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 1800 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.
Nominee for the 2025 Canadian Mortgage Awards
"Industry Service Provider of the Year"
(Yes, these trainings count towards your CE credits in Ontario)
*************************************************
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.
Winter 2026 dates are now available! the 3 day training course is scheduled for Feb 9-11. See the list of scheduled events below for more details and to register.
Want to be on the mailing list for future events? Scroll to the mailing list sign up section
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, Jan 20ZoomThe 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 27ZoomHow to review the credit bureau and understand what is good credit, poor credit and how it will affect the mortgage application.
Thu, Jan 29ZOOM2.5 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.
Tue, Feb 03ZOOM2.5 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 along with some case studies to review.
Fri, Feb 06ZOOMA 2.5 hour deep delve into the world of all things 'Home Equity Line of Credit'. We will talk about the different lenders and the differences/nuances of each one, how to underwrite and qualify these files and different ways to use a HELOC to achieve your clients goals.
Mon, Feb 09ZOOM3 days of thorough, intense underwriting training for new mortgage professionals in Canada.
Tue, Feb 17ZOOMRental 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!
Wed, Feb 18ZOOM2.5 hours of underwriting training focused solely on down payment! Rules, programs, policies, lender guidelines, what to look for in bank statements. Everything from minimum required down payment rules to examples of international wire transfers and inheritances.
Get On The Email List
Participants of the October Self Employment event - click here for access to the recorded video:
Participants of the October 3 day event - click here for access to the recorded videos:
Participants of the October Rentals training - click here for access to the recorded video:
Participants of the October HELOCs training - click here for access to the recorded video:
Participants of the October Divorce training - click here for access to the recorded video: