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Training Log By Category

BUSINESS – GENERAL

·         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

COMPLIANCE

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

CONTRACTS

·         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

CREDIT - CREDIT SCORE - CREDIT RISK

·         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

CUSTOMER SATISFACTION

·         10/18/2010 WF: Successful Customer Interactions in Home

·         10/19/2010 WFHM: (OAA7-001170) SUCCESSFUL CUSTOMER INTERACTION IN HOME PRESERVATION

INFORMATION TECHNOLOGY

·         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

INSURANCE

·         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

INVESTIGATIONS

·         09/08/1993 PROBE, INC: PRIVATE INVESTIGATIONS

·         09/08/1993 PROBE, INC: PRIVATE INVESTIGATIONS - ADVANCED

LEADERSHIP

·         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

LEGAL SHIELD

·         03/04/2021 LEGALSHIELD: FAST START- AN INTRODUCTION TO YOUR LEGALSHIELD BUSINES

LICENSE

·         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

MARKETING - SOCIAL MEDIA - PROSPECTING

·         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

MORTGAGE APPRAISAL - REAL ESTATE CMAs - PRICING HOMES

·         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

MORTGAGE ASSETS AND GIFTS

·         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

MORTGAGE DEFAULT - FORECLOSURE - HOME PRESERVATION - REO - BPOs

·         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

MORTGAGE AND REAL ESTATE DESIGNATIONS

·         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

MORTGAGE FRAUD PREVENTION

·         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

MORTGAGE INCOME CALCULATIONS

·         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

MORTGAGE LOAN PROCESSING

·         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

MORTGAGE LOAN FINANCING   (MISC, MI, REFI, ARMS, )

·         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

·          

MORTGAGE LOAN ORIGINATION

·         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

MORTGAGE LOAN PROGRAM – CONVENTIONAL

·         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

MORTGAGE LOAN PROGRAM – FHA

·         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

MORTGAGE LOAN PROGRAM – JUMBO

·         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

MORTGAGE LOAN PROGRAM – USDA

·         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

MORTGAGE LOAN PROGRAM – VA

·         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

MORTGAGE PROPERTY TYPES [CONDO - COOP - PUD - PID - MUD - MH ]

·         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

MORTGAGE SERVICING

·         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)

MORTGAGE UNDERWRITING

·         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

NOTARY PUBLIC

·         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

PRODUCTIVITY

·         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

REAL ESTATE – BUYER

·         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

REAL ESTATE – GENERAL

·         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

REAL ESTATE & MORTGAGE - NEW CONSTRUCTION

·         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

REAL ESTATE – SELLER

·         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

REAL ESTATE – LEGAL UPDATES

·         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

REAL ESTATE – HOME INSPECTION


·         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

REAL ESTATE INVESTING


·         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

RELIGIOUS & SPIRITUAL


·         12/12/2005 CREDENTIALS OF MINISTRY- REV TRICIA MADRID ULC

·         07/04/2020 HARVARD: SOCI1 PRACTX: PRDICTIONX: OMENS, ORACLES AND PROPHECIES

SALES – NEGOTIATIONS


·         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)

SALES & PRODUCTION


·         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

SERVICE AWARDS


·         12/31/2010 WF: 3 YRS OF SERVICE AWARD

 TITLE & ESCROW


·         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

TRAVEL


·         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


Training Log

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

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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.

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