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 Variable Income Challenges: What Really Counts & Why Trends Matter
Salaried/Variable Income
30-Minute Session
This dynamic training series is designed to build confidence in assessing and documenting variable income for conventional loans. Using real world case studies, we’ll break down how to analyze tips, bonus and overtime income. Participants will also learn why income trends matter and how trend analysis directly affects eligibility and loan quality.
Register Now
Authorized User Accounts: Credit Impact & Qualification
Originations
30-Minute Session
Authorized user accounts can help or harm a borrower’s credit profile and affect qualification. This course explains how these tradelines are evaluated in underwriting, when they may be excluded and the documentation required to support qualifying decisions.
Register Now
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.
Register Now
