Mortgage Lending School

This three-day mini-institute provides the real-estate lending professional with a solid foundation for managing and producing a quality mortgage portfolio. This hands-on institute includes exercises in buying and selling mortgages in the secondary markets, a visit to a construction site, and analysis of the tax return of a self-employed borrower. The institute’s objective is to assist the participants in three areas: improved customer service, more efficient processing and servicing and stronger underwriting. All of these should result in increased earnings from the mortgage portfolio. The “new” underwriting findings are also discussed.

Event Dates

Tuesday, September 22, 2020 to Thursday, September 24, 2020


All classes will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN 46240.  Students will be issued a list of hotels in the area and will be responsible for securing their overnight rooms. 


IBA Member - $599
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. Surcharge of 100% for Non-Members.

Program Topics

An Attendee will graduate knowing:

  • Loan Application & Interviewing
  • Secondary Mortgage Market
  • Lending to Self-Employed Borrowers
  • Underwriting
  • Regulatory Compliance
  • Construction Financing & Site Visit
  • Loan Originations
  • Appraisals
  • Loan Processing