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TREC # 605104
TRICIA MADRID, REALTOR®
TREC # 0461803
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· 05/06/1991 TCJC: BOOKKEEPING I & TYPEWRITING II
· 06/06/1991 TCJC: TYPEWRITING III & ELECTRONIC CALCULATORS FOR CLERICAL PERSONNEL
· 03/30/2005 123MCE.COM: BRANDING YOUR BUSINES
AFFIRMATIVE ACTION
· 10/25/2010 WF: Affirmative Action 2010
· 10/04/2012 WF: Affirmative Action 2012
· 10/15/2012 WFHM: (ERM1-100002) AFFIRMATIVE ACTION 2012
ANTI-MONEY LAUNDERING
· 09/13/2013 PUF: Anti-Money Laundering
· 11/04/2013 AllRegs Academys: Anti-Money Laundering Rules of the BSA!
· 05/29/2014 PUF: Anti-Money Laundering
· 08/05/2015 PUF: COMPANY COMPLIANCE ANTI-MONEY LAUNDERING
BSA / OFAC
· 12/31/2004 SWS: 119 BSA and OFAC: Fighting Crime and Terror
· 07/15/2008 WF: BSA/OFAC: Combating Money Laundering 2008
· 07/08/2009 WF: BSA/OFAC: Combating Money Laundering 2009
· 01/12/2010 WF: BSWOFAC: Combating Money Laundering 2010
· 01/30/2011 WF: BSA/OFAC: Combating Money Laundering 2011
· 01/30/2011 WFHM: (EM01-500505v2011) BSA/OFAC: COMBATING MONEY LAUNDERING 2011
· 10/07/2012 WF: BSA/OFAC: Combating Money Laundering 2012
· 10/15/2012 WFHM:(EM01-500505) BSA/OFAC: COMBATING MONEY LAUNDERING 2012
CFPB
· 01/13/2014 PUF:CFPB Training for Ops
· 02/06/2014 PUF: CFPB Regulatory Changes; Retail & Wholesale
· 02/07/2014 PUF: CFPB Training for Correspondent Ops
· 02/21/2014 PUF: Training session information: CFPB Q & A Session
CODE OF ETHICS
· 04/29/2007 ABSOLUTE CE: TREC MANDATORY ETHICS UPDATE (E) (ON-LINE/EXAM)
· 07/15/2008 WF: Code of Ethics 2008
· 03/26/2009 WF: Code of Ethics 2009
· 05/01/2009 WF: CODE OF ETHICS 2009
· 01/12/2010 WF: Code of Ethics 2010
· 01/30/2011 WF: Code of Ethics 2011
· 10/04/2012 WF: Code of Ethics 2012
· 10/15/2012 WFHM: (ERM1-100003) CODE OF ETHICS 2012
· 12/31/2021 THE CE SHOP LLC: REALTOR CODE OF ETHICS TRAINING
· 12/22/2024 MCKISSOCK LEARNING: MAY THE CODE BE WITH YOU
DISCLOSURE REQUIREMENTS
· 09/10/2013 PUF: Federal Compliance for Disclosing [Wholesale]
· 09/10/2013 PUF: Federal Compliance for Disclosing [Retail]
· 09/12/2013 PUF: Federal Compliance for Disclosing [Retail]
· 09/17/2013 PUF: Federal Compliance for Disclosing [Wholesale]
· 08/23/2015 PUF: TD-0292 INTRO TO TILA RESPA: INTEGRATED DISCLOSURES 2015 PART 1
· 10/02/2015 PUF: TD-0309 INTRODUCTION TO TRID 2015 PART 4: TILA-RESPA INTEGRATED DISCLOSURES (TRID) RULE TRAINING
· 10/06/2015 PUF: TD-0306 INTRO TO TRID 2015 PART 3: THE CLOSING DISCLOSURE
FAIR LENDING
· 01/27/2005 SWS: 122 Fair Lending, Fair Housing
· 07/18/2008 WF: Fair and Responsible Lending 2008
· I04/27/2009 WF: Fair and Responsible Lending 2009
· 01/13/2010 WF: Class: Self-Paced: Fair and Responsible Lending 2010
· 10/25/2011 WF: Fair and Responsible Lending 2011
· 05/24/2012 WF: Fair and Responsible Lending 2012
· 06/18/2012 WF: Diversity Module 1: Integrating Diversity and Inclusion into Wells Fargo 2012
· 10/15/2012 WFHM: (ERM1-100022) FAIR AND RESPONSIBLE LENDING 2012
· 11/30/2020 NAR: AT HOME WITH DIVERSITY CERTIFICATE OF COMPLETION
· 11/30/2020 THE CE SHOP: AT HOME WITH DIVERSITY COURSE COMPLETION CERT
· 12/06/2020 NAR DECO AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM
· 12/06/2020 NAR OFFICIAL CERT: AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM
FINANCIAL ABUSE
· 07/18/2008 WF: Reporting Suspected Financial Abuse 2008
· 01/12/2010 WF: Reporting Suspected Financial Abuse 2
· 01/30/2011 WF: Reporting Suspected Financial Abuse 2011
· 01/30/2011 WFHM: (ERM1-100007v2011) REPORTING SUSPECTED FINANCIAL ABUSE 2011
· 10/15/2012 WFHM: (ERM1-100007) REPORTING SUSPECTED FINANCIAL ABUSE 2012
HMDA
· 02/25/2005 SWS: 227 The Basics of HMDA
IDENTITY PROTECTION
· 06/14/2017 PHMI-IDENTITY THEFT (THE RED FLAG RULE) 2017
LEADERSHIP
· 01/28/2005 SWS: DR 101 Disaster Recovery Manual
· 07/18/2008 WF: Harassment Prevention for Team Members
· 07/18/2008 WF: Texas Injury Benefit Plan for Team Members
· 07/26/2010 WF: Texas Injury Benefit Plan for Managers
· 01/30/2011 WFHM: (ERM1-100026v2011) FAIR LABOR STANDARDS ACT 2011
· 01/30/2011 WFHM: (ERM1-100008v2011) WORKPLACE HARASSMENT FOR MANAGERS 2011
· 05/24/2012 WF: Compensation Basics
· 05/24/2012 WF: Fair Labor Standards Act 2012
· 10/15/2012 WFHM: (ERM1-100026) FAIR LABOR STANDARDS ACT 2012
· 10/15/2012 WFHM: (ERM1-100042) ADA EFFECTIVE COMMUNICATIONS AND RELAY SERVICES 2012
· 08/14/2015 PUF: COMPANY COMPLIANCE HARASSMENT AND DISCRIMINATION
· 11/07/2017 ACEABLE AGENT: COVER YOUR ASSESTS: MANAGEING PERSONAL AND PROFESSIONAL RISK
PRIVACY
· 02/25/2005 SWS: 144 GLB and Financial Privacy
· 07/18/2008 WF: Privacy and Solicitation Policies 2008
· 07/18/2008 WF: Protecting Wells Fargo Information 2008
· 03/26/2009 WF: Privacy and Solicitation Policies 2009
· 06/13/2009 WF: Protecting Wells Fargo Information 2009
· 01/13/2010 WF: Protecting Wells Fargo Information 2010
· 05/24/2012 WF: Protecting Wells Fargo Information 2012
· 10/15/2012 WFHM: (ERM1-100005) PROTECTING WELLS FARGO INFORMATION 2012
· 06/14/2017 PHMI-SECURITY AWARENESS CREATING STRONG PASSWORDS 2017
RESPA
· 11/30/2009 WF: RESPA Fulfillment Certification Knowledge Check
· 08/10/2015 PUF: TD-0292 INTRO TO TRID: KNOW BEFORE YOU OWE
· 10/06/2015 PUF: TD-0301 INTRO TO TRID 2015 PART 2: THE LOAN ESTIMATE
SCRA
· 07/19/2012 WF: Servicemembers Civil Relief Act Overview
· 10/04/2012 WF: Servicemembers Civil Relief Act for Real
· 04/20/2015 PUF: SERVICEMEMBERS CIVIL RELIEF ACT (SCRA) TRAINING
MISC
· 01/31/1996 MORTGAGE BANKERS ASSOCIATION OF AMERICA: REGULATORY COMPLIANCE
· 08/14/2009 WF: HERA HOEPA phase 2 Fulfillment Self-Assessment
· 05/31/2014 PUF: FACTA Red Flags
· 06/14/2017 PHMI- AML SUSP ACTIVITY BK SECRECY ACT 2017
· 07/03/2017 PHMI-DETECTING MORTGAGE FRAUD COURSE AND TEST 2017
· 01/18/1995 GEORGE LEONARD SCHOOL OF REAL ESTATE: CONTRACTS & CLOSING COSTS #0321
· 01/31/1995 LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE LAW/CONTRACTS
· 04/21/2005 123MCE.COM: A CONTRACT UPDATE
· 10/22/2013 VA SAR- Navigating An Appraisal (Lesson 2- Sales Contract Review )
· 05/10/2018 EDUCATERE: A REVIEW OF THE TEXAS ONE-TO-FOUR FAMILY RESIDENTIAL CONTRACT
· 01/03/2019 ALLIANT NATIONAL TITLE INS CO: UNDERSTANDING ONE TO FOUR FAMILY RESIDENTIAL CONTRACT
· 04/21/2021 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
· 02/12/2023 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
· 04/12/2023 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
· 05/12/2023 THE RRC: 9 CONTRACT TERMS THAT WIN SELLERS OVER
· 10/17/2023 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
· 01/28/1992 AMERICAN INSTITUTE OF CONSUMER CREDIT: CERTIFIED CONSUMER CREDIT CONSULTANT
· 01/22/2001 TEXAS DEPT OF INSURANCE: CREDIT INSURANCE
· 02/19/2008 CHASE HOME FINANCE CREDIT RISK MANAGEMENT: CREDIT AUTHORITY ASSIGNMENT
· 12/24/2009 WF: Reading an Instant Merge® Credit Report
· 01/11/2011 WFHM: (ERM1-100034v2011) MANAGING RISK- IT STARTS WITH ME 2011
· 09/04/2013 Fundamentals of DE Credit Review and TOTAL Scorecard
· 09/11/2013 VA Credit Standards Course (Intro & Chpt 1)
· 09/13/2013 PUF: FACTA Red Flags
· 10/08/2013 VA: CREDIT STANDARDS -SCHOOL OF CERTIFYING OFFICIAL
· 10/08/2013 VA Credit Standards Course (Chapter 12)
· 11/05/2013 ESSENT: Components of Credit Scoring: The Meaning Behind the Number
· 02/20/2014 Overview of Basic FHA Underwriting Credit, Income and Assets
· 03/15/2014 ESSENT: Components of Credit Scoring: The Meaning Behind the Number
· 05/31/2014 PUF: FACTA Red Flags
· 06/20/2014 PUF: Credit Philosophy Training for Dallas Wholesale & Retail (By B.Sydow EVP PUF and Ben Weber VP-CR Risk/Credit Policy)
· 04/14/2015 PUF: Mandatory Credit Training by Ben Weber "for UW & Credit Reviewers"
· 06/04/2015 PUF: SVP &NAT'L RISK UW TRAINING-QUALITY, LOAN BEAM, FNMA CU, FRAUDGUARD, ADVERSE ACTION, FHA
· 08/05/2015 PUF: COMPANY COMLIANCE FAIR AND ACCURATE CREDIT TRANSACTION ACT (FACTA)
· 08/23/2015 PUF: CREDIT RISK [CDO] RESOURCES TRAINING
· 10/08/2015 CREDIT PLUS WEBINAR: UNDISCLOSED DEBT EXPOSURE Shining a light on an unforeseen consequence of TRID
· 03/15/2022 MCKISSOCK LEARNING: WHAT EVERYONE SHOULD KNOW ABOUT THEIR CREDIT HISTORY
· 02/12/2023 MCKISSOCK LEARNING: WHAT EVERYONE SHOUD KNOW ABOUT THEIR CREDIT HISTORY
· 02/27/2023 CREDIT REPAIR CLOUD: BASIC DISPUTING
· 02/27/2023 CREDIT REPAIR CLOUD: CRC SOFTWARE CERTIFICATION
· 10/18/2010 WF: Successful Customer Interactions in Home
· 10/19/2010 WFHM: (OAA7-001170) SUCCESSFUL CUSTOMER INTERACTION IN HOME PRESERVATION
· 10/00/2023 NATIONAL ASSOCIATION OF REALTORS: ePRO
· 06/25/1991 TCJC: WORDPERFECT, BEGINNING WITH
· 01/16/1999 NEW HORIZONS: BEGINNING WINDOWS 95
· 11/01/2004 SWS: BANK BVS PERFORMANCE SYSTEMS: #157 INFORMATION SECURITY BASICS
· 11/15/2004 SWS: 157 Information Security Basics
· 01/19/2009 WF: VA Processing: 02 Systems Overview
· 01/19/2009 WF: VA Processing: 04 CAIVRS
· 01/19/2009 WF: FHA Processing: 01 Systems Overview
· 01/19/2009 WF: VA Processing: 02 Systems Overview
· 01/19/2009 WF: VA Processing: 03 Compliance
· 01/19/2009 WF: VA Processing: 07 Communication
· 01/19/2009 WF: VA Processing: 08 Validation
· 06/17/2009 WF: Government Training Curriculum: VA IRRRL- Mentor Guide
· 06/19/2009 WF: Government Training Curriculum: VA IRRRL
· 07/11/2011 WF: CLARA TRAINING - INTRODUCTION
· 07/11/2011 WF: CLARA SYSTEMS TRAINING
· 07/11/2011 WF: CLARA TRAINING - INTRODUCTION
· 07/13/2011 WF: CLARA Training - Retention Module
· 07/15/2011 WF: CLARA Training - Liquidation Module
· 12/11/2011 WF: GEM Super User: Transfer work items
· 06/22/2012 WFHM: ERLMF 3.12 RELEASE FHA / VA SYSTEMS TRAINING
· 06/15/2013 PUF: RealEC for Brokers & Sales [W]
· 06/15/2013 PUF: Point & Loan Prospector [W]
· 09/04/2013 PUF: DataTrac to DocMagic-XL [R][W]
· 09/05/2013 PUF: FraudGUARD for Jr's & Underwriters [R][W]
· 09/05/2013 PUF: RealEC for Jr's & Underwriters
· 09/05/2013 PUF: FLOW Tutorial for Ops [C][R][W]
· 09/05/2013 PUF: RealEC for Jr's & Underwriters
· 09/18/2013 PUF: DataTrac to DocMagic-XL [R][W]
· 09/25/2013 PUF: Lending Space Sales Portal Training - Session 1
· 09/25/2013 PUF: Lending Space Sales Portal Training - Session 2
· 10/03/2013 Lexis Nexis Training
· 11/04/2013 AllRegs Academys: Online User Training
· 11/11/2013 PUF: LPS (Lending Space) System Overview (Pacific Union Financial)
· 11/11/2013 PUF: LPS (Lending Space) System Overview
· 11/19/2013 eDocs Q&A Session for UW and Jr. Uws
· 12/12/2013 PUF: Business Rules in DT (DataTrac system)
· 01/16/2014 PUF Topic: SFC/IFI Generator Training Class
· 01/29/2014 PUF Topic: SFC/IFI Generator Training Class - update/clarification
· 01/29/2014 PUF: Open Access Worksheet Training for Correspondent
· 07/02/2014 PUF: ULDD Business Rules Update 1 of 2
· 07/03/2014 PUF: ULDD Business Rules Update 2 of 2
· 07/9/2014 PUF: eDocs for Correspondent Operations Training 1 of 2
· 07/10/2014 PUF: eDocs for Correspondent Operations Training 2 of 2
· 07/28/2014 Platinum Data Realview Training
· 08/20/2014 FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER
· 08/20/2014 FNMA: CU USER INTERFACE BASIC TRAINING
· 08/20/2014 FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER
· 08/20/2014 FNMA: CU USER INTERFACE BASIC TRAINING
· 08/21/2014 FNMA: CU ADVANCED TRAINING
· 04/16/2015 FHA: MODULES 4 & 5: USING THE TOTAL MORTGAGE SCORECARD, &, MANUAL UNDERWRITING (RECORDED ON 4/9/15)
· 07/01/2015 PUF: INTRODUCTION TO ILEARN
· 09/22/2015 FHA: SFH POLICY HANDBOOK: FHAC SYSTEM CHANGES
· 10/07/2015 PUF: LOAN BEAM TRAINING
· 11/16/2015 PUF: MAX (SYSTEM) TRAINING
