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


The 5Ws of Qualifying Conversion Rental Income

Essentials Live!

June 27, 2022, 2:00 pm EDT - June 27, 2022, 2:30 pm EDT

A borrower is purchasing a new primary residence, retaining current residence and converting it to a rental property. Can we use this rental income to help qualify the borrower? The answer depends! Join us to review the differences between FNMA and FHMC guidelines.

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Garbage In...Garbage Out: Why Data Integrity Matters

Essentials Live!

July 11, 2022, 2:00 pm EDT - July 11, 2022, 2:30 pm EDT

Join us as we discuss why data integrity is so important to get the right documentation requirements on your AUS report. Our example will review a non-occupant co-borrower scenario, including Social Security income, previous self-employment income, and rental income.

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From Unpredictable to Predictable: Salary Leads to Stability

Essentials Live!

July 25, 2022, 2:00 pm EDT - July 25, 2022, 2:30 pm EDT

A borrower working in a salaried position is considered to have stable and predictable income that is likely to continue. There are only a couple of other little but important things to consider after completing the calculation of their monthly income amount. Join us for a quick case study of a borrower returning to full-time salary after years of being self-employed.

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Essentials Live! - TBD - 8/8/22

Essentials Live!

August 8, 2022, 2:00 pm EDT - August 8, 2022, 2:30 pm EDT

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Essentials Live! Recorded Sessions: Q1 2022

Essentials Live! Recorded Sessions: Q3 2021

Essentials Live! Recorded Sessions: Q2 2021