Essentials Live

ESSENTIALS LIVE!

GET ANSWERS TO THE MOST COMMON CHALLENGES.

INCOME, ASSET, APPRAISAL CHALLENGES AND MORE...

Join us every 2nd and 4th Monday of the month for a LIVE broadcast with two of our senior operations trainers.

They’ll show you how to properly apply Fannie Mae and Freddie Mac guidelines when qualifying a borrower.

Each 30-minute session will focus on a different loan scenario, including real-life loan challenges we receive from you. Can’t attend one of our LIVE sessions? No problem. We record them so you can get the answers you need when it works for you.

 

Upcoming Training Sessions

 

Buy Now. Pay Later. Understanding the Impact of Loan Qualification.

Originations

January 26, 2026, 2:00 pm EST - January 26, 2026, 2:30 pm EST

30-Minute Session
Explore how BNPL accounts are reported—or not—on credit reports, how lenders view them, and their potential impact on debt-to-income (DTI) ratios and overall mortgage qualification.


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Understanding Adjustable Rate Mortgages (ARM) in Conventional Mortgages

Originations

January 12, 2026, 2:00 pm EST - January 12, 2026, 2:30 pm EST

30-Minute Session
Learn to break down the mechanics of ARMs, including how rate adjustments work and key components such as indexes, margins, caps, and the fixed versus adjustable periods.


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Let’s Talk Income Challenges – Deferred Compensation Made Simple

Salaried/Variable Income

October 24, 2025, 2:00 pm EDT - October 24, 2025, 2:30 pm EDT

Master how to calculate and document income from deferred compensation plans, as well as timing of when the borrower begins or is currently receiving income.


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Appraisal Alternatives – A Quick Guide

Appraisals

November 3, 2025, 2:00 pm EST - November 3, 2025, 2:30 pm EST

Gain an understanding of available appraisal alternatives and when each may be appropriately used.


Register Now