Self-Study Web-Based Courses

MBA Education’s web-based education enables high-quality focused learning that fits into even the fullest of schedules. Self-study web-based courses can be accessed from anywhere at any time so students are able to study when and where they want. Many of the courses in our self-based eLearning library are SCORM 1.2 compliant. 

For Your Staff: MBA Education offers several eLearning solutions that can be applied across the enterprise to bring knowledge, skills and value to your organization.  Learn more.

View a full list of self-study courses below, or use the search on the right side of this page to look for a resource by name or keyword.


    CC_GO_100.1 CMF Fundamentals

    This is a commercial/multifamily course. Servicers play a key role in the commercial/multifamily lending cycle. As liaison between the borrower and lender/investor sides of the real estate finance industry, servicers are required to have an understanding of the key concepts related to commercial...

    Commercial/Multifamily

    CC_GO_100.3 CMF Loan Documentation and Closing

    This is a commercial/multifamily course. The agreements, documents, and promises made and executed at the loan closing flow through to the commercial mortgage loan servicer. Nearly all of the actions to be taken over the life of the loan are governed by the terms memorialized in the documents ex...

    Commercial/Multifamily

    CC_GO_100.2 CMF Origination and Underwriting

    This is a commercial/multifamily course. The commercial/multifamily loan cycle begins when a property owner or prospective borrower approaches a loan originator seeking financing for a new property, or for an existing property. The prospective borrower submits required documentation to the loan ...

    Commercial/Multifamily

    CC_S_200.1 Asset Management in CMF Loan Servicing

    This is a commercial/multifamily course. In the most general of terms, asset management is the professional management of an asset or group of assets to meet specified goals for the benefit of lenders, investors, and borrowers. In the case of commercial/multifamily lending, the assets are commer...

    Commercial/Multifamily

    CC_S_202.1 Benchmarking in CMF Loan Servicing

    This is a commercial/multifamily course. Benchmarking is the process by which servicers measure their operational performance. By measuring their performance against standard benchmarks, servicers are able to determine where they are operationally successful, where there is room for improvement,...

    Commercial/Multifamily

    CC_S_203.3 CMF Agency Servicing Agreements

    This is a commercial/multifamily course. Unlike CMBS pooling and servicing agreements (PSAs), which are specific to each pool of loans, servicing agreements for agency loans are typically a single contract that covers all of the loans or pools of loans serviced for the agency. This is possible b...

    Commercial/Multifamily

    CC_S_200.5 CMF Default Management

    This is a commercial/multifamily course. Servicers must act to identify early warning signs of default. They perform annual inspections and either quarterly or annual reviews of financial reports to try to identify potential problems early in the process. Effective communication with the borrowe...

    Commercial/Multifamily

    CC_S_201.4 CMF Financing Vehicles

    This is a commercial/multifamily course. The commercial/multifamily (CMF) servicer's obligations for a particular loan depend in part on the way in which the loan is financed. The financing vehicle also determines which parties will be involved after the loan closes and their relationships to th...

    Commercial/Multifamily

    CC_S_205.1 CMF Insurance Compliance Fundamentals

    This is a commercial/multifamily course. In the commercial/multifamily mortgage marketplace, insurance coverage is critical to investors to mitigate certain risks that investors assume when investing in commercial/multifamily mortgage loans. Insurance terminology, like mortgage terminology, must...

    Commercial/Multifamily

    CC_S_205.4 CMF Insurance Compliance Review

    This is a commercial/multifamily course. It is the duty of the servicer to ensure that the borrower is in compliance with the various insurance coverage requirements set forth in the loan documents, servicing agreement, or other applicable documents (such as the particular agency guide or, if ap...

    Commercial/Multifamily

    CC_S_206.1 CMF Loan Document Fundamentals

    This is a commercial/multifamily course. Servicers for commercial/multifamily real estate mortgage loans must be able to understand the requirements in the loan documents. There is no substitute for checking the loan documents whenever an issue arises, even if a loan's key terms have been set up...

