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 are just starting out or wish to improve your existing program, the CUNA 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.

This event is in conjunction with the CUNA Lending Council.

Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff!

When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

CUNA Webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the presenter and your peers during live webinars.

For additional training, register for the CUNA Mortgage Lending eSchool, which starts June 7, 2010.
Click here for more information.

Can't attend at this time? Click here for the archived version.

A Strategic Approach to Residential Mortgage Lending

• Gain an overview of mortgage lending
• Learn about developing a loan policy
• Establish how your credit union should create a business plan
• Discuss credit unions and the secondary mortgage market

This webinar is part of the CUNA Mortgage Lending eSchool that provides a comprehensive overview for staff new to mortgage lending and staff responsible for a variety of 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.

The last day for cancellations was May 30, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.