Self-Paced Learning
Keep Your Career On The Right Track
With our video and audio tutorials, you can educate yourself on key industry topics and sharpen your professional skills — at your own pace.
New to the Industry Series
Our New to the Industry series is designed to upskill and train new loan officers, loan processors and underwriters in relevant and foundational mortgage topics.
The 3 Cs of Underwriting
3 MIN. E-LEARNING
Master the application of the 3 Cs of underwriting to gain insights that go beyond the basics. Learn who an Underwriter is and what documentation is needed to make the approval process more efficient.
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Understanding the 1003
45 MIN. E-LEARNING
Unlock the secrets to a successful 1003 mortgage application with our self-paced eLearning. Perfect for those who are new to the industry or who want to brush up on their 1003 skills.
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Fannie Mae’s Desktop Underwriter® – The Findings
1 Hr. E-LEARNING
Dive into the mechanics of DU®, understand what it reviews and areas that influence loan approval. Learn the importance of data integrity and elements that DU evaluates.
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Enjoy some of our most popular classes at your own pace. Easily skip what you know, re-review content that deserves a second look and be quizzed along the way.
The Basics of Mortgage Lending
< 15 MIN. E-LEARNING
Learn about the central figures of the mortgage lending market, the steps of the lending process and how lenders obtain funding.
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The Fundamental Need for Tax Returns
< 15 MIN. E-LEARNING
Just starting out in the mortgage industry? Learn WHY & WHEN you need a borrower's personal tax returns to validate their income.
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Schedule C – Allowable Depreciation
< 10 MIN. E-LEARNING
Learn how to correctly add back all allowable depreciation reported by your borrower on Schedule C. This interactive course includes a job aid, case study and calculator to give you practical experience.
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Will You Hit the Goal
< 20 MIN. E-Learning
Learn ways to use the S.M.A.R.T. process to increase individual goal setting skills, and get access to our goal setting calculator.
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Getting Your Name Out
< 20 MIN. e-Learning
Learn creative ways to market yourself, gain simple step by step strategies for building an impactful networking plan for increased loan production and get access to specific tools to improve your networking impact.
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Phone Calls With A Purpose
< 25 MIN. E-Learning
Increase your focus on preparing, anticipating and overcoming objections on your outbound customer calls! Learn how to incorporate techniques that will inspire customer referral engagement, and get tips to help you "think on your feet."
Launch e-LearningClass Recordings
Sharpen your professional skills on your schedule with our recorded webinar sessions.
1065/K-1 Partnership Analysis (with Schedule F) – Self-Employed Borrower
< 35 MIN. | Jan 2023
This hands-on course includes analysis for a PARTNERSHIP (1065/K-1/Schedule F) using a cash flow analysis method.
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1065/K-1 Partnership Analysis – Self-Employed Borrower
< 35 MIN. | Jan 2024
This hands-on course includes analysis for a PARTNERSHIP (1065/K-1) using a cash flow analysis method.
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1120 Corporation Analysis – Self-Employed Borrower
< 30 MIN. | Jan 2024
Calculate qualifying income for a self-employed borrower. This hands-on course includes analysis for a CORPORATION (1120) using a cash flow analysis method.
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1120S/K-1 S-Corporation Analysis – Self-Employed Borrower
< 30 MIN. | Jan 2024
This hands-on course includes analysis for a S-CORPORATION (1120-S/K-1) using a cash flow analysis method.
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Advanced Variable Income
< 55 MIN. | Aug 2024
In this session, we will address real-world challenges such as hourly rate increases, significant income fluctuations and variable work hours. Engage in hands-on scenarios and learn to apply GSE guidelines for accurate income assessments.
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ARM Refresher
< 30 MIN. | DEC 2022
Indexes, margins, caps and more...3/6, 5/6, 7/6 to explore. Join us for a lively discussion on ARM components, how to accurately qualify your borrower and when it is the right "fit" for your scenario.
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DU Live! Advanced
< 30 MIN. | Oct 2023
Let’s review several complicated Desktop Underwriter® Findings reports, including messages involving gifts already deposited, Community Seconds®, income from second jobs, large deposits, HomeStyle® Renovation and more.
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DU Live! How to Read AUS Findings Like a PRO
< 30 MIN. | Jun 2023
Discuss what DU® reviews; the importance of data integrity and highlight key areas of interest on the Summary Report and the UW Analysis Report.
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FAQ's on Assets (Micro Session)
< 25 MIN. | Updated Feb 2024
Review 8 FAQs about assets and get the answers!
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Faster Closings
< 50 MIN. | Updated April 2022
Want to close more loans FASTER? Our new 45-minute class will show you five steps you can take to avoid potential time delays.
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Focus More. Achieve More.
