Underwriting Secrets Revealed Self-Paced

Access 13 hrs. of self-paced training videos to enhance your understanding of the pre-prequalification process. With the workflow sheet, this course offers a comprehensive learning experience to help you navigate the process at your pace.

Buy $1,297.00

What We Teach

We focus on what makes or breaks your pipeline:

The Big Three: Application, Credit, and AUS — how to review the 1003, collect the right documents, spot issues early, understand credit reports and risk layers, and read AUS findings with confidence.
Income and Assets: Calculate income correctly, flag problems early, and avoid last-minute surprises.
File Packaging and Passoffs: Build a reliable workflow between processors, loan partners, and originators.
Communication and SLAs: Improve follow up, note taking, expectations, and turn times.

Boost Your Closing Ratio with Efficient Loan Handoffs!

From Application to Approval: Streamline Your Path to Closing"

With this course, you’ll gain valuable insights and practical strategies to create flawless loan packages that meet underwriter expectations. Take advantage of the flexibility of self-paced learning to fit this course into your busy schedule and enhance your mortgage career with confidence.

Course curriculum

1. Clickable Agenda (Google Document) & Directions
2. Underwriting Secrets Revealed Syllabus (Google Document)
3. Welcome
4. Mindset
5. Before You Get Started: How to Use Your Note-Taker & Summary
1. Mortgage Positions
2. Mortgage Loan Originators (MLO)
3. Set up/Disclosure/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. Module Takeaway (Summary)
7. Bedrock for Success: Self-assessment
1. NOTE SHEET for Qualifying the Borrower
2. NOTE TAKING COMPANION for Qualifying the Borrower
3. Introduction
4. The Process
5. Documentation
6. Application pipeline stoppers Quiz and Case Study
1. Credit Detective 1
2. Credit Detective 2
3. Credit Detective 3
4. Recap & Task
5. Credit Report Quiz and Case Study
1. AUS Messages 1
2. AUS Messages 2
3. SUMMARY (takeaway) for Qualifying the Borrower Takeaway
4. Qualifying the Borrower: AUS Findings Quiz & Case Studies
1. Companion Workbook
2. Introduction
3. Qualifying Income
4. Documentation- Qualifying
5. SUMMARY (takeaway) for Introduction to Income
6. NOTES for Wage Earners
7. NOTE TAKING COMPANION for Wage Earners
8. Base, Bonus, Overtime & Commission
9. Variable Income
10. SUMMARY (takeaway) for Wage Earners
11. Bonus Video: Making Variable Income A little More Bearable!
12. INCOME: Wage Earners Quiz & Case Studies
1. NOTES for Other Types of Income
2. NOTE TAKING COMPANION for Other Types of Income
3. Other types of Income 1
4. Other types of income 2a
5. Other types of income 2b
6. Other types of income 3a
7. Other types of income 3b
8. Other types of income Review
9. SUMMARY (takeaway) for Other Types of Income
10. Other Income Quiz and Case Studies
1. NOTES for Introduction to Self-Employed Borrower Income
2. NOTE TAKING COMPANION for Introduction to Self-employed borrower
3. Self-Employed Borrower Intro
4. SUMMARY (takeaway) for Introduction to Self-Employed Borrowers
1. NOTES for Schedule C Sole Proprietor
2. NOTE TAKING COMPANION for Schedule C Sole Proprietor
3. Self-Employed Borrower -Schedule C/Sole Proprietor
4. Self-Employed Borrower - Sch C Case Study
5. SUMMARY (takeaway) for Schedule C Sole Proprietor
1. NOTES for Introduction to Business Returns
2. NOTE TAKING COMPANION for Introduction to Business Returns
3. Self-Employed Borrower - Business Returns
4. SUMMARY (takeaway) for Introduction to Business Returns
1. NOTES for Introduction to 1120S S- Corporation Returns
2. Self-Employed Borrower- 1120S
3. Self-Employed Borrower - 1120S Calculations
4. SUMMARY (takeaway) for 1120S S-Corp
1. NOTES for Introduction to 1065 Partnership Returns
2. Self-Employed Borrower-Partnership 1065P
3. Self-Employed Borrower-Partnership Calculations
4. SUMMARY (takeaway) for 1065P Partnership
1. NOTES for Introduction to 1120 Corporate Tax Returns
2. Self-Employed Borrower-1120 Corporation
3. Self-Employed Borrower-1120 Corp Calculations
4. SUMMARY (takeaway) for 1120 Corporation
1. NOTES for Introduction to Assets
2. Introduction to Assets
3. SUMMARY (takeaway) for Introduction to Assets
4. NOTES for Traditional Assets
5. Traditional Assets
6. SUMMARY (takeaway) for Traditional Assets
7. NOTES for Non-Depository Assets
8. Non-depository Assets
9. SUMMARY (takeaway) for Non-Depository Assets
1. NOTES for Title Commitment
2. Title Commitments
3. NOTES for Condo Review
4. Condos
5. NOTES for Appraisal Review
6. Appraisal Review
7. NOTES for Insurance
8. Insurance
1. Packaging_Purchase
2. Packaging Verification of Rent
3. Funds to Close
4. Document Uploads
5. Packaging _ Refinance
6. Documentation for Refinance
7. Payoff, Credit Supplement & LOEs
8. Submission Refinance
9. The Confident Closer

About this course

$1,297.00
107 lessons
14.5 hours of video content

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