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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 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 2 days.

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

Training events are run quarterly - dates for the next event are being finalized (currently looking at late April 2023).  
Please sign up for the mailing list below for email notice once the dates are announced.


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

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