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



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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.


  • Instructor-Led Online Webinar
  • Duration: 24/7 Access for 1-Year
  • All Course Materials are Downloaded as PDF Files
  • Source Links Included - Get Further Clarity & Updates
  • Certificate of Completion Downloaded as a PDF File
  • Job Search Resources (Upon Request)


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. 


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, we recommend you thoroughly read our Refund Policy & Terms of Use.


Need Help? Call us today toll-free at 1-800-423-1510 Press 1

Servicing Transfer & Sale of a Loan - "Step-by-Step"
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Price $199.99
Sale Price $99.99