Post-Closing & Audit Review Workshop

Post-Closing & Audit Review Training

Need Help? Call us today toll-free at 1-800-665-0249.


This Post-Closing & Audit Review Workshop is a fully interactive 6-hour online webinar designed to teach you the details that are required in the post-closing and audit review process. This "professional development" training class will teach you everything from A to Z in order to develop the necessary skills to perform post-closing audit reviews!


  • Purpose of the review, Post-closing QC in preparation of selling loan, Internal audit, Lender required.
  • Explanation that a post-closing review is NOT a re-underwrite of the loan Review that all documents are in agreement with how loan was approved, Review that all documents are fully executed, Check dates for compliance.
  • Critical Documents that require review.
  • Detailed review to compare all documents, Security Instrument / Deed of Trust.
  • Properly completed, Properly signed by borrowers, Properly notarized, Rider(s) attached, Terms are correct and agree with Note Rider.
  • Make sure the Note has the Correct terms, Properly signed by borrowers, Rider(s) attached, Terms are correct and agree with DOT Rider.
  • Make sure the HUD-1 Settlement Statement has the Required funds from borrower were properly verified, Usable funds, Properly signed by all parties, Seller paid closing costs do not exceed allowable per program guidelines, Loan amount and Sales Price agree with purchase contract and approval.
  • Make sure the Final Truth-in-Lending has the Payment stream reflects terms as shown on Note, Prepayment Penalty properly disclosed, Late Charge properly disclosed, ARM terms properly disclosed, Properly signed by borrowers.
  • Make sure the Good Faith Estimate / Initial Truth-in-Lending is Dated within 3 days of application date, Earliest of credit report date, 1003 or GFE date.
  • Make sure the Underwriter Approval / DU Findings Terms agree with how loan was closed, Conditions have been satisfactorily met, Compensating Factors considered are clearly identified.
  • Review the Mortgage Insurance Certificate for Borrower name, etc.
  • OPEN FORUM Q&A - Ask the Expert


  • Live, Instructor-Led Online Webinar
  • Fully Interactive -- Ability to Ask Questions to Instructor
  • FREE Unlimited Training for 1 Year
  • 6 Hours Total
  • All Course Material Included
  • Certificate of Completion E-mailed as a PDF File
  • Recorded Self-Study Included at NO Extra Charge, Watch 24/7
  • Job Placement Resources (Upon Request)


Any mortgage professional looking to work on the back-end of the process, and become an expert at performing post-closing & audit reviews.


1. You need a Computer, Internet Connection (DSL speed or higher), and Computer Speakers.
2. Each day of class you will be emailed an invite with your log-in/password. From here, you can click the link, enter your password, and download/print that day's course materials. Finally, you'll be able to log into the class up to 1/2 hour before the class start time.
3. Once the class starts, you will hear the instructor speak through your computer speakers. You will also have the ability to ask questions through the online chat feature located on the right-hand side of our online training platform. We encourage you to ask LOTS OF QUESTIONS!


With an average of 15+ years of mortgage underwriting & loan processing experience, each instructor is knowledgeable in the following areas: FHA, VA, Residential, Conventional, Commercial, USDA Rural Housing Loans, Fannie Mae, Freddie Mac, Tax Returns Analysis, DTI, LTV, Calculating Income, DU/LP, CFPB Regulations, Servicing, Quality Control, Closing, Post-Closing and more. Once you register, you'll have the ability to email us your questions at any time for a period of 1 year, and we'll forward your questions directly to the instructor.


You will need the following: 1) a Computer, 2) Internet (DSL or higher) and 3) Computer Speakers. Please check beforehand to make sure these items are working properly. Note: dial-up internet connection will not work and wireless internet must have a full signal.


Upon successful course completion, you will be emailed your Certificate of Completion within 5-7 business days.


"Your Post-Closing & Audit Review webinar was excellent! My staff needed this type of training for some time, and this workshop helps our company and staff tremendously. Thank you again for all your help!" - Peter Z., Senior Underwriter, Aventura, FL


Each LIVE class has NO more than 30 students. With this in mind, live classes typically fill up 1-3 weeks ahead of time. NOTE: It is highly recommended you reserve your spot early for the live session, and in the meantime, we can provide you with the Recorded Self-Study (at no extra cost), so you can begin your training immediately.

Need Help? Call us today toll-free at 1-800-665-0249.

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Price $495.00
Sale Price $395.00