Training
Live Webinar Calendar
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Thursday, December 26, 2024 at 1:00 PM PST Join us for a demo of the Plaza Home Mortgage® Loan Origination System, BREEZE. This webinar will give you an overview of the system and guide you through the processes you will need to know as a Loan Officer or a Processor. |
Blueprint for Taking a Quality Application | |
 | Monday, January 6, 2025 at 11:00 AM PST Are you looking for a way to close more loans, develop better relationships with your processors and underwriters and reduce surprise requests of your borrowers? Taking an application is just like creating the blueprint for a new home. Complete, quality information ensures everyone knows the plans for successful execution. |
Plaza’s Conventional Renovation Loan Programs (Wholesale and Mini-Correspondent) | |
 | Tuesday, January 7, 2025 at 11:00 AM PST Fannie Mae’s HomeStyle® and Freddie Mac’s CHOICERenovation® loan programs are solutions for financing home improvements, designed for borrowers looking for convenience and cost savings by financing both their home purchase or refinance and renovation costs in a single loan. Expand your business by meeting a greater variety of client needs, plus address the aging housing supply and the increasing demand for cost-effective financing. |
USDA Could Be the Right Loan for Your Rural Home Buyers (Wholesale & Mini-Correspondent) | |
 | Wednesday, January 8, 2025 at 10:00 AM PST Many home buyers are seeking the slower pace of rural life, shown by the increasing move from metropolitan areas to smaller communities - and Plaza’s USDA loan options are here to help! Join us as we discuss the USDA Guaranteed Rural Housing Loan Program, designed for low- and moderate-income rural residents to purchase or refinance a home. Learn how this program represents affordable, stable, and responsible loan options for rural communities, and how to get your USDA loan started with Plaza. |
Top Trending Mortgage FAQs – Focus on Assets & Income | |
 | Monday, January 13, 2025 at 11:00 AM PST During this 60-minute session, you will have the opportunity to test your knowledge as we discuss the answers to some commonly asked questions. We will share strategies to deal with your frequently encountered challenges as well as best practices to help you improve loan quality and avoid defects. |
Plaza’s Conventional Renovation Loan Programs (Correspondent) | |
| Tuesday, January 14, 2025 at 11:00 AM PST Fannie Mae’s HomeStyle® and Freddie Mac’s CHOICERenovation® loan programs are solutions for financing home improvements, designed for borrowers looking for convenience and cost savings by financing both their home purchase or refinance and renovation costs in a single loan. Expand your business by meeting a greater variety of client needs, plus address the aging housing supply and the increasing demand for cost-effective financing. |
Exploring Jumbo Loan Options: Insights & Comparisons (Correspondent) | |
 | Wednesday, January 15, 2025 at 11:00 AM PST Here at Plaza Home Mortgage® we currently offer five different Jumbo programs to fit the needs of our different clients. Each jumbo program is unique and meets the needs of a different type of borrower, from self-employed borrowers to first-time homebuyers and investors. In this webinar we plan to share a comparison of the program features, benefits and eligibility requirements. Don’t miss this informative session! |
Reverse Mortgage Basics | |
 | Monday, January 27, 2025 at 11:00 AM PST Plaza Home Mortgage® makes reverse mortgages easy! Join our live session with Mark Reeve, VP of Plaza’s Reverse Mortgage Division, to learn more about our reverse loan products, streamlined origination process, compensation, and more. Get the real facts and debunk the myths about Reverse Mortgages from an expert with over 15 years of experience. Don't miss this opportunity! |
Originating a Reverse Mortgage with Plaza: File Flow from Start to Finish | |
 | Tuesday, January 28, 2025 at 11:00 AM PST Join our exclusive webinar to discover Plaza’s comprehensive Reverse Mortgage file flow process, from initial loan scenario to final funding. Learn how our dedicated Reverse Mortgage Team supports you every step of the way, ensuring you set clear expectations for your senior clients and achieve smooth, successful closings. Don’t miss this opportunity to enhance your expertise and elevate your client service! |
How to Use the Reverse Mortgage to Purchase a Home | |
 | Wednesday, January 29, 2025 at 11:00 AM PST Did you know that qualified borrowers may be able to use a reverse mortgage to purchase a home? It’s a great tool that many lenders don’t know they can leverage for a purchase. Join Mark Reeve, Plaza's VP, Reverse Mortgage Division, where he will share with you everything you need to know to help your clients use a Plaza Reverse Mortgage to purchase a home. |
Financial Planner's Guide to Reverse Mortgages | |
 | Thursday, January 30, 2025 at 11:00 AM PST When planning for retirement, Reverse Mortgages can effectively add diversity and flexibility to a portfolio. This one-hour learning event aims to assist financial planners and loan professionals in gaining a better understanding of how Plaza’s Reverse Mortgage can serve as a crucial component of an overall retirement strategy, rather than just a last-resort loan. |
How to Present a Reverse Mortgage: The "Kitchen Table" Approach | |
 | Friday, January 31, 2025 at 11:00 AM PST Discover the hidden benefits and unique features of reverse mortgages that potential senior clients often misunderstand! Join our exclusive webinar designed to simplify and clarify everything for you. Learn how to effectively present loan benefits, risks, and figures to help borrowers grasp how a reverse mortgage works and its impact on their future home equity and ownership. Don’t miss this opportunity to empower your clients with knowledge and confidence! |
MI Essentials | |
| Monday, February 3, 2025 at 11:00 AM PST In this course we will give you a broad overview of mortgage insurance and the role mortgage insurance plays in protecting homebuyers and lenders. |
Up Your Game!?Overcoming Approval Obstacles | |
| Monday, February 10, 2025 at 11:00 AM PST In this highly competitive lending environment, it’s imperative that you understand the rules of the game right from the start. Learn how to position yourself as the mortgage expert by mastering strong communication and execution skills that will assist you in earning your customers’ loyalty. Join us for a 60-minute drill on skills you will need in order to successfully compete. |
Understanding and Reviewing Appraisals | |
| Monday, March 3, 2025 at 11:00 AM PST A well done appraisal report might take you through some twists and turns but the ending should not surprise you. Let our team walk you through the 1004 (Uniform Residential Appraisal Report) and show you how it is like reading a story. |
Mortgage Insurance Basics | |
| Monday, March 10, 2025 at 11:00 AM PST Max Karl, a Milwaukee real estate attorney, found a better way for lenders to originate low-down payment loans when he founded MGIC in 1957. Today, the mortgage industry offers more financing alternatives for high-LTV lending, yet mortgage insurance remains one of the safest, most affordable options for both lenders and borrowers. |