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.
| 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 |
| Module III – Master Servicer Delivery Processes (Closers and Shippers) | |
| For DPA or DPA/MCC Loans Only: As of April 3rd, TSAHC transitioned to a new Master Servicer, Lakeview Loan Servicing. Files reserved on or after April 3rd will be delivered to Lakeview. | Module III Training |
| Module IV - Managing TSAHC Programs & Credentials (Program Admin Training) | |
| This module covers program administrator responsibilities, user training requirements, creating Lender Portal credentials, and commonly asked TSAHC admin questions. |
Module IV Training |
| TSAHC DPA 3-Year Deferred Forgivable 2nd Lien Webinar - Avoid the Top 5 Error | |
| Watch this webinar to learn more about TSAHC's 3-Year Deferred Forgivable 2nd Lien loan products. | 3-Year Deferred Forgivable 2nd LIen Webinar |
| MCC Program Training | |
| This training will provide an overview of the Mortgage Credit Certificate Program. | MCC Training Webinar |
| 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 |
| TSAHC Lender Training - Avoid Top Errors | |
| Watch this webinar to learn how to avoid the top errors that lenders make when using TSAHC's programs. | Avoid Top Errors Webinar |
| Compliance Q & A Training | |
| A panel of TSAHC compliance staff along with representatives from Lakeview Loan Servicing and Freddie Mac address the most commonly asked questions related to TSAHC's programs and compliance processes. | Compliance Q&A Training |
| 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 Lender Portal | |
| Check to see what your loan status is in the Lender Portal. |
Video |
| How to Make a New Reservation | |
| Learn how to make a new reservation in the Lender Portal. |
Video |
| How to Pull a Copy of Your MCC | |
| Learn how to find a copy of your borrower's MCC in the Lender Portal. This can be emailed to them should they need a copy. |
Video |
| How to Upload Compliance Documents in the 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 Lender Portal | |
| Learn how to pull TSAHC loan documents from the lender portal. | Video |
| How to Access and Run TSAHC Program Reports | |
| Learn how to pull reports about all the TSAHC loans in your pipeline. | Video |
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.
