Training
Live Webinar Calendar
Analyzing Self-Employed Borrowers 302 - Looking at Income from Farming | |
 | Monday, August 10, 2026 at 11:00 AM PST Not all farming income is calculated the same, and farmers do not always report their income on IRS Form 1040, Schedule F.
Take 45 minutes to dig further into the mystery behind farming income and glean a better understanding of:
- Which IRS forms are used to report farming income and what tools are needed to analyze this income
- How to cash flow farming income from a Schedule F and a partnership return
- What to consider when the subject property is the farm |
Reverse Mortgages 101: Key Concepts | |
 | Wednesday, August 12, 2026 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, for a back-to-basics look at how reverse mortgages work. We’ll cover the fundamentals of the HECM program, the borrower protections and costs you need to know, the differences between Fixed and Adjustable Rate HECMs, and the powerful line of credit advantage that makes reverse mortgages a smart retirement income strategy. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, August 12, 2026 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 & Non-Delegated Correspondent) | |
 | Wednesday, August 19, 2026 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. |
Structuring Renovation Loans Made Easy (Wholesale and Non-Delegated Correspondent) | |
 | Tuesday, August 25, 2026 at 11:00 AM PST Discover how Plaza's BREEZE LOS calculator simplifies renovation loan calculations by automatically including required renovation costs, so you can structure loans quickly, accurately, and confidently. |
Condo Changes and Updates: Navigating New Rules and Market Impact (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, August 26, 2026 at 11:00 AM PST Stay ahead of the latest condo lending changes in this informative webinar covering revised Fannie Mae and Freddie Mac project review, reserve, and insurance requirements and their impact on condo eligibility and financing. We'll also explore financing opportunities for non-warrantable condo projects and how Plaza's Non-QM programs can help provide financing solutions when conventional options aren't available. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, August 26, 2026 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 & Non-Delegated Correspondent) | |
 | Wednesday, September 2, 2026 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. |
Title Essentials | |
 | Wednesday, September 2, 2026 at 11:00 AM PST Get acquainted with Title and what to expect during the closing process, including key steps involved in obtaining a Title. This course provides home buyers, borrowers, lenders, and professionals in the mortgage industry an overview of key Title essentials, and answers to Title-related questions. |
Back to Learning: Embracing a Learner Mindset for Growth and Success | |
 | Tuesday, September 8, 2026 at 11:00 AM PST Back-to-school season is a great reminder that learning doesn't end in the classroom. The most successful people approach life with curiosity, openness, and a willingness to learn from every experience, including mistakes and setbacks. A learner mindset helps us embrace challenges, adapt to change, and continuously expand our knowledge and skills. Join this webinar to discover how shifting your perspective can turn obstacles into opportunities for growth and much more! |
Plaza Makes Renovation Loans as Simple as 1-2-3 (Wholesale and Non-Delegated Correspondent) | |
 | Wednesday, September 9, 2026 at 11:00 AM PST Think renovation lending is complicated? Join this webinar to discover how Plaza Home Mortgage® helps make the process more manageable. Learn about our "One Packs," which include all the required forms in one downloadable package, get tips for helping borrowers choose the right contractor, and discover how Plaza's experienced Renovation Lending team supports you throughout the process. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, September 9, 2026 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. |
Analyzing Self-Employed Borrowers 303 - Using Rental Income from a Business-Owned Property | |
| Monday, September 14, 2026 at 11:00 AM PST Join us as we discuss using rental income from a property owned by your borrower’s business and what to do when your borrower is personally liable for the associated mortgage. In this 45-minute webinar, we will:
- Solve the mystery of why IRS Form 1065 is blank
- Learn to analyze the business tax forms to calculate the rental income
- Determine what steps to take to offset the mortgage in your borrower's name |
Navigating Today's Mortgage Market: Buydowns & ARMs (Delegated Correspondent) | |
