High Impact Mortgage Learning Center

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Please contact mortgage@inclusiv.org for more information and to be alerted when the training opens. 

This training is ideal for mission-driven credit unions that want to expand their knowledge and learn how to grow homeownership in low- to middle-income communities by applying effective and compliant loan processing strategies.  

Our training program is structured in cohorts. Each cohort participates in a series of themed training modules. All sessions are virtual and include asynchronous and live webinars. Participants who complete the training will be prepared to:

  • Identify the opportunities, stakeholders and actors involved in the implementation or expansion of a mortgage lending program in their CDCUs.
  • Understand the NCUA’s regulatory framework for mortgage lending programs.
  • Understand the details involved in the implementation of full cycle of mortgage lending, focused on low- to middle-income communities and the property types that meet their needs best.
  • Understand the importance of applying credit enhancements and using secondary market options in the implementation of lending strategies.  
  • Understand the processes and workflow to apply in-depth review of alternative documentation in compliance with regulatory frameworks.  
  • Learn what’s needed to successfully manage a mortgage lending portfolio.
  • Build an Implementation Plan, tailored to their own credit union's needs. 

This service will be available in the second quarter of 2025. This training will launch in English for credit unions, and we are developing a training program for cooperativas that will be offered in Spanish in 2025.