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Appraisal Underwriting – Part I The Basics 12:00 pm
Appraisal Underwriting – Part I The Basics
Apr 2 @ 12:00 pm – 1:00 pm
This course reviews basic appraisal theory, defines commonly used terms, introduces industry standard appraisal guidelines, and provides an overview of the role the Appraiser and Reviewer/Underwriter each play in the appraisal process. We’ll also review each section... Read more »
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Understanding the Condo Appraisal 11:30 am
Understanding the Condo Appraisal
Apr 3 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Processors, Underwriters During this training webinar, we will analyze the various sections of the condo appraisal to help simplify your review. You will learn what property characteristics make a condo unique,... Read more »
Not Your Ordinary Income 1:00 pm
Not Your Ordinary Income
Apr 3 @ 1:00 pm – 2:00 pm
This session is an orientation to understanding income types that are not your ordinary income. We’ll focus on documentation requirements; explain when the income can and can’t be used for qualification and how to calculate... Read more »
The Fundamentals of the Mortgage Process – Session 1: Understanding the Mortgage Cycle and How Mortgage Insurance Works 3:00 pm
The Fundamentals of the Mortgage Process – Session 1: Understanding the Mortgage Cycle and How Mortgage Insurance Works
Apr 3 @ 3:00 pm – 4:00 pm
Who Should Attend: Loan Officers, Processors, Underwriters In the first of our 3-part Fundamentals series, learn about the mortgage cycle, key players, regulatory compliance, mortgage insurance and MI premium plan options.
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Evaluating and Calculating Borrower Income 11:30 am
Evaluating and Calculating Borrower Income
Apr 4 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Processors, Underwriters Thorough evaluation and accurate calculation of borrower income is critical in making an informed underwriting decision. Will the borrowers be able to make their new mortgage payment AND meet... Read more »
Understanding & Reviewing Appraisals 1:00 pm
Understanding & Reviewing Appraisals
Apr 4 @ 1:00 pm – 2:30 pm
This interactive class focuses on understanding the Uniform Residential Appraisal Report (URAR) Form 1004. Participants walk through the sections of this form and learn to identify red flags and risk issues. Skills they develop using... Read more »
Self-Employed Borrowers — Personal Tax Return Analysis (SAM Method) 3:00 pm
Self-Employed Borrowers — Personal Tax Return Analysis (SAM Method)
Apr 4 @ 3:00 pm – 4:00 pm
Who Should Attend: Loan Officers, Processors, Underwriters This comprehensive training webinar takes you step-by-step through a self-employed borrower’s personal tax returns. Defining common terms and theories such as nonrecurring vs. recurring, depreciation and other noncash expenses... Read more »
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Detecting and Avoiding Fraud Schemes 1:00 pm
Detecting and Avoiding Fraud Schemes
Apr 5 @ 1:00 pm – 2:00 pm
Detecting and Avoiding Fraud Schemes focuses on understanding what constitutes fraud by reviewing current fraud schemes and hot spots. Participants develop their awareness of fraud by reviewing actual investigated schemes, examining the cost of fraud... Read more »
Managing Remote Staff Effectively 3:00 pm
Managing Remote Staff Effectively
Apr 5 @ 3:00 pm – 4:00 pm
Who Should Attend: Managers Managing staff who is not coming into the office on a regular basis has its challenges. Whether you currently are managing staff working from home, or are considering allowing workers to work... Read more »
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Industry Updates: TRID 2.0 11:30 am
Industry Updates: TRID 2.0
Apr 9 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Mortgage Professionals, Underwriters, Processors TRID 2.0 and the recent tax changes – see what’s ahead! TRID is changing again in 2018 and so are the tax laws – join us to... Read more »
HomeReady: Get the Low Down 1:00 pm
HomeReady: Get the Low Down
Apr 9 @ 1:00 pm – 2:00 pm
Learn the basics of Fannie Mae’s new HomeReadyTM product. We will cover key dates and features, Income eligibility, guidelines and pricing for this new innovative product. Also, learn the benefits of the reduced MI coverage... Read more »
Making the Most of Buying Season 3:00 pm
Making the Most of Buying Season
Apr 9 @ 3:00 pm – 4:00 pm
Who Should Attend: Loan Officers, Managers Each spring, a new wave of homebuyers ramps up for “buying season.” These potential borrowers are not only shopping for homes, they are also shopping for a loan officer. Differentiate... Read more »
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Mortgage Fraud 1:00 pm
Mortgage Fraud
Apr 10 @ 1:00 pm – 2:00 pm
Join Arch MI at 10 AM PT | 11 AM MT | Noon CT | 1 PM ET to understand the impact of mortgage fraud, how to spot it and how to prevent it. Mortgage... Read more »
The Fundamentals of the Mortgage Process – Session 2: Taking the Loan Application and Processing the Loan 3:00 pm
The Fundamentals of the Mortgage Process – Session 2: Taking the Loan Application and Processing the Loan
Apr 10 @ 3:00 pm – 4:00 pm
Who Should Attend: Loan Officers, Processors, Underwriters In the second of our 3-part Fundamentals series, learn about loan types and programs, questions to ask while completing the loan application, the importance of processing and complete documentation.
