Continuing Legal Education ... Anytime

Mortgage Modification Tips

Course Description:

This course is designed for Attorneys, Mediators, staff and even consumers. The number one pitfall or problem in obtaining a borrower loan modification is the improper, untimely or incomplete preparation of financial documentation. This class outlines and shows how to properly prepare the government forms including the Request for Mortgage Assistance (RMA), the Fannie Mae/Freddie Mac form 710, and 4506-­T. The actual forms are reviewed and specific areas identified. The program illustrates what is necessary to improve success in Mortgage Mediations including additional tips from experts in the field who are presenting the program.

No CLE Credit – FREE Course Enroll Now

Presented by:

Constance d’Angelis, Attorney‐at­‐Law, FL Supreme Court Certified Circuit Mediator, U.S. Bankruptcy Court approved; and Walter Walker, Jr., Director of Education, Housing and Education Alliance, Inc.

Course Outline:

I. Programs Available to Borrowers for Modification of Residential Mortgage Loans -­ HAMP – Making Home Affordable Program; and Other Government and Proprietary Programs

II. Pitfalls in Preparation of Financial Documentation that Cause Borrowers to be Declined for Modification and other Loss Mitigation Opportunities.

III. General requirements for RMA (Request for Mortgage Assistance); Form 710; and 4506-­T. When to use and where to obtain forms.

IV. How to Properly Complete the RMA

V. How to Properly Complete the Fannie Mae/Freddie Mac Form 710

VI. How to Properly Complete form 4506-­T

VII. Additional Tips

A. Proprietary Forms

B. Time frames, signing, dating and fully completing forms

C. Bank Statements

D. Tax Returns

E. Dodd-­Frank Certification

F. Communication and correspondence

G. Other pitfalls and how to avoid

Course Benefits:

  • Access course anytime: online video anytime
  • Return to course sessions any time
  • Receive course certificate via email immediately
  • Supplemental materials available any time in PDF format
  • Materials (actual government forms: RMA, Form 710 and 4506-T) downloadable, printable and iPad/tablet accessible

Online Video Presentation Enroll Now

Video instruction with electronic copies of all seminar and supplemental materials.
Cost: FREE
Instant Online Delivery. Enroll in the video course and watch the content online immediately.

* Accredited by The Florida Bar for Continuing Legal Education
This course is eligible for up to 1.0 CME hour. Mediators are required to self report those hours applicable to their areas of certification at the time of their renewal. For more information on the CME requirement, visit,, select Alternative Dispute Resolution/Mediation.