When your members shop around for a mortgage, do they buy into your program? To your credit union, the value in mortgage lending goes beyond the income generated because it creates long-term bonds with members. Whether you're just starting out or wish to improve your existing program, the CUNA Residential Mortgage Lending eSchool puts you on the right path to success with the convenience of online learning. Discover how to make your lending operations more competitive, efficient, and successful.

Archived CUNA eSchools enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived eSchool will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our 90- to 120-minute archived eSchools as part of a full day of training by gaining knowledge and ideas at the eSchool, then spend some time discussing how the new information applies to your credit union.

A single session archived eSchool will be made available usually within 48 hours of the live event and a two session archived eSchool will be made available within 48 hours of the conclusion of the second session. By registering for this archived eSchool, you will receive unlimited access until the end date listed above. No access to this archived eSchool is provided after the end date listed above.

Access this archived eSchool

Join us for strategic planning tips, regulation and compliance review, marketing ideas, and general techniques to make your residential mortgage lending program more efficient and successful. This eSchool provides a comprehensive overview for staff new to mortgage lending and advanced information for staff responsible for a variety of real estate mortgage lending products.

Affiliation with CUNA/League is required for attendance.

Tracy Jean Ashfield

Tracy founded Strategic Mortgage Solutions (SMS) in 2001, which she later merged into Prime Alliance Solutions, Inc., and served as executive vice president. Currently, Tracy is President of Ashfield and Associates, which helps credit unions with mortgage lending strategy, development, policies, product design, training and strategic planning.

In addition to working with credit unions and CUSOs, Tracy works with the NCUA and NASCUS to provide training and education in the area of residential mortgage lending. Tracy has helped the largest mortgage granting credit unions enhance their programs while helping those new to mortgage lending develop business strategies that have propelled them into efficient, profitable real estate lenders.

Tracy is the co-author of Credit Union Mortgage Strategies: The Best Never Rest and numerous other periodicals on credit union lending strategies.



Blaine Rada

Blaine is a customer training manager for CMG Mortgage Insurance Company. In a typical year, he facilitates close to 100 training workshops for over 4,000 participants, in both live and webinar formats. Blaine joined CMG MI in 1997, following eight years with PMI Mortgage Insurance Co.

Blaine was named “America’s Greatest Thinker” in 2005 by winning the Great American Think-Off, a national philosophy competition, and in 2011 was accepted as a member of American Mensa.

The last day for cancellations was November 29, 2009. Substitutions are accepted anytime prior to November 30, 2009 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.