Essentials Live




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

They’ll help you tackle the most common income analysis challenges and show you how to properly apply Fannie Mae and Freddie Mac guidelines when calculating income.

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


Upcoming Training Sessions


Tax returns getting you down? Learn to recognize the 'story' your SEB's income reveals about them.

Essentials Live!

January 24, 2022, 2:00 pm EST - January 24, 2022, 2:30 pm EST

Every business owner has been impacted by the pandemic. Join us to learn how to recognize the ‘story’ of their income so you can feel confident in your decision.

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Tough LOVE in February

Essentials Live!

February 14, 2022, 2:00 pm EST - February 14, 2022, 2:30 pm EST

Crushed by the woes of documenting self-employed borrower income in Q1? Join us to learn what documentation is required and review various date-driven scenarios. We won't break your heart!

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Love & money... What to do when one makes it and the other spends it?

Essentials Live!

February 28, 2022, 2:00 pm EST - February 28, 2022, 2:30 pm EST

One borrower is a self-employed physician and the other is a self-employed day-trader. Join us as we analyze this couple’s income, demonstrating Schedule C income analysis and capital gains/loss analysis.

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Essentials Live - TBD - 3/14/22

Essentials Live!

March 14, 2022, 2:00 pm EDT - March 14, 2022, 2:30 pm EDT

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Essentials Live! Recorded Sessions: Q3 2021

Essentials Live! Recorded Sessions: Q2 2021