May
29
12:00 PM12:00

Self-Employed Borrowers—Focus on Partnerships and S Corporations

This webinar takes you on a step-by-step review of the Partnership and S Corporation tax returns. Defining common terms and theories, such as nonrecurring vs. recurring income or expenses, distributions and guaranteed payments, will help you develop a clearer picture of your self-employed borrower’s income and financial standing.

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May
29
12:15 PM12:15

Top of Mind Training - Cierra Dootson

Topic: Surefire Top of Mind Training

Time: This is a recurring meeting Meet anytime

 

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https://genevafi.zoom.us/j/928567340

 

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Meeting ID: 928 567 340

Find your local number: https://zoom.us/u/a0RYDUR5f

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May
30
12:00 PM12:00

Essent - Control, Manage and Write More Effective Email

This workshop is designed for participants using Outlook to improve their skill level. Tips and techniques covered are ways to control daily flow of emails. Discover outlook tips to be more effective with email. Learn the 5 Part PADD email writing model to motivate more readers to respond to their emails. Learners will also discover simple basic tips on Outlook that can improve their productivity immediately.

Control, Manage and Write More Effective Email

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May
23
11:00 AM11:00

Learn All About Plaza’s FHA 203(k) Renovation Loan Programs

Offer your borrowers the option of purchasing a home in need of repairs, or refinancing their existing home for remodeling by including the renovation costs in their mortgage. Join us to learn all about Plaza’s FHA 203(k) Standard and Limited loan programs that are designed to do just that. We’ll show you the tools Plaza has available and walk you through all of the resources Plaza offers that simplify renovation lending. 

Thursday, May 23 at 11 AM PT

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May
22
12:15 PM12:15

Top of Mind Training - Cierra Dootson

Topic: Surefire Top of Mind Training

Time: This is a recurring meeting Meet anytime

 

Join Zoom Meeting

https://genevafi.zoom.us/j/928567340

 

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+16465588656,,928567340# US (New York)

+17207072699,,928567340# US

 

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Meeting ID: 928 567 340

Find your local number: https://zoom.us/u/a0RYDUR5f

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May
22
11:00 AM11:00

Shut the Door on Fraud Part I: Scams, Schemes, and Documentation Review

This course identifies common fraud trends and schemes, the red flags that alert you to potential fraud and the tools available to help you combat fraud.

Learning Objectives: Identify common fraud trends, learn red flags that alert for potential fraud, develop beginner understanding of fraud 

Wednesday, May 22 at 11 AM PT

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May
16
11:00 AM11:00

Essent - Focus on Assets: Acceptable Documentation and Eligible Sources

This module will look at eligible sources for funds to close and reserves (if applicable) as well as the requirements for asset documentation. The course is designed for the participant to gain an understanding of eligible and ineligible sources of funds, interested party contributions (IPC's), large deposits, business assets, reserves, and acceptable documentation for assets.

Focus on Assets: Acceptable Documentation and Eligible Sources

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May
15
12:15 PM12:15

Top of Mind Training - Cierra Dootson

Topic: Surefire Top of Mind Training

Time: This is a recurring meeting Meet anytime

 

Join Zoom Meeting

https://genevafi.zoom.us/j/928567340

 

One tap mobile

+16465588656,,928567340# US (New York)

+17207072699,,928567340# US

 

Dial by your location

        +1 646 558 8656 US (New York)

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Meeting ID: 928 567 340

Find your local number: https://zoom.us/u/a0RYDUR5f

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May
14
11:00 AM11:00

Not Your Ordinary Assets

Catch this sequel to Liquid Assets for an introduction into less common assets that can be used in a mortgage transaction.

In this session you will learn:
• To evaluate the less common asset that may be used in the mortgage transactions - tax refunds, real estate commissions, life insurance payments, bridge loans, and loans against life insurance or retirement funds. Lease-to-Purchase escrow accounts are also discussed
• Industry and GSE requirements for document requirements for each asset type with a focus on red flags
• To differentiate between documentation and qualification requirements for borrowers selling an asset or taking a loan against an asset

Tuesday, May 14 at 11 AM PT

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May
13
1:00 PM13:00

Branch Manager Lead Coding Training

This is for Branch Managers who have loan officers underneath them. We will go through the process of how to code marketing leads in the system

Join Zoom Meeting

https://genevafi.zoom.us/j/861780088

 

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        +1 646 558 8656 US (New York)

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Meeting ID: 861 780 088

Find your local number: https://zoom.us/u/aBkt4JtKQ

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May
13
11:00 AM11:00

NEW! How to Read a Credit Report in Under 5 Minutes

Being able to confidently review a credit report with your borrower isn’t always easy. But after this 60-minute webinar, you’ll be able read one like a pro. Insider Mike Olden, Vice President of Sales and Education at American Reporting Company, will teach you how to review a mortgage credit report through the eyes of ARC.

Topics include:
• Understanding FICO Scores and Reason Codes
• Best practices for avoiding Mismatch Alerts and how to address them
• Reviewing the Source of Information section from each bureau
• Interpreting Trended Credit Data

Monday, May 13 at 11 AM PT

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May
10
11:00 AM11:00

Master the Mystery: Navigating and Evaluating Personal Tax Returns

Learn the fundamentals of navigating through personal tax returns including key components of the 1040 Page 1, Schedule A, Form 2106, Schedule B, Schedule D, and Schedule E. Discover when and why tax returns are needed, and recognize when tax returns are complete. You will understand income trending and you will be introduced to the Arch MI Tax Return Analysis Calculator.

Friday, May 10 at 11 AM PT

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