Training

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

Live Webinar Calendar

Understanding the Condo Appraisal

Monday, October 10, 2022 at 11:00 AM PST
During this training webinar, we will analyze the various sections of the condo appraisal to help simplify your review. You will learn what property characteristics make a condo unique, what factors to consider when analyzing the Individual Condominium Unit Appraisal Report (1073/465) and what the required exhibits are.

Financial Planner's Guide to Reverse Mortgages

Wednesday, October 12, 2022 at 11:00 AM PST
When it comes to planning for retirement, Reverse Mortgages can be an effective way to create diversity and flexibility in a portfolio. This one-hour learning event is designed to help financial planners and loan professionals to better understand how Plaza’s Reverse Mortgage can be used as a vital part of an overall retirement strategy, and not just a loan of last resort.

USDA Could Be the Right Loan for Your Rural Home Buyers (Wholesale & Mini-Correspondent)

Thursday, October 13, 2022 at 11:00 AM PST
Many home buyers are seeking the slower pace of rural life, shown by the increasing move from metropolitan areas to smaller communities - and Plaza’s USDA loan options are here to help! Join us as we discuss the USDA Guaranteed Rural Housing Loan Program, designed for low- and moderate-income rural residents to purchase or refinance a home. Learn how this program represents affordable, stable, and responsible loan options for rural communities, and how to get your USDA loan started with Plaza.

Benefits of Temporary Buydowns (Correspondent)

Thursday, October 13, 2022 at 12:00 PM PST
Join as we keep the conversation going on the benefits of temporary buydowns in today’s market. During this 30-minute webinar we will be discussing specifics about eligible programs, buydown agreements, and resources available.

Mortgage Fraud: Do Your Diligence

Friday, October 14, 2022 at 11:00 AM PST
Understand the impact of mortgage fraud, how to spot it and how to prevent it. Mortgage fraud has been around a long time and it continues to be one of the fastest-growing crimes in the United States. With this course, acquire an increased awareness of the sources of fraud, learn ways to prevent fraudulent mortgage loans and discover how to effectively identify “Red Flags”.

Getting Started with BREEZE as a Processor (Wholesale & Mini-Correspondent)

Tuesday, October 18, 2022 at 10:00 AM 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 Processor.

Manufactured Home Appraisal Analysis

Thursday, October 20, 2022 at 11:00 AM PST
Manufactured homes have seen an increase of production over the past decade. In this session you will learn: • The primary characteristics of a manufactured home • How the “Red Tag” and HUD Data Plate are specific to for manufactured homes • The differences between the 1004C (Manufactured Home Appraisal Report) and which sections should be reviewed

Getting Started with BREEZE as a Loan Officer (Wholesale & Mini-Correspondent)

Tuesday, November 1, 2022 at 10:00 AM 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.

Fundamentals of the Mortgage Process - Session 3: Evaluating Credit, Capacity, Capital & Collateral

Monday, November 14, 2022 at 11:00 AM PST
In the third of our 3-part Fundamentals series, learn about evaluating the Four Cs — credit, capacity, capital and collateral — along with risk layering.

Getting Started with BREEZE as a Processor (Wholesale & Mini-Correspondent)

Tuesday, November 15, 2022 at 10:00 AM 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 Processor.

Loan Processing Using the URLA/Form 1003

Friday, November 18, 2022 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. Use Arch MI resources to assist you in your loan processing review.

Analyzing Schedule E Rental Income

Tuesday, November 22, 2022 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 a mortgage approval.

Getting Started with BREEZE as a Loan Officer (Wholesale & Mini-Correspondent)

Tuesday, December 6, 2022 at 10:00 AM 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.

Loan Officer’s Checklist for Success

Tuesday, December 6, 2022 at 11:00 AM PST
Becoming a successful loan officer takes tenacity, organizational skills, and the right attitude. It also requires time management and knowing when and how to engage with your customers. We all have areas of opportunity and we’re here to help!

Conquer the Components

Friday, December 16, 2022 at 11:00 AM PST
In this overview, learn the Three Cs of mortgage lending (credit, capital and capacity), as well as income/employment, assets/reserves and ratios. Understand the factors that make up a credit score and the fundamentals of mortgage risk.

Getting Started with BREEZE as a Processor (Wholesale & Mini-Correspondent)

Tuesday, December 20, 2022 at 10:00 AM 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 Processor.