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.


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NEXT COURSE DATE BEGINS

Saturday October 28th, 2023

12pm – 2pm EST

DON’T MISS IT

Reserve

Your Spot!

Learn Anytime and Anywhere

Improve Confidence With Clients

Improve Your Underwriting Skills

“This was an excellent course. It was the missing puzzle piece for me in terms of building my knowledge and confidence as a newer agent.”

Karlee M. / Stirling, ON

It is always a pleasure working with Camille… Her experience as an underwriter will help you when you need it the most.”

Faisal J. / Toronto, ON

Camille is a true professional to work with and one of the best minds in the broker space… In addition, she teaches underwriting courses and brings massive value to the broker channel and is always willing to help and listen.

Karim A. / Toronto, ON

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.

DON’T MISS IT

Reserve

Your Spot!