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

 

Navigating the Income Challenges of a Traveling Nurse

Salaried/Variable Income

February 23, 2026, 2:00 pm EST - February 23, 2026, 2:30 pm EST

30-Minute Session
Traveling nurses present unique challenges due to their complex income structures, including hourly wages, per diem pay, housing stipends, and short-term contracts. Learn how to accurately track and calculate income for traveling nurses.


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Understanding W-2s. A Complete Breakdown.

Salaried/Variable Income

March 9, 2026, 2:00 pm EDT - March 9, 2026, 2:30 pm EDT

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

March 23, 2026, 2:00 pm EDT - March 23, 2026, 2:30 pm EDT

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

April 13, 2026, 2:00 pm EDT - April 13, 2026, 2:30 pm EDT

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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