 | Wednesday, September 16, 2026 at 12:00 PM PST Join us for this informative webinar where we discuss the benefits of Buydown options and Adjustable Rate Mortgages (ARMs) in the current market. Learn how these financing strategies can help lower monthly payments, improve affordability, and provide greater flexibility for today's homebuyers. We'll break down how each option works, who may benefit most, and the key factors to consider when choosing the right mortgage solution. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, September 16, 2026 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 & Non-Delegated Correspondent) | |
 | Wednesday, September 23, 2026 at 12:00 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 & Non-Delegated Correspondent) | |
 | Wednesday, September 30, 2026 at 12:00 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 & Non-Delegated Correspondent) | |
 | Wednesday, October 7, 2026 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. |
Analyzing Self-Employed Borrowers 401 - Overcoming Tough Challenges | |
| Monday, October 12, 2026 at 11:00 AM PST Calculating the qualifying income of a self-employed borrower is often challenging, but throw an extraordinary or unusual event into the mix, and it becomes daunting! Let us help you identify where to start, what additional documentation is needed and how to analyze income trends. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, October 14, 2026 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. |
Understanding the UAD 3.6 | |
| Tuesday, October 20, 2026 at 11:00 AM PST This webinar provides a practical, section-by-section walkthrough of the UAD 3.6 URAR, using actual form images to show where key information appears and how it should be interpreted. Mortgage professionals will learn what to look for, how to spot red flags, and how appraisal data supports underwriting and loan decisions. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, October 21, 2026 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. |
Calculating Income - The Exercises | |
 | Wednesday, October 21, 2026 at 11:00 AM PST Interactive exercises to practice calculating different income sources. You’ll learn how to confidently review, document, and calculate all types of borrower income with hands on interactive exercises—so you can make smart, compliant lending decisions like an income analysis pro. |
Getting Started with BREEZE as a New Plaza Client (Wholesale & Non-Delegated Correspondent) | |
 | Wednesday, October 28, 2026 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 & Non-Delegated Correspondent) | |
 | Wednesday, November 4, 2026 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. |
Not Your Ordinary Income | |
| Tuesday, November 10, 2026 at 11:00 AM PST Catch this sequel to The Basics of Income for an introduction into more complex income types that can be used to qualify your borrower, including non-taxable income. In this course you will learn to: Understand the GSE requirements for documentation of Social Security, Child Support, Alimony, Military Income, Disability, and Retirement income. The importance of establishing stability, predictability and continuance of these complex income sources as they relate to the risk of the loan and more. |
Understanding the Condo Appraisal | |
| Monday, November 16, 2026 at 11:00 AM PST During this training webinar, we will analyze the various sections of the condo appraisal to help simplify your review. You will learn what property characteristics make a condo unique, what factors to consider when analyzing the Individual Condominium Unit Appraisal Report (1073/465) and what the required exhibits are. |
Understanding Credit Reports and Credit Scores | |
 | Wednesday, December 2, 2026 at 11:00 AM PST Discover how credit data is collected, what really drives a FICO® score, and how to spot the details that matter for mortgage lending. Whether you’re helping clients or building your own financial know-how, you’ll learn to analyze credit reports, interpret scoring models, and guide borrowers toward better credit outcomes. |
Understanding and Reviewing Condo Appraisals | |
| Tuesday, December 8, 2026 at 11:00 AM PST Condominiums sales have become more common over the past decade. This means you will see more Individual Condominium Unit Appraisal Reports in your loan files. In this session you will learn: Key areas of the 1073 that differ from the 1004 appraisal form. Why condominium appraisals focus on the entire project as well as the unit being financed. Specific red flags that apply to the 1073 appraisal report. What is considered a good comparable and much more! |
10 Questions to Ask Upon Review of a Sales Contract | |
| Monday, December 14, 2026 at 11:00 AM PST A thorough review of the sales contract is crucial for an accurate loan package. Learn how identifying critical data in this document early can be the key to avoiding much larger problems later. During this 60-minute presentation, we’ll discuss: Required components of a sales contract, 10 questions to ask upon review, and Recognizing common red flags. |