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 Underwriter Training for Mortgage Agents in Canada

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By popular request...

One of the most rewarding parts of my career is mentoring and training new agents, both within my own team and through the various community forums in our industry.  Particularly, in the file underwriting department.  The nerdy part.
I have built myself a successful business (IMO) working with hundreds of clients a year, winning volume awards, mentoring a team of over 15 agents, presenting at industry symposiums and events, one of the founders and admins of the newbie mortgage professionals Facebook community and after many requests/comments/hints/suggestions I have decided to offer a formal new agent training course to share my nerdiness to a wider audience.

I am excited to offer an underwriter training course for new mortgage agents.

  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 d
ay 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.  

Thank you so much to those who have attended past events!  So far, over 550 agents have taken the training!

$565 including GST

Training events are run quarterly
Next event dates are April 19-21, 2023 - see link below for booking details!
Want to be on the mailing list for future events?  Scroll to the mailing list sign up section


The Mortgage Nerd
Apr 19, 9:30 a.m. MDT – Apr 21, 9:30 a.m. MDT

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Note - this is for the email list - not the event itself!

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Participants of the Jan 2023 event - click here for access to the recorded videos:

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