    Commercial/Multifamily

    CC_S_206.4 CMF Loan File and Supporting Documents

    This is a commercial/multifamily course. Beyond the promissory note and the security instrument, there are several other loan documents that are significant in the documentation of a commercial/multifamily mortgage loan and the secured property. Documents such as loan agreements, modifications, ...

    Commercial/Multifamily

    CC_S_204.2 CMF Loan Surveillance

    This is a commercial/multifamily course. Commercial/multifamily loan surveillance involves the enforcement of loan document terms. In addition to basic loan terms such as outstanding balance, interest rate, amortization, and maturity, the loan documents contain requirements related to tax and in...

    Commercial/Multifamily

    CC_S_204.4 CMF Performance Surveillance

    This is a commercial/multifamily course. Commercial/multifamily performance surveillance involves monitoring the performance of the loan and property using various methods and measures and responding to performance findings as appropriate. The servicer's surveillance responsibilities related to ...

    Commercial/Multifamily

    CC_S_203.2 CMF Pooling and Servicing Agreements

    This is a commercial/multifamily course. Pooling and servicing agreements (PSAs) govern commercial mortgage-backed securities (CMBS) pools of loans and are unique to each deal. The PSA sets forth specific servicing requirements of key loans comprising the deal, consistent with accepted standard ...

    Commercial/Multifamily

    CC_S_203.4 CMF Portfolio Servicing Agreements

    This is a commercial/multifamily course. Compared to agency and CMBS servicing requirements and agreements, which tend to be more standardized across the industries, portfolio lender servicing requirements and agreements may be as unique as the individual lenders. Typically, a portfolio lender d...

    Commercial/Multifamily

    CC_S_204.3 CMF Property Surveillance

    This is a commercial/multifamily course. Servicer surveillance of commercial/multifamily collateral real estate is provided for in the borrower's loan documents and detailed in the servicing agreement. The level of property surveillance may vary based on such characteristics as the property typ...

    Commercial/Multifamily

    CC_S_207.1 CMF Servicing Operations Fundamentals

    This is a commercial/multifamily course. Within every commercial/multifamily servicing organization, there are various operational duties that are essential to the successful management of loan portfolios. These duties involve cash management, processing loan transactions and events on a servici...

    Commercial/Multifamily

    CC_S_201.2 CMF Servicing Relationships

    This is a commercial/multifamily course. Although contracts define the rights and obligations of the various parties in a commercial/multifamily real estate transaction, the relationship among them is extremely complex. Servicers play a central role in the cycle, working with borrowers, lenders,...

    Commercial/Multifamily

    CC_S_201.3 CMF Sources of Funds

    This is a commercial/multifamily course. Mortgage bankers, brokers, and direct lenders have a choice of capital funding sources. These sources compete for business based on price, service, loan terms, and relationship. CMF Sources of Funds examines funding sources in commercial/multifamily real...

    Commercial/Multifamily

    CC_S_204.1 CMF Surveillance Fundamentals

    This is a commercial/multifamily course. Commercial/multifamily surveillance is all about information. Servicers are the borrower and property contact as well as the focal point for gathering the information that is used to monitor loan or pool performance. Loan documents, servicing agreements,...

    Commercial/Multifamily

    CC_S_207.3 CMF Tax and Insurance Escrow Administration

    This is a commercial/multifamily course. The timely and efficient monitoring of tax and insurance escrows by the commercial/multifamily servicer is critical for protecting the lender/investor's security interest in the property. When taxes are not paid on the property, there is a high risk of li...

    Commercial/Multifamily

    CC_S_200.3 Common CMF Borrower Requests

    This is a commercial/multifamily course. One of servicer's primary responsibilities is to handle various requests from the borrower. These requests usually originate from some business need regarding the upkeep or maintenance of the property or are related to various tenant issues. The servicer ...

    Commercial/Multifamily

    CC_S_204.5 Communicating CMF Surveillance Findings

    This is a commercial/multifamily course. The servicer is responsible for reporting commercial/multifamily surveillance findings to investors as set forth in the servicing agreement. The servicer may also be responsible for taking steps to minimize loss when a loan goes into default. This may inv...

