Servicing Transfer & Sale of a Loan - "Step-by-Step"

Servicing Transfer & Sale of a Loan - "Step-by-Step"



The Servicing Transfer & Sale of a Loan - "Step-by-Step" course will discuss the steps taken when servicing is transferred to another servicer and/or investor. We will also discuss the communication that goes out to the customer during these processes and the oversight regulated by the Consumer Financial Protections Bureau (CFPB)..



  • Servicing Transfer Overview
  • Planning for Servicing Transfer
  • Investor Approval
  • Regulatory Oversight
  • Servicing Transfer/Goodbye letter example
  • Welcome Calls
  • Loan Boarding Process
  • Payment Processing
  • Customer Experience
  • Servicing Transfer Process Recap
  • 10-Question Practice Quiz

 **Note: The course outline above may not be 100% accurate as we change curriculum periodically throughout the year. We also reserve the right to change course curriculum and/or discontinue this course at any time.


  • Course Length: 1 Hour
  • Instructor-Led Online Webinar
  • Duration: 24/7 Access for 1-Year
  • All Course Materials are Downloaded as PDF Files
  • Certificate of Completion Downloaded as a PDF File


As soon as you enroll, we will e-mail you links and passwords to access the Instructor-Led Online Webinar & Course Materials, so you can start taking the training IMMEDIATELY.


Each CampusMortgage® instructor has an average of 15+ years of prior mortgage related experience. Each instructor also draws from a different knowledge base that may include such areas as: mortgage underwriting, loan processing, FHA, VA, Conventional loans, Commercial lending, USDA Rural Housing Loans and more. 


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 completion of this course, you will be able to download & save your Certificate of Completion as a PDF file.

REFUND POLICY & TERMS OF USE: Before purchasing any CampusMortgage® training class or NAMP®/NAMU® certification program, we recommend you thoroughly read our Refund Policy & Terms of Use.

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Price $199.99
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