Underwriting Secrets Revealed Mentoring Group

From Application to Approval: Streamlining the Path to Closing

Learn how to submit loans effectively with minimal conditions. Our modules cover everything from understanding underwriter expectations to verifying borrower income, assets, and collateral. Weekly meetings with an underwriter and bite-sized lessons ensure easy learning.

Course curriculum

    1. How to use this course

      FREE PREVIEW

    2. Clickable Agenda (Google Document) & Directions

    3. Underwriting Secrets Revealed Syllabus (Google Document)

    4. Before You Get Started: How to Use Your Note-Taker & Summary

    1. NOTE SHEET for Mindset

    2. Welcome

    3. Mindset

    4. SUMMARY (takeaway) for Mindset

    1. Mortgage Positions

    2. Mortgage Loan Originators (MLO)

    3. Set up/Opener

    4. Mortgage loan Processor (MLP)

    5. Mortgage Underwriter

    6. Closer/Funder

    7. Post Closing

    1. NOTE SHEET for Bedrock of Success

    2. NOTE TAKING COMPANION for Bedrock for Success

    3. 10 Commandments

    4. Missing items on the 1003

    5. Struggling vs. Thriving

    6. SUMMARY (takeaway) for Bedrock for Success

    1. NOTE SHEET for Qualifying the Borrower

    2. NOTE TAKING COMPANION for Qualifying the Borrower

    3. Introduction

    4. The Process

    5. Documentation

    6. Credit Detective 1

    7. Credit Detective 2

    8. Credit Detective 3

    9. Recap & Task

    10. AUS Messages 1

    11. AUS Messages 2

    12. SUMMARY (takeaway) for Qualifying the Borrower

    1. NOTES Introduction to Income

    2. NOTE TAKING COMPANION for Introduction to Income

    3. Introduction

    4. Qualifying Income

    5. Documentation - Qualifying

    6. SUMMARY (takeaway) for Introduction to Income

    7. NOTES for Wage Earners

    8. NOTE TAKING COMPANION for Wage Earners

    9. Base, Bonus, Overtime & Commission

    10. Variable Income

    11. SUMMARY (takeaway) for Wage Earners

    12. NOTES for Other Types of Income

    13. NOTE TAKING COMPANION for Other Types of Income

    14. Other Types of Income 1

    15. Other Types of Income 2a

    16. Other Types of Income 2b

    17. Other Types of Income 3a

    18. Other Types of Income 3b

    19. Other Types of Income Review

    20. SUMMARY (takeaway) for Other Types of Income

    21. NOTES for Introduction to Self-Employed Borrower Income

    22. NOTE TAKING COMPANION for Introduction to Self-employed borrower

    23. Self-Employed Borrower Introduction

    24. SUMMARY (takeaway) for Introduction to Self-Employed Borrowers

    25. NOTES for Schedule C Sole Proprietor

    26. NOTE TAKING COMPANION for Schedule C Sole Proprietor

    27. Self-Employed Borrower- Schedule C/Sole Proprietor

    28. Self-Employed Borrower - Sch C Case Study

    29. SUMMARY (takeaway) for Schedule C Sole Proprietor

    30. NOTES for Introduction to Business Returns

    31. NOTE TAKING COMPANION for Introduction to Business Returns

    32. Self=Employed Borrower - Business Returns

    33. SUMMARY (takeaway) for Introduction to Business Returns

    34. NOTES for Introduction to 1120S S- Corporation Returns

    35. Self-Employed Borrower - 1120S

    36. Self-Employed Borrower - 1120S Calculations

    37. SUMMARY (takeaway) for 1120S S-Corp

    38. NOTES for Introduction to 1065 Partnership Returns

    39. Self-Employed Borrower- Partnership 1065P

    40. Self-Employed Borrower- Partnership Calculations

    41. SUMMARY (takeaway) for 1065P Partnership

    42. Self-Employed Borrower- 1120 Corporation

    43. Self-Employed Borrower- 1120 Corp Calculations

    44. NOTES for Introduction to 1120 Corporate Tax Returns

    45. SUMMARY (takeaway) for 1120 Corporation

About this course

  • $2,995.00
  • 107 lessons
  • 13.5 hours of video content

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