Mortgage Research Bundle
Capital Arts Mortgage Research Bundle
Learn how to examine mortgage documents, trace loan transfers, and research mortgage securitization through three recorded classes. Each class covers a different part of the process, from understanding the original loan documents to examining the records behind a foreclosure claim.
2 Day Mortgage Seminar — Replay
This class introduces the documents that create and secure a mortgage loan: the promissory note and the mortgage or deed of trust. We explain what each document does, identify the parties involved, and examine their roles.
You’ll develop the foundation needed to understand the documents in a mortgage file and follow the transfers that may occur after the loan is originated.
Mortgage Assignments and Endorsements — Replay
This class examines the documents used to record mortgage assignments and transfers of promissory notes. We cover assignments, endorsements, and allonges, including the names, dates, signatures, and transfer language they contain.
You’ll learn how to arrange these records into a timeline and compare the mortgage assignment history with the note documents. We also discuss how to identify missing records, conflicting information, and questions that require further research.
Mortgage Securitization and Foreclosure 2 — Replay
This class explores how mortgage loans are securitized and how to research a possible connection between a loan and a securitization trust. We examine pooling and servicing agreements, trust closing and cutoff dates, and Mortgage Loan Schedules.
We also discuss three separate questions that often arise in mortgage research: Who owns the debt? Who is entitled to enforce the note? Who has authority to service the loan? You’ll learn why these questions require different evidence and how to identify the records relevant to each.
What you’ll take away
Together, these classes provide a structured approach to reviewing a mortgage file. You’ll learn how to:
Identify the main loan documents and understand their purposes.
Create a timeline of documented assignments, transfers, and servicing changes.
Compare mortgage assignments with endorsements and allonges.
Research a potential securitization trust and identify the records needed to investigate whether a loan was included.
Summarize what your documents show, what remains unclear, and what additional information to request.
Your purchase includes all three class recordings and one free template to support your document research. You can revisit the recordings as you study and review your records.
This bundle is for educational purposes. It does not include an individual document review, securitization audit, or legal representation. A missing or inconsistent document does not automatically establish a legal violation or invalidate a foreclosure.
Capital Arts Mortgage Research Bundle
Learn how to examine mortgage documents, trace loan transfers, and research mortgage securitization through three recorded classes. Each class covers a different part of the process, from understanding the original loan documents to examining the records behind a foreclosure claim.
2 Day Mortgage Seminar — Replay
This class introduces the documents that create and secure a mortgage loan: the promissory note and the mortgage or deed of trust. We explain what each document does, identify the parties involved, and examine their roles.
You’ll develop the foundation needed to understand the documents in a mortgage file and follow the transfers that may occur after the loan is originated.
Mortgage Assignments and Endorsements — Replay
This class examines the documents used to record mortgage assignments and transfers of promissory notes. We cover assignments, endorsements, and allonges, including the names, dates, signatures, and transfer language they contain.
You’ll learn how to arrange these records into a timeline and compare the mortgage assignment history with the note documents. We also discuss how to identify missing records, conflicting information, and questions that require further research.
Mortgage Securitization and Foreclosure 2 — Replay
This class explores how mortgage loans are securitized and how to research a possible connection between a loan and a securitization trust. We examine pooling and servicing agreements, trust closing and cutoff dates, and Mortgage Loan Schedules.
We also discuss three separate questions that often arise in mortgage research: Who owns the debt? Who is entitled to enforce the note? Who has authority to service the loan? You’ll learn why these questions require different evidence and how to identify the records relevant to each.
What you’ll take away
Together, these classes provide a structured approach to reviewing a mortgage file. You’ll learn how to:
Identify the main loan documents and understand their purposes.
Create a timeline of documented assignments, transfers, and servicing changes.
Compare mortgage assignments with endorsements and allonges.
Research a potential securitization trust and identify the records needed to investigate whether a loan was included.
Summarize what your documents show, what remains unclear, and what additional information to request.
Your purchase includes all three class recordings and one free template to support your document research. You can revisit the recordings as you study and review your records.
This bundle is for educational purposes. It does not include an individual document review, securitization audit, or legal representation. A missing or inconsistent document does not automatically establish a legal violation or invalidate a foreclosure.