Course Catalog

Mortgage Servicing

Introduction

Mortgage servicing plays a critical role in the customer experience and your organization’s regulatory health.  However, mortgage regulations are notoriously robust and nuanced - so keeping your team informed, compliant, and motivated can be a real challenge.  Whether you're a specialized servicer handling loss mitigation or a full-spectrum lender managing the entire mortgage lifecycle, it’s crucial to stay ahead of evolving regulations to support borrowers with clarity, care, and confidence.

Let Affinity’s mortgage servicing curriculum provide an engaging experience designed to meet today’s compliance challenge.  Here are key topics your team can look forward to:

Understanding RESPA requirements.

How to navigate borrower communications around error resolution, payment application, and the right to rescind.

What the escrow analysis and flood insurance requirements are.

How to handle loss mitigation applications within required timelines while avoiding dual tracking (and other compliance pitfalls!).

How to recognize UDAAP risks by applying ECOA/FHA standards effectively.

What red flags and financial crimes look like in mortgage servicing.

Key Course Features

  • 10 to 30 minute courses
  • Engaging videos and story-based learning
  • Knowledge checkpoints and assessments
  • Auditor approved content
  • Examples for the modern mortgage servicer, bank, or credit union

Key Courses

Avoiding UDAAPs in Mortgage Lending

~15 min

Fair Lending in Mortgage Lending

~15 min

Flood Insurance for Mortgage Loans

~20 min

Marketing of Mortgage Loans 101

~10 min

SAFE Act - Licensing and Registration 101

~20 min

The Home Mortgage Disclosure Act (HMDA) 101

~30 min

See full course list

Affinity Empowers Compliance Through Smarter Training

Affinity equips organizations with advanced, customizable training solutions that simplify compliance, enhance team performance, and drive continuous improvement.

Power.

Leverage powerful tools designed to grow with your business and meet regulatory demands at any scale.

Flexibility.

Easily align with existing workflows and customize to your brand, ensuring a smooth, intuitive user experience.

Insight.

Access comprehensive reporting and analytics to track compliance, assess knowledge gaps, and improve outcomes over time.

What are you waiting for?

Start enhancing your training and compliance management and sign up today.

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