· 01/23/2018 ARBOR: PROSPECTING CLIENTS WITH MATRIX MLS
· 02/27/2018 ARBOR: THE MANY TOOLS OF THE MLS
· 12/05/2019 TEXAS REALTORS: MLS BASICS: EASY AS ABC, 123
· 11/11/2020 ITU: HTML ESSENTIALS (WEB DESIGN & CODING)
· 12/01/2020 ITU: CSS ESSENTIALS (WEB DESIGN & CODING)
· 02/27/2023 CREDIT REPAIR CLOUD: CRC SOFTWARE CERTIFICATION
· 01/22/2001 TEXAS DEPT OF INSURANCE: CREDIT INSURANCE
· 10/07/2004 WORLD FINANCE GROUP UNIVERSITY: ASSOCIATE START-UP ACCELERATION PROGRAM
· 02/28/2005 SCHOOL OF MORTGAGE LENDING: TSLD-4-2002-12C 170 UNDERSTANING TITLE INSURANCE
· 11/13/2017 TDI: LIFE AGENT INDIVIDUAL
· 09/08/1993 PROBE, INC: PRIVATE INVESTIGATIONS
· 09/08/1993 PROBE, INC: PRIVATE INVESTIGATIONS - ADVANCED
· 10/07/2004 WORLD FINANCE GROUP UNIVERSITY: ASSOCIATE START-UP ACCELERATION PROGRAM
· 03/08/2007 CHL: MAKING THE LEAP FROM GOOD TO GREAT- BRANCH OPS MGR TRAINING
· 11/06/2008 WF: Loan Stage Management for Fulfillment Training
· 04/18/2009 GALLUP STRENGTH FINDERS
· 08/27/2009 WF: Becoming a Manager: Leading and Communicating
· 11/04/2009 WF: Effective Team-building Strategies
· 12/07/2010 WF: Time Tracker Training
· 05/23/2011 WF: Conducting Interviews for Successful Results (Includes Simulation)
· 09/14/2011 WF: Servicing Attendance & PTO Guidelines Training
· 09/14/2011 WF: Home Lending Servicing Attendance & PTO Guidelines Training
· 02/08/2012 WF: Cultivate Leaders At All Levels (Fifty Lessons)
· 02/21/2012 WF: Emergency Response and Incident- Management 2012
· 02/21/2012 WFHM: (ERM1-100015) EMERGENCY RESPONSE AND INCIDENT MANAGEMENT 2012
· 02/26/2012 WF: Form I-9 and E-Verify Training
· 03/02/2012 WFHM: HPS / HPU LOMBARDI REFRESHER TRAINING
· 04/10/2012 WF: PRODUCTIVITY TRACKING SYSTEM 0AA7-001416
· 04/10/2012 WF: PRODUCTIVITY TRACKING FOR SUPERVISORS 0AA7-001417
· 04/10/2012 WF: PRODUCTIVITY TRACKING SYSTEM REPORTING 0AA7-001418
· 04/11/2012 WF: Productivity Tracking System
· 05/24/2012 WF: Employee Relations: Satisfying Employees (Includes Simulation)
· 06/07/2012 WF: Navigating the Mentoring Path for Mentees
· 06/07/2012 WF: ER Essentials: Managing People, Managing Risk
· 06/07/2012 WF: Diverse Mentoring Program - 2012 Class Kick off meeting
· 06/26/2012 WFHM: STRENGTH FINDER / REFRESHER TRAINING & BOOK CLUB GROUP TRAINING
· 06/27/2012 WF: Employee Relations Essentials -Appropriate Workplace Conduct Training for Managers and Supervisors
· 06/28/2012 WFHM: EMPLOYEE RELATIONS & BREAK-OUT SESSIONS
· 06/28/2012 WF: Employee Relations Essentials - Counseling & Corrective Action
· 09/04/2012 WF: Networking Skills
· 11/20/2012 WF: Consumer Lending Group Attendance Policy for Nonexempt Team Members
· 11/20/2012 WF: ER Essentials: Managing People, Managing
· 04/04/2013 WFHM: MEDIATIONS MANAGER TRAINING
· 06/15/2013 WF: DIVERSE MENTORING PROGRAM
· 06/15/2013 PUF: Concur Expense Reporting [Managers]
· 08/26/2013 PUF: HR Benefits Presentation [All Staff]
· 09/05/2013 PUF: HR 401(k) Webinar [All Staff]
· 09/13/2013 PUF: Preventing Discrimination and Harassment
· 08/11/2019 CBT ALLIANCE: TEXAS BROKER RESPONSIBILITY (2019-2020)
· 04/21/2021 MCKISSOCK LEARNING: 2021-2022 BROKER RESPONSIBILITY COURSE
· 02/29/2024 MCKISSOCK LEARNING: 2023-2024 BROKER RESPONSIBILITY
· 03/04/2021 LEGALSHIELD: FAST START- AN INTRODUCTION TO YOUR LEGALSHIELD BUSINES
· 01/22/2001 TEXAS DEPT OF INSURANCE: CREDIT INSURANCE
· 02/11/2002 TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE
· 01/19/2024 ONCOURSE: 20 HR SAFE COMPREHENSIVE: APPLYING MORTGAGE KNOWLEDGE TO EXAM PREP
· 02/19/2024 ONCOURSE: 3 HR TX-SML SAFE: REVIEW OF TX MORTGAGE LAW
· 06/00/2023 CARDONE UNIVERSITY: ADVANCED FOLLOW UP STRATEGIES
· 04/30/2000 LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE MARKETING II
· 08/12/2015 MGIC: LINKEDIN STRATEGIES FOR LOAN OFFICERS
· 10/19/2017 THE CE SHOP: MARKETING, ADVERTISING, AND SOCIAL MEDIA COMPLIANCE
· 07/04/2020 ITU: BASICS OF MARKETING WITH SOCIAL MEDIA
· 11/11/2020 ITU: PINTEREST
· 12/26/2020 ITU: REDDIT
· 12/26/2020 ITU: FACEBOOK 101
· 03/05/2023 KRISTA MASHORE: COMMUNITY MARKET LEADER DESIGNATION: THE CLIENT ATTRACTION BLUEPRINT
· 04/24/2023 RE CE ELECTIVE: SOCIAL MEDIA MARKETING BASICS
· 10/03/2023 TEXAS REALTORS: BECOME A REAL ESTATE MARKETING ROCKSTAR USING CHATGPT
· 04/03/2024 CLUBWEALTH: CW DIGITAL MARKETING ON BOARDING
· 04/03/2024 CLUBWEALTH: CLUB WEALTH ISA TRAINING
· 05/28/1998 BAYLOR UNIVERSITY: 0211- REAL ESTATE APPRAISAL
· 02/19/2004 MORTGAGE RESEARCH, INC/MORTGAGE-EDUCATION.COM: TX CONT EDUCATION APPRAISALS
· 04/15/2004 HUD / FW MTG BROKER ASSOCIATION: DIRECT ENDORSEMENT UW & APPRAISALS
· 01/19/2009 WF: VA Processing: 06 Appraisal
· 01/19/2009 WF: VA Processing: 06 Appraisal
· 06/17/2009 WF: Government Training Curriculum: VA IRRRL- Mentor Guide
· 06/19/2009 WF: Government Training Curriculum: VA IRRRL
· 02/15/2013 VA SAR- Navigating An Appraisal (Lesson 5 - Review and Process Request and Deficiencies)
· 10/11/2013 VA SAR- Navigating An Appraisal (Lesson 1-VA SAR Overview )
· 10/22/2013 Essent Guaranty MI: Analysing the Appraisal
· 10/22/2013 VA SAR- Navigating An Appraisal (Lesson 2- Sales Contract Review )
· 10/28/2013 FNMA Using the Uniform Appraisal Dataset to Complete the URAR (Rev 2/2011)
· 10/30/2013 LAPP and Common SAR Errors
· 11/08/2013 ESSENT: Appraisal Workshop: Discussing Scenarios and Addressing Potential Red Flags
· 12/09/2013 VA SAR- Navigating An Appraisal (Lesson 3 -Comprehensive Appraisal Review )
· 12/09/2013 VA LAPP and Common SAR Errors
· 12/13/2013 ESSENT: appraisal workshop -Discussing scenarios and Addressing Potential Red Flags
· 12/13/2013 VA SAR- Navigating An Appraisal (Lesson 4 - NOV )
· 12/19/2013 MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements
· 02/02/2014 VA SAR- Navigating An Appraisal (Final Exam)
· 02/13/2014 MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements
· 05/06/2014 Essent: Reviewing the 1004MC: Market Conditions Addendum
· 08/14/2014 FHLMC: Reviewing Residential Properties
· 08/19/2014 MGIC: Understanding the Condo Appraisal
· 08/20/2014 FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER
· 08/20/2014 FNMA: UNDERSTANDING THE CU RISK SCORE, FLAGS, AND MESSAGES
· 08/20/2014 FNMA: CU USER INTERFACE BASIC TRAINING
· 08/21/2014 FNMA: CU ADVANCED TRAINING
· 09/18/2014 FHA: NEW! FHA APPRAISALS
· 02/05/2015 FNMA: COLLATERAL UNDERWRITER OVERVIEW AND IMPLEMENTATION AWARENESES WEBINAR FOR CORRESPONDENT ROLLOUT
· 08/19/2015 FHA: MODULE 3A: APPRAISALS (RECORDED ON 4/2/15)
· 08/12/2015 ESSENT: Rural Property and Small Community Appraisals Confirmation
· 08/17/2015 MGIC: UNDERSTANDING THE CONDO APPRAISAL
· 08/19/2015 FHA: MODULE 3B: UNDERWRITING THE PROPERTY (RECORDED ON 4/2/15)
· 01/16/2018 ARBOR: CREATING GOOD CMAs
· 11/14/2019 TEXAS REALTORS: AN INTRODUCTION TO THE CMA
· 06/05/2020 NAR PRICING STRATEGIES MASTERING THE CMA
· 06/07/2020 THE CE SHOP: PRICING STRATEGIES: MASTERING THE CMA
· 06/10/2020 NAR PRICING STRATEGIES ADVISOR CERTIFICATION
· 06/15/2013 PUF: Gift Funds
· 11/20/2013 PUF: Mandatory Gift Funds Training for Juniors and Underwriters
· 12/05/2013 ESSENT: Acceptable Assets (Essent)
· 12/09/2013 FHLMC Documenting Acceptable Source of Funds
· 02/20/2014 Overview of Basic FHA Underwriting Credit, Income and Assets
· 02/24/2014 MGIC: Evaluating Income and Assets
· 03/06/2014 ESSENT: Focus on Assets: Acceptable Documentation and Eligible Sources
· 05/06/2014 Essent: Focus on Assets: Acceptable Documentation and Eligible Sources
· 12/19/2016 FREDDIE MAC: DOCUMENTING ACCEPTABLE SOURCES OF FUNDS
· 05/18/2020 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
· 12/30/2022 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
· 03/02/2023 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
· 12/13/2023 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
· 01/10/2011 WF: Home Preservation Foreclosure Training -General Overview
· 05/02/2011 WF: Home Preservation Interest Only Extension Program Assessment
· 08/12/2011 WF: TIME MACHINE PROJECT TRAINING
· 09/07/2011 WF: Guide to the Home Preservation Incentive Portal-Manager Version
· 10/03/2011 WF: Foreclosure Overview and Glossary Terminology
· 11/04/2011 WF: Promontory SME Training
· 12/06/2011 WF: WFHM - Income Review Calculator Assessment - Home Preservation Underwriter
· 06/07/2012 WF: Making Home Affordable (MHA) Expansion (SD 12-02)
· 11/20/2012 WF: FDCPA Overview 2012
· 06/15/2013 PUF: HARP Centralized Teams [R][W]
· 06/15/2013 PUF: HARP Overview [R][W]
· 06/15/2013 PUF: HARP Operations [C]
· 10/04/2013 PUF: HARP Training for Credit Risk
· 04/22/2014 FHA: Understanding the Real Estate Owned (REO) & Good Neighbor Next Door Programs
· 05/26/2021 THE CE SHOP LLC: SHORT SALES & FORECLOSURES: WHAT REAL ESTATE PROFESSIONALS NEED
· 12/31/2022 MCKISSOCK LEARNING: PERFORMING QUALITY BPOs
· 05/10/2023 DIVVY HOMES: DISPOSITIONS CERTIFIED SPECIALIST
· 04/02/2024 CLUBWEALTH: WORLD CLASS REO AGENT CERTIFICATION COURSE
· 04/07/2024 CLUBWEALTH: WORLD CLASS SHORT SALE SUCCESS CERTIFICATION COURSE
· 10/00/2023 NATIONAL ASSOCIATION OF REALTORS: ePRO
· 10/25/1995 MORTGAGE TRAINING GROUP, INC: CERTIFIED MORTGAGE LOAN OFFICER
· 11/26/1997 GEORGE LEONARD SCHOOL OF REAL ESTATE: G.R.E.D. GRADUATE REAL ESTATE DESIGNATION
· 06/08/2007 CHL: FHA DE WORKSHOP - CONSUMER MARKETS DIVISION
· 07/31/2019 HPA: AGENT CERTIFICATION COURSE
· 01/01/2020 NAR ABR OFFICIAL CERT
· 05/11/2020 THE CLOSE- 6 WEEKS 6 SIMPLE TRANSFORM RE BUS CERT
· 05/24/2020 NAR ABR OFFICIAL CERT
· 05/30/2020 THE CE SHOP: MILITARY RELOCATION PROFESSIONAL CERTIFICATION CORE COURSE
· 06/07/2020 NAR SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE
· 11/30/2020 NAR: AT HOME WITH DIVERSITY CERTIFICATE OF COMPLETION
· 11/30/2020 THE CE SHOP: AT HOME WITH DIVERSITY COURSE COMPLETION CERT
· 11/30/2020 THE CE SHOP: MILITARY RELOCATION PROFESSIONAL CERTIFICATION CORE COURSE
· 11/30/2020 NAR: AT HOME WITH DIVERSITY CERTIFICATE OF COMPLETION
· 12/06/2020 NAR DECO AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM
· 12/06/2020 NAR OFFICIAL CERT: AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM
· 06/10/2021 THE CE SHOP LLC: RESORT & SECOND HOME SPECIALIST (RSPS) CERTIFICATION COURSE
· 03/05/2023 KRISTA MASHORE: COMMUNITY MARKET LEADER DESIGNATION: THE CLIENT ATTRACTION BLUEPRINT
· 04/02/2024 CLUBWEALTH: WORLD CLASS BUYERS AGENT CERTIFICATION COURSE
· 04/02/2024 CLUBWEALTH: WORLD CLASS REO AGENT CERTIFICATION COURSE
· 04/07/2024 CLUBWEALTH: WORLD CLASS SHORT SALE SUCCESS CERTIFICATION COURSE
· 07/15/2008 WF: BSA/OFAC: Combating Money Laundering 2008
· 07/08/2009 WF: BSA/OFAC: Combating Money Laundering 2009
· 01/12/2010 WF: BSWOFAC: Combating Money Laundering 2010
· 01/30/2011 WFHM: (EM01-500505v2011) BSA/OFAC: COMBATING MONEY LAUNDERING 2011
· 05/06/2012 WF: 2012 Fraud Awareness Training - Basics
· 10/07/2012 WF: BSA/OFAC: Combating Money Laundering 2012
· 10/15/2012 WFHM:(EM01-500505) BSA/OFAC: COMBATING MONEY LAUNDERING 2012
· 06/15/2013 PUF: FraudGUARD for Ops [R][W]
· 09/05/2013 PUF: FraudGUARD for Jr's & Underwriters [Retail]
· 09/05/2013 PUF: FraudGUARD for Jr's & Underwriters [Wholesale]
· 09/13/2013 PUF: Anti-Money Laundering
· 10/28/2013 FRAUDGUARD: Using FraudGuard FG100
· 10/29/2013 FRAUDGUARD: Interpreting Variances in FraudGuard (FG200)
· 10/30/2013 FraudGUARD FG900 Using UDM in
· 10/31/2013 FRAUDGUARD: Using 4506T TX100
· 11/04/2013 FraudGUARD 901 - Ownership & Occupancy Services
· 11/04/2013 FraudGUARD SSN100 - Using SSN Direct
· 11/04/2013 AllRegs Academys: Anti-Money Laundering Rules of the BSA!
