The Mortgage Agent’s Guide to Underwriting
Simplifying underwriting one deal at a time
Mortgage Underwriting Training for Brokers of the Future
An 8 week live interactive training webinar for mortgage agents, guiding them through the entire process of underwriting a file.
The course covers, but is not limited to:
Week 1 – How to identify a deal
Week 2- How to review and request required documentation
Week 3- How to analyze and identify the type of deal you have
Week 4- How to read and understand Credit Reports
Week 5- How to input deals into your deal operating system (ie. Filogix)
Week 6- Packaging & Submitting a deal, understanding lender guidelines, reading appraisals
Week 7 – How to prepare a file for compliance review
Week 8 – Understanding various lender programs, ie – Switch mortgages, reverse mortgages,
private mortgages, blanket mortgages, rental programs, Porting a mortgage etc.
NEXT COURSE DATE BEGINS
Saturday October 28th, 2023
12pm – 2pm EST
Learn Anytime and Anywhere
Improve Confidence With Clients
Improve Your Underwriting Skills
CAMILLE ROBOTHAM
Meet the Host
As a licensed mortgage agent with over 20 years of industry experience, Camille has worked in many capacities and with many different lenders within the financial industry. She is committed to providing not only excellent service to her clients but has also developed a passion for providing the same commitment of excellence to her colleagues and peers.
Years of experience and countless encounters with lenders, agents, lawyers etc. has caused her to recognize the need within the mortgage industry to educate Mortgage Agents with the underwriting of their deals. Now, in addition to assisting clients with their financing needs, she also consults with brokerages, conducts underwriting workshops, provides coaching and training sessions and provides underwriting support to brokerages and agents alike.
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