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HomeReady Mortgage Overview by Fannie Mae 1:00 pm
HomeReady Mortgage Overview by Fannie Mae
Apr 11 @ 1:00 pm – 2:30 pm
Now is the perfect time to learn how you can help your low- to moderate-income clients become homeowners with a low down payment and an affordable monthly payment. HomeReady® Mortgage offers innovative income flexibilities and... Read more »
Loan Officer’s Checklist for Success 1:00 pm
Loan Officer’s Checklist for Success
Apr 11 @ 1:00 pm – 2:00 pm
This webinar will review the skills and attitudes it takes to be a successful loan officer. By the end of the session you will have a to-do list that will help you differentiate yourself from... Read more »
Loan Processing 1:00 pm
Loan Processing
Apr 11 @ 1:00 pm – 2:00 pm
Join Arch MI at 10 AM PT | 11 AM MT | Noon CT | 1 PM ET to define the role of Loan Processing, use the 1003 as a roadmap to gather, review, and... Read more »
Seizing Market Share 3:00 pm
Seizing Market Share
Apr 11 @ 3:00 pm – 4:00 pm
Join Arch MI at Noon PT | 1 PM MT | 2 PM CT | 3 PM ET to learn how to differentiate yourself from the competition and gain market share by becoming the best... Read more »
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Mortgage Insurance Basics 11:30 am
Mortgage Insurance Basics
Apr 12 @ 11:30 am – 12:30 pm
Who Should Attend: Processors, Underwriters and Loan Officers new to the mortgage business or looking to refresh their knowledge about mortgage insurance. Max Karl, a Milwaukee real estate attorney, found a better way for lenders to... Read more »
Selling in a Rising Rate Market 1:00 pm
Selling in a Rising Rate Market
Apr 12 @ 1:00 pm – 2:00 pm
Loan Officers, remember the Adjustable Rate Mortgage (ARM)? It’s probably been a while since you’ve sold these mortgages, but with rising rates, now is the time to build your knowledge about this product to prepare... Read more »
The Self-Employed Training Course 1:00 pm
The Self-Employed Training Course
Apr 12 @ 1:00 pm – 3:00 pm
According to a Bureau of Labor and Statistics 2016 report, approximately 10% of all workers are self-employed, totaling 15 million people. Self-employed borrowers represent a significant opportunity in today’s marketplace, but require prudent review and... Read more »
Master the Mystery 3:00 pm
Master the Mystery
Apr 12 @ 3:00 pm – 4:00 pm
Join Arch MI at Noon PT | 1 PM MT | 2 PM CT | 3 PM ET to learn the fundamentals of navigating through personal tax returns including key components of the 1040 Page... Read more »
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Understanding & Reviewing Condo Appraisals 1:00 pm
Understanding & Reviewing Condo Appraisals
Apr 13 @ 1:00 pm – 2:00 pm
This class focuses on understanding the Individual Condominium Unit Appraisal Report Form 1073. The participants will walk through the sections of this form and learn to identify red flags and risk issues.
