Lender staff training — on-site, online or self-paced.
With 20+ years of CEMA and settlement experience, ESS delivers practical training that helps your team close more confidently and serve borrowers better.
On-Site Training
ESS trainers come to your branch or office to conduct hands-on sessions for your lending team. Customized to your workflow, products and volume.
- CEMA transaction mechanics and savings analysis
- Title insurance — lender's vs. owner's policies
- Mortgage recording tax calculation and escrow
- Municipal search requirements by county
- EquityNET platform walkthrough
Online / Webinar
Live virtual sessions via video conference for distributed teams. Same curriculum as on-site — no travel required. Recordings available for staff who cannot attend live.
- Flexible scheduling across time zones
- Screen-share demos of EquityNET and calculators
- Q&A with ESS specialists
- Session recording provided post-training
- Ideal for multi-branch lenders
CEMA Certification
Specialized deep-dive into New York CEMA transactions — the mechanics, the savings math, the lender coordination and common pitfalls. Designed for processors, closers and underwriters.
- CEMA vs. non-CEMA cost comparison
- Assignment and consolidation agreement workflow
- Lender cooperation requirements
- ESS CEMA turnaround and service model
- Case studies from real transactions
Self-Paced Resources
Reference materials available anytime — fee schedules, CEMA guides, municipal search requirements and closing cost explainers.
- ESS Process Overview (PDF)
- NY Ancillary Fee Schedule (PDF)
- CEMA overview and eligibility checklist
- Closing cost explainer for borrowers
- Municipal search county-by-county guide
Training materials.
Topics we cover.
Don't see your topic? All sessions are customized to your team's needs. Contact us to discuss.
Ready to train your team?
Sessions are available Monday–Friday and can be scheduled with as little as one week's notice. Groups of any size welcome.