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)
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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.
Stay tuned for spring/summer 2026 training dates to be announced soon!
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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
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.
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Participants of the January Transfer event - click here for access to the recorded video:
Participants of the February 3 day event - click here for access to the recorded videos:
Participants of the February BFS training - click here for access to the recorded video:
Participants of the February Rentals training - click here for access to the recorded video:
Participants of the January Credit training - click here for access to the recorded video:
Participants of the January Divorce event - click here for access to the recorded video:
Participants of the February HELOC training - click here for access to the recorded video:
Participants of the February Down Payment training - click here for access to the recorded video: