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

 

Let's Talk Income Challenges! Understanding Your Borrower's Business

Essentials Live!

July 24, 2025, 2:00 pm EDT - July 24, 2025, 2:30 pm EDT

Go beyond income analysis and gain insights into your self-employed borrowers. Learn tips for validating their businesses and apply your knowledge through real-world case scenarios.


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First Responder Income: What You Need to Know

Essentials Live!

July 28, 2025, 2:00 pm EDT - July 28, 2025, 2:30 pm EDT

Learn how to accurately analyze and calculate shift differentials specific to first responders, using examples designed for those with one year of experience.


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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.


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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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