Training
Live Webinar Calendar
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, November 26, 2025 at 1:00 PM PST Join us for a demo of the Plaza Home Mortgage® Loan Origination System, BREEZE. This webinar will give you an overview of the system and guide you through the processes you will need to know as a Loan Officer or a Processor. |
Delivering Exceptional Customer Service | |
 | Tuesday, December 2, 2025 at 11:00 AM PST As mortgage and real estate technologies improve, the dependency on human interaction for knowledge and guidance is slowly reducing. Ironically, less dependency has actually heightened the expectations for a more consultative and customer centric experience. Get ready for a short and interactive group learning event unlike “customer service” programs of the past. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, December 3, 2025 at 1:00 PM PST Join us for a demo of the Plaza Home Mortgage® Loan Origination System, BREEZE. This webinar will give you an overview of the system and guide you through the processes you will need to know as a Loan Officer or a Processor. |
Evaluating & Calculating Rental Income | |
 | Monday, December 8, 2025 at 11:00 AM PST Not all rental income is calculated the same. Take 60 minutes and explore how this subject can be more complex than you may have thought. As with the analysis of all income, the source must be considered. But with rental income, investor guidelines may also play a role in determining how much income can be included. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, December 10, 2025 at 1:00 PM PST Join us for a demo of the Plaza Home Mortgage® Loan Origination System, BREEZE. This webinar will give you an overview of the system and guide you through the processes you will need to know as a Loan Officer or a Processor. |
From Goals to Growth: Building Habits That Last | |
 | Tuesday, December 16, 2025 at 11:00 AM PST Start the new year with purpose and momentum! Join us for a motivational session designed to help professionals transform ambitious goals into lasting success through the power of intentional routine. Discover practical strategies to build habits that truly stick, maintain consistency when motivation fades, and create meaningful growth, both personally and professionally. Step into the new year ready not just to set goals, but to achieve them with confidence and clarity. |
Look Back, Think Forward! (Correspondent) | |
 | Wednesday, December 17, 2025 at 11:00 AM PST Join Plaza Home Mortgage® leaders Salpi Meyer, EVP, National Correspondent Sales, and Mike Modell, EVP, Capital Markets, for a friendly and forward-thinking conversation about where the industry has been and where it’s heading in 2026. Salpi and Mike will swap insights on the biggest market trends they’ve seen over the past year and explore ideas for staying competitive in the year ahead. Tune in for their forecasts, learn from their dialogue, and discover potential opportunities and strategies. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, December 17, 2025 at 1:00 PM PST Join us for a demo of the Plaza Home Mortgage® Loan Origination System, BREEZE. This webinar will give you an overview of the system and guide you through the processes you will need to know as a Loan Officer or a Processor. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, December 24, 2025 at 1:00 PM PST Join us for a demo of the Plaza Home Mortgage® Loan Origination System, BREEZE. This webinar will give you an overview of the system and guide you through the processes you will need to know as a Loan Officer or a Processor. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, December 31, 2025 at 1:00 PM PST Join us for a demo of the Plaza Home Mortgage® Loan Origination System, BREEZE. This webinar will give you an overview of the system and guide you through the processes you will need to know as a Loan Officer or a Processor. |
Liquid Assets | |
| Tuesday, January 6, 2026 at 11:00 AM PST This is the perfect session for any mortgage professional looking to build their knowledge of the most common asset types used to qualify your borrowers. |
Reflections and Forecasts: Insights for 2026 (Wholesale & Mini-Correspondent) | |
 | Thursday, January 8, 2026 at 10:00 AM PST Join Plaza Home Mortgage® leaders Jeff Leinan, Co-President, and Michael Modell, EVP, Capital Markets, as they take a look back at the past year’s biggest lessons and uncover what’s next for 2026. In this exclusive webinar, you’ll gain actionable marketing insights, expert analysis of emerging trends, and forward-looking forecasts to keep your business ahead of the curve. Don’t miss this opportunity to explore what 2026 has in store and position your business for success in the year ahead. |
Reverse Mortgage Basics | |
 | Monday, January 26, 2026 at 11:00 AM PST Plaza Home Mortgage® makes reverse mortgages easy! Join our live session with Mark Reeve, VP of Plaza’s Reverse Mortgage Division, to learn more about our reverse loan products, streamlined origination process, compensation, and more. Get the real facts and debunk the myths about reverse mortgages from a real reverse pro with over 18 years of experience. Don't miss this opportunity! |
Originating a Reverse Mortgage with Plaza: File Flow from Start to Finish | |
 | Tuesday, January 27, 2026 at 11:00 AM PST Join our exclusive webinar to discover Plaza’s comprehensive Reverse Mortgage file flow process, from initial loan scenario to final funding. Learn how our dedicated Reverse Mortgage Team supports you every step of the way, ensuring you set clear expectations for your senior clients and achieve smooth, successful closings. Don’t miss this opportunity to enhance your expertise and elevate your client service! |
How to Use a Reverse Mortgage to Purchase a Home | |
 | Wednesday, January 28, 2026 at 11:00 AM PST Did you know that qualified borrowers may be able to use a reverse mortgage to purchase a home? It’s a great tool that many lenders don’t know they can leverage for a purchase. Join Mark Reeve, Plaza's VP, Reverse Mortgage Division, for a webinar where he will share with you everything you need to know to help your clients use a Plaza Reverse Mortgage to purchase a home. |
How to Present a Reverse Mortgage: The "Kitchen Table" Approach | |
 | Thursday, January 29, 2026 at 11:00 AM PST Discover the hidden benefits and unique features of reverse mortgages that potential senior clients often misunderstand! Join our exclusive webinar designed to simplify and clarify everything for you. Learn how to effectively present loan benefits, risks, and figures to help borrowers grasp how a reverse mortgage works and its impact on their future home equity and ownership. Don’t miss this opportunity to empower your clients with knowledge and confidence! |
Incorporating Reverse Mortgages and Home Equity Loans into a Retirement Strategy | |
 | Friday, January 30, 2026 at 11:00 AM PST When planning for retirement, reverse mortgages and home equity loans can offer added flexibility and diversification. This one-hour webinar is designed to help financial planners and loan professionals understand how Plaza’s reverse mortgage options can support a well-rounded retirement strategy. |
Basics of Income | |
| Tuesday, February 3, 2026 at 11:00 AM PST Attend this foundational session to learn how to calculate the most basic types of income including: base income, hourly pay including overtime, commission, bonus income, and tip income. |
Manufactured Home Appraisal Analysis | |
| Tuesday, March 3, 2026 at 11:00 AM PST Affordable housing initiatives are sweeping the housing industry. With that, manufactured homes are becoming more common as affordable options. Are you ready to review and understand the appraisal differences? |