· 01/15/2014 Mortgage Fraud: Common Schemes and Potential Red Flags (Essent)
· 05/29/2014 PUF: Anti-Money Laundering
· 03/19/2015 RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD IN LOAN FILES
· 03/19/2015 RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD SCHEMES
· 08/05/2015 PUF: COMPANY COMPLIANCE ANTI-MONEY LAUNDERING
· 04/18/1991 Federated Tax Preparers-National Association Membership Cert
· 04/18/1991 Federated Tax Preparers: Federated Tax Preparation Course
· 05/06/1991 TCJC: BOOKKEEPING I & TYPEWRITING II
· 12/01/2008 WF: Basic Income Verification and Calculation
· 03/03/2009 WF: Income Training
· 01/11/2010 WF: Advanced Tax Analysis FNMA 1084 Training -Module 1
· 01/12/2010 WF: Advanced Tax Analysis FNMA 1084 Training - Module 2
· 01/13/2010 WF: Advanced Tax Analysis FNMA 1084 Training -Module 3
· 01/14/2010 WF: Advanced Tax Analysis FNMA 1084 Training - Module 4
· 04/15/2010 WF: HAMP AND NON-HAMP INCOME REVIEW CALCULATOR PROCEDURES
· 12/06/2011 WF: WFHM - Income Review Calculator Assessment - Home Preservation Underwriter
· 12/06/2011 WF: WFHM - Income Review Calculator Assessment - Home Preservation Underwriter
· 09/06/2013 Genworth: Self Employed Borrower- Completing Form 91 w/Personal Tax return
· 09/06/2013 PUF: Income Calculator Worksheet for Jr's & Underwriters [C][R][W]
· 09/08/2013 MGIC: Evaluating the Self Employed Borrower
· 11/01/2013 ESSENT: Analyzing Personal Tax Returns: Cash Flow Analysis
· 11/12/2013 ESSENT: Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculations (Pacific Union Financial)
· 11/19/2013 FHLMC Underwriting Income and Employment
· 12/06/2013 MGIC: EVALUATING THE SELF-EMPLOYED BORROWER
· 12/07/2013 MGIC: Self-Employed Borrowers - Advanced (AGI Method)
· 01/14/2014 Essent: Analyzing Personal and Business Tax Returns: Cash Flow Analaysis (1040/1065/1120S/1120)
· 02/20/2014 Overview of Basic FHA Underwriting Credit, Income and Assets
· 02/24/2014 MGIC: Evaluating Income and Assets
· 05/02/2014 PUF: Rental Income Calculations
· 06/11/2014 GENWORTH: Evaluating the Self Employed Borrower
· 08/19/2014 FNMA: INDEPTH SESSION: ASSESSING INCOME FROM SELF EMPLOYMENT
· 02/06/2015 PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR
· 02/12/2015 GENWORTH: Reading Business Tax Returns: Income Training
· 03/06/2015 PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR
· 03/20/2015 MGIC: EVALUATING THE SELF EMPLOYED BORROWERS INDUSTRY HIGHLIGHTS
· 08/05/2015 ESSENT: INCOME ANALYSIS FOR SALARIED BORROWERS: ACCEPTABLE DOCUMENTATION AND CALCULATIONS
· 08/05/2015 MI: Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculations Confirmation
· 10/22/2015 NATIONAL MI: SELF-EMPLOYED BORROWER CONFIRMATION
· 11/10/2015 ESSENT: K-1’S: ARE DISTRIBUTIONS ENOUGH? A NEW LOOK AT PARTNERSHIPS AND S-CORPS
· 01/24/2017 FHLMC: REVISED INCOME REQUIREMENTS
· 01/20/2018 ARBOR: REALIST TAX - INTRO AND USE
· 01/05/2021 ESSENT: SCHEDULE C - ONLY THE SCHEDULE C
· 01/06/2021 ESSENT: BUSINESS IMPACTED BY COVID 19
· 01/07/2021 ESSENT: SALARIED INCOME ANALYSIS
· 01/11/2021 ESSENT: K-1 WORKSHOP
· 01/12/2021 ESSENT: ANALYZING INCOME FOR THE SELF-EMPLOYED BORROWER
· 01/14/2021 ESSENT: RENTAL INCOME - SCHEDULE "E" ASY
· 01/28/1997 MORTGAGE BANKERS ASSOCIATION: ADVANCED LOAN PROCESSING
· 09/16/1999 HUD: FHA CONNECTION FOR PROCESSORS, CLOSERS, AND POST CLOSERS
· 01/19/2009 WF: FHA Closing: 03 Reviewing LIS Screens and FHA Documents
· 01/19/2009 WF: FHA Closing: 03 Reviewing US Screens and FHA Documents
· 01/19/2009 WF: FHA Processing: 01 Systems Overview
· 01/19/2009 WF: FHA Processing: 04 FHA Validation
· 01/19/2009 WF: FHA Processing: 06 Appendix
· 01/19/2009 WF: FHA Processing: 06 Appendix
· 01/19/2009 WF: VA Processing: 02 Systems Overview
· 01/19/2009 WF: VA Processing: 03 Compliance
· 01/19/2009 WF: VA Processing: 04 CAIVRS
· 01/19/2009 WF: VA Processing: 05 Eligibility and Entitlement
· 01/19/2009 WF: VA Processing: 06 Appraisal
· 01/19/2009 WF: VA Processing: 07 Communication
· 01/19/2009 WF: VA Processing: 08 Validation
· 02/10/2009 WF: Loan Doc Specialist: Processing Skill Building
· 06/17/2009 WF: Government Training Curriculum: VA IRRRL- Mentor Guide
· 06/19/2009 WF: Government Training Curriculum: VA IRRRL
· 07/11/2011 WF: CLARA SYSTEMS TRAINING
· 07/11/2011 WF: CLARA TRAINING - INTRODUCTION (duplicate appears twice)
· 07/13/2011 WF: CLARA Training - Retention Module
· 07/15/2011 WF: CLARA Training - Liquidation Module
· 12/11/2011 WF: GEM Super User: Transfer work items
· 06/22/2012 WFHM: ERLMF 3.12 RELEASE FHA / VA SYSTEMS TRAINING
· 06/15/2013 PUF: RealEC for Brokers & Sales [W]
· 06/15/2013 PUF: RealEC for Brokers & Sales [W]
· 09/04/2013 PUF: DataTrac to DocMagic-XL [R][W] (duplicate appears twice)
· 09/05/2013 PUF: FLOW Tutorial for Ops [C][R][W]
· 09/05/2013 PUF: FraudGUARD for Jr's & Underwriters [R][W]
· 09/05/2013 PUF: RealEC for Jr's & Underwriters
· 09/11/2013 VA Credit Standards Course (Intro & Chpt 1)
· 09/24/2013 VA: VA Credit Standards Course (Chapter 2)
· 09/25/2013 PUF: Lending Space Sales Portal Training - Session 1
· 09/25/2013 PUF: Lending Space Sales Portal Training - Session 2
· 09/26/2013 VA Credit Standards Course (Chapter 3)
· 09/28/2013 VA Credit Standards Course (Chapter 4)
· 10/02/2013 VA Credit Standards Course (Chapter 5)
· 10/02/2013 VA Credit Standards Course (Chapter 6)
· 10/03/2013 VA Loan Review - Correspondent Ops 2 of 2
· 10/04/2013 VA Credit Standards Course (Chapter 7)
· 10/04/2013 VA Credit Standards Course (Chapter 8)
· 10/07/2013 VA Credit Standards Course (Chapter 10)
· 10/07/2013 VA Credit Standards Course (Chapter 11)
· 10/07/2013 VA Credit Standards Course (Chapter 9)
· 10/08/2013 VA Credit Standards Course (Chapter 12)
· 10/08/2013 VA: CREDIT STANDARDS -SCHOOL OF CERTIFYING OFFICIAL
· 10/30/2013 LAPP and Common SAR Errors
· 11/11/2013 PUF: LPS (Lending Space) System Overview
· 11/19/2013 eDocs Q&A Session for UW and Jr. Uws
· 12/09/2013 VA LAPP and Common SAR Errors
· 12/12/2013 PUF: Business Rules in DT (DataTrac system)
· 01/16/2014 PUF Topic: SFC/IFI Generator Training Class (duplicate appears twice)
· 01/29/2014 PUF: Open Access Worksheet Training for Correspondent
· 02/20/2014 PUF: VA Refers [C][R][W[CVF]
· 03/04/2014 PUF: USDA Rural Development loans for UW & JR
· 06/10/2014 PUF: USDA Training for Correspondent
· 06/24/2014 VA - VBAPHNX: Origination and Process Training
· 07/02/2014 PUF: ULDD Business Rules Update 1 of 2
· 07/03/2014 PUF: ULDD Business Rules Update 2 of 2
· 07/09/2014 PUF: eDocs for Correspondent Operations Training 1 of 2
· 07/10/2014 PUF: eDocs for Correspondent Operations Training 2 of 2
· 07/28/2014 Platinum Data Realview Training
· 08/20/2014 FNMA: CU USER INTERFACE BASIC TRAINING
· 08/20/2014 FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER
· 08/21/2014 FNMA: CU ADVANCED TRAINING
· 03/04/2015 PUF: USDA: NON DELEGATED CORRESPONDENT OPERATIONS - SESSION 2
· 07/01/2015 PUF: INTRODUCTION TO ILEARN
· 07/01/2015 VA: LSAM COMPUTER BASED TRAINING FOR THE VETERANS AFFAIRS
· 07/15/2015 PUF: USDA TRAINING NON DELEGATED CORRESPONDENT TEAM
· 4/21/15)08/19/2015 FHA: MODULE 1: ORIGINATION/PROCESSING (RECORDED ON 3/31/15)
· 08/25/2015 VA & CORELOGIC: SAR LSAM TRAINING ON THE VA PORTAL
· 10/06/2015 PUF: TD-0301 INTRO TO TRID 2015 PART 2: THE LOAN ESTIMATE
· 10/06/2015 PUF: TD-0306 INTRO TO TRID 2015 PART 3: THE CLOSING DISCLOSURE
· 10/07/2015 PUF: LOAN BEAM TRAINING
· 11/16/2015 PUF: MAX (SYSTEM) TRAINING
· 01/06/1995 GEORGE LEONARD SCHOOL OF REAL ESTATE: REAL ESTATE FINANCE #0411
· 01/31/1995 LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE FINANCE I
· 03/27/1996 MORTGAGE BANKERS ASSOCIATION OF AMERICA: LOANS WITH A TWIST
· 01/20/1997 PINFUND, USA: BROKER APPROVAL
· 02/19/2004 ALLIANCE ACADEMY: KEEPING CURRENT WITH TEXAS MORTGAGE LENDING
· 10/07/2004 WORLD FINANCE GROUP UNIVERSITY: ASSOCIATE START-UP ACCELERATION PROGRAM
· 07/27/2007 CHL: TEXAS (a)(6)
· 04/30/2009 GEEWHIZ RE SCHOOL: METHODS OF REAL ESTATE FINANCING (ONLINE)
· 10/03/2011 WF: Home Mortgage Basics: Inside the Dream
· 10/03/2011 WF: Bankruptcy Overview
· 07/16/2012 WFHM: QUALITY FOCUS GROUP PROJECT TRAINING
· 06/15/2013 PUF: ARMs Expansion for Ops [R][W]
· 06/15/2013 PUF: RealEC for Brokers & Sales [W]
· 09/19/2013 FHLMC: Freddie Mac Relief Refinance Webinar
· 11/12/2013 PUF: Gov't ARMs Ops Session 1 of 2
· 11/14/2013 PUF: MI Expansion for Ops (Pacific Union Financial)
· 01/29/2014 PUF: Open Access Worksheet Training for Correspondent
· 02/05/2014 PUF: Gift Funds Test Review02/05/2014 PUF: MI Expansison for Corr Ops
· 03/12/2014 PUF: Government ARMs for Correspondent Operations
· 05/06/2014 PUF: [C] Government ARMs - Operations training
· 07/02/2014 PUF: ULDD Business Rules Update 1 of 2
· 07/03/2014 PUF: ULDD Business Rules Update 2 of 2
· 12/04/2014 PUF: AUTO SUBORDINATION
· 07/01/2015 PUF: INTRODUCTION TO ILEARN
· 12/07/2017 ARBOR: NEW MEMBER ORIENTATION
· 12/13/2019 BUFFINI & CO BLITZ-FINISH STRONG IN DECEMBER 13 2019
· 01/19/2024 ONCOURSE: 20 HR SAFE COMPREHENSIVE: APPLYING MORTGAGE KNOWLEDGE TO EXAM PREP
· 02/19/2024 ONCOURSE: 3 HR TX-SML SAFE: REVIEW OF TX MORTGAGE LAW
·
· 10/25/1995 MORTGAGE TRAINING GROUP, INC: CERTIFIED MORTGAGE LOAN OFFICER
· 09/17/1999 HUD: FHA FOR ORIGINATORS
· 02/11/2002 TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE
· 02/10/2009 WF: WFHM Originations Compliance Overview
· 06/15/2013 PUF: TD-0297 WELCOME TO MAX LOS
· 09/05/2013 PUF: DU Refi Plus for Sales [R][W]
· 06/24/2014 VA - VBAPHNX: Origination and Process Training
· 10/01/2014 USDA: USDA SINGLE FAMILY ORIGINATION UPDATES FROM NATIONAL OFFICE IN WASHINGTON DC
· 01/27/2015 K&L: NAVIGATING THE NEW HUD ORIGINATION HANDBOOK
· 08/12/2015 MGIC: LINKEDIN STRATEGIES FOR LOAN OFFICERS
· 4/21/15)08/19/2015 FHA: MODULE 1: ORIGINATION/PROCESSING (RECORDED ON 3/31/15)
· 08/25/2015 MGIC: TWITTER STRATEGIES FOR LOAN OFFICER
· 10/25/1995 MORTGAGE TRAINING GROUP, INC: CERTIFIED MORTGAGE LOAN OFFICER
· 02/07/2002 SCHOOL OF MORTGAGE LENDING: UNDERWRITING CONVENTIONAL LOAN
· 02/11/2002 TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE
· 07/27/2007 CHL: TEXAS (a)(6)
· 12/17/2008 WFHM: DELEGATION OF AUTHORITY -1R
· 02/10/2009 WF: WFHM Originations Compliance Overview
· 03/16/2009 WFHM: DELEGATION OF AUTHORITY -3A
· 06/16/2009 WFHM: DELEGATION OF AUTHORITY -4A
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 5 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 6 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 7 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 8 - Level C
· 11/12/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 4 - Level C
· 06/15/2013 PUF: TD-0297 WELCOME TO MAX LOS
· 09/05/2013 PUF: DU Refi Plus for Sales [R][W]
· 09/19/2013 FHLMC: Freddie Mac Relief Refinance Webinar
· 10/17/2013 FNMA Special Feature Codes
· 10/21/2013 Essent Guaranty MI: Desktop Underwriter (DU) Training
· 10/22/2013 Essent Guaranty MI: Loan Prospector Training
· 10/28/2013 Fannie Mae Project Review Guidelines for Condos, Co-ops and PUDs
· 11/08/2013 FHLMC -Condominium Projects Eligibility Requirements
· 11/19/2013 FHLMC Underwriting Income and Employment
· 11/22/2013 FHLMC WEBINAR (LIVE) Condominium Projects Eligibility Requirements
· 12/18/2013 FHLMC Condo Project Eligibility Requirements12/19/2013 MGIC: Self-Employed Borrowers - Advanced (AGI Method)
· 05/06/2014 Essent: Reviewing the 1004MC: Market Conditions Addendum
· 08/14/2014 FHLMC: Reviewing Residential Properties
· 08/19/2014 FNMA: INDEPTH SESSION: ASSESSING INCOME FROM SELF EMPLOYMENT
· 08/20/2014 FNMA: CU USER INTERFACE BASIC TRAINING
· 08/20/2014 FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER
· 08/20/2014 FNMA: UNDERSTANDING THE CU RISK SCORE, FLAGS, AND MESSAGES
· 08/21/2014 FNMA: CU ADVANCED TRAINING
· 10/23/2014 FHLMC: Solutions for the Purchase Mkt -10/23/14
· 02/05/2015 FNMA: COLLATERAL UNDERWRITER OVERVIEW AND IMPLEMENTATION AWARENESES WEBINAR FOR CORRESPONDENT ROLLOUT
· 05/20/2015 FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 1
· 05/22/2015 FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 2
· 08/10/2015 PUF: TD-0270 SPECIAL FEATURE CODE GENERATOR
· 08/25/2015 MGIC: TWITTER STRATEGIES FOR LOAN OFFICER
· 10/06/2015 PUF: TD-0301 INTRO TO TRID 2015 PART 2: THE LOAN ESTIMATE
· 10/06/2015 PUF: TD-0306 INTRO TO TRID 2015 PART 3: THE CLOSING DISCLOSURE
· 11/08/2016 FREDDIE MAC: CONDOMINIUM PROJECT ELIGIBILITY REQUIREMENTS
· 09/16/1999 HUD: FHA CONNECTION FOR PROCESSORS, CLOSERS, AND POST CLOSERS
· 09/17/1999 HUD: FHA FOR ORIGINATORS
· 11/08/2000 MORTGAGE TRAINING SERVICES: FHA DIRECT ENDORSEMENT
· 06/08/2007 CHL: FHA DE WORKSHOP - CONSUMER MARKETS DIVISION
· 12/17/2008 WFHM: DELEGATION OF AUTHORITY -1R
· 01/19/2009 WF: FHA Closing: 03 Reviewing US Screens and FHA Documents
· 01/19/2009 WF: FHA Processing: 01 Systems Overview
· 01/19/2009 WF: FHA Processing: 04 FHA Validation
· 01/19/2009 WF: FHA Processing: 06 Appendix
· 01/19/2009 WF: VA Processing: 04 CAlVRS
· 03/16/2009 WFHM: DELEGATION OF AUTHORITY -3A
· 06/16/2009 WFHM: DELEGATION OF AUTHORITY -4A
· 12/22/2009 WF: Government Training Curriculum: FHA Level 2
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 5 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 6 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 7 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 8 - Level C
· 11/12/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 4 - Level C
· 06/22/2012 WFHM: ERLMF 3.12 RELEASE FHA / VA SYSTEMS TRAINING
· 06/15/2013 PUF: 92900-A
· 09/04/2013 Fundamentals of DE Credit Review and TOTAL Scorecard
· 09/04/2013 PUF: FHA 13-26 ML Update - Back to Work & Extenuating Circumstance Guidelines [R][W]
· 02/20/2014 Overview of Basic FHA Underwriting Credit, Income and Assets
· 03/18/2014 PUF: FHA UPDATES for Jrs, Processors, UW, Credit Reviewer
· 08/19/2014 FHA: FHA Quality Control Update: Loan Review Finding and Trends
· 09/18/2014 FHA: NEW! FHA UNDERWRITING TRAINING (DENVER HOC)
· 01/27/2015 K&L: NAVIGATING THE NEW HUD ORIGINATION HANDBOOK
· 02/04/2015 PUF: UNDERWRITER: FHA MIP TRAINING
· 04/15/2015 FHA: MODULE 8A: PROGRAMS AND PRODUCTS-REFINANCE
· 04/16/2015 FHA: MODULE 6: CLOSING (RECORDED ON 4/16/15)
· 04/16/2015 FHA: MODULES 4 & 5: USING THE TOTAL MORTGAGE SCORECARD, &, MANUAL UNDERWRITING (RECORDED ON 4/9/15)
· 04/20/2015 FHA: MODULE 8B: PROGRAMS AND PRODUCTS-CONTINUED
· 04/20/2015 FHA: MODULE 9: 203(k) AND CONSULTANT REQUIREMENTS
· 04/21/2015 FHA CONNECTION ENHANCEMENTS: EFINDINGS LETTER AND SUPPORTING LOAN AND LENDER LEVEL REPORTS0
· 4/28/2015 FHA: MODULE 7: POST-CLOSING/ENDORSEMENT (RECORDED ON 4/28/15)
· 07/08/2015 FHA: WEBINAR IV: NEIGHBORHOOD WATCH SYSTEM- SERVICER TOOLS
· 07/15/2015 HUD: Webinar V.1: SFDMS - Reporting Basics
· 07/15/2015 PUF: FHA WEBINAR V.1: SFDMS - REPORTING BASICS
· 07/29/2015 FHA: WEBINAR V.3: SFDMS - ERRORS
· 08/19/2015 FHA: MODULE 0: INTRODUCTION AND NAVIGATING THE SF HANDBOOK
· 08/19/2015 FHA: MODULE 2: ALLOWABLE MORTGAGE PARAMETERS (RECORDED ON 3/31/15)
· 08/19/2015 FHA: MODULE 1: ORIGINATION/PROCESSING (RECORDED ON 3/31/15)
· 08/25/2015 FHA: THE FHA SINGLE FAILY HOUSING POLICY HANDBOOK IN-DEPTH
· 09/01/2015 CAPSTONE INSTITUTE: FHA REFRESHER TRAINING USING THE 4000.1 (EXPIRES SEPT 5, 2015)
· 09/22/2015 FHA: SFH POLICY HANDBOOK: FHAC SYSTEM CHANGES
· 09/24/2015 FHA: FHA Quality Control Update
· 09/29/2015 FHA: FHA WEBINAR V.3:SFDMS - ERRORS
· 09/29/2015 FHA: SFH POLICY HANDBOOK: APPRAISERS AND PROPERTY REQUIREMENTS
· 11/17/2015 FHA/HUD: FHA CONDOMINIUM PROJECT APPROVAL - THE BASICS
· 10/17/2016 CAPSTONE INSTITUTE: FHA REFRESHER TRAINING USING THE 4000.1
· 03/05/2014 PUF: JUMBO Training for Jrs, Processors and UW (Retail / Wholesale)
· 05/01/2014 PUF: JUMBO Training for Jrs, Processors and UW (Correspondent)
· 07/14/2015 PUF: MANDATORY JUMBO SERIES O-CORRESPONDENT
· 11/05/2015 PUF: JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM
· 11/12/2015 PUF: JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM- SESSION 2
· 03/04/2014 PUF: USDA Rural Development loans for UW & JR
· 06/10/2014 PUF: USDA Training for Correspondent
· 10/01/2014 USDA: USDA SINGLE FAMILY ORIGINATION UPDATES FROM NATIONAL OFFICE IN WASHINGTON DC
· 12/04/2014 USDA: USDA RECORDED HB 3555 TRAINING
· 12/17/2014 USDA: GUS OVERVIEW TRAINING 2010 (MANDATORY FOR GUS ACCESS)
· 03/04/2015 PUF: USDA: NON DELEGATED CORRESPONDENT OPERATIONS - SESSION 2
· 07/15/2015 PUF: USDA TRAINING
· 07/15/2015 PUF: USDA TRAINING NON DELEGATED CORRESPONDENT TEAM
· 07/18/2006 DEPARTMENT OF VA: VA AUTOMATIC UNDERWRITING LTR (CW)
· 12/17/2008 WFHM: DELEGATION OF AUTHORITY -1R
· 01/19/2009 WF: VA Processing: 02 Systems Overview
· 01/19/2009 WF: VA Processing: 03 Compliance
· 01/19/2009 WF: VA Processing: 04 CAIVRS
· 01/19/2009 WF: VA Processing: 05 Eligibility and Entitlement
· 01/19/2009 WF: VA Processing: 06 Appraisal
· 01/19/2009 WF: VA Processing: 07 Communication
· 01/19/2009 WF: VA Processing: 08 Validation
· 03/16/2009 WFHM: DELEGATION OF AUTHORITY -3A
· 06/16/2009 WFHM: DELEGATION OF AUTHORITY -4A
· 06/17/2009 WF: Government Training Curriculum: VA IRRRL- Mentor Guide
· 06/19/2009 WF: Government Training Curriculum: VA IRRRL
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 5 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 6 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 7 - Level C
· 11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 8 - Level C
· 11/12/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 4 - Level C
· 06/22/2012 WFHM: ERLMF 3.12 RELEASE FHA / VA SYSTEMS TRAINING
· 09/11/2013 VA Credit Standards Course (Intro & Chpt 1)
· 09/24/2013 VA: VA Credit Standards Course (Chapter 2)
· 09/26/2013 VA Credit Standards Course (Chapter 3)
· 09/28/2013 VA Credit Standards Course (Chapter 4)
· 10/02/2013 VA Credit Standards Course (Chapter 5)
· 10/02/2013 VA Credit Standards Course (Chapter 6)
· 10/03/2013 VA Loan Review - Correspondent Ops 2 of 2
· 10/04/2013 VA Credit Standards Course (Chapter 7)
· 10/04/2013 VA Credit Standards Course (Chapter 8)
· 10/07/2013 VA Credit Standards Course (Chapter 10)
· 10/07/2013 VA Credit Standards Course (Chapter 11)
· 10/07/2013 VA Credit Standards Course (Chapter 9)
· 10/08/2013 VA Credit Standards Course (Chapter 12)
· 10/08/2013 VA: CREDIT STANDARDS -SCHOOL OF CERTIFYING OFFICIAL
· 10/30/2013 LAPP and Common SAR Errors
· 12/09/2013 VA LAPP and Common SAR Errors
· 02/20/2014 PUF: VA Refers [C][R][W[CVF]
· 06/24/2014 VA - VBAPHNX: Origination and Process Training
· 07/01/2015 VA: LSAM COMPUTER BASED TRAINING FOR THE VETERANS AFFAIRS
· 08/25/2015 VA & CORELOGIC: SAR LSAM TRAINING ON THE VA PORTAL
· 10/28/2013 Fannie Mae Project Review Guidelines for Condos, Co-ops and PUDs
· 11/08/2013 FHLMC -Condominium Projects Eligibility Requirements
· 11/22/2013 FHLMC WEBINAR (LIVE) Condominium Projects Eligibility Requirements
· 12/18/2013 FHLMC Condo Project Eligibility Requirements12/19/2013 MGIC: Self-Employed Borrowers - Advanced (AGI Method)
· 02/06/2014 PUF: Condo Projects Approvals for Processors, Jrs and Underwriters;
· 07/15/2014 PUF: Manufactured Home Program Training - Correspondent Sales (1 of 3)
· 07/17/2014 PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 1
· 07/21/2014 PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 2
· 08/25/2015 PUF: CONDO PROJECT TRAINING -NON DELEGATED CORRESPONDENT
· 11/08/2016 FREDDIE MAC: CONDOMINIUM PROJECT ELIGIBILITY REQUIREMENTS
· 07/12/2012 WF: Servicing Exception Database (SED)
· 07/12/2012 WF: Servicing Exception Database (SED) Assessment
· 11/13/2013 PUF: LPS (Lending Space) Suspense Coordinator Phase III (Pacific Union Financial)
· 11/13/2013 PUF: LPS (Lending Space) Credit Reviewer Phase III (Pacific Union Financial)
· 2 & Denied Ln Disposit. [CVF]
· 09/24/2013 VA: VA Credit Standards Course (Chapter 2)
· 09/26/2013 VA Credit Standards Course (Chapter 3)
· 09/28/2013 VA Credit Standards Course (Chapter 4)
· 10/02/2013 VA Credit Standards Course (Chapter 5)
· 10/02/2013 VA Credit Standards Course (Chapter 6)
· 10/04/2013 VA Credit Standards Course (Chapter 7)
· 10/04/2013 VA Credit Standards Course (Chapter 8)
· 10/07/2013 VA Credit Standards Course (Chapter 10)
· 10/07/2013 VA Credit Standards Course (Chapter 11)
· 10/07/2013 VA Credit Standards Course (Chapter 9)
· 10/08/2013 VA Credit Standards Course (Chapter 12)
· 10/08/2013 VA: CREDIT STANDARDS -SCHOOL OF CERTIFYING OFFICIAL
· 10/21/2013 Essent Guaranty MI: Desktop Underwriter (DU) Training
· 10/22/2013 Essent Guaranty MI: Loan Prospector Training
· 10/30/2013 LAPP and Common SAR Errors
· 11/19/2013 eDocs Q&A Session for UW and Jr. Uws
· 11/19/2013 FHLMC Underwriting Income and Employment
· 12/09/2013 VA LAPP and Common SAR Errors
· 02/20/2014 Overview of Basic FHA Underwriting Credit, Income and Assets
· 04/17/2014 PUF: Escrow Holdback -Corr Ops
· 05/06/2014 Essent: Reviewing the 1004MC: Market Conditions Addendum (appraisal review component also applies to underwriting)
· 06/20/2014 PUF: Credit Philosophy Training for Dallas Wholesale & Retail (By B.Sydow EVP PUF and Ben Weber VP-CR Risk/Credit Policy)
· 07/10/2014 PUF: Underwriting Update Meeting
· 08/14/2014 FHLMC: Reviewing Residential Properties
· 08/19/2014 FNMA: INDEPTH SESSION: ASSESSING INCOME FROM SELF EMPLOYMENT
· 08/20/2014 FNMA: CU USER INTERFACE BASIC TRAINING
· 08/20/2014 FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER
· 08/20/2014 FNMA: UNDERSTANDING THE CU RISK SCORE, FLAGS, AND MESSAGES
· 08/21/2014 FNMA: CU ADVANCED TRAINING
· 09/18/2014 FHA: NEW! FHA UNDERWRITING TRAINING (DENVER HOC)
· 02/04/2015 PUF: UNDERWRITER: FHA MIP TRAINING
· 02/05/2015 FNMA: COLLATERAL UNDERWRITER OVERVIEW AND IMPLEMENTATION AWARENESES WEBINAR FOR CORRESPONDENT ROLLOUT
· 04/14/2015 PUF: Mandatory Credit Training by Ben Weber "for UW & Credit Reviewers"
· 04/16/2015 FHA: MODULES 4 & 5: USING THE TOTAL MORTGAGE SCORECARD, &, MANUAL UNDERWRITING (RECORDED ON
· 4/9/15)04/16/2015 FHA: MODULE 6: CLOSING (RECORDED ON 4/16/15)
· 05/20/2015 FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 1
· 05/22/2015 FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 2
· 06/04/2015 PUF: SVP &NAT'L RISK UW TRAINING-QUALITY, LOAN BEAM, FNMA CU, FRAUDGUARD, ADVERSE ACTION, FHA
· 08/10/2015 PUF: TD-0270 SPECIAL FEATURE CODE GENERATOR
· 08/19/2015 FHA: MODULE 3B: UNDERWRITING THE PROPERTY (RECORDED ON 4/2/15)
· 08/23/2015 PUF: CREDIT RISK [CDO] RESOURCES TRAINING
· 09/22/2015 FHA: SFH POLICY HANDBOOK: FHAC SYSTEM CHANGES
· 04/05/2012 WF: Affiant and Notary Training 2012
· 04/05/2012 WFHM: (ERM1-100045) AFFIANT AND NOTARY TRAINING 2012
· 08/03/2000 STATE OF TEXAS: NOTARY PUBLIC COMMISSION
· 09/00/2020 LOAN SIGNING SYSTEM: CERTIFIED LOAN SIGNING AGENT
· 09/00/2020 NATIONAL NOTARY ASSOCIATION: CERTIFIED LOAN SIGNING AGENT
· 12/07/2010 WF: Time Tracker Training
· 04/10/2012 WF: PRODUCTIVITY TRACKING SYSTEM 0AA7-001416
· 04/10/2012 WF: PRODUCTIVITY TRACKING FOR SUPERVISORS 0AA7-001417
· 04/10/2012 WF: PRODUCTIVITY TRACKING SYSTEM REPORTING 0AA7-001418
· 04/11/2012 WF: Productivity Tracking System
· 05/24/2012 WF: Best Practices for Successful Project Results -RECORDING
· 11/09/2015 ESSENT: BECOMING THE RINGMASTER OF INTERRUPTIONS
· 11/10/2015 ESSENT: PRIORITIZING & GIVING OTHERS YOUR PRIORITIES
