Training

Team members watch and learn from live training webinar on desktop computer

Live Webinar Calendar

5 Tips to More: More Business, More Referrals, and More Loyalty

Wednesday, August 5, 2020 at 11:00 AM PST
Do you know that by doing this one thing your customer’s satisfaction rating will be over 90%, but not doing it will cause it to plummet to 60%? Do you know what 80% of real estate agents are looking for from their Loan Officer? What about where 70% of borrowers go to find about the mortgage process? What if you had the answers to these questions and they were all actions that you could start doing today? Well, we have that for you in under an hour with our 5 Tips to More session!

Phone Calls with a Purpose

Thursday, August 6, 2020 at 11:00 AM PST
Increase your focus on preparing, anticipating and overcoming objections on your outbound customer calls! In this webinar, you'll learn how to incorporate techniques that will inspire customer referral engagement, and get tips on how to successfully "think on your feet" during your phone calls.

Learn All About Plaza’s FHA 203(k) Renovation Loan Programs (Wholesale and Mini-Correspondent)

Tuesday, August 11, 2020 at 11:00 AM PST
Offer your borrowers the option of purchasing a home in need of repairs, or refi their existing home for remodeling by including the reno costs in their mortgage. The Plaza Home Mortgage® FHA 203(k) Standard and Limited loan programs are designed to do just that. We’ll show you the tools Plaza has available and walk you through all of the resources Plaza offers that simplify renovation lending. We will also be introducing some exciting new changes that FHA recently announced for the programs!

Financial Planner's Guide to Reverse Mortgages

Wednesday, August 12, 2020 at 11:00 AM PST
When it comes to planning for retirement, Reverse Mortgages can be an effective way to create diversity and flexibility in a portfolio. This one-hour learning event is designed to help financial planners and loan professionals to better understand how Plaza’s Reverse Mortgage can be used as a vital part of an overall retirement strategy, and not just a loan of last resort.

FHA Purchases: Facts and Myths (Wholesale & Mini-Correspondent)

Thursday, August 13, 2020 at 10:00 AM PST
Win more deals by leveraging FHA financing! Join us as we explore the advantages and guidelines of FHA, and bust the myths that may stand in your way.

Learn All About Plaza’s FHA 203(k) Renovation Loan Programs (Correspondent)

Tuesday, August 18, 2020 at 11:00 AM PST
Offer your borrowers the option of purchasing a home in need of repairs, or refinancing their existing home for remodeling by including the renovation costs in their mortgage. Join us to learn all about Plaza’s FHA 203(k) Standard and Limited loan programs that are designed to do just that. We’ll show you the tools Plaza has available and walk you through all of the resources Plaza offers that simplify renovation lending.

How to Present a Reverse Mortgage

Wednesday, August 19, 2020 at 11:00 AM PST
There are many unique characteristics and benefits of the reverse mortgage program that are often misunderstood by potential senior prospects. This webinar is designed to help you “organize” loan benefits, risks and loan figures in a way that will help borrower’s better understand how a reverse mortgage loan works, and what it means for the future equity and ownership of the borrower’s home.

Plaza’s Certified Loan Program (Correspondent)

Thursday, August 20, 2020 at 11:00 AM PST
Come join us for an informative webinar explaining how Plaza Home Mortgage's Certified Loan Program can protect our correspondent clients from loan manufacturing defects such as underwriting errors, fraud and misrepresentations, incl defects from compliance, miscalculation of income, occupancy, undisclosed debts and appraisal issues. Additionally, learn how the Certified Loan Program protects our corr lenders at no add'l upfront cost to them, thus substantially mitigating corr repurchase risk.

Negotiate the Numbers Applied: Sole Proprietorship

Friday, August 21, 2020 at 11:00 AM PST
Join us to study the Sole Proprietorship (Schedule C) and learn how to determine expenses for car and truck, meals and entertainment, business use of home and other expenses. Cash flow will also be discussed.