Self-Paced Learning

Self-Paced Learning

Keep Your Career On The Right Track

With our video and audio tutorials, you can educate yourself on key industry topics and sharpen your professional skills — at your own pace. 


E-Learning

 

Enjoy some of our most popular classes at your own pace. Easily skip what you know, re-review content that deserves a second look and be quizzed along the way.

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The Basics of Mortgage Lending

< 15 MIN. E-LEARNING

Learn about the central figures of the mortgage lending market, the steps of the lending process and how lenders obtain funding.

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The Fundamental Need for Tax Returns

< 15 MIN. E-LEARNING

Just starting out in the mortgage industry? Learn WHY & WHEN you need a borrower's personal tax returns to validate their income.

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Schedule C – Allowable Depreciation

< 10 MIN. E-LEARNING

Learn how to correctly add back all allowable depreciation reported by your borrower on Schedule C. This interactive course includes a job aid, case study and calculator to give you practical experience.

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Will You Hit the Goal

< 20 MIN. E-Learning

Learn ways to use the S.M.A.R.T. process to increase individual goal setting skills, and get access to our goal setting calculator.

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Getting Your Name Out

< 20 MIN. e-Learning

Learn creative ways to market yourself, gain simple step by step strategies for building an impactful networking plan for increased loan production and get access to specific tools to improve your networking impact.

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Phone Calls With A Purpose

< 25 MIN. E-Learning

Increase your focus on preparing, anticipating and overcoming objections on your outbound customer calls! Learn how to incorporate techniques that will inspire customer referral engagement, and get tips to help you "think on your feet."

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E-Learning: Remote Work Series

 

As more employees move to work from home, companies are investing in tools and technologies that support a remote work environment. To assist our customers in facing the challenges of this changing work structure, our Essentials Training team has designed a series of micro-learning topics that focus on the skills needed to successfully adjust to a new approach to traditional work. Each module is 10 minutes or less in length, so take a break with us and take away some practical tips on how to thrive while working remote.

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Critical Skills for Remote Workers

This quick 10-minute e-learning will show you how to recognize your own unique challenges (and those of your direct reports) and how to develop the critical skills needed to be successful.

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Facilitating Remote Meetings

In this 8-minute e-learning session, you’ll learn how elevate your calls into productive, interactive and engaging meetings that focus on results.

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Managing Remote Workers

Looking for a better way to lead a remote workforce? In 10 minutes, you'll learn 5 essential tips for managing remote employees and maintaining that crucial team environment.

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Presenting in the Virtual World

In just 10 minutes, you'll get practical tips for managing technology, making the most of visuals and keeping your audience focused on your message.

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Staying Productive While Working from Home

In just 7 minutes, we'll give you practical tips for managing your time and maintaining productivity while navigating the remote environment.

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Class Recordings

 

Sharpen your professional skills on your schedule with our recorded webinar sessions.

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Analyzing Income for the Self-Employed Borrower

< 105 MIN. | Updated February 2022

This presentation will walk you through a thorough analysis of self-employed borrower income by completing a full cash flow analysis.

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DU Live! How to Read AUS Findings Like a PRO

< 30 MIN. | January 2022

Discuss what DU® reviews; the importance of data integrity and highlight key areas of interest on the Summary Report and the UW Analysis Report.

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FAQ's on Assets (Micro Session)

< 25 MIN. | Updated February 2022

Review 8 FAQs about assets and get the answers!

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Faster Closings

< 50 MIN. | Updated April 2022

Want to close more loans FASTER? Our new 45-minute class will show you five steps you can take to avoid potential time delays.

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Focus More. Achieve More.

< 45 MIN. | April 2022

Learn three easy methods, that you can begin using immediately, to achieve next level productivity in both your personal and professional life.

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Focus On Assets

< 55 MIN. | September 2021

Review eligible and ineligible sources of funds, interested party contributions (IPC's), large deposits, business assets, reserves and acceptable documentation for assets.

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K-1 Comparison (Micro Session)

< 25 MIN. | Updated February 2022

Learn the differences between FNMA & FHLMC guidelines for calculating your self-employed borrowers income when they own a K-1 business.

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K-1 Workshop

< 50 MIN. | Updated March 2022

This session uses Partnerships and S-Corps examples to understand how to apply FNMA and FHLMC guidelines to the Schedule K-1, evaluate business liquidity and determine qualifying income.

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LPA Live! How to Read AUS Findings Like a PRO

< 30 MIN. | January 2022

Discuss what LPA℠ reviews; the Importance of data integrity and we will highlight key areas of interest on the Feedback Certificate.

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Mortgage Fraud (Micro-Session)

< 30 MIN. | March 2022

Join us as we demonstrate some common risk characteristics in particular mortgage fraud schemes.

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Mortgage Fraud Schemes & Red Flags

< 55 MIN. | Updated Sept 2021

Learn about fraud schemes, techniques, and red flags and work through exercises to identify patterns and potential fraud characteristics in the loan file.

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Paystubs - Frequency & Formulas (Micro Session)

< 25 MIN. | Updated May 2022

Practice determining frequency of pay and how to accurately qualify your salaried borrowers.

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Quick Tips for Bonus-Overtime (Micro Session)

< 25 MIN. | Updated May 2022

Practice calculating variable income analysis using two commonly encountered types of income.

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Ratios and Mortgages

< 25 MIN. | UPDATED NOV 2021

Learn the mathematical formulas for five key ratios used to assess the risk associated with mortgage loans.

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Rental Income - Schedule "E"asy

< 55 MIN. | Updated March 2022

Get a guided tour of Schedule E as we take you through a cash flow analysis for a borrower’s investment properties.

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Salaried Income Analysis

< 55 MIN. | Updated Sept 2021

Gain a deeper understanding of Agency guidelines for calculating and documenting income, and how to interpret a Borrower's income cadence.

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Schedule C - Only the Schedule C

< 45 MIN. | Updated May 2022

Find out why line items matter on a Schedule C! In this hands-on course, you'll learn the proper adjustments to help qualify your borrowers.

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Schedule C - Why Line Items Matter (Micro Session)

< 25 MIN. | Updated March 2022

Learn why line items matter on a Schedule C so you can properly make cash flow adjustments when analyzing the borrower who is a sole proprietor of a business.

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The Fundamental Need for Tax Returns

< 45 MIN. | January 2020

Learn WHEN you need a Borrower’s Personal Tax Returns, WHY you need them and HOW to properly use them!

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The Nuts & Bolts of Rental Income

< 35 MIN. | Updated February 2022

Learn the basics of applying Fannie Mae's & Freddie Mac’s conventional guidelines on rental income in qualifying for a mortgage.

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Understanding Business Liquidity (Micro Session)

< 25 MIN. | March 2022

Learn the 3 big benefits of proving liquidity in your self-employed borrowers’ businesses.

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Valid and Validation

< 60 MIN. | March 2022

Learn some of the industry lingo while exploring the importance of Valid AUS Findings to the loan file

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Variable Income Analysis

< 60 MIN. | UPDATED SEPT 2021

Gain a deeper understanding of Agency guidelines for analyzing variable income, and how to identify potential sources of variable income.

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Will You Hit the Goal

< 15 MIN. | June 2018

 Loan Officers looking to improve or even define their goals to produce loan applications will learn ways to create S.M.A.R.T. goals and processes to increase their production.

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Instructional Videos

 
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Rate Finder with EssentEDGE®

INSTRUCTIONAL VIDEO < 4 MIN.

Get step-by-step instructions on how to access and request a rate quote via Essent's Rate Finder tool.

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"

Essent Online MI Ordering – Non-Delegated Application

INSTRUCTIONAL VIDEO < 5 MIN.

Get step-by-step instructions on how to submit a non-delegated loan for Essent MI through Essent Online MI Ordering.

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"

Essent Online MI Ordering – Delegated Application

INSTRUCTIONAL VIDEO < 6 MIN.

Get step-by-step instructions on how to submit a delegated loan for Essent MI through Essent Online MI Ordering.

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MI Document Upload

Essent Online MI Docs Upload

INSTRUCTIONAL VIDEO < 2 MIN.

Get step-by-step instructions on how to upload loan documents for Essent MI through Essent Online MI Docs.

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"

Encompass® Non-Delegated MI Application

Instructional Video < 5 min.

Get step-by-step instructions on how to submit a non-delegated loan for Essent MI through Encompass by ICE Mortgage TechnologyTM.

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"

Encompass® Rate Quote Request

Instructional Video < 3 min.

Learn how simple it is to request Essent rate quotes and import MI fees through Encompass by ICE Mortgage TechnologyTM.

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"

Encompass® Delegated MI Application

Instructional Video < 3 min.

Get step-by-step instructions on how to submit a delegated loan for Essent MI through Encompass by ICE Mortgage TechnologyTM.

Watch Now