    Commercial/Multifamily

    CC_S_207.4 Critical CMF Servicing Operations and Duties

    This is a commercial/multifamily course. Beyond loan boarding, servicing system updates, and tax and insurance escrow administration, there are several other critical duties that are essential to the successful management of a commercial/multifamily servicing operation. Critical CMF Servicing O...

    Commercial/Multifamily

    CC_S_205.3 Essential CMF Insurance Considerations

    This is a commercial/multifamily course. There are many challenges that servicers face when dealing with commercial/multifamily insurance coverage in mitigating the risk of loss to lenders. In some instances the course of action is clear, but in other instances the insurance professionals may di...

    Commercial/Multifamily

    CC_S_202.2 External CMF Benchmarking Requirements

    This is a commercial/multifamily course. MBA Education is dedicated to accommodating today's busy professional by offering short, accessible learning programs that can be completed in less than an hour. Content in this course is derived from Benchmarking CMF Servicer Performance, which is no lon...

    Commercial/Multifamily

    CC_S_201.5 How CMF Servicers Make Money

    This is a commercial/multifamily course. Servicing profitability is a concern to lenders, investors, and servicers alike. Without a strategic plan, servicers would be unable to cover their own costs, invest in technological improvements, or meet their contractual obligations. Servicing income i...

    Commercial/Multifamily

    CC_S_202.3 Internal CMF Benchmarking Requirements

    This is a commercial/multifamily course. The benchmarking process involves the development of internal requirements which serve as standards, as well as testing for compliance with those standards. Internal CMF Benchmarking Requirements looks at some of the critical factors that influence the s...

    Commercial/Multifamily

    CC_S_202.4 Measuring Performance of CMF Loans

    This is a commercial/multifamily course. Once servicers identify external requirements and develop internal processes, they are able to assess their performance by measuring compliance against these requirements and processes. Measuring Performance of CMF Loans addresses the monitoring and meas...

    Commercial/Multifamily

    CC_S_200.2 Monitoring CMF Property Operations

    This is a commercial/multifamily course. Property surveillance is a preemptive effort used in protecting the value of the loan collateral and the return for the investor. Most property surveillance efforts are the responsibility of the servicer's asset management team. This course examines prop...

    Commercial/Multifamily

    CC_S_202.5 Risks and Consequences of CMF Loans

    This is a commercial/multifamily course. Risks and Consequences of CMF Loans explores the possible consequences of a servicer's non-compliance with loan documents, servicing agreements, policies and procedures, and more. It begins with a look at the most common pitfalls that may result in non-co...

    Commercial/Multifamily

    CC_S_206.3 Security Instruments in CMF Lending

    This is a commercial/multifamily course. While the promissory note sets forth repayment terms, the security instrument sets forth most other loan terms, conditions, restrictions, and covenants for a commercial/multifamily loan and property. Servicers must understand the terms described in the se...

    Commercial/Multifamily

    CC_S_200.4 Special CMF Borrower Requests

    This is a commercial/multifamily course. The servicer may receive specialized borrower requests that require an in-depth understanding of current market conditions and the implications of approving the requests to the mortgage and to the lender. The borrower may request certain changes to the or...

    Commercial/Multifamily

    CC_S_207.2 System Processing in CMF Servicing

    This is a commercial/multifamily course. Within every commercial/multifamily servicing organization, there are various operational duties that are essential to the successful management of loan portfolios. Servicing operations utilize servicing systems and other ancillary systems to board loans,...

    Commercial/Multifamily

    CC_S_206.2 The CMF Promissory Note

    This is a commercial/multifamily course. The promissory note is the loan document that contains the borrower's acknowledgement of the debt and agreement to repay in accordance with documented requirements. Although the basic information contained within the promissory note may be set up in the s...

    Commercial/Multifamily

    CC_S_205.2 Types of CMF Insurance

    This is a commercial/multifamily course. A borrower's company, organization, partnership, etc., can be very successful and structured in a way that makes the borrower suitable for a commercial/multifamily mortgage deal. However, without the proper insurance coverage, unforeseen losses can seriou...

