Training
Live Webinar Calendar
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, July 30, 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. |
Not Your Ordinary Income | |
 | Tuesday, August 5, 2025 at 11:00 AM PST Check out this introduction into more complex income types that can be used to qualify your borrower. In this session you will learn to: Understand the GSE requirements for documentation of Social Security, Child Support, Alimony, Military Income, Disability, and Retirement income.The importance of establishing stability, predictability and continuance of these complex income sources as they relate to the risk of the loan. Calculate and gross-up non-taxable income sources. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, August 6, 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, August 13, 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. |
Behavioral Psychology Tips That Power Teams and Productivity | |
 | Wednesday, August 13, 2025 at 11:00 AM PST Join us for Join us for this 30-minute webinar as we discuss tips to start channeling the power of behavioral psychology at work and with our teams! Discover how understanding decision-making patterns can help you build stronger connections, improve communication, and enhance team productivity. |
Plaza’s Fannie Mae HomeStyle Conventional Renovation Loan Program (Wholesale and Mini-Correspondent) | |
 | Thursday, August 14, 2025 at 11:00 AM PST Plaza’s Fannie Mae® HomeStyle® loan program offers a solution for financing home improvements. It is designed for borrowers who want the convenience and cost savings of financing both their home purchase or refinance and renovation costs in a single loan. Expand your business by meeting a wider range of client needs, while also addressing the aging housing supply and growing demand for cost-effective financing. |
Evaluating Borrower Assets | |
 | Monday, August 18, 2025 at 11:00 AM PST Thorough evaluation of borrower assets is critical in making an informed underwriting decision. Have the borrowers demonstrated an ability to save? Do they have assets sufficient to close the loan and satisfy reserve requirements? |
Plaza’s Fannie Mae HomeStyle Conventional Renovation Loan Program (Correspondent) | |
| Tuesday, August 19, 2025 at 11:00 AM PST Plaza’s Fannie Mae® HomeStyle® loan program offers a solution for financing home improvements. It is designed for borrowers who want the convenience and cost savings of financing both their home purchase or refinance and renovation costs in a single loan. Expand your business by meeting a wider range of client needs, while also addressing the aging housing supply and growing demand for cost-effective financing. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, August 20, 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, August 27, 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, September 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. |
Reverse Mortgage Credit & Income Guidelines: Demystifying LESA | |
 | Thursday, September 4, 2025 at 11:00 AM PST LESA (Life Expectancy Set-Aside) is a critical part of the HECM Financial Assessment, but it can be confusing. When borrowers don’t meet credit or income requirements, a LESA may be required. So, what does that mean for your loans? Join us for a fast-paced, informative webinar where we’ll break down the HECM Financial Assessment guidelines and explain when and why a LESA is triggered. |
Analyzing Schedule E Rental Income | |
| Tuesday, September 9, 2025 at 11:00 AM PST If you are newer to calculating rental income or a seasoned pro looking for a refresher, this session will provide you with a laser-focused review of rental income as it applies to mortgage approval. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, September 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. |
How to Review an Appraisal | |
| Monday, September 15, 2025 at 11:00 AM PST During this webinar, you will get the tools you need to help build and strengthen your appraisal evaluation skills. The more familiar you become with typical secondary market guidelines, learn what valuation methods are available, and develop a deeper understanding of certain cautionary items that help identify potential problems, the better you will be at evaluating an appraisal. |
Unlock Dream Homes with Plaza's FHA 203(k) Renovation Loan Programs! (Wholesale and Mini-Correspondent) | |
 | Wednesday, September 17, 2025 at 11:00 AM PST Give your borrowers the power to transform a fixer-upper into their perfect home or refresh their current space using Plaza Home Mortgage's FHA Standard and Limited 203(k) loan programs. Join this exciting webinar and discover how these game-changing loans let borrowers roll renovation costs into their mortgage, making home improvements more accessible and manageable. Plus, you'll get an exclusive look at the latest program updates and insider tips that will help you master renovation lending. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, September 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. |
Unlock Dream Homes with Plaza's FHA 203(k) Renovation Loan Programs! (Correspondent) | |
| Thursday, September 18, 2025 at 11:00 AM PST Give your borrowers the power to transform a fixer-upper into their perfect home or refresh their current space using Plaza Home Mortgage's FHA Standard and Limited 203(k) loan programs. Join this exciting webinar and discover how these game-changing loans let borrowers roll renovation costs into their mortgage, making home improvements more accessible and manageable. Plus, you'll get an exclusive look at the latest program updates and insider tips that will help you master renovation lending. |
Three Conversations: From Conversation to Conversion (Wholesale and Mini-Correspondent) | |
 | Thursday, September 18, 2025 at 11:00 AM PST In today’s ever-changing mortgage market, success isn’t just about closing more loans, it’s about having the right conversations with the right people at the right time. This focused webinar explores three essential conversations every mortgage professional should be having right now to grow their pipeline and uncover new business opportunities. Learn how to shift from surviving to thriving by mastering these meaningful conversations that drive real results. |
Asset Review | |
 | Monday, September 22, 2025 at 11:00 AM PST Learn how to review bank statements and assets, identify acceptable assets, and identify key compliance and misrepresentation components. Learn how to properly calculate assets and reserves for mortgage loans. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, September 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. |
Evaluating & Calculating Fixed Income | |
| Monday, October 20, 2025 at 11:00 AM PST When making an informed underwriting decision, it’s critical to thoroughly evaluate and calculate the borrower’s income. You need to evaluate whether the borrower will be able to make their new mortgage payment AND meet all their other monthly obligations. |
Evaluating & Calculating Variable Income | |
| Monday, November 10, 2025 at 11:00 AM PST Evaluating variable income can be challenging due to its fluctuating nature. Plus, you have to understand all the Agency guidelines for analyzing variable income. Learn how to analyze income trends along with other factors so you can make the best underwriting decisions when calculating variable income. |
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. |