Loan Officer Training with The Mortgage Calculator

The Mortgage Calculator
  • 5.0 (4)
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  • UPDATED BIWEEKLY
Loan Officer Training with The Mortgage Calculator

The Mortgage Calculator Mortgage Loan Officer Training Series covers an in depth training for new and experienced MLOs on different loan types. Our program features live demos to not only structure a loan, but also the specific setup of a loan file in an LOS system such as Encompass. Both new and experienced Loan Officers and Mortgage Brokers can learn new tips and tricks for loans, new loan products, non traditional mortgage programs and much more!For more info visit https://themortgagecalculator.com/Page/Loan-Officer-Training-Series-PodcastLoan Officers for Unlimited Free Non-QM Leads & Trainings Join The Mortgage Calculator at https://themortgagecalculator.com/join

  1. Loan Officer Training - 12/17/2024 - Mastering ITIN Borrower Loans

    3 DAYS AGO

    Loan Officer Training - 12/17/2024 - Mastering ITIN Borrower Loans

    In this episode of Loan Officer Training, we dive deep into the world of ITIN Borrower Loans—a crucial yet often overlooked area in lending. Join us as we break down what ITIN loans are, who qualifies, and how you, as a loan officer, can confidently guide clients through the process. Discover key strategies, common challenges, and expert tips to help you expand your borrower base and serve a growing market effectively.Whether you're new to ITIN loans or looking to sharpen your skills, this ep...

    21 min
  2. Loan Officer Training - 12/11/2024 - Verifying Business Ownership for Real Estate Loans

    DEC 11

    Loan Officer Training - 12/11/2024 - Verifying Business Ownership for Real Estate Loans

    In this episode of Loan Officer Training, we tackle the critical process of verifying business ownership for real estate loans. Understanding the nuances of business documentation is key to ensuring smooth approvals and compliance. Learn how to identify the right documents, verify legitimacy, and effectively navigate complex ownership structures. We’ll also share tips on how to streamline the process for your clients while maintaining accuracy and professionalism. Whether you're working with ...

    16 min
  3. Loan Officer Training - 12/10/2024 - Structuring Bank Statement Loans for Loan Officers

    DEC 10

    Loan Officer Training - 12/10/2024 - Structuring Bank Statement Loans for Loan Officers

    In this episode of Loan Officer Training, we explore the art of structuring bank statement loans, a powerful solution for borrowers who don’t meet traditional income requirements. Discover what bank statement loans are, who they’re ideal for, and the key strategies to analyze and structure them effectively. Our expert host, Jose Gonzalez will share tips on how to communicate with self-employed clients to build trust and understanding, as well as common pitfalls to avoid. Whether you’re new to...

    22 min
  4. Loan Officer Training - 12/05/2024 - Understanding Underwriting Challenges for Loan Officers

    DEC 5

    Loan Officer Training - 12/05/2024 - Understanding Underwriting Challenges for Loan Officers

    Underwriting can often feel like a complex maze for loan officers, but mastering it is key to ensuring smooth loan approvals. In this episode of Loan Officer Training, we tackle the most common underwriting challenges and share actionable strategies to overcome them.From navigating tight guidelines to resolving credit or income inconsistencies, you’ll gain valuable insights into what underwriters look for and how to better position your loan applications for success. Learn how to anticipate p...

    49 min
  5. Loan Officer Training - 12/04/2024 - Structuring and Explaining the Benefits of a Refinance

    DEC 4

    Loan Officer Training - 12/04/2024 - Structuring and Explaining the Benefits of a Refinance

    Refinancing can be a game-changer for borrowers, but how do you effectively structure a refinance and communicate its value? In this episode of Loan Officer Training, we break down the steps to crafting a winning refinance strategy that aligns with your client's goals.Discover how to calculate savings, highlight benefits like lower monthly payments, reduced interest rates, or access to cash for other financial needs. We'll also explore how to address common borrower concerns and present refin...

    24 min
  6. Loan Officer Training - 12/03/2024 - Analyzing Self-employed Borrower Income: LLC

    DEC 3

    Loan Officer Training - 12/03/2024 - Analyzing Self-employed Borrower Income: LLC

    Understanding how to analyze self-employed borrower income is a key skill for every loan officer, especially when it comes to LLCs. In this episode of Loan Officer Training, we dive into the specifics of evaluating income for borrowers operating under a Limited Liability Company structure.Join us as we unpack essential documents, explore common challenges, and share proven strategies to confidently assess eligibility. Whether you’re a seasoned professional or just starting out, this episode w...

    23 min
  7. Loan Officer Training - 11/27/2024 - Mastering the Initial Sales Call for Loan Officers

    NOV 27

    Loan Officer Training - 11/27/2024 - Mastering the Initial Sales Call for Loan Officers

    In this episode of Loan Officer Training, we dive into the art of mastering the initial sales call—a critical step in building trust and setting the foundation for a successful client relationship. Learn how to ask the right questions, uncover your client’s financial goals, and position yourself as the trusted advisor they need. From crafting a compelling introduction to handling objections with confidence, we’ll equip you with the tools and strategies to turn prospects into loyal clients. Tu...

    22 min
  8. Loan Officer Training - 11/26/2024 - Calculating Non-Variable W-2 Income

    NOV 26

    Loan Officer Training - 11/26/2024 - Calculating Non-Variable W-2 Income

    In this episode of Loan Officer Training, we break down the process of calculating non-variable W-2 income to help you assess borrower qualifications with confidence. Learn how to accurately analyze pay stubs, identify consistent income streams, and account for deductions or other factors that might affect qualifying income. We’ll also share tips for avoiding common mistakes and ensuring compliance with underwriting guidelines. Perfect for new and seasoned loan officers alike, this episode wi...

    15 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

The Mortgage Calculator Mortgage Loan Officer Training Series covers an in depth training for new and experienced MLOs on different loan types. Our program features live demos to not only structure a loan, but also the specific setup of a loan file in an LOS system such as Encompass. Both new and experienced Loan Officers and Mortgage Brokers can learn new tips and tricks for loans, new loan products, non traditional mortgage programs and much more!For more info visit https://themortgagecalculator.com/Page/Loan-Officer-Training-Series-PodcastLoan Officers for Unlimited Free Non-QM Leads & Trainings Join The Mortgage Calculator at https://themortgagecalculator.com/join

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