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Mortgage Management 

Designed to provide an understanding of the underlying business strategies critical to a successful mortgage business.  It describes how the key external and internal players contribute to a successful and profitable business proposition through different economic cycles and in different competitive cycles.


Program Objectives: 



  • Acquire knowledge of the mortgage business and risk management tools necessary to evaluate the feasibility of establishing/expanding the mortgage business in their markets.

  • Recognize, measure and control risks to Mortgage business caused by: economy, legal/regulatory/political, competition, sourcing and target market strategies, product, funding and credit cycle.

  • Understand how changes to any one risk source impact other risks and the underlying profitability of the business.

  • Be able to successfully manage risk through use of: MIS, Portfolio Management techniques, Product Approval Programs Operational control and Infrastructure investment.


Target Audience                                                                  


  • Business Managers responsible for mortgage business

  • Sales, Credit, Operations and other staff supporting the mortgage business

  • Compliance officers, internal auditors and operational risk managers

  • Marketing team, fraud managers and collection managers


Course Delivery:

  • Core techniques:  Lecture, group exercises and case studies

  • Additional options:  computer simulation, pre-course readings, daily and final exams

  • Duration:  Two to four days, depending on topics covered and delivery methods


Course Delivery Options:


  • Client can include special topics presented by its staff

  • Use of daily and final exams to test knowledge and identify areas for special focus

  • Pre-course assignments to cover basics information outside of the classroom.

  • On-site consulting by the instructor immediately after the course or as a follow-up to the course

  • Remote follow-ups and participation by the instructor after the course

  • Train-the-Trainer of the client’s staff to conduct future offerings of the course

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