    Commercial/Multifamily

    RC_GO_F_200.4 Mortgage Loan Fraud Best Practices & Resources

    This is a single-family/residential course. In order to effectively deter, uncover, and minimize losses associated with mortgage fraud, lenders should have a comprehensive fraud detection and deterrence plan in place that covers all aspects of the production cycle (origination, processing, under...

    Residential

    RC_GO_F_200.2 Mortgage Loan Fraud for Profit

    This is a single-family/residential course. Fraud for profit schemes have become quite complex. Fraud perpetrators have developed expertise in taking a variation from one type of scheme and adding it to another. Mortgage Loan Fraud for Profit provides an overview of the most prevalent types o...

    Residential

    RC_GO_F_200.1 Mortgage Loan Fraud Overview & Current Trends

    This is a single-family/residential course. Mortgage fraud is defined by the industry as "The intentional misstatement, misrepresentation, or omission by an applicant or other interested party of information that is relied on by a lender or underwriter in approving or purchasing a mortgage loan...

    Residential

    RC_GO_F_200.3 Mortgage Loan-Level Misrepresentation

    This is a single-family/residential course. Whether a loan applicant decides to commit fraud for property or for profit, the majority of misrepresentations can be tracked back to documentation found in the individual loan file. Misrepresentations may include fabricated or altered employment, in...

    Residential

    RC_GO_100.3 Funding, Warehousing, Shipping, and QC Basics

    This is a single-family/residential course. The Funding, Warehousing, Shipping, and QC Basics course examines the funding, warehousing, shipping and delivery, and quality control processes in mortgage lending. It begins by describing the various financing methods available, sources of the funds ...

    Residential

    RC_GO_100.1 Introduction to Mortgage Banking

    This is a single-family/residential course. Generally speaking, Americans cannot afford to pay cash to purchase a new home. To facilitate homeownership and its associated economic and societal benefits, long-term mortgage loans were created. A mortgage is security interest in a property; it is g...

    Residential

    RC_GO_100.5 Loan Administration Basics

    This is a single-family/residential course. Mortgage bankers generate substantial income by servicing loans on behalf of investors. In this course, we will learn about the various functions of servicing and how loan servicing can be a valuable revenue-generating asset. We will also learn about t...

    Residential

    RC_GO_100.2 Loan Production Basics

    This is a single-family/residential course. Loan Production Basics presents an overview of the loan production process. It begins with a review of the three main goals of loan production: creating investor acceptable loans, protecting the consumer, and ensuring compliance. After taking a broad ...

    Residential

    RC_GO_100.4 Secondary Marketing Basics

    This is a single-family/residential course. In the primary mortgage market, interactions are between the lender and the borrower. Conversely, in the secondary market, the interaction is between the lender and the investor that buys loans and servicing rights from the lender. The secondary marke...

    Residential

    RC_LA_CM_201.3 Cash Processing

    This is a single-family/residential course. Every month the servicer receives mortgage payments that are calculated based on the terms in the mortgage note. The payments may be tendered electronically or in the form of paper checks. The funds provided by a mortgagor's payment are then posted to ...

    Residential

    RC_LA_CM_200.3 Electronic Payments

    This is a single-family/residential course. One of the most widely automated activities in mortgage payment processing is electronic payment drafting, in which a mortgagor allows a servicer to draft his or her monthly payment from a checking/savings account. The use of automated payment drafting...

    Residential

    RC_LA_CM_200.2 Exceptions Processing

    This is a single-family/residential course. In an ideal mortgage payment situation, funds from a payment are applied directly to the different payment elements such as the principal, interest, escrow, and insurance accounts, and the whole process is very routine. Often, however, there are additi...

    Residential

    RC_LA_CM_201.2 Payment Automation

    This is a single-family/residential course. In the past, making and posting monthly mortgage loan payments was a time-consuming process. Each month the borrower had to remember to write a check, put it in a special envelope, add a postage stamp, and mail the envelope in time to meet the all-impo...

    Residential

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