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 W-2s. A Complete Breakdown.
Salaried/Variable Income
30-Minute Session
W-2s are a foundational document in verifying borrower income, but they’re often misunderstood or underutilized during the mortgage qualification process. We’ll walk you through how to properly analyze W-2s to determine stable, qualifying income, and explain how bonuses, commissions, tips, and overtime are reported.
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Tax Return Essentials: Deadlines, Amendments and Key Details
Originations
30-Minute Session
Learn essential tax return requirements for individuals and businesses. This comprehensive overview will teach you how to identify key filing deadlines, understand amendments and navigate common issues that arise during the tax return process.
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Let’s Talk Variable Income Challenges: Strategies for Calculating Scenarios with Fluctuating Hours, Increases and Justification
Salaried/Variable Income
30-Minute Session
Gain confidence in applying GSE guidelines with a hands-on example that mirrors real-world challenges. This session walks you through interpreting requirements and making informed decisions—so you can tackle variable income scenarios with clarity and precision.
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Refinances 101: Your Guide to the Essentials
Originations
30-Minute Session
Discover the key differences between Limited/Rate-Term and Cash-Out Refinances, along with the documentation that drives approval. Through real-world scenarios, you’ll learn how to navigate eligibility rules, compare options and ensure compliance with confidence.
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