Lender Training

Lenders are required to participate in training in order to use TSAHC’s home buyer programs and to gain access to the TSAHC Lender Portal. Training is broken down into user-specific modules. Each training lasts approximately one hour.

  • Required Training Modules
       
    Module I – The Basics (Loan Officers and Underwriters)  
    This module covers program requirements, how to qualify a home buyer, how to make a reservation in the Lender Portal, and upload underwriter certifications. Module I Training
    Module II – Compliance, Closing & Delivery (Processors and Closers)  
    This module provides more in-depth training on the TSAHC Lender Portal, including how to upload compliance packages, close and deliver loans to Lakeview Loan Servicing. Module II Training
       
  • Optional Trainings
       
    Train the Trainer Program  
    Loan officers who attend this webinar will gain access to TSAHC's training materials to make presentations about TSAHC's home buyer programs. Train the Trainer Program
    Webinar
    Down Payment Assistance y Más: Resources to Better Serve Hispanic Home Buyers  
    In this webinar (conducted in English), we take a deeper dive into the state of Hispanic homeownership today. We discuss real and perceived barriers facing Hispanic households, as well as opportunities to increase Hispanic homeownership rates here in Texas.  Down Payment Assistance y Más: Resources to Better Serve Hispanic Home Buyers 
       
  • Short How-To Videos
       
    How to Interpret TSAHC Income Limits  
    Learn how to find and read our income limit chart for
    our DPA and MCC programs.
    Video
    How to Check Your Loan Status in the Emphasys Lender Portal  
    Check to see what your loan status is in the Emphasys Lender Portal. Video
    How to Make a New Reservation in the Emphasys Lender Portal  
    Learn how to make a new reservation in the Emphasys Lender Portal. Video
    How to Pull a Copy of Your MCC in the Emphasys Lender Portal  
    Learn how to find a copy of your borrower's MCC in the Emphasys Lender Portal. This can be emailed to them should
    they need a copy.
    Video
    How to Upload Compliance Documents in the Emphasys Lender Portal  
    Learn how to upload pre and post-closing compliance packages for review to TSAHC. Video
    How to Pull Loan Documents from your file in the Emphasys Lender Portal  
    Learn how to pull TSAHC loan documents from the lender portal. Video
    How to Access and Run TSAHC Program Reports in the Emphasys Lender Portal  
    Learn how to pull reports about all the TSAHC loans in your pipeline. Video
       
  • Fair Lending/Diversity, Equity and Inclusion Resources

    TSAHC requires all participating mortgage companies and loan officers to abide by all applicable federal and state fair lending requirements.  We recommend the following trainings and resources regarding fair lending and diversity, equity and inclusion best practices. 

    1. Mortgage Bankers Association Fair Lending Trainings
    2. Mortgage Bankers Association Diversity, Equity and Inclusion Resource Center