· 11/23/2015 ESSENT: ORGANIZING AND PLANNING A MORE EFFECTIVE DAY AND WEEK
· 11/24/2015 ESSENT: CONTROL, MANAGE, AND WRITE EFFECTIVE EMAILS
· 01/01/2020 NAR ABR OFFICIAL CERT
· 05/24/2020 NAR ABR OFFICIAL CERT
· 02/17/2021 HYPERFAST AGENT: CRAFTING A WINNING OFFER
· 02/17/2021 HYPERFAST AGENT: MAKE MORE $$$ IN LESS TIME MASTER THE BUYER GAME OFFER
· 04/06/2021 MCKISSOCK LEARNING: EDUCATING HOMEBUYERS
· 06/10/2021 THE CE SHOP LLC: RESORT & SECOND HOME SPECIALIST (RSPS) CERTIFICATION COURSE
· 11/16/2021 MCKISSOCK LEARNING: EDUCATING HOMEBUYERS
· 02/24/2022 MCKISSOCK LEARNING: HELPING BUYERS NARROW IN ON THEIR DREAM HOME
· 04/02/2024 CLUBWEALTH: WORLD CLASS BUYERS AGENT CERTIFICATION COURSE
· 01/18/1995 GEORGE LEONARD SCHOOL OF REAL ESTATE: CONTRACTS & CLOSING COSTS #0321
· 11/23/1997 GEORGE LEONARD SCHOOL OF REAL ESTATE: LAW OF AGENCY #1111
· 12/31/1997 KAPLAN PROFESSIONAL SCHOOLS/NANCI HAWES: SUCCESS MASTER REAL ESTATE PRINCIPALS AD #001
· 05/07/1998 CENTURY 21 JUDGE FITE: 1998 QUICK START
· 06/04/1998 CENTURY 21 JUDGE FITE: 21 PLUS TRAINING
· 11/17/1998 FLOYD WICKMAN: S.T.A.R DEVELOPMENT PROGRAM "SWEAT HOGS"
· 04/30/2000 LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE MARKETING II
· 04/25/2003 NANCI HAWES / THE UNIVERSITY OF NORTH TEXAS: #0723 PROFESSIONAL LICENSED ASSISTANT
· 04/25/2003 UNIVERSITY OF NORTH TEXAS: REAL ESTATE BROKERAGE
· 04/26/2005 123MCE.COM: AN UPDATE: TEXAS AGENCY
· 06/15/2006 CHL: POST -SIGNING REVIEW AND FUNDING
· 04/28/2007 ABSOLUTE CE: PERSONAL DEVELOPMENT SECRETS OF TOP PRODUCERS (ON-LINE)
· 01/23/2018 ARBOR: PROSPECTING CLIENTS WITH MATRIX MLS
· 02/27/2018 ARBOR: THE MANY TOOLS OF THE MLS
· 08/11/2019 CBT ALLIANCE: TEXAS BROKER RESPONSIBILITY (2019–2020)
· 12/05/2019 TEXAS REALTORS: MLS BASICS: EASY AS ABC, 123
· 02/04/2020 CAPITAL TITLE OF TX, LLC: WHO, WHAT, WHEN, WHERE OF MARITAL PROPERTY & DIVORCE
· 02/17/2021 HYPERFAST AGENT: OPEN HOUSE MASTERY
· 04/21/2021 MCKISSOCK LEARNING: 2021–2022 BROKER RESPONSIBILITY COURSE
· 02/07/2024 RE CE ELECTIVE: KNOW THE NUMBERS: ESSENTIAL STATS & HOW TO FIND THEM
· 02/29/2024 MCKISSOCK LEARNING: 2023–2024 BROKER RESPONSIBILITY
· 07/15/2024 TEXAS REALTORS: TREC AND TEXAS REALTOR FORM CHANGES
· 02/28/2005 SCHOOL OF MORTGAGE LENDING: TSLD-4-05C 180 NEW CONSTRUCTION & REHAB LENDING
· 07/22/2014 PUF: 203K - PROCESS REVIEW
· 08/14/2014 FHLMC: CONSTRUCTION CONVERSION AND RENOVATION MORTGAGES
· 11/26/2014 PUF: SINGLE CLOSE
· 05/12/2023 THE RRC: THE NEW CONSTRUCTION GAME
· 12/06/2017 PREMIER RE ACADEMY: CERTIFIED RESIDENTIAL LISTING SPECIALIST COURSE (CRLS)
· 01/12/2018 CERTIFIED LISTING AGENT
· 01/15/2018 REBUS: 5 ALIVE REAL ESTATE SYSTEM
· 01/15/2018 REBUS: CERTIFIED LISTING AGENT
· 06/15/2019 REBUS: 24 SELLER SCRIPTS
· 06/07/2020 NAR SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE
· 06/07/2020 THE CE SHOP: SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE
· 06/07/2020 NAR SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE
· 06/11/2020 REBI: SELLER REPRSENTATIVE SPECIALIST
· 04/02/2024 CLUBWEALTH: 37 MINUTE GUARANTEED LISTING PRESENTATION KIT + 44 POINT LISTING APPOINTMENT CHECKLIST
· 03/31/2005 123MCE.COM: AN UPDATE: TEXAS LEGALS - LEGAL UPDATE 1
· 04/26/2005 123MCE.COM: REAL ESTATE ETHICS -LEGAL UPDATE II
· 04/28/2007 ABSOLUTE CE: TREC MANDATORY LEGAL UPDATE (L) (ON-LINE/EXAM)
· 04/18/2009 GEEWHIZ RE SCHOOL: TREC LEGAL UPDATE MCE (L) LEGAL UPDATE
· 04/30/2009 GEEWHIZ RE SCHOOL: #16505 TREC ETHICS MCE (E) LEGAL UPDATE II
· 10/30/2017 ACEABEL AGENT: LEGAL UPDATE 1
· 11/07/2017 ACEABEL AGENT: LEGAL UPDATE 2
· 03/02/2021 MCKISSOCK LEARNING: 2020-2021 LEGAL UPDATE I
· 03/04/2021 MCKISSOCK LEARNING: 2020-2021 LEGAL UPDATE II
· 04/11/2023 MCKISSOCK LEARNING: 2022-2023 LEGAL UPDATE I
· 04/12/2023 MCKISSOCK LEARNING: 2022-2023 LEGAL UPDATE II
· 04/04/2025 MCKISSOCK LEARNING: LEGAL UPDATE I
· 04/04/2025 MCKISSOCK LEARNING: LEGAL UPDATE II
· 05/30/2018 REAL ESTATE TRAINING SYSTEMS, LLC: UNDERSTANDING HOME INSPECTIONS
· 05/12/2025 BBO REAL ESTATE EDUCATION CENTER: WHAT TO EXPECT WHEN YOU'RE INSPECTING
· 08/09/1994 THE PROFESSIONAL EDUCATION INSTITUTE: HOW TO BUY YOUR FIRST HOME OR INVESTMENT PROPERTY
· 03/19/1999 AMERICAN CASH FLOW INSTITUTE: DIVERSIFIED CASH FLOW INSTITUTE
· 10/16/2017 THE CE SHOP: WORKING WITH RE INVESTORS-UNDERSTANDING INVESTOR STRATEGIES
· 12/12/2005 CREDENTIALS OF MINISTRY- REV TRICIA MADRID ULC
· 07/04/2020 HARVARD: SOCI1 PRACTX: PRDICTIONX: OMENS, ORACLES AND PROPHECIES
· 04/30/2000 GEORGE LEONARD SCHOOL OF REAL ESTATE: THE ART OF NEGOTIATION #0512
· 04/28/2007 ABSOLUTE CE: PERSONAL DEVELOPMENT SECRETS OF TOP PRODUCERS (ON-LINE)
· 06/00/2023 CARDONE UNIVERSITY: ADVANCED FOLLOW UP STRATEGIES
· 11/17/1998 FLOYD WICKMAN: S.T.A.R DEVELOPMENT PROGRAM "SWEAT HOGS"
· 12/31/1998 COUNTRYWIDE TEG 1998 PRODUCTION
· 12/31/1999 COUNTRYWIDE TEG 1999 PRODUCTION
· 10/07/2004 WORLD FINANCE GROUP UNIVERSITY: ASSOCIATE START-UP ACCELERATION PROGRAM
· 04/28/2007 ABSOLUTE CE: PERSONAL DEVELOPMENT SECRETS OF TOP PRODUCERS (ON-LINE)
· 04/18/2009 GALLUP STRENGTH FINDERS
· 06/26/2012 WFHM: STRENGTH FINDER / REFRESHER TRAINING & BOOK CLUB GROUP TRAINING
· 12/07/2017 ARBOR: NEW MEMBER ORIENTATION
· 12/13/2019 BUFFINI & CO BLITZ-FINISH STRONG IN DECEMBER 13 2019
· 05/11/2020 THE CLOSE- 6 WEEKS 6 SIMPLE TRANSFORM RE BUS CERT
· 03/05/2023 KRISTA MASHORE: COMMUNITY MARKET LEADER DESIGNATION: THE CLIENT ATTRACTION BLUEPRINT
· 12/31/2010 WF: 3 YRS OF SERVICE AWARD
· 01/18/1995 GEORGE LEONARD SCHOOL OF REAL ESTATE: CONTRACTS & CLOSING COSTS #0321
· 02/28/2005 SCHOOL OF MORTGAGE LENDING: TSLD-4-2002-12C 170 UNDERSTANING TITLE INSURANCE
· 04/17/2014 PUF: Escrow Holdback -Corr Ops
· 02/04/2020 CAPITAL TITLE OF TX, LLC: WHO, WHAT, WHEN, WHERE OF MARITAL PROPERTY & DIVORCE
· 06/15/2013 PUF: Concur Expense Reporting [Managers]
· 03/25/2015 DOC MAGIC: BORROWER MOBILE: MOBILIZING THE BORROWER'S EXPERIENCE
· 10/07/2015 TRAVEL AGENT ACADEMY: ARUBA SPECIALIST PROGRAM
· 10/07/2015 TRAVEL AGENT ACADEMY: FLORIDA BEACHES SPECIALIST PROGRAM
04/18/1991 Federated Tax Preparers-National Association Membership Cert
04/18/1991 Federated Tax Preparers: Federated Tax Preparation Course
05/06/1991 TCJC: BOOKKEEPING I & TYPEWRITING II
06/06/1991 TCJC: TYPEWRITING III & ELECTRONIC CALCULATORS FOR CLERICAL PERSONNEL
06/25/1991 TCJC: WORDPERFECT, BEGINNING WITH
01/28/1992 AMERICAN INSTITUTE OF CONSUMER CREDIT: CERTIFIED CONSUMER CREDIT CONSULTANT
09/08/1993 PROBE, INC: PRIVATE INVESTIGATIONS
08/09/1994 THE PROFESSIONAL EDUCATION INSTITUTE: HOW TO BUY YOUR FIRST HOME OR INVESTMENT PROPERTY
01/06/1995 GEORGE LEONARD SCHOOL OF REAL ESTATE: REAL ESTATE FINANCE #0411
01/18/1995 GEORGE LEONARD SCHOOL OF REAL ESTATE: CONTRACTS & CLOSING COSTS #0321
01/31/1995 LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE FINANCE I
01/31/1995 LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE LAW/CONTRACTS
10/25/1995 MORTGAGE TRAINING GROUP, INC: CERTIFIED MORTGAGE LOAN OFFICER
01/31/1996 MORTGAGE BANKERS ASSOCIATION OF AMERICA: REGULATORY COMPLIANCE
03/27/1996 MORTGAGE BANKERS ASSOCIATION OF AMERICA: LOANS WITH A TWIST
01/20/1997 PINFUND, USA: BROKER APPROVAL
01/28/1997 MORTGAGE BANKERS ASSOCIATION: ADVANCED LOAN PROCESSING
11/23/1997 GEORGE LEONARD SCHOOL OF REAL ESTATE: LAW OF AGENCY #1111
11/26/1997 GEORGE LEONARD SCHOOL OF REAL ESTATE: G.R.E.D. GRADUATE REAL ESTATE DESIGNATION
12/31/1997 KAPLAN PROFESSIONAL SCHOOLS/NANCI HAWES: SUCCESS MASTER REAL ESTATE PRINCIPALS AD #001
05/07/1998 CENTURY 21 JUDGE FITE: 1998 QUICK START
05/28/1998 BAYLOR UNIVERSITY: 0211- REAL ESTATE APPRAISAL
06/04/1998 CENTURY 21 JUDGE FITE: 21 PLUS TRAINING
11/17/1998 FLOYD WICKMAN: S.T.A.R DEVELOPMENT PROGRAM "SWEAT HOGS"
12/31/1998 COUNTRYWIDE TEG 1998 PRODUCTION
01/16/1999 NEW HORIZONS: BEGINNING WINDOWS 95
03/19/1999 AMERICAN CASH FLOW INSITITUTE: DIVERSIFIED CASH FLOW INSTITUTE
09/16/1999 HUD: FHA CONNECTION FOR PROCESSORS, CLOSERS, AND POST CLOSERS
09/17/1999 HUD: FHA FOR ORIGINATORS
12/31/1999 COUNTRYWIDE TEG 1999 PRODUCTION
04/30/2000 GEORGE LEONARD SCHOOL OF REAL ESTATE: THE ART OF NEGOTIATION #0512
04/30/2000 LEONARD-HAWES REAL ESTATE SCHOOL: REAL ESTATE MARKETING II
08/03/2000 STATE OF TEXAS: NOTARY PUBLIC COMMISSION
11/08/2000 MORTGAGE TRAINING SERVICES: FHA DIRECT ENDORSEMENT
01/22/2001 TEXAS DEPT OF INSURANCE: CREDIT INSURANCE
02/07/2002 SCHOOL OF MORTGAGE LENDING: UNDERWRITING CONVENTIONAL LOAN
02/11/2002 TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE
04/25/2003 NANCI HAWES / THE UNIVERSITY OF NORTH TEXAS: #0723 PROFESSIONAL LICENSED ASSISTANT
04/25/2003 UNIVERSITY OF NORTH TEXAS: REAL ESTATE BROKERAGE
01/10/2004 TEXAS SAVINGS AND LOAN DEPT: TEXAS MORTGAGE BROKER LICENSE
02/19/2004 ALLIANCE ACADEMY: KEEPING CURRENT WITH TEXAS MORTGAGE LENDING
02/19/2004 MORTGAGE RESEARCH, INC/MORTGAGE-EDUCATION.COM: TX CONT EDUCATION APPRAISALS
04/15/2004 HUD / FW MTG BROKER ASSOCIATION: DIRECT ENDORSEMENT UW & APPRAISALS
10/07/2004 WORLD FINANCE GROUP UNIVERSITY: ASSOCIATE START-UP ACCELERATION PROGRAM
11/01/2004 SWS: BANK BVS PERFORMANCE SYSTEMS: #157 INFORMATION SECURITY BASICS
11/15/2004 SWS: 157 Information Security Basics
12/31/2004 SWS: 119 BSA and OFAC: Fighting Crime and Terror
01/27/2005 SWS: 122 Fair Lending, Fair Housing
01/28/2005 SWS: DR 101 Disaster Recovery Manual
02/25/2005 SWS: 144 GLB and Financial Privacy
02/25/2005 SWS: 227 The Basics of HMDA
02/28/2005 SCHOOL OF MORTGAGE LENDING: TSLD-4-05C 180 NEW CONSTRUCTION & REHAB LENDING
02/28/2005 SCHOOL OF MORTGAGE LENDING: TSLD-4-2002-12C 170 UNDERSTANING TITLE INSURANCE
03/30/2005 123MCE.COM: BRANDING YOUR BUSINESS
03/31/2005 123MCE.COM: AN UPDATE: TEXAS LEGALS - LEGAL UPDATE 1
04/21/2005 123MCE.COM: A CONTRACT UPDATE
04/26/2005 123MCE.COM: REAL ESTATE ETHICS -LEGAL UPDATE II
04/26/2005 123MCE.COM: AN UPDATE: TEXAS AGENCY
12/12/2005 CREDENTIALS OF MINISTRY- REV TRICIA MADRID ULC
06/15/2006 CHL: POST -SIGNING REVIEW AND FUNDING
07/18/2006 DEPARTMENT OF VA: VA AUTOMATIC UNDERWRITING LTR (CW)
03/08/2007 CHL: MAKING THE LEAP FROM GOOD TO GREAT- BRANCH OPS MGR TRAINING
04/28/2007 ABSOLUTE CE: PERSONAL DEVELOPMENT SECRETS OF TOP PRODUCERS (ON-LINE)
04/28/2007 ABSOLUTE CE: TREC MANDATORY LEGAL UPDATE (L) (ON-LINE/EXAM)
04/29/2007 ABSOLUTE CE: TREC MANDATORY ETHICS UPDATE (E) (ON-LINE/EXAM)
06/08/2007 CHL: FHA DE WORKSHOP - CONSUMER MARKETS DIVISION
07/27/2007 CHL: TEXAS (a)(6)
02/19/2008 CHASE HOME FINANCE CREDIT RISK MANAGEMENT: CREDIT AUTHORITY ASSIGNMENT
07/15/2008 WF: BSA/OFAC: Combating Money Laundering 2008
07/15/2008 WF: Code of Ethics 2008
07/18/2008 WF: Fair and Responsible Lending 2008
07/18/2008 WF: Harassment Prevention for Team Members
07/18/2008 WF: Privacy and Solicitation Policies 2008
07/18/2008 WF: Texas Injury Benefit Plan for Team Members
07/18/2008 WF: Reporting Suspected Financial Abuse 2008
07/18/2008 WF: Protecting Wells Fargo Information 2008
11/03/2008 WF: Fulfillment Layered Risk Assessment
11/06/2008 WF: Loan Stage Management for Fulfillment Training
12/01/2008 WF: Basic Income Verification and Calculation
12/17/2008 WFHM: DELEGATION OF AUTHORITY -1R
01/19/2009 WF: FHA Processing: 01 Systems Overview
01/19/2009 WF: FHA Processing: 04 FHA Validation
01/19/2009 WF: FHA Processing: 06 Appendix
01/19/2009 WF: FHA Closing: 03 Reviewing US Screens and FHA Documents
01/19/2009 WF: VA Processing: 02 Systems Overview
01/19/2009 WF: VA Processing: 03 Compliance
01/19/2009 WF: VA Processing: 04 CAlVRS
01/19/2009 WF: VA Processing: 05 Eligibility and Entitlement
01/19/2009 WF: VA Processing: 06 Appraisal
01/19/2009 WF: VA Processing: 07 Communication
01/19/2009 WF: VA Processing: 08 Validation
