The Mortgage Nerd
 Underwriter Training for Mortgage Agents in Canada

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 2 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 2 days.

Thank you so much to those who have attended past events!  So far, over 450 agents have taken the training!

Jan 18-19, 2023

Cost: $380 + $19 GST = $399
Times: 9:30am MST (11:30 Ontario, 8:30 BC) - 5:30pm MST (7:30 Ontario, 4:30 BC) each day


Upcoming Events

  • The Mortgage Nerd
    Wed, Jan 18
    2 days of thorough, intense underwriting training for new mortgage professionals in Canada.

Get On The Email List

Want to be harassed about future events? Subscribe here

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

Thanks for submitting!

  • Facebook
  • Twitter
  • Instagram
  • LinkedIn

Participants of the Sept 27-28 - click here for access to the recorded videos: