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

 

Appraisal Alternatives – A Quick Guide

Appraisals

November 3, 2025, 2:00 pm EST - November 3, 2025, 2:30 pm EST

Gain an understanding of available appraisal alternatives and when each may be appropriately used.


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Let’s Talk Income Challenges – Navigating Business Structure Changes

Self-Employed Borrower

November 17, 2025, 2:00 pm EST - November 17, 2025, 2:30 pm EST

How to proceed when a borrower changes business structures – determining continued qualification.


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Year End Knowledge Check

Originations

December 8, 2025, 2:00 pm EST - December 8, 2025, 2:30 pm EST

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

January 12, 2026, 2:00 pm EST - January 12, 2026, 2:30 pm EST

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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