The Mortgage Nerd
Tue, Sep 27
|ZOOM
2 days of thorough, intense underwriting training for new mortgage professionals in Canada.
Time & Location
Sep 27, 2022, 9:30 a.m. MDT – Sep 28, 2022, 5:30 p.m. MDT
ZOOM
Guests
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
The Mortgage Nerd
The Mortgage Nerd Underwriting Training workshop June 22-23, 2022
$399.00Sale ended
Total
$0.00