The mortgage industry facilitates the most important financial decision most Americans make in their lifetime. Yet, we don’t properly prepare loan officers to succeed. Meanwhile, the industry sales force is aging, and this creates opportunities for those who want a meaningful career and for companies that want to lead the industry into the future. Through OriginationPro Mortgage School, industry expert Dave Hershman presents advanced concepts no other industry source provides.

Affordable, Comprehensive and Flexible — All courses online and on-demand with automated quizzes, final exams and homework assignments.


I am very much enjoying the CMA courses!  I wish I knew of your school several months ago, but I am so grateful I came across it because it is exactly what I was looking for.  I will share this course with other loan officers and aspiring to be loan officers, it is so important and gives the education that is needed to do this business.

Amy F.


Work toward your Certified Mortgage Advisor designation. Sign up for courses 1-3 for only $599.
Or your Certified Mortgage Mentor designation.  Sign up for courses 1-4 for only $750.

Certified Mortgage Advisor Curriculum (3 Courses)

Certified Mortgage Mentor (4 Courses)

New!  Micro Learning Courses.  Pick the topic you need the most for only $69.

For anyone entering the industry, it is important to learn more about the actors, terms and processes – as well as the laws that regulate the industry.

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Become an expert in the types of mortgages offered within the industry, from fixed rates, to fixed-hybrids to adjustable rate mortgages. Learn how each one works, including amortization schedules and ARM components.

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The major sources of mortgages include, FHA, VA, Fannie Mae, Freddie Mac and more. The goal of the class is to learn the eligibility and qualification standards, as well as the offerings of each.

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Ratios, credit scores, residuals and more all play a part in qualifying a mortgage prospect. Learn more about the math and qualification processes.

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Learn how to fill out each part of the Uniform Residential Loan Application Form as well as the Loan Estimate Form.

Everyone knows about the economic benefits of owning, but few can teach the concepts of leverage, tax benefits, inflation protection and forced savings to real estate agents and prospect. This course will make you a master and a mentor to all.

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Learn the all-important factors which affect your loan production and lender profitability. From what determines the direction of rates to rate spreads, this topic is essential for anyone who wants to become a mortgage expert.

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Want to be an expert mortgage advisor? Then you must understand how mortgage products react in different environments. Learn how to compare options when your client is facing an uncertain future or rates and stability, including comparing programs, closing cost options and mortgage insurance.

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Refinances are different than purchases, from qualification rules to motivations. Learn agency guidelines, the motivations and the economics of refinances.

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Want more referrals? Exceed your customer’s expectations during the process. That starts with a great application and great pipeline management. This course is the key to unlocking more referrals within the application process.

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Want to be the “go-to” alternative for real estate agents and other referral sources? Learn how to make deals happen. This course is designed to address the issues faced in the qualification process and how to overcome them.

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You must plan for success. This course not only addresses the area of goal planning, but also the most important factor – you.  Your goal needs to be to improve from within in order to reach the pinnacle of success.

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Learn to master the entire sales process from beginning to end, whether you are converting cold call leads, or soliciting referrals. Over coming objections, needs assessments, questioning skills, dealing with personality types and call reluctance is all part of the curriculum for sales mastery.

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Get ready to put together the marketing plan you never thought was possible. Starting with the laws of marketing, we move into synergy marketing and then finish with sphere marketing. The course includes micro sphere marketing (within the application) and macro sphere marketing (within real estate offices or bank branches). The goal? More effectiveness with less cost and even less stress.

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Become a master at marketing the real estate world, including targeting agents, overcoming objections and what they are looking for from you. The most important section? How to change the equation from sales person to leader by adding value.

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Go straight to the source of purchase and refinance business and put yourself in position to add major value to your referral sources. Target first-time and move-up buyers, investors, vacation homes, previous customers and alternative referral sources.  Learn how to handle the rate question.

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Selecting the service, skills and marketing tools which will be part of your business plan. Includes CRMs, pre-approval programs, public speaking and many more.

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Take one Micro Course and receive a credit towards one of our four Featured Classes.

Add the benefit of unlimited training for your entire branch, region or company at a low monthly cost. Contact Us for Quote
1-800-581-5678 or


What is the cost of an undertrained hire? In the mortgage industry, the toll can be devastating in terms of wasted resources, compliance issues and reputation. Now you have the ability to test your new hires and present staff to see where they stand with regard to their base of knowledge. Includes separate exams and grading for Basic, Advanced and Business Building Courses. The three exams can be taken as a series for $25.

Why Learn from a Teacher When You Can Learn from the Expert Who Has Done it!

  • Over 550 loans closed his first 18 months on the street
  • Hired and trained hundreds of loan officers and branch managers as a production manager
  • Guided and trained tens of thousands more through his books and live events
  • Top author in the industry with six books and thousands of articles published

Why On-Line Learning?

  • Self-paced—start training today and move at the pace which is comfortable for you.
  • Review tests after every segment with automatic feedback
  • Lower costs and less time because no traveling is required
  • Final test at the end of each course with automatic grading
  • More closely duplicates NMLS licensing testing environment
  • Choice—Homework assignments checked by us, your own mentors or self-assessment

What the Industry is Saying

“Fairly new, I took the class to gain an overview as a processor. Six weeks later, my loan officer was hospitalized and I needed to cover both jobs. I could not have done it without the knowledge gained from this class. Eighty-five percent of the questions asked by borrowers I could answer, and if not, I knew where to go for the information. Thanks, Dave “

Jennifer Pokorny, Processor