Training Resources

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Training Series #1 - For Loan Officers

In CBC Mortgage Agency’s Training Series #1, the presenter begins by reviewing all five Chenoa Fund Products, including our conventional offerings, our DPA Edge Program, and the Rate Advantage product. Other covered topics include how to calculate AMI, and how to follow the pre-registration process. Included in this training are resources designed specifically for Loan Officers, including features and benefits pages.

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Training Series #2 - For Underwriters

In CBC Mortgage Agency’s Training Series #2, the presenter reviews all five Chenoa Fund products, AMI calculation, the Pre-Registration process, and our Underwriting overlays. Please remember that all of our correspondent lenders are considered delegated underwriters. With that in mind, please follow industry standards when underwriting.

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Locks, Registrations, and Closing Docs

In this CBC Mortgage Agency’s Training Series, the presenter covers CBCMA’s Locks and Registrations process, along with how to draw closing docs. Also includes CBCMA’s Program Guidelines and AMI Calculation.

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Purchase Clearing

In CBC Mortgage Agency’s Training Series #1, the presenter goes over the Program Guidelines, along with how to calculate AMI according to CBCMA’s standard. The five different programs covered include Rate Advantage, DPA Edge: Soft, DPA Edge: Repayable, Conventional 97, and Conventional Base.

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Training Series #5 - Final Docs and Servicing

In CBC Mortgage Agency’s Training Series #5, the presenter reviews all five Chenoa Fund products, a list of CBCMA’s identifications, CBCMA’s various shipping addresses, document requirements, and instructions for lenders describing how to help borrowers make payments. Keep in mind that CBCMA’s final docs department does not handle conditions.

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Chenoa Fund

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CBC Mortgage Agency NMLS: 1186381 - 912 W. Baxter Drive, Suite 150 South Jordan, Utah 84095
Main 866-563-3507 | Servicing 866-563-7572 | Fax 435-237-0022