Our Courses
Underwriting Switch/Transfers: Winning the Renewal Game
Are you capitalizing on the "Gold Rush" and effectively mastering mortgage renewal strategies for clients in 2024?
In the dynamic landscape of mortgage renewals, staying ahead of the curve is crucial.This course is designed to equip mortgage professionals with the knowledge and skills needed to navigate the complexities of underwriting switch transfers, win the renewal game, and maximize existing database renewals.
Course Highlights:
Learn the intricacies of underwriting switch /transfers and understand the impact of a 20-30% increase in switch/transfers over the past 12 months.
Learn how to best support your clients who are part of the 2.2 million mortgage holders who renewing into higher rates in 2024.
Gain insights into the criteria and best practices for evaluating and underwriting switch/ transfers.
Gain techniques and lender options to present compelling offers that align with clients' financial goals and current market conditions.
Learn how to save clients money on mortgage interest and penalties.
Tailor strategies for ARM/VRM mortgage holders.
Learn strategies for leveraging your existing database for successful renewals/switches.
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Online 2-hour video module, quiz and copy of slides for reference.
$49.00 CAD
Underwriting and Financial Concepts
Unlock the secrets of successful residential mortgage underwriting in Canada with our comprehensive live Zoom course. Led by industry experts, our program offers in-depth instruction on the latest regulations and guidelines, as well as hands-on training in key underwriting practices. Whether you're new to the field or looking to advance your career, this course is the perfect way to gain the knowledge and skills you need to succeed in the competitive Canadian mortgage market. Sign up today and take the first step towards a successful career in underwriting!
Two class days, 6-hour zoom classes, 9:30am -12:30 pm EST and 1:00pm-4:00pm EST DATES, TBD. 12 hours total class time.
$299.00 CAD
Mortgage Documentation and Fulfillment for Ontario
We teach you how to complete all of the paperwork, organization, signing and compliance through the application process quickly and professionally so your valued clients feel comfortable dealing with a financial professional who knows them well and strives to help them achieve their goals.
Designed for those considering joining or who have recently joined the mortgage industry as a licensed agent and want to learn more about how to collect and review documentation, or those looking for a career or remote work option as an admin professional in the mortgage industry.
One 4-hour class 9:00am-1:00pm EST DATE TBD
$99.00 CAD
Commercial Mortgage Underwriting
Designed for mortgage professionals, real estate professionals, lawyers, administrative professionals and anyone interested in taking the Mortgage Agent course.
We teach you how to offer more value to your clients who are business owners and investors as well as increasing your knowledge and skills in commercial real estate financing
One 3-hour class Date TBD.