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Wed, Jun 22

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ZOOM

The Mortgage Nerd

2 days of thorough, intense underwriting training for new mortgage professionals in Canada.

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The Mortgage Nerd
The Mortgage Nerd

Time & Location

Jun 22, 2022, 9:30 a.m. MDT – Jun 23, 2022, 5:30 p.m. MDT

ZOOM

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About the event

There are plenty of courses available to teach you how to get clients.  This is not that course.

Getting business is one piece of the challenge in our industry, knowing what to do with the file once you get it is the second hurdle.   This course is designed as a comprehensive underwriting training workshop to learn what to do with that client when you have them.  How to structure a file, calculate income, maximize approval amounts and increase your chances of an approval.  We will talk about comparing products and lenders to find the right mortgage to suit your client, some hard fast rules, and where the grey areas lie for exceptions.

We will cover, in depth, the following categories plus much more content within:

Insured/ Insurable/ Uninsurable

Reading rate sheets

Calculating Commissions

Document Collection and Storage

Filogix and Velocity hints and tips

Debt Servicing Ratios

Analyzing Credit Bureaus

Liabilities

Assets

Submission Notes

Down Payment Options

Calculating Income

Choosing a product/lender

Penalties

Privileges

Rental Worksheets

Self Employment income, reading financial statements and stated income

Insurance

There will be opportunities for interactive question and answer periods as well through-out the course plus anecdotal experiences of building a successful business and of course, some real life expamples of past files.

If you are looking for the all-in-one training course on underwriting a file from start to finish, this is it.  

Tickets

Price

Quantity

Total

  • The Mortgage Nerd

    $399.00

    The Mortgage Nerd Underwriting Training workshop June 22-23, 2022

    $399.00

    0

    $0.00

Total

$0.00

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