Training
Live Webinar Calendar
Evaluating & Calculating Variable Income | |
 | Monday, July 15, 2024 at 11:00 AM PST Evaluating variable income can be challenging due to its fluctuating nature. Plus, you have to understand all the Agency guidelines for analyzing variable income. Learn how to analyze income trends along with other factors so you can make the best underwriting decisions when calculating variable income. |
Efficient Workplace Communication: Strategies for Success | |
 | Tuesday, July 16, 2024 at 11:00 AM PST The backbone of day-to-day business operations relies on communication. Our methods of connecting and collaborating in the workplace span diverse channels and are constantly evolving, emphasizing the need for fast and efficient communication. Given the crucial role of effective workplace communication, let's delve into enhancing our skills and uncovering valuable tips. Join this webinar to explore how strategic communication can elevate workplace efficiency and productivity. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, July 17, 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. |
Financial Planner's Guide to Reverse Mortgages | |
 | Thursday, July 18, 2024 at 12:00 PM 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. |
Are You Smarter Than an Accountant? | |
 | Monday, July 22, 2024 at 11:00 AM PST This interactive course will test the participants knowledge on self-employment business types, tax forms, and income adjustments. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, July 24, 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. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, July 31, 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. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, August 7, 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. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, August 14, 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. |
Empower More Borrowers with Low to Zero Down Payment Programs (Wholesale & Mini-Correspondent) | |
 | Wednesday, August 14, 2024 at 11:00 AM PST What can you do to help low- to moderate-income borrowers and those striving to purchase their first home in today’s market? Plaza Home Mortgage® may have the answer! Plaza offers qualified borrowers 3% down payment loan programs including Freddie Mac Home Possible® and Fannie Mae® HomeReady®, and even a zero down option with our FHA 100% CLTV Combo loan program. Join us to learn about Plaza’s program guidelines, benefit comparisons, and resources available for these valuable programs. |
Originating a Reverse Mortgage with Plaza: File Flow from Start to Finish | |
 | Thursday, August 15, 2024 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! |
Analyzing Appraisals for Single–Family Residences | |
 | Friday, August 16, 2024 at 11:00 AM PST Identifies the key areas to focus on in the Uniform Residential Appraisal Report. In reviewing each section, you will develop a broader understanding of the appraisal and the Sales Comparison Approach. |
Analyzing Self-Employed Borrowers 202 – Zeroing in on Partnerships | |
| Monday, August 19, 2024 at 11:00 AM PST Once you've learned the basics of building qualifying income from the tax returns of self-employed borrowers, you'll be ready to take your knowledge to the next step with this session that zeroes in on evaluating partnerships (Form 1065). |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, August 21, 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. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, August 28, 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. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, September 4, 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. |
Reverse Mortgage Basics | |
 | Monday, September 9, 2024 at 12:00 PM 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! |
How to Use the Reverse Mortgage to Purchase a Home | |
 | Tuesday, September 10, 2024 at 12:00 PM 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 | |
| Wednesday, September 11, 2024 at 12:00 PM 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. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, September 11, 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. |
How to Present a Reverse Mortgage: The "Kitchen Table" Approach | |
 | Thursday, September 12, 2024 at 12:00 PM 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! |
Business Tax Returns 101 | |
| Friday, September 13, 2024 at 11:00 AM PST In this course, we will introduce the various business structures, the tax forms used to report business income and demonstrate how income flows from business to personal tax returns. |
Analyzing Self-Employed Borrowers 301 – Focusing on Corporations & Financial Statements | |
| Monday, September 16, 2024 at 11:00 AM PST Heads up: This course assumes you are comfortable building income from tax returns. This intermediate session drills into business financials within files. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, September 18, 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. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
 | Wednesday, September 25, 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. |