01/19/2009 WF: FHA Closing: 03 Reviewing LIS Screens and FHA Documents
01/19/2009 WF: FHA Processing: 01 Systems Overview
01/19/2009 WF: FHA Processing: 04 FHA Validation
01/19/2009 WF: FHA Processing: 06 Appendix
01/19/2009 WF: VA Processing: 02 Systems Overview
01/19/2009 WF: VA Processing: 03 Compliance
01/19/2009 WF: VA Processing: 04 CAIVRS
01/19/2009 WF: VA Processing: 05 Eligibility and Entitlement
02/10/2009 WF: WFHM Originations Compliance Overview
02/10/2009 WF: Loan Doc Specialist: Processing Skill Building
03/03/2009 WF: Income Training
03/16/2009 WFHM: DELEGATION OF AUTHORITY -3A
03/26/2009 WF: Privacy and Solicitation Policies 2009
03/26/2009 WF: Code of Ethics 2009
04/18/2009 GALLUP STRENGTH FINDERS
04/18/2009 GEEWHIZ RE SCHOOL: TREC LEGAL UPDATE MCE (L) LEGAL UPDATE
I04/27/2009 WF: Fair and Responsible Lending 2009
04/30/2009 GEEWHIZ RE SCHOOL: #16505 TREC ETHICS MCE (E) LEGAL UPDATE II
04/30/2009 GEEWHIZ RE SCHOOL: METHODS OF REAL ESTATE FINANCING (ONLINE)
05/01/2009 WF: CODE OF ETHICS 2009
06/13/2009 WF: Protecting Wells Fargo Information 2009
06/16/2009 WFHM: DELEGATION OF AUTHORITY -4A
06/17/2009 WF: Government Training Curriculum: VA IRRRL- Mentor Guide
06/19/2009 WF: Government Training Curriculum: VA IRRRL
07/08/2009 WF: BSA/OFAC: Combating Money Laundering 2009
08/14/2009 WF: HERA HOEPA phase 2 Fulfillment Self-Assessment
08/27/2009 WF: Becoming a Manager: Leading and Communicating
09/17/2009 WF: Quality Loan Conditioning
11/04/2009 WF: Effective Team-building Strategies
11/30/2009 WF: RESPA Fulfillment Certification Knowledge Check
12/22/2009 WF: Government Training Curriculum: FHA Level 2
12/24/2009 WF: Reading an Instant Merge® Credit Report
01/11/2010 WF: Advanced Tax Analysis FNMA 1084 Training -Module 1
01/12/2010 WF: Reporting Suspected Financial Abuse 2
01001/12/2010 WF: BSWOFAC: Combating Money Laundering 2010
01/12/2010 WF: Advanced Tax Analysis FNMA 1084 Training - Module 2
01/12/2010 WF: Code of Ethics 2010
01/13/2010 WF: Protecting Wells Fargo Information 2010
01/13/2010 WF: Advanced Tax Analysis FNMA 1084 Training -Module 3
01/13/2010 WF: Class: Self-Paced: Fair and Responsible Lending 2010
01/14/2010 WF: Advanced Tax Analysis FNMA 1084 Training - Module 4
04/15/2010 WF: HAMP AND NON-HAMP INCOME REVIEW CALCULATOR PROCEDURES
07/26/2010 WF: Texas Injury Benefit Plan for Managers
10/18/2010 WF: Successful Customer Interactions in Home
10/19/2010 WFHM: (OAA7-001170) SUCCESSFUL CUSTOMER INTERACTION IN HOME PRESERVATION
10/25/2010 WF: Affirmative Action 2010
11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 5 - Level C
11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 6 - Level C
11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 7 - Level C
11/11/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 8 - Level C
11/12/2010 WF: Delegation of Authority Roadmap and Training for Servicing: Test Case 4 - Level C
12/07/2010 WF: Time Tracker Training
12/31/2010 WF: 3 YRS OF SERVICE AWARD
01/10/2011 WF: Home Preservation Foreclosure Training -General Overview
01/11/2011 WFHM: (ERM1-100034v2011) MANAGING RISK- IT STARTS WITH ME 2011
01/30/2011 WF: Code of Ethics 2011
01/30/2011 WF: Fair Labor Standards Act 2011
01/30/2011 WF: Workplace Harassment for Managers 2011
01/30/2011 WF: Reporting Suspected Financial Abuse 2011
01/30/2011 WF: BSA/OFAC: Combating Money Laundering 2011
01/30/2011 WFHM: (EM01-500505v2011) BSA/OFAC: COMBATING MONEY LAUNDERING 2011
01/30/2011 WFHM: (ERM1-100003v2011) CODE OF ETHICS 2011
01/30/2011 WFHM: (ERM1-100026v2011) FAIR LABOR STANDARDS ACT 2011
01/30/2011 WFHM: (ERM1-100007v2011) REPORTING SUSPECTED FINANCIAL ABUSE 2011
01/30/2011 WFHM: (ERM1-100008v2011) WORKPLACE HARASSMENT FOR MANAGERS 2011
05/02/2011 WF: Home Preservation Interest Only Extension Program Assessment
05/23/2011 WF: Conducting Interviews for Successful Results (Includes Simulation)
07/11/2011 WF: CLARA TRAINING - INTRODUCTION
07/11/2011 WF: CLARA Training-Introduction
07/11/2011 WF: CLARA SYSTEMS TRAINING
07/13/2011 WF: CLARA Training - Retention Module
07/15/2011 WF: CLARA Training-Liquidation Module
08/12/2011 WF: TIME MACHINE PROJECT TRAINING
09/07/2011 WF: Guide to the Home Preservation Incentive Portal-Manager Version
09/14/2011 WF: Servicing Attendance & PTO Guidelines Training
09/14/2011 WF: Home Lending Servicing Attendance & PTO Guidelines Training
10/03/2011 WF: Home Mortgage Basics: Inside the Dream
10/03/2011 WF: Foreclosure Overview and Glossary Terminology
10/03/2011 WF: Bankruptcy Overview
10/25/2011 WF: Fair and Responsible Lending 2011
10/25/2011 WFHM: (ERM1-100022v2011) FAIR AND RESPONSIBLE LENDING 2011
11/04/2011 WF: Promontory SME Training
12/06/2011 WF: WFHM - Income Review Calculator Assessment - Home Preservation Underwriter
12/11/2011 WF: GEM Super User: Transfer work items
02/08/2012 WF: Cultivate Leaders At All Levels (Fifty Lessons)
02/21/2012 WF: Emergency Response and Incident- Management 2012
02/21/2012 WFHM: (ERM1-100015) EMERGENCY RESPONSE AND INCIDENT MANAGEMENT 2012
02/26/2012 WF: Form I-9 and E-Verify Training
03/02/2012 WFHM: HPS / HPU LOMBARDI REFRESHER TRAINING
04/05/2012 WF: Affiant and Notary Training 2012
04/05/2012 WFHM: (ERM1-100045) AFFIANT AND NOTARY TRAINING 2012
04/10/2012 WF: PRODUCTIVITY TRACKING SYSTEM 0AA7-001416
04/10/2012 WF: PRODUCTIVITY TRACKING FOR SUPERVISORS 0AA7-001417
04/10/2012 WF: PRODUCTIVITY TRACKING SYSTEM REPORTING 0AA7-001418
04/11/2012 WF: Productivity Tracking System
05/06/2012 WF: 2012 Fraud Awareness Training - Basics
05/24/2012 WF: Best Practices for Successful Project Results -RECORDING
05/24/2012 WF: Compensation Basics
05/24/2012 WF: Fair Labor Standards Act 2012
05/24/2012 WF: Protecting Wells Fargo Information 2012
05/24/2012 WF: Fair and Responsible Lending 2012
05/24/2012 WF: Employee Relations: Satisfying Employees (Includes Simulation)
06/07/2012 WF: Making Home Affordable (MHA) Expansion (SD 12-02)
06/07/2012 WF: Diverse Mentoring Program - 2012 Class Kick off meeting
06/07/2012 WF: Navigating the Mentoring Path for Mentees
06/07/2012 WF: ER Essentials: Managing People, Managing Risk
06/18/2012 WF: Diversity Module 1: Integrating Diversity and Inclusion into Wells Fargo 2012
06/22/2012 WFHM: ERLMF 3.12 RELEASE FHA / VA SYSTEMS TRAINING
06/26/2012 WFHM: STRENGTH FINDER / REFRESHER TRAINING & BOOK CLUB GROUP TRAINING
06/27/2012 WF: Employee Relations Essentials -Appropriate Workplace Conduct Training for Managers and Supervisors
06/28/2012 WFHM: EMPLOYEE RELATIONS & BREAK-OUT SESSIONS
06/28/2012 WF: Employee Relations Essentials - Counseling & Corrective Action
07/12/2012 WF: Servicing Exception Database (SED)
07/12/2012 WF: Servicing Exception Database (SED) Assessment
07/16/2012 WFHM: QUALITY FOCUS GROUP PROJECT TRAINING
07/19/2012 WF: Servicemembers Civil Relief Act Overview
09/04/2012 WF: Networking Skills
10/04/2012 WF: Servicemembers Civil Relief Act for Real
10/04/2012 WF: Affirmative Action 2012
10/04/2012 WF: Code of Ethics 2012
10/07/2012 WF: BSA/OFAC: Combating Money Laundering 2012
10/07/2012 WF: ADA Effective Communication and Relay Services 2012
10/15/2012 WFHM: (ERM1-100042) ADA EFFECTIVE COMMUNICATIONS AND RELAY SERVICES 2012
10/15/2012 WFHM: (ERM1-100002) AFFIRMATIVE ACTION 2012
10/15/2012 WFHM:(EM01-500505) BSA/OFAC: COMBATING MONEY LAUNDERING 2012
10/15/2012 WFHM: (ERM1-100003) CODE OF ETHICS 2012
10/15/2012 WFHM: (ERM1-100022) FAIR AND RESPONSIBLE LENDING 2012
10/15/2012 WFHM: (ERM1-100026) FAIR LABOR STANDARDS ACT 2012
10/15/2012 WFHM: (ERM1-100005) PROTECTING WELLS FARGO INFORMATION 2012
10/15/2012 WFHM: (ERM1-100007) REPORTING SUSPECTED FINANCIAL ABUSE 2012
11/20/2012 WF: Consumer Lending Group Attendance Policy for Nonexempt Team Members
11/20/2012 WF: FDCPA Overview 2012
11/20/2012 WF: ER Essentials: Managing People, Managing
02/15/2013 VA SAR- Navigating An Appraisal (Lesson 5 - Review and Process Request and Deficiencies)
04/04/2013 WFHM: MEDIATIONS MANAGER TRAINING
06/15/2013 WF: DIVERSE MENTORING PROGRAM
06/15/2013 PUF: ARMs Expansion for Ops [R][W]
06/15/2013 PUF: FraudGUARD for Ops [R][W]
06/15/2013 PUF: HARP Centralized Teams [R][W]
06/15/2013 PUF: HARP Overview [R][W]
06/15/2013 PUF: HARP Operations [C]
06/15/2013 PUF: RealEC for Brokers & Sales [W]
06/15/2013 PUF: Point & Loan Prospector [W]
06/15/2013 PUF: Concur Expense Reporting [Managers]
06/15/2013 PUF: 92900-A
06/15/2013 PUF: Back to Work Extenuating Circumstances
06/15/2013 PUF: Gift Funds
06/15/2013 PUF: TD-0297 WELCOME TO MAX LOS
08/26/2013 PUF: HR Benefits Presentation [All Staff]
09/04/2013 PUF: DataTrac to DocMagic-XL [R][W]
09/04/2013 PUF: FHA 13-26 ML Update - Back to Work & Extenuating Circumstance Guidelines [R][W]
09/04/2013 Fundamentals of DE Credit Review and TOTAL Scorecard
09/05/2013 PUF: FLOW Tutorial for Ops [C][R][W]
09/05/2013 PUF: DU Refi Plus for Sales [R][W]
09/05/2013 PUF: HR 401(k) Webinar [All Staff]
09/05/2013 PUF: FraudGUARD for Jr's & Underwriters [R][W]
09/05/2013 PUF: RealEC for Jr's & Underwriters
09/06/2013 Genworth: Self Employed Borrower- Completing Form 91 w/Personal Tax return
09/06/2013 PUF: Income Calculator Worksheet for Jr's & Underwriters [C][R][W]
09/08/2013 MGIC: Evaluating the Self Employed Borrower
09/10/2013 PUF: Federal Compliance for Disclosing [W]
09/10/2013 PUF: Federal Compliance for Disclosing [R]
09/11/2013 PUF: Cancelled & Denied Ln Disposit. [R][W]
09/11/2013 VA Credit Standards Course (Intro & Chpt 1)
09/12/2013 PUF: Cancelled & Denied Ln Disposit. [CVF]
09/12/2013 PUF: Federal Compliance for Disclosing [R]
09/13/2013 PUF: FACTA Red Flags
09/13/2013 PUF: Anti-Money Laundering
09/13/2013 PUF: Preventing Discrimination and Harassment
09/17/2013 PUF: Federal Compliance for Disclosing [W]
09/18/2013 PUF: DataTrac to DocMagic-XL [R][W]
09/19/2013 FHLMC: Freddie Mac Relief Refinance Webinar
09/24/2013 VA: VA Credit Standards Course (Chapter 2)
09/25/2013 PUF: Lending Space Sales Portal Training - Session 1 (First offering)
09/25/2013 PUF: Lending Space Sales Portal Training - Session 2 (First offering)
09/26/2013 VA Credit Standards Course (Chapter 3)
09/28/2013 VA Credit Standards Course (Chapter 4)
10/02/2013 VA Credit Standards Course (Chapter 5)
10/02/2013 VA Credit Standards Course (Chapter 6)
10/03/2013 Lexis Nexis Training
10/03/2013 VA Loan Review - Correspondent Ops 2 of 2
10/04/2013 PUF: HARP Training for Credit Risk
10/04/2013 VA Credit Standards Course (Chapter 7)
10/04/2013 VA Credit Standards Course (Chapter 8)
10/07/2013 VA Credit Standards Course (Chapter 10)
10/07/2013 VA Credit Standards Course (Chapter 11)
10/07/2013 VA Credit Standards Course (Chapter 9)
10/08/2013 VA: CREDIT STANDARDS -SCHOOL OF CERTIFYING OFFICIAL
10/08/2013 VA Credit Standards Course (Chapter 12)
10/11/2013 VA SAR- Navigating An Appraisal (Lesson 1-VA SAR Overview )
10/17/2013 FNMA Special Feature Codes
10/21/2013 Essent Guaranty MI: Desktop Underwriter (DU) Training
10/22/2013 Essent Guaranty MI: Analysing the Appraisal
10/22/2013 Essent Guaranty MI: Loan Prospector Training
10/22/2013 VA SAR- Navigating An Appraisal (Lesson 2- Sales Contract Review )
10/28/2013 Fannie Mae Project Review Guidelines for Condos, Co-ops and PUDs
10/28/2013 FNMA Using the Uniform Appraisal Dataset to Complete the URAR (Rev 2/2011)
10/28/2013 FRAUDGUARD: Using FraudGuard FG100
10/29/2013 FRAUDGUARD: Interpreting Variances in FraudGuard (FG200)
10/30/2013 FraudGUARD FG900 Using UDM in
10/30/2013 LAPP and Common SAR Errors
10/31/2013 FRAUDGUARD: Using 4506T TX100
11/01/2013 ESSENT: Analyzing Personal Tax Returns: Cash Flow Analysis
11/04/2013 AllRegs Academys: Anti-Money Laundering Rules of the BSA!
