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, July 2, 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.

The Power of Inquiry: Developing Your Questioning Skills

Tuesday, July 8, 2025 at 11:00 AM PST
For a loan officers or anyone in the mortgage industry, building a strong relationship can create lifetime customers. But how do you get the information you need to ensure you can build the trust needed? While geared toward loan officers, this webinar will guide you to better support each and every one of your customers with the power of questioning.

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

Wednesday, July 9, 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.

Unpacking the Differences and Choosing the Right DSCR Program (Correspondent)

Wednesday, July 9, 2025 at 11:00 AM PST
Join us for this exciting webinar where we highlight all of the Debt Service Coverage Ratio (DSCR) programs offered by Plaza Home Mortgage® to open doors for investors. In this webinar, we plan to dive into the key differences and provide a feature breakdown between all of Plaza’s DSCR Investor Solutions programs to assist in determining which program will best fit client needs. Don’t miss this informative session!

Fix It Up with Zero Down: Plaza's USDA Renovation Loan Programs (Wholesale and Mini-Correspondent)

Tuesday, July 15, 2025 at 11:00 AM PST
Give your buyers more options with Plaza’s USDA Standard and Limited Renovation Loan Programs. These flexible loans let borrowers finance both the home and needed repairs with one mortgage and zero down payment. Join us to explore how Plaza’s tools make renovation lending simple and help you close more deals.

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

Wednesday, July 16, 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.

Preventing Mortgage Fraud – Take a Closer Look

Monday, July 21, 2025 at 11:00 AM PST
Prevention is the best protection. The damages of mortgage fraud cost time and energy, not to mention money. How can you help prevent it? Take a closer look... do you see red flags? It's not always easy to spot fraud, but becoming familiar with red flags that commonly appear in fraud cases will better protect you from its costly damages.

Fix It Up with Zero Down: Plaza's USDA Renovation Loan Programs (Correspondent)

Tuesday, July 22, 2025 at 11:00 AM PST
Give your buyers more options with Plaza’s USDA Standard and Limited Renovation Loan Programs. These flexible loans let borrowers finance both the home and needed repairs with one mortgage and zero down payment. Join us to explore how Plaza’s tools make renovation lending simple and help you close more deals.

Close More Deals with Proven Non-QM Strategies (Wholesale and Mini-Correspondent)

Tuesday, July 22, 2025 at 11:00 AM PST
Join us for a results-driven training session where we’ll break down real, funded Non-QM loan scenarios that led to repeat business. Hear directly from our panel of top-performing Non-QM Account Executives as they share how they successfully structured solutions for borrowers who didn’t fit traditional lending guidelines.

Incorporating Reverse Mortgages and Home Equity Loans into a Retirement Strategy

Wednesday, July 23, 2025 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.

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

Wednesday, July 23, 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, 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.

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?

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.

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.

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.

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.