Training

Team members watch and learn from live training webinar on desktop computer

Live Webinar Calendar

Trust & POA

Tuesday, November 3, 2020 at 11:00 AM PST
A smooth closing is dependent upon asking your clients whether any legal instruments have been created on their behalf, which could impact that person's ability to get a reverse mortgage. Join us for a webinar as our panel of title and settlement experts provide insightful information surrounding Trusts & POAs and offers guidance that can help you avoid future oversights.

Self Employed Borrower - Part I

Thursday, November 5, 2020 at 11:00 AM PST
We have taken our most popular in-person Self-Employed Borrower class and are now bringing it to you, virtually, in two parts. Come join us for part 1! Participants will learn the practical skills needed to effectively analyze and calculate the qualifying income within personal and business tax returns.

Negotiate the Numbers Applied: Partnership, S Corporation, Corporation

Friday, November 6, 2020 at 11:00 AM PST
Join us to study the Partnership (Form 1065), the S Corporation (Form 1120S) and the Corporation (Form 1120). Understand K-1’s and learn about ordinary income, distributions and liquidity tests. Understand cash flow adjustments for the Corporation.

Up Your Game to Score Approvals Sooner

Monday, November 9, 2020 at 11:00 AM PST
It’s uncomfortable having to go back to borrowers to request additional information. And, it’s certainly no fun having to reschedule a closing because documentation is missing. Sometimes, it’s unavoidable but many times, these situations can be prevented. Join us for a 30-minute drill on plays you can make to swiftly get to the end zone.

How to Present a Reverse Mortgage

Tuesday, November 10, 2020 at 11:00 AM PST
There are many unique characteristics and benefits of the reverse mortgage program that are often misunderstood by potential senior prospects. This webinar is designed to help you “organize” loan benefits, risks and loan figures in a way that will help borrower’s better understand how a reverse mortgage loan works, and what it means for the future equity and ownership of the borrower’s home.

Businesses Impacted by COVID-19 - P & L and Bank Statement Analysis

Tuesday, November 17, 2020 at 11:00 AM PST
Businesses Impacted By COVID-19: Is The Income Stable And Likely To Continue? Per Fannie Mae® and Freddie Mac®, just because your self-employed borrower’s income has been negatively impacted by COVID-19, it does NOT automatically mean it cannot be used as qualifying income. Additional analysis is simply required. In this class, you'll learn a simple five-step process for reviewing the new documentation required to determine if a stable monthly income can be established.

What You Need to Know About e-Closing! (Correspondent)

Thursday, November 19, 2020 at 11:00 AM PST
Please join us for this webinar as we discuss key information you need to know about e-Closing. During this session we will cover: • What is e-Closing? • What are the benefits? • The steps included in the e-Closing delivery process • How to get approved with Plaza to start submitting eCloses and much more

On-Demand: There's No Going Back

Monday, November 30, 2020 at 12:00 AM PST
In this presentation, we'll briefly explore the evolution of the mortgage industry from the 80’s to today to discover that the current day and future of our industry can be described as “Multi-Dimensional Connectivity.” COVID-19 forced us all to change the way we do business and we know the way we continue to do it will differ drastically from how we once did. Our journey will go through developing a digitally-forward corp culture, personal growth, improved comms, holistic consumerism, and more.