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
Beyond Schedule B: Assets as a Basis for Repayment of Obligations
Assets
30-Minute Session
Help your borrowers qualify with confidence by uncovering hidden asset opportunities that don’t always appear on Schedule B of the 1040. In this course, you’ll learn how to accurately identify, document and calculate eligible assets—unlocking additional qualifying power and strengthening your homebuyer’s overall profile.
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Let's Talk Variable Income Challenges - Driving the Numbers: Family Business Employees and City Bus Drivers
Originations
30-Minute Session
Every borrower has a story—and sometimes that story requires an in-depth income analysis. In this interactive workshop, you'll tackle two unique borrower scenarios that challenge underwriters, processors, and loan originators to think beyond the basics.
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What's Missing? Uncovering Omitted Debt Before It Becomes a Problem
Originations
30-Minute Session
Through interactive, real-world mortgage scenarios, you'll put your detective skills to work uncovering liabilities that could impact borrower qualification. Learn how to determine when debt must be included, when exceptions may apply, and what documentation is needed to support your decision. Walk away with practical tips for reviewing credit reports, resolving debt surprises, and confidently documenting your analysis—helping you minimize underwriting conditions, prevent closing delays, and keep loan files on track.
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Who's Living There? Solving Occupancy Questions One FAQ at a Time
Originations
30-Minute Session
Occupancy can be one of the most challenging—and impactful—parts of the mortgage origination process. In this engaging FAQ-style session, we'll tackle the questions you encounter every day and explore real-world scenarios that test borrower intent, property use, and eligibility requirements.
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