Policy & Training
Hispanic Homebuyer Presentation
Tap image to view complete presentation (28 slides)
This engaging program helps make your community lending officers shine!
Versatile format that includes both both English and Spanish content, with colorful infographics that explain wealth-building, down payment assistance, sweat equity, renovation loans, and more. Printable qualifying worksheets. Customization available.
$100 — Set of 28 PowerPoint slides.
Please send contact information to housingresearchpress@outlook.com
Note: Members of the National Association of Professional Mortgage Women (NAPMW) receive a 25% discount — please visit www.nampw.org / resources to scan the discounted bar code.
Fair Lending Strategies – brochure
2025 Quality Control Plan
- Important updates to Fannie Mae & Freddie Mac rules
- Detailed QC steps for loans with appraisal waivers
- Review steps for property data reports (PDRs)
- Monitoring appraisers & property inspectors
- DU & LP data integrity
- Pre-funding QC requirements
- Updated rules for conventional, FHA, and VA loans
$295
Secure Credit Card Processing through STRIPE. Please email a request to pay by check.
When placing order, please send email to:housingresearchpress@outlook.com and include all contact information.
Fair Lending & Origination Policy Modules
Individual policy modules are available to purchase for $295, each containing pre-authored content applicable to specific service area. Policies reflect the most recently published secondary market requirements and compliance regulations for 1-4 family homes. With each module purchased, clients receive editable MS Word template and corresponding Power Point training slides.
Click image to view complete list of topics for each module.
View Module #3 – Loan Origination
View Module #4 – Monitoring & Third Party Oversight
Send email with contact information and indicate module choice(s) to: housingresearchpress@outlook.com
Purchase one module for $295 by Credit Card
Secure Credit Card Processing through STRIPE. Please email a request to pay by check.
Customized Policy & Procedure Manuals
- Editable templates delivered with institution name and logo throughout
- Clearly formatted procedures for every step of the loan origination process.
- Pre-authored content on over 120 timely topics
Community Loan Officer’s Toolbox
Career-building resource guide for fair and inclusive lending
The premier resource guide for helping new hires understand the mortgage landscape and plan outreach strategies. PDF format with dozens of infographics and clickable links to free resources from government entities.
- How to explore census demographics and housing data.
- How to complete a community needs assessment and peer analysis.
- How to monitor appraisal equality.
- All about product enhancements and expanded qualifying rules.
- All about housing partnerships and local initiatives.
FREE with purchase: List of housing partnership agencies and down payment assistance resources (choose any U.S. state)
View Table of Contents and Sample Chapters
$295
Secure Credit Card Processing through STRIPE. Please email a request to pay by check.
Please send email to: housingresearchpress@outlook.com and include all contact information.
What industry leaders are saying…
“You have thoroughly covered all aspects of modern-day fair lending… I particularly liked the sections on lost opportunities, product enhancements, and community outreach. KUDOS!!” –-VP Quality Control
“The guide was very well received by all the members of our compliance team and fair lending committee.” –Senior Compliance Officer