Training

Live Webinar Calendar
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
![]() | Thursday, September 21, 2023 at 9:00 AM 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, October 4, 2023 at 12:00 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. |
Facebook Strategies for Loan Originators | |
![]() | Monday, October 9, 2023 at 11:00 AM PST Social Media, particularly Facebook, is one of the most valuable touch points you can have with your customers and prospects. This 60-minute webinar will provide you with the information, insights and strategies that you need to successfully engage your target audience on Facebook and Facebook Messenger. |
Reverse Mortgage Basics | |
![]() | Tuesday, October 10, 2023 at 12:00 PM PST Plaza Home Mortgage® makes doing reverse mortgages simple. Attend a live session with Mark Reeve, VP of Plaza’s Reverse Mortgage Division, to learn about Plaza's reverse loan products, the origination process, compensation, and more. Get answers to debunk the myths about Reverse Mortgages – from the lender who’s been originating it for more than 15 years. |
Business Tax Returns 101 | |
![]() | Friday, October 13, 2023 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. |
Title Essentials | |
![]() | Tuesday, October 17, 2023 at 11:00 AM PST Get acquainted with Title and what to expect during the Pre-Closing, Closing, and Post-Closing processes, including key steps involved in obtaining a Title. This session provides home buyers, borrowers, lenders, and professionals in the mortgage industry an overview of key Title essentials, and answers to Title-related questions. |
Build Your Business with Renovation Lending and Accessory Dwelling Units (ADUs) (Wholesale & Mini-Correspondent) | |
![]() | Tuesday, October 17, 2023 at 12:00 PM PST In this informative webinar we will review what Accessory Dwelling Units are and the benefits of ADUs, including how to use ADU rental income to qualify. We offer Fannie Mae® HomeStyle®, Freddie Mac CHOICERenovation®, and FHA Standard 203(k). Each one of these products offers a multitude of solutions for the construction of an ADU. |
Build Your Business with Renovation Lending and Accessory Dwelling Units (ADUs) (Correspondent) | |
![]() | Thursday, October 19, 2023 at 12:00 PM PST In this informative webinar we will review what Accessory Dwelling Units are and the benefits of ADUs, including how to use ADU rental income to qualify. We offer Fannie Mae® HomeStyle®, Freddie Mac CHOICERenovation®, and FHA Standard 203(k). Each one of these products offers a multitude of solutions for the construction of an ADU. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Mini-Correspondent) | |
![]() | Thursday, October 19, 2023 at 9:00 AM 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. |
Don’t Miss Out on DSCR Investor Solutions (Wholesale & Mini-Correspondent) | |
![]() | Thursday, October 19, 2023 at 11:00 AM PST Do you have a borrower looking to expand their investment portfolio? Plaza’s Debt Service Coverage Ratio (DSCR) Investor Solutions program makes it easy for investors to qualify by using the cash flow of the subject property. No borrower employment information is required, making it a great program to either purchase or refinance an investment property. Join us to learn about DSCR’s program features, qualification requirements, and the scenarios when this program would be a great option! |
Blueprint for a Quality Application | |
![]() | Monday, November 6, 2023 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. |
How to Review an Appraisal | |
![]() | Monday, November 13, 2023 at 11:00 AM PST In this Residential Appraisal Review training webinar, you will get the tools you need to help build and strengthen your appraisal evaluation skills. The more familiar you become with typical secondary market guidelines, learn what valuation methods are available, and develop a deeper understanding of certain cautionary items that help identify potential problems, the better you will be at evaluating an appraisal. |
Business Tax Returns 201 | |
![]() | Friday, November 17, 2023 at 11:00 AM PST In this course, we will dive into the fundamentals of self-employed borrower income calculation, including allowable add-backs and required deductions. We will also review the principles of Profit and Loss Statement requirements, Net Operating Loss carryover considerations and personal debts paid by the business. |
Business Tax Returns 301 | |
![]() | Friday, December 8, 2023 at 11:00 AM PST In this course, we will focus on the unique considerations of Sole Proprietorships and Corporations. We’ll break down mileage depreciation and how to know if you can include an additional add-back (Schedule C), as well as review the different requirements for utilizing corporate cash flow. |
Evaluating Borrower Assets | |
![]() | Monday, December 11, 2023 at 11:00 AM PST Thorough evaluation of borrower assets is critical in making an informed underwriting decision. Have the borrowers demonstrated an ability to save? Do they have assets sufficient to close the loan and satisfy reserve requirements? |
Manufactured Home Appraisal Analysis | |
![]() | Monday, December 18, 2023 at 11:00 AM PST Manufactured homes have seen an increase of production over the past decade. New building techniques and styles have created a rise in purchases of these homes. Now is the time to learn more about this home and the appraisal form utilized for these transactions. |