11/04/2013 FraudGUARD 901 - Ownership & Occupancy Services
11/04/2013 FraudGUARD SSN100 - Using SSN Direct
11/04/2013 AllRegs Academys: Online User Training
11/05/2013 ESSENT: Components of Credit Scoring: The Meaning Behind the Number
11/08/2013 ESSENT: Appraisal Workshop: Discussing Scenarios and Addressing Potential Red Flags
11/08/2013 FHLMC -Condominium Projects Eligibility Requirements
11/11/2013 PUF: LPS (Lending Space) System Overview (Pacific Union Financial)
11/12/2013 ESSENT: Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculations (Pacific Union Financial)
11/12/2013 PUF: Gov't ARMs Ops Session 1 of 2
11/13/2013 PUF: LPS (Lending Space) Suspense Coordinator Phase III (Pacific Union Financial)
11/13/2013 PUF: LPS (Lending Space) Credit Reviewer Phase III (Pacific Union Financial)
11/14/2013 PUF: MI Expansion for Ops (Pacific Union Financial)
11/19/2013 eDocs Q&A Session for UW and Jr. Uws
11/19/2013 FHLMC Underwriting Income and Employment
11/20/2013 PUF: Mandatory Gift Funds Training for Juniors and Underwriters
11/22/2013 FHLMC WEBINAR (LIVE) Condominium Projects Eligibility Requirements
12/05/2013 ESSENT: Acceptable Assets (Essent)
12/06/2013 MGIC: EVALUATING THE SELF-EMPLOYED BORROWER
12/07/2013 MGIC: Self-Employed Borrowers - Advanced (AGI Method)
12/09/2013 FHLMC Documenting Acceptable Source of Funds
12/09/2013 VA LAPP and Common SAR Errors
12/09/2013 VA SAR- Navigating An Appraisal (Lesson 3 -Comprehensive Appraisal Review )
12/12/2013 PUF: Business Rules in DT (DataTrac system)
12/13/2013 ESSENT: appraisal workshop -Discussing scenarios and Addressing Potential Red Flags
12/13/2013 VA SAR- Navigating An Appraisal (Lesson 4 - NOV )
12/18/2013 FHLMC Condo Project Eligibility Requirements
12/19/2013 MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements
12/19/2013 MGIC: Self-Employed Borrowers - Advanced (AGI Method)
01/13/2014 PUF:CFPB Training for Ops
01/14/2014 Essent: Analyzing Personal and Business Tax Returns: Cash Flow Analaysis (1040/1065/1120S/1120)
01/15/2014 Mortgage Fraud: Common Schemes and Potential Red Flags (Essent)
01/16/2014 PUF Topic: SFC/IFI Generator Training Class
01/29/2014 PUF Topic: SFC/IFI Generator Training Class - update/clarification
01/29/2014 PUF: Open Access Worksheet Training for Correspondent
02/02/2014 VA SAR- Navigating An Appraisal (Final Exam)
02/05/2014 PUF: Gift Funds Test Review02/05/2014 PUF: MI Expansison for Corr Ops
02/06/2014 PUF: CFPB Regulatory Changes; Retail & Wholesale
02/06/2014 PUF: Condo Projects Approvals for Processors, Jrs and Underwriters;
02/07/2014 PUF: CFPB Training for Correspondent Ops
02/13/2014 MGIC: Appraisal Training Featuring the Uniform Appraisal Dataset (UAD) requirements
02/20/2014 PUF: VA Refers [C][R][W[CVF]
02/20/2014 Overview of Basic FHA Underwriting Credit, Income and Assets
02/21/2014 PUF: Training session information: CFPB Q & A Session
02/24/2014 MGIC: Evaluating Income and Assets
03/04/2014 PUF: USDA Rural Development loans for UW & JR
03/05/2014 PUF: JUMBO Training for Jrs, Processors and UW (Retail / Wholesale)
03/06/2014 ESSENT: Focus on Assets: Acceptable Documentation and Eligible Sources
03/06/2014 ESSENT: Reviewing the 1004MC: Market Conditions Addendum
03/12/2014 PUF: Government ARMs for Correspondent Operations
03/15/2014 ESSENT: Components of Credit Scoring: The Meaning Behind the Number
03/18/2014 PUF: FHA UPDATES for Jrs, Processors, UW, Credit Reviewer
04/17/2014 PUF: Escrow Holdback -Corr Ops
04/22/2014 FHA: Understanding the Real Estate Owned (REO) & Good Neighbor Next Door Programs
05/01/2014 PUF: JUMBO Training for Jrs, Processors and UW (Correspondent)
05/02/2014 PUF: Rental Income Calculations
05/06/2014 Essent: Focus on Assets: Acceptable Documentation and Eligible Sources
05/06/2014 Essent: Reviewing the 1004MC: Market Conditions Addendum
05/06/2014 PUF: [C] Government ARMs - Operations training
05/29/2014 PUF: Anti-Money Laundering
05/31/2014 PUF: FACTA Red Flags
06/10/2014 PUF: USDA Training for Correspondent
06/11/2014 GENWORTH: Evaluating the Self Employed Borrower
06/20/2014 PUF: Credit Philosophy Training for Dallas Wholesale & Retail (By B.Sydow EVP PUF and Ben Weber VP-CR Risk/Credit Policy)
06/24/2014 VA - VBAPHNX: Origination and Process Training
07/02/2014 PUF: ULDD Business Rules Update 1 of 2
07/03/2014 PUF: ULDD Business Rules Update 2 of 2
07/9/2014 PUF: eDocs for Correspondent Operations Training 1 of 2
07/10/2014 PUF: eDocs for Correspondent Operations Training 2 of 2
07/10/2014 PUF: Underwriting Update Meeting
07/15/2014 PUF: Manufactured Home Program Training - Correspondent Sales (1 of 3)
07/17/2014 PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 1
07/21/2014 PUF: [C] [R] [W] [CVF] Manufactured Homes Training Session 2
07/22/2014 PUF: 203K - PROCESS REVIEW
07/28/2014 Platinum Data Realview Training
08/14/2014 FHLMC: Reviewing Residential Properties
08/14/2014 FHLMC: CONSTRUCTION CONVERSION AND RENOVATION MORTGAGES
08/19/2014 FHA: FHA Quality Control Update: Loan Review Finding and Trends
08/19/2014 MGIC: Understanding the Condo Appraisal
08/19/2014 MGIC: Understanding the Condo Appraisal
08/19/2014 FNMA: INDEPTH SESSION: ASSESSING INCOME FROM SELF EMPLOYMENT
08/20/2014 FNMA: INTRODUCTION TO COLLATERAL UNDERWRITER
08/20/2014 FNMA: UNDERSTANDING THE CU RISK SCORE, FLAGS, AND MESSAGES
08/20/2014 FNMA: CU USER INTERFACE BASIC TRAINING
08/21/2014 FNMA: CU ADVANCED TRAINING
09/18/2014 FHA: NEW! FHA APPRAISALS
09/18/2014 FHA: NEW! FHA UNDERWRITING TRAINING (DENVER HOC)
10/01/2014 USDA: USDA SINGLE FAMILY ORIGINATION UPDATES FROM NATIONAL OFFICE IN WASHINGTON DC
10/23/2014 FHLMC: Solutions for the Purchase Mkt -10/23/14
11/26/2014 PUF: SINGLE CLOSE
12/04/2014 PUF: AUTO SUBORDINATION
12/04/2014 USDA: USDA RECORDED HB 3555 TRAINING
12/17/2014 USDA: GUS OVERVIEW TRAINING 2010 (MANDATORY FOR GUS ACCESS)
01/27/2015 K&L: NAVIGATING THE NEW HUD ORIGINATION HANDBOOK
02/04/2015 PUF: UNDERWRITER: FHA MIP TRAINING
02/05/2015 FNMA: COLLATERAL UNDERWRITER OVERVIEW AND IMPLEMENTATION AWARENESES WEBINAR FOR CORRESPONDENT ROLLOUT
02/06/2015 PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR
02/12/2015 GENWORTH: Reading Business Tax Returns: Income Training
03/04/2015 PUF: USDA: NON DELEGATED CORRESPONDENT OPERATIONS - SESSION 2
03/06/2015 PUF/ESSENT: SELF EMPLOYED BORROWER BUSINESS RETURNS WEBINAR
03/19/2015 RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD IN LOAN FILES
03/19/2015 RADIAN: SELF GUIDED DETECTING AND AVOIDING FRAUD SCHEMES
03/20/2015 MGIC: EVALUATING THE SELF EMPLOYED BORROWERS INDUSTRY HIGHLIGHTS
03/25/2015 DOC MAGIC: BORROWER MOBILE: MOBILIZING THE BORROWER'S EXPERIENCE
04/14/2015 PUF: Mandatory Credit Training by Ben Weber "for UW & Credit Reviewers"
04/15/2015 FHA: MODULE 8A: PROGRAMS AND PRODUCTS-REFINANCE
04/16/2015 FHA: MODULES 4 & 5: USING THE TOTAL MORTGAGE SCORECARD, &, MANUAL UNDERWRITING (RECORDED ON 4/9/15)04/16/2015 FHA: MODULE 6: CLOSING (RECORDED ON 4/16/15)
04/20/2015 PUF: SERVICEMEMBERS CIVIL RELIEF ACT (SCRA) TRAINING
04/20/2015 FHA: MODULE 8B: PROGRAMS AND PRODUCTS-CONTINUED
04/20/2015 FHA: MODULE 9: 203(k) AND CONSULTANT REQUIREMENTS
04/21/2015 FHA CONNECTION ENHANCEMENTS: EFINDINGS LETTER AND SUPPORTING LOAN AND LENDER LEVEL REPORTS0
4/28/2015 FHA: MODULE 7: POST-CLOSING/ENDORSEMENT (RECORDED ON 4/28/15)
05/20/2015 FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 1
05/22/2015 FHLMC: GETTING STARTED WITH LOAN PROSPECTOR - PART 2
06/04/2015 PUF: SVP &NAT'L RISK UW TRAINING-QUALITY, LOAN BEAM, FNMA CU, FRAUDGUARD, ADVERSE ACTION, FHA
07/01/2015 VA: LSAM COMPUTER BASED TRAINING FOR THE VETERANS AFFAIRS
07/01/2015 PUF: INTRODUCTION TO ILEARN
07/08/2015 FHA: WEBINAR IV: NEIGHBORHOOD WATCH SYSTEM- SERVICER TOOLS
07/08/2015 HUD: Webinar IV: Neighborhood Watch System - Servicer Tools
07/08/2015 FHA: WEBINAR IV: NEIGHBORHOOD WATCH SYSTEM- SERVICER TOOLS
07/14/2015 PUF: MANDATORY JUMBO SERIES O-CORRESPONDENT
07/14/2015 PUF: MANDATORY JUMBO SERIES O - CORRESPONDENT
07/15/2015 FHA WEBINAR: V.1: SFDMS -REPORTING BASICS
07/15/2015 PUF: USDA TRAINING
07/15/2015 HUD: Webinar V.1: SFDMS - Reporting Basics
07/15/2015 PUF: USDA TRAINING NON DELEGATED CORRESPONDENT TEAM
07/15/2015 PUF: FHA WEBINAR V.1: SFDMS - REPORTING BASICS
07/29/2015 FHA: WEBINAR V.3: SFDMS - ERRORS
08/05/2015 MI: Income Analysis for Salaried Borrowers: Acceptable Documentation and Calculations Confirmation
08/05/2015 ESSENT: INCOME ANALYSIS FOR SALARIED BORROWERS: ACCEPTABLE DOCUMENTATION AND CALCULATIONS
08/05/2015 PUF: COMPANY COMPLIANCE ANTI-MONEY LAUNDERING
08/05/2015 PUF: COMPANY COMLIANCE FAIR AND ACCURATE CREDIT TRANSACTION ACT (FACTA)
08/10/2015 PUF: TD-0270 SPECIAL FEATURE CODE GENERATOR
08/10/2015 PUF: TD-0292 INTRO TO TRID: KNOW BEFORE YOU OWE
08/12/2015 ESSENT: Rural Property and Small Community Appraisals Confirmation
08/12/2015 MGIC: LINKEDIN STRATEGIES FOR LOAN OFFICERS
08/14/2015 PUF: COMPANY COMPLIANCE HARASSMENT AND DISCRIMINATION
08/17/2015 MGIC: UNDERSTANDING THE CONDO APPRAISAL
08/19/2015 FHA: MODULE 0: INTRODUCTION AND NAVIGATING THE SF HANDBOOK (RECORDED ON
4/21/15)08/19/2015 FHA: MODULE 1: ORIGINATION/PROCESSING (RECORDED ON 3/31/15)
08/19/2015 FHA: MODULE 2: ALLOWABLE MORTGAGE PARAMETERS (RECORDED ON 3/31/15)
08/19/2015 FHA: MODULE 3A: APPRAISALS (RECORDED ON 4/2/15)
08/19/2015 FHA: MODULE 3B: UNDERWRITING THE PROPERTY (RECORDED ON 4/2/15)
08/23/2015 PUF: TD-0292 INTRO TO TILA RESPA: INTEGRATED DISCLOSURES 2015 PART 1
08/23/2015 PUF: CREDIT RISK [CDO] RESOURCES TRAINING
08/25/2015 MGIC: TWITTER STRATEGIES FOR LOAN OFFICER
08/25/2015 PUF: CONDO PROJECT TRAINING -NON DELEGATED CORRESPONDENT
