Underwriter Training for Mortgage Agents in Canada
If you are looking for underwriting training as a mortgage agent in Canada, you've come to the right place.
Over 2000 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. Explaining 'why' policies exist and why we do the things we do when underwriting. she will take you through the fundamentals of underwriting in an engaging and fun online zoom environment, crack a few jokes and keep you entertained with tidbits and stories from her extensive brokering career through-out to help you put context to the concepts reviewed.
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.
(Yes, these trainings count towards your CE credits in Ontario)
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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.
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Your training yesterday was outstanding. I have spent 30 years in banking industry and how you ran the training with case studies and the explanation on reading financials was spot on.
Ashif
thank you so much for the 3 days of underwriting training this week. I learned so much! You always explain things so clearly and make it easier to understand.
Darlene
thank you for the great training session this week. I wasn’t sure what to expect, but I’m glad you made it so engaging, informative, and fun.
Rochelle
Really appreciate you taking the time to put on these courses. I've signed up for many, they are great value especially for myself being so new to the business!
Mitch
Tue, Oct 06ZOOMThe starting place for new agents! This is the course you were recommended to attend by your colleagues. 3 days of thorough, intense underwriting training for new mortgage professionals in Canada.
Tue, Oct 13ZOOMUnderwriting 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 along with some case studies to review.
Wed, Oct 21ZoomA deep dive into all things renewals, from strategies on rate conversations to an overview of the collateral transfer switch program vs refinances, grandfathered property value and stress test rules and strategies on how to close more renewal business.
Tue, Nov 03ZOOM2.5 hours of underwriting training for handling divorce files including refinancing, Insured spousal buy out rules, managing support payments (receiving and paying), agreements vs stat decs and ways to tap into this market of business.
Thu, Nov 05ZOOMA comprehensive overview of how net worth programs work, how to qualify files and how to use them strategically to help clients as well as challenges and marketing opportunities.
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Participants of the June 3 day event - click here for access to the recorded video:
Participants of the June Rental event - click here for access to the recorded video:
Participants of the June Renewals Transfer event - click here for access to the recorded video:
Participants of the June BFS Training event - click here for access to the recorded video:
Participants of the June Net Worth event - click here for access to the recorded video: