Training

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

Live Webinar Calendar

Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent)

Wednesday, June 26, 2024 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, July 3, 2024 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, July 10, 2024 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.

Loan Processing Using the URLA/Form 1003

Friday, July 12, 2024 at 11:00 AM PST
Learn how to use the Uniform Residential Loan Application or URLA (also known as Fannie Mae Form 1003 and Freddie Mac Form 65), to process your loan application. Understand what documents to gather, how to review and verify required documentation, and prepare the loan application for underwriting.

Financial Planner's Guide to Reverse Mortgages

Sunday, July 14, 2024 at 12:00 PM PST
When planning for retirement, Reverse Mortgages can effectively add diversity and flexibility to a portfolio. This one-hour learning event aims to assist financial planners and loan professionals in gaining a better understanding of how Plaza’s Reverse Mortgage can serve as a crucial component of an overall retirement strategy, rather than just a last-resort loan.

Evaluating & Calculating Variable Income

Monday, July 15, 2024 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.

Efficient Workplace Communication: Strategies for Success

Tuesday, July 16, 2024 at 11:00 AM PST
The backbone of day-to-day business operations relies on communication. Our methods of connecting and collaborating in the workplace span diverse channels and are constantly evolving, emphasizing the need for fast and efficient communication. Given the crucial role of effective workplace communication, let's delve into enhancing our skills and uncovering valuable tips. Join this webinar to explore how strategic communication can elevate workplace efficiency and productivity.

Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent)

Wednesday, July 17, 2024 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.

Are You Smarter Than an Accountant?

Monday, July 22, 2024 at 11:00 AM PST
This interactive course will test the participants knowledge on self-employment business types, tax forms, and income adjustments.

Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent)

Wednesday, July 24, 2024 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, July 31, 2024 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 7, 2024 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 14, 2024 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.

Analyzing Appraisals for Single–Family Residences

Friday, August 16, 2024 at 11:00 AM PST
Identifies the key areas to focus on in the Uniform Residential Appraisal Report. In reviewing each section, you will develop a broader understanding of the appraisal and the Sales Comparison Approach.

Analyzing Self-Employed Borrowers 202 – Zeroing in on Partnerships

Monday, August 19, 2024 at 11:00 AM PST
Once you've learned the basics of building qualifying income from the tax returns of self-employed borrowers, you'll be ready to take your knowledge to the next step with this session that zeroes in on evaluating partnerships (Form 1065).

Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent)

Wednesday, August 21, 2024 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 28, 2024 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 4, 2024 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 Basics

Monday, September 9, 2024 at 12:00 PM 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 an expert with over 15 years of experience. Don't miss this opportunity!

How to Use the Reverse Mortgage to Purchase a Home

Tuesday, September 10, 2024 at 12:00 PM 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, where he will share with you everything you need to know to help your clients use a Plaza Reverse Mortgage to purchase a home.

Financial Planner's Guide to Reverse Mortgages

Wednesday, September 11, 2024 at 12:00 PM PST
When planning for retirement, Reverse Mortgages can effectively add diversity and flexibility to a portfolio. This one-hour learning event aims to assist financial planners and loan professionals in gaining a better understanding of how Plaza’s Reverse Mortgage can serve as a crucial component of an overall retirement strategy, rather than just a last-resort loan.

Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent)

Wednesday, September 11, 2024 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 Present a Reverse Mortgage: The "Kitchen Table" Approach

Thursday, September 12, 2024 at 12:00 PM 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!

Business Tax Returns 101

Friday, September 13, 2024 at 11:00 AM PST
In this course, we will introduce the various business structures, the tax forms used to report business income and demonstrate how income flows from business to personal tax returns.

Analyzing Self-Employed Borrowers 301 – Focusing on Corporations & Financial Statements

Monday, September 16, 2024 at 11:00 AM PST
Heads up: This course assumes you are comfortable building income from tax returns. This intermediate session drills into business financials within files.

Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent)

Wednesday, September 18, 2024 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 25, 2024 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.