requests
Client Manager Assigned for clients with
complex needs
Daily Credit Banking
Flexibility to add product features
or content for client needs
Most extensive support hours in the
industry
A PARTNER HELPING YOU TO FOCUS ON BUSINESS
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Create Ease of Mind Gain a Partner
Add FlexibilityIncrease Volume
Save TimeStreamline Operations