Calculating Rental Income 3:00 pm
Calculating Rental Income
Apr 13 @ 3:00 pm – 4:00 pm
The course will help you understand general guidelines for calculating rental income, including recent Fannie Mae/Freddie Mac announcements and forms, as well as how to use Schedule E. Recorded Webinar Time: 51 MINS Learning Objectives: Learn... Read more »
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Self-Employed Borrowers — Business Tax Return Analysis 11:30 am
Self-Employed Borrowers — Business Tax Return Analysis
Apr 16 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Processors, Underwriters This comprehensive webinar shows you how to dig deeper through business tax returns to develop a clearer picture of your self-employed borrower’s income and business financial standing. As we... Read more »
Self-Employed Borrower: Case Study Form 1084 Part I – Personal Tax Returns 12:00 pm
Self-Employed Borrower: Case Study Form 1084 Part I – Personal Tax Returns
Apr 16 @ 12:00 pm – 1:00 pm
Learn to calculate supportable income for self-employed borrowers using personal tax returns and Fannie Mae’s Cash Flow Form 1084. Learning Objectives: Calculate income for Fannie Mae from personal tax returns. Recommended Prerequisites: None Recommended Audience: Mortgage Professional, Loan... Read more »
Not Your Ordinary Assets 1:00 pm
Not Your Ordinary Assets
Apr 16 @ 1:00 pm – 2:00 pm
This session is all about evaluating the less common assets that can be used to obtain funds for closing. We’ll primarily focus on documenting assets that are converted to cash: either by selling an asset... Read more »
Self-Employed Borrower: Case Study Form 1084 Part II – Business Tax Returns 2:00 pm
Self-Employed Borrower: Case Study Form 1084 Part II – Business Tax Returns
Apr 16 @ 2:00 pm – 3:00 pm
Understand when Business Income can be used as Qualifying Income. Learn how Business Income from K-1’s (1120S & 1065) flow onto the Personal Tax Returns. Learn how to use Fannie Mae’s Cash Flow Analysis form.... Read more »
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Conquer the Components 1:00 pm
Conquer the Components
Apr 17 @ 1:00 pm – 2:00 pm
Join Arch MI at 10 AM PT | 11 AM MT | Noon CT | 1 PM ET for an overview of The Three C's of mortgage banking including income/employment, assets/reserves and ratios. Understand the... Read more »
Analyzing Appraisals 3:00 pm
Analyzing Appraisals
Apr 17 @ 3:00 pm – 4:00 pm
Join Arch MI at Noon PT | 1 PM MT | 2 PM CT | 3 PM ET to learn the roles and responsibilities of lenders, underwriters and appraisers when it comes to analyzing appraisals... Read more »
The Fundamentals of the Mortgage Process – Session 3: Evaluating Credit, Capacity, Capital & Collateral 3:00 pm
The Fundamentals of the Mortgage Process – Session 3: Evaluating Credit, Capacity, Capital & Collateral
Apr 17 @ 3:00 pm – 4:00 pm
Who Should Attend: Loan Officers, Processors, Underwriters In the third of our 3-part Fundamentals series, learn about evaluating the Four Cs—credit, capacity, capital and collateral —along with risk layering.
