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Underwriter Training for Mortgage Agents in Canada
Who Are We
If you are looking for underwriting training as a mortgage agent in Canada, you've come to the right place.
Over 1200 agents and counting have taken part in Jill's training courses since they were launched in 2021 coming from all brands, brokerages and experience levels in the industry.
Jill has a way of breaking down complex topics into easy to understand segments.
New agents are recommended to take part in the 3 day Mortgage Nerd training course. Stand alone training sessions on individual topics are also available throughout the year for those looking for more time on a specific topic.
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The Mortgage Nerd 3 day event
There are tons of courses on how to get business, this is not that course.
This course will focus on what to do with that file once you get it.
How to structure an application, calculate income, read business financial statements, read credit bureaus, rental worksheets, how to choose a lender or product and all of the nitty gritty details that can make or break a mortgage application jam packed into a 3 day online workshop.
Whether you are brand new to the business or are a few years in, this course will cover as much about underwriting mortgage applications that can fit into 3 days. 15 hours of scheduled content plus Q&A periods and open mic at the end of each day.
Want to be on the mailing list for future events? Scroll to the mailing list sign up section
Tue, Jan 14ZoomJan 14, 2025, 11:00 a.m. – 1:00 p.m. MSTThe much requested transfer switch presentation. A deep delve into Collateral transfer switches vs refinances, grandfathered property value and stress test rules and strategies on how to close more renewal and transfer business.
Tue, Jan 21ZOOMJan 21, 2025, 11:00 a.m. – 1:30 p.m.2.5 hours of underwriting training for Self employed client files for new agents. We will cover sole prop gross ups and add backs, incorporated clients, reading financial statements, NIAT, insured stated income, newly BFS and alt side stated income qualifying.
Tue, Feb 11ZOOMFeb 11, 2025, 9:30 a.m. MST – Feb 13, 2025, 3:30 p.m. MST3 days of thorough, intense underwriting training for new mortgage professionals in Canada.
Tue, Feb 18ZOOMFeb 18, 2025, 11:00 a.m. – 1:30 p.m. MSTRental properties for beginners - we will go through how to underwrite rental properties in an application, using rental worksheets and things to watch for on rental property files!
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Participants of the August Transfer Switch event - click here for access to the recorded video:
Participants of the November 3 day event - click here for access to the recorded videos:
Participants of the Nov Rentals Workshop - click here for access to the recorded videos:
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