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

 

Refinances 101: Your Guide to the Essentials

Originations

April 27, 2026, 2:00 pm EDT - April 27, 2026, 2:30 pm EDT

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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Trigger Points: When to Request a New MI Quote

Originations

May 11, 2026, 2:00 pm EDT - May 11, 2026, 2:30 pm EDT

30-Minute Session
Explore the key factors that can trigger a new mortgage insurance quote. From appraised value and MI premium types to GSE programs, IPCs and more—this session uses real-world scenarios to help you understand what impacts the requirement to reprice.


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AUS Resubmission Rules: When and Why to Hit Submit Again

Originations

May 26, 2026, 2:00 pm EDT - May 26, 2026, 2:30 pm EDT

30-Minute Session
Unlock the full potential of Automated Underwriting by mastering when and why to resubmit a loan. This session breaks down the data AUS relies on, explains tolerance impacts and reveals how credit data errors can derail approvals. Walk away with practical tips to boost accuracy, expedite decisions and keep your pipeline moving smoothly.


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Let’s Talk Variable Income Challenges: Strategies for Frequent Job Changes and Hourly Fluctuations

Salaried/Variable Income

June 8, 2026, 2:00 pm EDT - June 8, 2026, 2:30 pm EDT

30-Minute Session
Learn how to identify the correct qualifying income and ask the correct questions up front to qualify your borrower. Through practical examples, this session will help you apply guidelines confidently and accurately calculating income for your borrower.


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