Owners and managers need to stay on top of state and federal regulatory requirements, as well as the duties and responsibilities  wholesale lenders place upon them in the origination and sale of mortgage loans. This half-day review will suggest office policies and procedures designed to protect the business against potential legal challenges, having to manage buy-back requests from lenders, and managing compliance audit reviews

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About The Course Author
Gordon Schlicke has been in mortgage lending for over forty years as a loan officer, branch manager, production manager, training manager, and compliance officer.  He is an accredited instructor with the American Bankers Association, Mortgage Bankers Association of America, Washington Association of Mortgage Brokers, and other related trade groups.  He produces classes and seminars throughout the United States.  

Gordon’s articles and publications appear in numerous trade journals and magazines, among them Mortgage Originator Magazine, Scotsman Guide, the Florida Association of Mortgage Brokers, and NAMB’s Monthly Magazine. He has written articles for Mortgage Banker Magazine and been a member of the National Education Committee of NAMB and MBA. In 2003, NAMB readers chose Gordon as the “Best Columnist” in Mortgage Broker Magazine.

Legal Disclaimer
This course is for educational purposes and is intended to provide an overview of the issues discussed. It is taught with the understanding that the purpose is not to render legal advice. Although this information is prepared by professionals, it should not be utilized as a substitute for professional service in specific situations. Participants are encouraged to seek independent advice from a professional if such services are needed.