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Evaluating Borrower Assets 11:30 am
Evaluating Borrower Assets
Apr 18 @ 11:30 am – 12:30 pm
Who Should Attend: Processors, Underwriters, Loan Officers Thorough evaluation of borrower assets is critical in making an informed underwriting decision. Have the borrowers demonstrated an ability to save? Do they have assets sufficient to close the... Read more »
Blueprint for Taking a Quality Application 1:00 pm
Blueprint for Taking a Quality Application
Apr 18 @ 1:00 pm – 2:30 pm
Are you looking for a way to close more loans, develop better relationships with your processors and underwriters and reduce the surprise requests of your borrowers? Taking an application is just like creating the blueprint... Read more »
Negotiate The Numbers, The Basics 1:00 pm
Negotiate The Numbers, The Basics
Apr 18 @ 1:00 pm – 2:00 pm
Join Arch MI at 10 AM PT | 11 AM MT | Noon CT | 1 PM ET to learn how to determine qualifying income for self-employed borrowers and understand the different business structures related... Read more »
Negotiate the Numbers Applied: Sole Proprietorship 3:00 pm
Negotiate the Numbers Applied: Sole Proprietorship
Apr 18 @ 3:00 pm – 4:00 pm
Join Arch MI at Noon PT | 1 PM MT | 2 PM CT | 3 PM ET to study the Sole Proprietorship (Schedule C) and learn how to determine expenses for car and truck,... Read more »
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Discover Freddie Mac’s Home Possible 11:30 am
Discover Freddie Mac’s Home Possible
Apr 19 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Mortgage Professionals, Underwriters, Processors Learn more about the benefits and features of Freddie Mac’s low down payment offerings – Home Possible and Home Possible Advantage. In this session, you will learn... Read more »
Self-Employed Borrower: Part I, The Basics 12:00 pm
Self-Employed Borrower: Part I, The Basics
Apr 19 @ 12:00 pm – 1:00 pm
Learn the basic business income concepts for calculating qualifying income. Review the different business types and how they relate and flow to a borrower’s personal return (1040). Identify the allowable business adjustments required and review... Read more »
Review Schedule C Sole Proprietor 1:30 pm
Review Schedule C Sole Proprietor
Apr 19 @ 1:30 pm – 2:30 pm
Review a personal tax return with a filed Schedule C reporting a Sole Proprietor business income. Calculate qualifying income using Freddie Mac’s Form 91. Recorded Webinar Time: 36 MINS Learning Objectives: Understand the meaning of self-employed,... Read more »
How to Manage Generational Differences in the Workplace 3:00 pm
How to Manage Generational Differences in the Workplace
Apr 19 @ 3:00 pm – 4:00 pm
The modern work environment continues to grow in age diversity which brings forth its own set of benefits and challenges. More seasoned generations offer years of experience and industry knowledge while younger generations offer new... Read more »
Negotiate the Numbers Applied: Partnership, S Corporation, Corporation 3:00 pm
Negotiate the Numbers Applied: Partnership, S Corporation, Corporation
Apr 19 @ 3:00 pm – 4:00 pm
Join Arch MI at Noon PT | 1 PM MT | 2 PM CT | 3 PM ET to study the Partnership (Form 1065), the S Corporation (Form 1120S) and the Corporation (Form 1120). Understand... Read more »
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Making the Most of Buying Season 12:00 pm
Making the Most of Buying Season
Apr 20 @ 12:00 pm – 1:00 pm
Who Should Attend: Loan Officers, Managers Each spring, a new wave of homebuyers ramps up for “buying season.” These potential borrowers are not only shopping for homes, they are also shopping for a loan officer. Differentiate... Read more »
Self-Employed Borrower: Case Study Form 91 Part I – Personal Tax Returns 12:00 pm
Self-Employed Borrower: Case Study Form 91 Part I – Personal Tax Returns
Apr 20 @ 12:00 pm – 1:00 pm
Learn to calculate supportable income for self-employed borrowers using personal tax returns and Freddie Mac’s income analysis Form 91. Learning Objectives: Calculate income for Freddie Mac from personal tax returns. Recommended Prerequisites: None Recommended Audience: Mortgage Professional, Loan... Read more »
Review and Calculate Income from 1040 Schedule F (Farm) 2:00 pm
Review and Calculate Income from 1040 Schedule F (Farm)
Apr 20 @ 2:00 pm – 3:00 pm
Review a Tax Return for an applicant who has filed a Schedule F, which is typically related to farming income. Recorded Webinar Time: 35 MINS Learning Objectives: Understand meaning of self-employed, discuss completion of Schedule F,... Read more »
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Self-Employed Borrowers — Personal Tax Return Analysis (SAM Method) 11:30 am
Self-Employed Borrowers — Personal Tax Return Analysis (SAM Method)
Apr 23 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Processors, Underwriters This comprehensive training webinar takes you step-by-step through a self-employed borrower’s personal tax returns. Defining common terms and theories such as nonrecurring vs. recurring, depreciation and other noncash expenses... Read more »
Appraisal Underwriting – Part II Focus on the Sales Comparison 12:00 pm
Appraisal Underwriting – Part II Focus on the Sales Comparison
Apr 23 @ 12:00 pm – 1:00 pm
The course provides an overview of analyzing the Sales Comparison section of the appraisal. We will review how to analyze the comparison property selection and examine what to look for and how to analyze each data... Read more »
Conforming Loan Structuring: Strategies to Win! 1:00 pm
Conforming Loan Structuring: Strategies to Win!
