top of page

Mon, Jan 08



The Mortgage Nerd

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

Registration is closed
See other events
The Mortgage Nerd
The Mortgage Nerd

Time & Location

Jan 08, 2024, 9:30 a.m. MST – Jan 10, 2024, 3:30 p.m. MST



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:

Day 1

Insured/ Insurable/ Uninsurable

Reading rate sheets

Calculating commissions

Document collection and storage

Filogix and Velocity hints and tips

Debt servicing ratios

Analyzing credit bureaus



Day 2

Submission notes

Down payment options

Calculating income

Self Employment income, reading financial statements and stated income

Rental worksheets and offsets

Client intake calls


Day 3




choosing a product/lender

Standard charge/ Collateral charge

Transfers/ Refinances

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 examples 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.  

The event is recorded and recording access is available to participants for 3 months after the event to rewatch as much you like.  Come with notepad handy as slidedeck or materials are NOT provided.  


  • The Mortgage Nerd

    The Mortgage Nerd Underwriting Training workshop January 8-10th, 2024!

    Sale ended



Share this event

bottom of page