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

 

Tax Returns 101: Why They Matter

Essentials Live!

August 11, 2025, 2:00 pm EDT - August 11, 2025, 2:30 pm EDT

Discover why and when personal tax returns are essential for validating borrower income. Build your confidence with insights tailored for beginners.


There are currently no available times.

Let's Talk Income Challenges - Understanding Non-Taxable Income

Essentials Live!

August 25, 2025, 2:00 pm EDT - August 25, 2025, 2:30 pm EDT

Identify what income is considered non-taxable and learn how to properly adjust the borrower's gross income.


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Understanding 1099 Borrowers

Essentials Live!

September 8, 2025, 2:00 pm EDT - September 8, 2025, 2:30 pm EDT

Learn the difference between a 1099 NEC (Non-Employment Compensation) and a 1099 Miscellaneous. How does that affect your borrower's ability to qualify?


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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 to have multiple full-time jobs. Do we have a history? Is it likely to continue? What are the Red Flags? What is the risk?


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