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

 

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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IPC Essentials: Leveraging Contributions Effectively

Originations

June 22, 2026, 2:00 pm EDT - June 22, 2026, 2:30 pm EDT

30-Minute Session
Discover how interested Party Contributions (IPCs) can reduce closing costs and give your borrowers a competitive edge. This session breaks down the rules, strategies and best practices to help you leverage IPCs effectively.


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LLC Income With No Business Returns: Where Did It Go?

Self-Employed Borrower

July 13, 2026, 2:00 pm EDT - July 13, 2026, 2:30 pm EDT

30-Minute Session
Have you ever had a borrower say they own a business — but don’t file business tax returns? This comes up often when income, including rental income, is held in an LLC. So where does that income show up — Schedule C or Schedule E?


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