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

 

Understanding Overemployment – Part 1

Essentials Live!

September 22, 2025, 2:00 pm EDT - September 22, 2025, 2:30 pm EDT

Tips on understanding if it makes sense for your borrower to have multiple full-time jobs. Is there a history? Is it likely to continue? What are the red flags? What are the risks?


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Understanding Overemployment – Part 2

Salaried/Variable Income

October 6, 2025, 2:00 pm EDT - October 6, 2025, 2:30 pm EDT

Continuing our discussion on Understanding Overemployment, we will review additional scenarios to better understand the possible obstacles.


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Let’s Talk Income Challenges – Deferred Compensation Made Simple

Salaried/Variable Income

October 20, 2025, 2:00 pm EDT - October 20, 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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