08/25/2015 FHA: THE FHA SINGLE FAILY HOUSING POLICY HANDBOOK IN-DEPTH
08/25/2015 FHA: THE FHA SINGLE FAILY HOUSING POLICY HANDBOOK IN-DEPTH
08/25/2015 VA & CORELOGIC: SAR LSAM TRAINING ON THE VA PORTAL
09/01/2015 CAPSTONE INSTITUTE: FHA REFRESHER TRAINING USING THE 4000.1 (EXPIRES SEPT 5, 2015)
09/22/2015 FHA: SFH POLICY HANDBOOK: FHAC SYSTEM CHANGES
09/24/2015 FHA: FHA Quality Control Update
09/29/2015 FHA: SFH POLICY HANDBOOK: APPRAISERS AND PROPERTY REQUIREMENTS
09/29/2015 FHA: FHA WEBINAR V.3:SFDMS - ERRORS
10/02/2015 PUF: TD-0309 INTRODUCTION TO TRID 2015 PART 4: TILA-RESPA INTEGRATED DISCLOSURES (TRID) RULE TRAINING
10/06/2015 PUF: TD-0301 INTRO TO TRID 2015 PART 2: THE LOAN ESTIMATE
10/06/2015 PUF: TD-0306 INTRO TO TRID 2015 PART 3: THE CLOSING DISCLOSURE
10/07/2015 TRAVEL AGENT ACADEMY: ARUBA SPECIALIST PROGRAM
10/07/2015 TRAVEL AGENT ACADEMY: FLORIDA BEACHES SPECIALIST PROGRAM
10/07/2015 PUF: LOAN BEAM TRAINING
10/08/2015 CREDIT PLUS WEBINAR: UNDISCLOSED DEBT EXPOSURE Shining a light on an unforeseen consequence of TRID
10/22/2015 NATIONAL MI: SELF-EMPLOYED BORROWER CONFIRMATION
11/05/2015 PUF: JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM
11/09/2015 ESSENT: BECOMING THE RINGMASTER OF INTERRUPTIONS
11/10/2015 ESSENT: PRIORITIZING & GIVING OTHERS YOUR PRIORITIES
11/10/2015 ESSENT: K-1’S: ARE DISTRIBUTIONS ENOUGH? A NEW LOOK AT PARTNERSHIPS AND S-CORPS
11/12/2015 PUF: JUMBO/NON AGENCY PRODUCTS-NEW TEAM PLATINUM- SESSION 2
11/16/2015 PUF: MAX (SYSTEM) TRAINING
11/17/2015 FHA/HUD: FHA CONDOMINIUM PROJECT APPROVAL - THE BASICS
11/23/2015 ESSENT: ORGANIZING AND PLANNING A MORE EFFECTIVE DAY AND WEEK
11/24/2015 ESSENT: CONTROL, MANAGE, AND WRITE EFFECTIVE EMAILS
10/17/2016 CAPSTONE INSTITUTE: FHA REFRESHER TRAINING USING THE 4000.1
11/08/2016 FREDDIE MAC: CONDOMINIUM PROJECT ELIGIBILITY REQUIREMENTS
12/19/2016 FREDDIE MAC: DOCUMENTING ACCEPTABLE SOURCES OF FUNDS
01/24/2017 FHLMC: REVISED INCOME REQUIREMENTS
06/14/2017 PHMI- AML SUSP ACTIVITY BK SECRECY ACT 2017
06/14/2017 PHMI- ID PREVENTION- THE RED FLAG RULE 2017
06/14/2017 PHMI-IDENTITY THEFT (THE RED FLAG RULE) 2017
06/14/2017 PHMI-SECURITY AWARENESS CREATING STRONG PASSWORDS 2017
07/03/2017 PHMI-DETECTING MORTGAGE FRAUD COURSE AND TEST 2017
10/16/2017 THE CE SHOP: WORKING WITH RE INVESTORS-UNDERSTANDING INVESTOR STRATEGIES
10/19/2017 THE CE SHOP: MARKETING, ADVERTISING, AND SOCIAL MEDIA COMPLIANCE
10/30/2017 ACEABEL AGENT: LEGAL UPDATE 1
11/07/2017 ACEABEL AGENT: LEGAL UPDATE 2
11/13/2017 TDI: LIFE AGENT INDIVIDUAL
11./07.2017 ACEABLE AGENT: COVER YOUR ASSESTS: MANAGEING PERSONAL AND PROFESSIONAL RISK
12/06/2017 PREMIER RE ACADEMY: CERTIFIED RESIDENTIAL LISTING SPECIALIST COURSE (CRLS)
12/07/2017 ARBOR: NEW MEMBER ORIENTATION
01/12/2018 CERTIFIED LISTING AGENT
01/15/2018 REBUS: 5 ALIVE REAL ESTATE SYSTEM
01/15/2018 REBUS: CERTIFIED LISTING AGENT
01/16/2018 ARBOR: CREATING GOOD CMAs
01/23/2018 ARBOR: PROSPECTING CLIENTS WITH MATRIX MLS
01/20/2018 ARBOR: REALIST TAX - INTRO AND USE
02/27/2018 ARBOR: THE MANY TOOLS OF THE MLS
05/10/2018 EDUCATERE: A REVIEW OF THE TEXAS ONE-TO-FOUR FAMILY RESIDENTIAL CONTRACT
05/30/2018 REAL ESTATE TRAINING SYSTEMS, LLC: UNDERSTANDING HOME INSPECTIONS
01/03/2019 ALLIANT NATIONAL TITLE INS CO: UNDERSTANDING ONE TO FOUR FAMILY RESIDENTIAL CONTRACT
06/15/2019 REBUS: 24 SELLER SCRIPTS
07/31/2019 HPA: AGENT CERTIFICATION COURSE
08/11/2019 CBT ALLIANCE: TEXAS BROKER RESPONSIBILITY (2019-2020)
11/14/2019 TEXAS REALTORS: AN INTRODUCTION TO THE CMA
12/05/2019 TEXAS REALTORS: MLS BASICS: EASY AS ABC, 123
12/13/2019 BUFFINI & CO BLITZ-FINISH STRONG IN DECEMBER 13 2019
01/01/2020 NAR ABR OFFICIAL CERT
02/04/2020 CAPITAL TITLE OF TX, LLC: WHO, WHAT, WHEN, WHERE OF MARITAL PROPERTY & DIVORCE
05/11/2020 THE CLOSE- 6 WEEKS 6 SIMPLE TRANSFORM RE BUS CERT
05/18/2020 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
05/24/2020 NAR ABR OFFICIAL CERT
05/30/2020 THE CE SHOP: MILITARY RELOCATION PROFESSIONAL CERTIFICATION CORE COURSE
06/05/2020 NAR PRICING STRATEGIES MASTERING THE CMA
06/07/2020 NAR SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE
06/07/2020 THE CE SHOP: PRICING STRATEGIES: MASTERING THE CMA
06/07/2020 THE CE SHOP: SELLER REPRESENTATIVE SPECIALIST (SRS) DESIGNATION CORE COURSE
06/10/2020 NAR PRICING STRATEGIES ADVISOR CERTIFICATION
06/11/2020 REBI: SELLER REPRSENTATIVE SPECIALIST
07/04/2020 HARVARD: SOCI1 PRACTX: PRDICTIONX: OMENS, ORACLES AND PROPHECIES
07/04/2020 ITU: BASICS OF MARKETING WITH SOCIAL MEDIA
09/00/2020 NATIONAL NOTARY ASSOCIATION: CERTIFIED LOAN SIGNING AGENT
09/00/2020 LOAN SIGNING SYSTEM: CERTIFIED LOAN SIGNING AGENT
11/11/2020 ITU: PINTEREST
11/11/2020 ITU: HTML ESSENTIALS (WEB DESIGN & CODING)
11/30/2020 NAR: AT HOME WITH DIVERSITY CERTIFICATE OF COMPLETION
11/30/2020 THE CE SHOP: AT HOME WITH DIVERSITY COURSE COMPLETION CERT
11/30/2020 THE CE SHOP: MILITARY RELOCATION PROFESSIONAL CERTIFICATION CORE COURSE
12/01/2020 ITU: CSS ESSENTIALS (WEB DESIGN & CODING)
12/06/2020 NAR DECO AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM
12/06/2020 NAR OFFICIAL CERT: AT HOME WITH DIVERSITY (AHWD) CERTIFICATION PROGRAM
12/26/2020 ITU: REDDIT
12/26/2020 ITU: FACEBOOK 101
01/05/2021 ESSENT: SCHEDULE C - ONLY THE SCHEDULE C
01/06/2021 ESSENT: BUSINESS IMPACTED BY COVID 19
01/07/2021 ESSENT: SALARIED INCOME ANALYSIS
01/11/2021 ESSENT: K-1 WORKSHOP
01/12/2021 ESSENT: ANALYZING INCOME FOR THE SELF-EMPLOYED BORROWER
01/14/2021 ESSENT: RENTAL INCOME - SCHEDULE "E" ASY
02/17/2021 HYPERFAST AGENT: CRAFTING A WINNING OFFER
02/17/2021 HYPERFAST AGENT: MAKE MORE $$$ IN LESS TIME MASTER THE BUYER GAME OFFER
02/17/2021 HYPERFAST AGENT: OPEN HOUSE MASTERY
02/17/2021 HYPERFAST AGENT: CRAFTING A WINNING OFFER
03/02/2021 McKISSOCK: TEXAS LEGAL UPDATE PART 1 (2020-2021)
03/04/2021 McKISSOCK: TEXAS LEGAL UPDATE PART 2 (2020-2021)
03/04/2021 LEGALSHIELD: FAST START- AN INTRODUCTION TO YOUR LEGALSHIELD BUSINES
03/02/2021 MCKISSOCK LEARNING: 2020-2021 LEGAL UPDATE I
03/04/2021 MCKISSOCK LEARNING: 2020-2021 LEGAL UPDATE II
04/06/2021 MCKISSOCK LEARNING: EDUCATING HOMEBUYERS
04/21/2021 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
04/21/2021 MCKISSOCK LEARNING: 2021-2022 BROKER RESPONSIBILITY COURSE
05/26/2021 THE CE SHOP LLC: SHORT SALES & FORECLOSURES: WHAT REAL ESTATE PROFESSIONALS NEED
06/10/2021 THE CE SHOP LLC: RESORT & SECOND HOME SPECIALIST (RSPS) CERTIFICATION COURSE
11/16/2021 MCKISSOCK LEARNING: EDUCATING HOMEBUYERS
12/31/2021 THE CE SHOP LLC: REALTOR CODE OF ETHICS TRAINING
02/24/2022 MCKISSOCK LEARNING: HELPING BUYERS NARROW IN ON THEIR DREAM HOME
03/15/2022 MCKISSOCK LEARNING: WHAT EVERYONE SHOULD KNOW ABOUT THEIR CREDIT HISTORY
05/10/2023 DIVVY HOMES: DISPOSITIONS CERTIFIED SPECIALIST
05/12/2023 THE RRC: THE NEW CONSTRUCTION GAME
12/30/2022 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
12/31/2022 MCKISSOCK LEARNING: PERFORMING QUALITY BPOs
02/12/2023 MCKISSOCK LEARNING: WHAT EVERYONE SHOUD KNOW ABOUT THEIR CREDIT HISTORY
02/12/2023 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
02/27/2023 CREDIT REPAIR CLOUD: BASIC DISPUTING
02/27/2023 CREDIT REPAIR CLOUD: CRC SOFTWARE CERTIFICATION
03/02/2023 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
03/05/2023 KRISTA MASHORE: COMMUNITY MARKET LEADER DESIGNATION: THE CLIENT ATTRACTION BLUEPRINT
04/11/2023 MCKISSOCK LEARNING: 2022-2023 LEGAL UPDATE I
04/12/2023 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
04/12/2023 MCKISSOCK LEARNING: 2022-2023 LEGAL UPDATE II
04/24/2023 RE CE ELECTIVE: SOCIAL MEDIA MARKETING BASICS
05/12/2023 THE RRC: 9 CONTRACT TERMS THAT WIN SELLERS OVER
06/00/2023 CARDONE UNIVERSITY: ADVANCED FOLLOW UP STRATEGIES
10/03/2023 TEXAS REALTORS: BECOME A REAL ESTATE MARKETING ROCKSTAR USING CHATGPT
10/17/2023 MCKISSOCK LEARNING: A NEW LOOK AT CONTRACT LAW
10/00/2023 NATIONAL ASSOCIATION OF REALTORS: ePRO
12/13/2023 TEXAS REALTORS: OVERCOMING THE DOWN PAYMENT HURDLE
01/19/2024 ONCOURSE: 20 HR SAFE COMPREHENSIVE: APPLYING MORTGAGE KNOWLEDGE TO EXAM PREP
02/07/2024 RE CE ELECTIVE: KNOW THE NUMBERS: ESSENTIAL STATS & HOW TO FIND THEM
02/19/2024 ONCOURSE: 3 HR TX-SML SAFE: REVIEW OF TX MORTGAGE LAW
02/29/2024 MCKISSOCK LEARNING: 2023-2024 BROKER RESPONSIBILITY
04/02/2024 CLUBWEALTH: 37 MINUTE GUARANTEED LISTING PRESENTATION KIT + 44 POINT LISTING APPOINTMENT CHECKLIST
04/02/2024 CLUBWEALTH: WORLD CLASS BUYERS AGENT CERTIFICATION COURSE
04/02/2024 CLUBWEALTH: WORLD CLASS REO AGENT CERTIFICATION COURSE
04/03/2024 CLUBWEALTH: CLUB WEALTH ISA TRAINING
04/03/2024 CLUBWEALTH: CW DIGITAL MARKETING ON BOARDING
04/07/2024 CLUBWEALTH: WORLD CLASS SHORT SALE SUCCESS CERTIFICATION COURSE
07/15/2024 TEXAS REALTORS: TREC AND TEXAS REALTOR FORM CHANGES
12/22/2024 MCKISSOCK LEARNING: MAY THE CODE BE WITH YOU
04/04/2025 MCKISSOCK LEARNING: LEGAL UPDATE I
04/04/2025 MCKISSOCK LEARNING: LEGAL UPDATE II
05/12/2025 BBO REAL ESTATE EDUCATION CENTER: WHAT TO EXPECT WHEN YOU'RE INSPECTING
TEXAS ELITE TEAM
2611 Internet Blvd, Suite 201
Frisco, TX 75034
Phone: (682) 777-3950
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MLS Information Deemed Reliable But Not Guaranteed. This information is being provided by the NTREIS MLS. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information.
TRICIA MADRID -TEXAS ELITE TEAM is a licensed Agent in the state of Texas and is a leading authority on DFW Metroplex, Our love for the communities we live and work in are why we do what we do. Stop by the office and experience the Texas Elite Team way of DFW area real estate.
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