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
Year-End Knowledge Check
Originations
Wrap up the year with a fun and interactive game! Test your knowledge of Fannie Mae and Freddie Mac guidelines, along with key highlights from our most popular 2025 Essentials Live topics!
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Understanding Adjustable Rate Mortgages (ARM) in Conventional Mortgages
Originations
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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Buy Now. Pay Later. Understanding the Impact of Loan Qualification.
Originations
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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Let's Talk Variable Income Challenges – When Hourly Income Isn't Consistent.
Salaried/Variable Income
This training series is designed to help you confidently assess and document variable income for conventional loans. We will review real-life case studies, common pitfalls, and best practices for evaluating income stability and trending analysis.
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