Get 'Certified" as a Mortgage Securitization Auditor (Earn $200K) San Diego (09/28) New York (10/26) in Fairfield, New York For Sale

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Get "Certified" as a
Mortgage Securitization Auditor
(Earn $200K)
 
September 28th - 30th, xxxx | San Diego, CA
Residence Inn San Diego Gaslamp Quarter
356 6th Ave San Diego, CA xxxx1
619-487-xxxx
REGISTER ONLINE
 
October 26th - 28th, xxxx | New York, NY
Courtyard Long Island MacArthur Airport
xxxx Express Drive S Ronkonkoma (Long Island), NY xxxx9
631-612-xxxx
REGISTER ONLINE
 
 
Pre-Registration is required and can be completed over the phone at 1-888-758-CFLA (xxxx), with Visa or Mastercard, or by Check.  Registration forms will be emailed after payment is complete.  Late Registration allowed until one week prior to course enrollment!
 
Major Topics
Overview of securitization and the securitization conveyance chain, introduction to CFLA Securitization Reports, terminology, and borrower documents, SEC Search Techniques, SPV search, document review, MERS search, GSE search, Assignments, Separation of Note/Deed, Substitution of Trustees, Notice of Defaults, Trustee Sales, "The Note Is A Contract"/When original Notes are produced, Auditors as Testifying Experts/Review of court transcripts, HAMP Overview, and much more.
 
Additional Topics
History of Mortgage Securitization; Public Record Issues; Mortgagee is Usually Named as MERs; Assignment of Mortgage Not Until Default; Note Usually Names Original Lender as Payor; Separation of Promissory Note from Mortgage; UCC-3: & negotiable instruments (4 corner doctrine); UCC-9: & security instruments (requirement of written assignments; How Mortgages Are Securitized; Mortgage Securitizations: Private, Freddie Mac and FNMA; Understanding Tranches; REMIC Status; Credit Enhancements; Pooling and Servicing Agreement and the Investment Trusts; and much much more...
 
Class Agenda
FRIDAY
9AM &#xxxx; 10:30AM                    
Introductions: CFLA, Class, Instructor
Objectives for Course: Introductory course to mortgage securitization and the securitization audit process.  Course provides industry recognized certification as a Mortgage Securitization Auditor.  Student will be able to perform audits where the name of the loan trust is known or obtainable from title records.
California State Assembly Bill No. xxxx re. Mortgage Foreclosure Consultants: loan audits
Video of Massachusetts Supreme Court Hearing
Real Estate Acquisition, the Mortgage Process, Securitization, Loan Servicing and Foreclosure
Set up PCs / conference and facility information / Q&A
Break 10:30AM &#xxxx; 10:45AM
10:45AM &#xxxx; 12:30PM
Review of client information and recorded documents
Looking up a loan: Fannie Mae; Freddie Mac; MERS
Review of CFLA loan audit template for Level 2 audits &#xxxx; discussion of each major section
Report preparation standards / code of ethics
Discussion of the transaction parties to a loan securitization
The role of the SEC, investors and reviewing SEC documents
Lunch 12:30PM &#xxxx; 1:45PM
1:45PM &#xxxx; 5PM (break 3:30 &#xxxx; 3:45PM)
Walk-through of a Level 2 audit (report #1)
Gathering of documents
Completion of template as a class
Quiz/Drawing for book/DVD
Homework &#xxxx; review reading list; start on a new case (report #2); review Tim O&#xxxx;Reilly DVD Presentation
 
SATURDAY
9AM &#xxxx; 10:30AM
Discussion of homework / Q&A
Finish audit in class (report #2) with instructor
Break 10:30AM &#xxxx; 10:45AM
10:45AM &#xxxx; 12:30PM
The need for securitization audits
Legal theory behind securitization audits: real parties in interest; MERS; chain of title
Work through another audit (report #3) or own or in small group; instructor observes and answers questions
Lunch 12:30PM &#xxxx; 1:45PM
1:45PM &#xxxx; 5PM (break 3:30 &#xxxx; 3:45PM)
Review of audit (report #3)
Begin next audit individually (report #4)
Homework &#xxxx; email instructor audit (report #4) by 8AM
 
SUNDAY
9AM &#xxxx; 10:30AM
Discussion of homework / Q&A
Break 10:30AM &#xxxx; 10:45AM
10:45AM &#xxxx; 12Noon
Quiz/Drawing for book/DVD
Video
Overview of GSE audits / Bloomberg audits
Q&A
Lunch 12Noon &#xxxx; 1PM
1PM &#xxxx; 3PM FINAL EXAM (report #5)
3PM &#xxxx; 4PM Notary on site to provide certification / raffle / feedback forms 
 
Testimonials from Previous Training Classes
"You have no idea what your course means to me and how it will change my practice. Blessings to your company"
Sharon King Dudley, Esq
 
"This class is very motivating to get started. There are knowledgable people to help you along the way. The instructors are good for staying on task. Love all the samples and templates from the class&#xxxx;that is great to help us out with our cases. Definetely recommend.
Anton Ackerman
 
"All instructors and attorneys are very friendly and knowledgeable and helpful. Tons of work"
Mark Freedman
 
"Be ready to focus and take good notes. The material and information is new and innovative. Therefore, it will be challenging. Ask questions and network!"
Christian Giannolti
 
"Great class to arm yourself with inside knowledge only the banks have had for years. It will teach you how to present yourself when you go to court against your lender"
Marie Breakfield
 
"This course provided practical knowledge to use in the real world. The instructors were very nice and knowledgeable with expansive experience in actual cases. I highly recommend this course for/to anyone interested in saving their own home, or to gain the knowledge necessary to do so. These tools could shape the entire mortgage industry for years to come!"
Tony Risenberg
 
"The instructors are FANTASTIC and want you to learn!"
William Younghans
 
"The course is a wake up call for the masses subjected to the fraudulent attack by the banks."
Chandra Anand
 
"Come open minded ask questions talk to the instructors. The more you listen the more you learn. Thank you Art and Liz for a wonderful experience."
Jennifer Corrales
 
"The Securitization Certification Course is a power course for those of us charting un-charted territory."
Bobby Lister