Education Planning Request


Mortgage Loan Originator MLO Education Planning Request

If you’re just entering the mortgage industry, transitioning from a depository institution or a veteran MLO licensed in multiple states, planning your education and testing strategy can be challenging. Satisfy some requirements with federal courses, while some jurisdictions require specific courses. Instead of getting bogged down comparing list of requirements to lists of courses, complete the below form, sit back and take it easy, we will take care of it for you!

Our education specialists build curriculums that satisfies the federal and/or state requirements you need, the plan is customized to work with your busy schedule.

So, here’s how it works…

  • Take a moment and complete the short form below. Rest easy, there’s no obligation or credit card information required right now, we are just starting this process together, for a free consultation.
  • We’ll send the form to one of our education specialists
  • The specialist will craft, your customized plan
  • You get a phone call or email with their suggestions later today, or the next business day!

It’s that simple! While you’re speaking with your education specialist just let them know which courses you’d like to register for now, or just get it over with and register for everything at once. Courses are valid for submission to the NMLS until the end of the year.

What are you waiting for? Just get started and give us a try!

Your Name (required)

Your Company Name (preferred)

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Your Phone

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Your Message Including Desired Training Details, Number of Participants, Timing, Format, Requested Price Structure



National Instructor, Qualified Subject Matter Expert and Author on Federal Laws and Regulations related to the mortgage industry, including but limited to, TILA, RESPA, ECOA, AML, Privacy Act, TCPA, Dodd-Frank, FCRA and more. Author and subject matter expert on 50 state specific lending laws, supporting regulations or administrative codes for the creation and delivery of prelicensing and state specific test preparation.AAA Mortgage Training, President, National Instructor, 2012-present Financial Strategies (MyMortgageTrainer), EVP, Instructor, 2000-2011 Direct Financial, Operations Manager and Senior VP, VP Sales, Branch Manager 1994-1999

One thought on “Education Planning Request

  1. Whether you need a plan for one MLO, team or company plan for NMLS education or a custom training program, you have arrived at the right place, complete the form and get information on awesome training!

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