Apr 23 @ 1:00 pm – 2:00 pm
In this session you will learn to: • Understand each MI product that Radian offers and how they can benefit your customer • Determine the best strategy for selling products and closing more loans •... Read more »
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Self-Employed Borrowers — Business Tax Return Analysis 11:30 am
Self-Employed Borrowers — Business Tax Return Analysis
Apr 24 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Processors, Underwriters This comprehensive webinar shows you how to dig deeper through business tax returns to develop a clearer picture of your self-employed borrower’s income and business financial standing. As we... Read more »
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LinkedIn Strategies for Loan Officers 12:00 pm
LinkedIn Strategies for Loan Officers
Apr 25 @ 12:00 pm – 1:00 pm
Who Should Attend: Loan Officers, Managers, Mortgage Professionals This 60-minute webinar offers insight on using LinkedIn to reach a broader audience. You’ll gain a better understanding of LinkedIn basics to increase your visibility and come away... Read more »
Self-Employed Borrower: Part II, Partnership, S-Corp and Corporations 12:00 pm
Self-Employed Borrower: Part II, Partnership, S-Corp and Corporations
Apr 25 @ 12:00 pm – 1:00 pm
This course will help you become more comfortable examining business tax returns including Partnership, S-Corporation and Corporation. We’ll also review how the Cash Flow Method is used to help analyze income from business returns and introduce a... Read more »
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How to Originate a Successful Construction Loan in 30 Days 11:30 am
How to Originate a Successful Construction Loan in 30 Days
Apr 26 @ 11:30 am – 12:30 pm
Who Should Attend: Loan Officers, Mortgage Professionals, Underwriters, Processors Construction loan transactions are complex and have more moving parts than a standard purchase or refinance. Additional documentation, compliance reviews and inspections can be daunting and frustrating... Read more »
Beyond Schedule C 1:00 pm
Beyond Schedule C
Apr 26 @ 1:00 pm – 2:00 pm
So, you have attended a class on analyzing income for the self-employed borrower or you are experienced in reviewing business tax returns, but doubts or questions linger. This session is designed for you! We will... Read more »
Understanding the Loan Product Advisor ® Feedback Certificate 3:00 pm
Understanding the Loan Product Advisor ® Feedback Certificate
Apr 26 @ 3:00 pm – 4:00 pm
This course reviews Freddie Mac’s Loan Product Advisor feedback certificate, which will help you learn how to document your loan file and review helpful tools. NOTE: This is not a session on data entry. Recorded Webinar... Read more »
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Self-Employed Borrower: Case Study Freddie Mac Form 91 Part II – Business Tax Returns 12:00 pm
Self-Employed Borrower: Case Study Freddie Mac Form 91 Part II – Business Tax Returns
Apr 27 @ 12:00 pm – 1:00 pm
Understand when Business Income can be used as Qualifying Income. Learn how Business Income from K-1’s (1120S & 1065) flow onto the Personal Tax Returns. Learn how to use Freddie Mac’s Income Analysis Form. NOTE: Part II... Read more »
Tax Return Review: Rental Property Filing as a Business with a Form 8825 2:00 pm
Tax Return Review: Rental Property Filing as a Business with a Form 8825
Apr 27 @ 2:00 pm – 3:00 pm
Review a Tax Return: Rental Property Filing as a Business with a Form 8825. Learning Objectives: Review a Tax Return Recommended Prerequisites: None Recommended Audience: Mortgage Professional, Loan Officer, Loan Processor, Underwriter
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Equal Housing Lender; Franklin American Mortgage Company, 6100 Tower Circle, Suite 600, Franklin, TN 37067. Company NMLS #1599. For mortgage banking professionals only; not authorized for distribution to consumers or third-parties. All info herein is subject to change without notice. NOTE: All content/links originated with, and maintained by, third parties and do not represent the views of Franklin American Mortgage or its employees. Consult your company’s policies, procedures, and/or internal compliance/legal guidelines regarding all regulatory/compliance issues.