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
When the File Takes a Turn: Quirky Scenarios & Eligibility Case Studies
Originations
30-Minute Session
Not every loan file follows the rulebook—and that’s where good judgment matters most. This interactive case study session dives into unusual, high‑risk eligibility scenarios that often lead to difficult underwriting decisions. We’ll explore real‑world examples involving trailing spouse income, SSI, frozen credit and other quirks that can derail or redefine a loan outcome. Participants will unpack what drove each decision, discuss alternative approaches, and sharpen their ability to navigate gray areas with confidence and consistency.
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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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