Mortgage Education Institute

Mortgage Education Created to Engage, Energize & Empower You | Mortgage Compliance You Can Understand, Manage & Apply

Compliance Management Inquire for pricing information
Highlights
  • 01 Mortgage Education & Compliance Under One Roof: Mortgage Education Institute (MEI) brings mortgage education and compliance together, giving mortgage professionals and companies one practical resource for both the training and education their people need and the compliance support their business needs. As an NMLS Approved Course Provider, MEI offers live NMLS continuing education, private company training and compliance training, along with mortgage compliance support services including policies and procedures, regulatory exam assistance, compliance consulting, and BSA/AML Independent Reviews and Audits.
  • 02 Live Education That Keeps People Engaged: Mortgage Education Institute (MEI) delivers high-energy, live, interactive mortgage education designed to hold attention and bring the material to life. Drawing on decades of mortgage-industry experience, MEI uses real-world examples, live discussion, and an engaging learning experience with practical takeaways that make required education memorable and something mortgage professionals can actually enjoy and look forward to year after year.
  • 03 Live NMLS CE, Private Training & More: MEI provides live NMLS CE by webinar and in-person classroom, online self-study NMLS CE options, private company NMLS CE and customized mortgage training, pre-licensing education, SAFE test preparation, live and online compliance training, and Keynote presentations, giving mortgage professionals and companies a different approach to the mortgage education and training they need, built around engaging, practical, real-world learning and application.
  • 04 Practical Compliance Without Unnecessary Complexity: Small and midsize mortgage companies face serious compliance demands without always having big-company compliance resources. Mortgage Education Institute (MEI) provides practical compliance support focused on what your company actually needs, making complex requirements understandable, manageable and easier to put into practice without adding unnecessary complexity.
  • 05 Policies, Procedures & Ongoing Compliance Support: MEI provides mortgage companies with comprehensive policies and procedures designed to meet applicable federal and state requirements and tailored to the company’s individual operations and needs. From BSA/AML to privacy, cybersecurity and other key compliance areas, our policies are customized where required, while ongoing compliance support gives companies a practical resource that fits the way they actually operate.
  • 06 Regulatory Exams & BSA/AML Independent Reviews and Audits: MEI helps mortgage companies prepare for regulatory examinations and provides assistance when an examination is already underway. Whether preparing in advance or responding to regulatory requests during an exam, we help companies understand what is being requested, identify what is needed and work through the process. MEI also provides BSA/AML independent reviews and audits of the company’s BSA/AML program.
Overview

Mortgage Education Institute

At Mortgage Education Institute, we are an NMLS Approved Course Provider and a mortgage education and compliance company built on real mortgage-industry experience. Our live education is high-energy, engaging, enjoyable and focused on real-world application, making even required education something mortgage professionals can actually look forward to. See what students are saying.

 

We also provide mortgage companies with practical and accessible mortgage compliance support focused on the resources and support they actually need, without making compliance unnecessarily complicated. We take complex regulations and requirements, explain them in a way mortgage professionals can actually understand, show how they apply to the work they do every day, and provide practical resources and support that fit the way the company actually operates, making compliance understandable, manageable and useful in the real world.

 

Bringing education and compliance together is simply what we do.

 

Education & Training for the Mortgage Industry

MEI provides education and training for individual mortgage professionals, teams and companies, with options ranging from required NMLS education to customized company training and industry presentations.

  • Live NMLS Continuing Education: Webinar and in-person classroom CE
  • Private Company Training: Private NMLS CE and customized mortgage training built around company needs
  • Pre-Licensing & SAFE Test Preparation: Education and preparation for new mortgage professionals
  • Compliance Training: Live and online training covering the compliance issues mortgage companies and their employees face
  • Keynote Presentations: Engaging mortgage-industry presentations for company meetings, conferences and industry events

 

Compliance Support for Mortgage Companies

MEI provides practical compliance resources and support for mortgage companies, including:

  • Policies & Procedures: Comprehensive policies and procedures tailored where required to the company’s operations and applicable federal and state requirements
  • Compliance Consulting & Support: Practical guidance and support for day-to-day compliance questions and operational needs
  • Regulatory Exam Assistance: Preparation before an examination and support when an examination is already underway
  • BSA/AML Independent Reviews & Audits: Independent review and audit of the company’s BSA/AML program
  • Compliance Training: Live and online compliance training for mortgage companies and their employees

 

Experience Behind the Education

MEI’s education is led by Andrew W. Conner, CMPS, CRMS, President of Mortgage Education Institute, a nationally certified mortgage professional and Certified Mortgage Instructor with decades of mortgage-industry experience. As an actively licensed mortgage loan originator, his background includes the origination of thousands of mortgage loans, branch management, executive leadership, and experience across multiple channels of mortgage lending, bringing a broad, real-world perspective into the classroom. That experience shapes the way MEI teaches, making regulations and required course material interesting, understandable, and relevant to the real challenges and situations mortgage professionals actually face.

 

A Practical Approach to Mortgage Compliance

Compliance does not need to be made more complicated than it already is. MEI focuses on practical, understandable solutions built around the way mortgage companies actually operate. We work to identify what is needed, explain requirements in plain language, and provide resources and guidance that can be put into practice. Our goal is not to overwhelm companies with unnecessary process or complexity, but to help them understand their compliance responsibilities and address them in a practical, workable way.

 

Bringing Education & Compliance Together

Because education and compliance are connected, our compliance experience strengthens the way we train. We do not simply explain what a regulation says. We help mortgage professionals understand what it means, why it matters, and how it applies to the way they actually do business.

 

Drawing on decades of mortgage-industry experience, MEI turns complex regulations and required education into practical, real-world training mortgage professionals can understand and actually apply.

 

That same approach carries into our compliance support, helping companies understand their requirements, manage their responsibilities, and apply those requirements to the way they actually operate.

 

Bringing education and compliance together means mortgage companies can turn to MEI for practical compliance support and engaging training people can actually understand, remember, and apply in real-world mortgage situations.

 

Mortgage Education Institute, Your Mortgage Education and Compliance Experts.

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