< 45 MIN. | April 2022
Learn three easy methods, that you can begin using immediately, to achieve next level productivity in both your personal and professional life.
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Focus On Assets
< 55 MIN. | Feb 2024
Review eligible and ineligible sources of funds, interested party contributions (IPC's), large deposits, business assets, reserves and acceptable documentation for assets.
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K-1 Comparison (Micro Session)
< 25 MIN. | Updated Mar 2024
Learn the differences between FNMA & FHLMC guidelines for calculating your self-employed borrowers income when they own a K-1 business.
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LPA Live! Advanced
< 30 MIN. | NOV 2023
A deeper dive into an LPA℠ Feedback report reviewing messages involving Income and Asset Rep and Warrant Relief; Home Possible® loan requirements; area median income; borrower income and employment and more.
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LPA Live! How to Read AUS Findings Like a PRO
< 30 MIN. | JUN 2023
Discuss what LPA℠ reviews; the Importance of data integrity and we will highlight key areas of interest on the Feedback Certificate.
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Mortgage Fraud (Micro-Session)
< 30 MIN. | March 2022
Join us as we demonstrate some common risk characteristics in particular mortgage fraud schemes.
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Mortgage Fraud Schemes & Red Flags
< 55 MIN. | Updated May 2023
Learn about fraud schemes, techniques, and red flags and work through exercises to identify patterns and potential fraud characteristics in the loan file.
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Paystubs – Frequency & Formulas (Micro Session)
< 25 MIN. | Updated Feb 2024
Practice determining frequency of pay and how to accurately qualify your salaried borrowers.
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Quick Tips for Bonus/Overtime (Micro Session)
< 20 MIN. | Feb 2024
Practice calculating variable income analysis using two commonly encountered types of income.
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Rates Are Up – Time To Buydown
< 20 MIN. | DEC 2022
Join us as we demonstrate types, break-even points and more. It's as easy as 3,2,1!
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Ratios and Mortgages
< 25 MIN. | UPDATED NOV 2021
Learn the mathematical formulas for five key ratios used to assess the risk associated with mortgage loans.
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Rental Income – Schedule "E" Made Easy (Micro Session)
< 20 MIN. | JAN 2024
In just 20 minutes, learn how this great tool not only saves you time but also walks you through the income analysis step by step to accurately qualify your borrower.
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Rental Income – Schedule "E"asy
< 55 MIN. | Updated Feb 2024
Get a guided tour of Schedule E as we take you through a cash flow analysis for a borrower’s investment properties.
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Salaried Income Analysis
< 55 MIN. | Updated Feb 2024
Gain a deeper understanding of Agency guidelines for calculating and documenting income, and how to interpret a Borrower's income cadence.
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Schedule C – Only the Schedule C
< 45 MIN. | Updated Jan 2024
Find out why line items matter on a Schedule C! In this hands-on course, you'll learn the proper adjustments to help qualify your borrowers.
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Schedule C – Why Line Items Matter (Micro Session)
< 25 MIN. | Updated Feb 2024
Learn why line items matter on a Schedule C so you can properly make cash flow adjustments when analyzing the borrower who is a sole proprietor of a business.
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Understanding Business Liquidity (Micro Session)
< 25 MIN. | Feb 2024
Learn the 3 big benefits of proving liquidity in your self-employed borrowers’ businesses.
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Valid and Validation
< 60 MIN. | March 2022
Learn some of the industry lingo while exploring the importance of Valid AUS Findings to the loan file
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Variable Income Analysis
< 60 MIN. | UPDATED FEB 2024
Gain a deeper understanding of Agency guidelines for analyzing variable income, and how to identify potential sources of variable income.
Watch Full RecordingE-Learning: Remote Work Series
As more employees move to work from home, companies are investing in tools and technologies that support a remote work environment. To assist our customers in facing the challenges of this changing work structure, our Essentials Training team has designed a series of micro-learning topics that focus on the skills needed to successfully adjust to a new approach to traditional work. Each module is 10 minutes or less in length, so take a break with us and take away some practical tips on how to thrive while working remote.
Critical Skills for Remote Workers
This quick 10-minute e-learning will show you how to recognize your own unique challenges (and those of your direct reports) and how to develop the critical skills needed to be successful.
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Facilitating Remote Meetings
In this 8-minute e-learning session, you’ll learn how elevate your calls into productive, interactive and engaging meetings that focus on results.
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Managing Remote Workers
Looking for a better way to lead a remote workforce? In 10 minutes, you'll learn 5 essential tips for managing remote employees and maintaining that crucial team environment.
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Presenting in the Virtual World
In just 10 minutes, you'll get practical tips for managing technology, making the most of visuals and keeping your audience focused on your message.
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Staying Productive While Working from Home
In just 7 minutes, we'll give you practical tips for managing your time and maintaining productivity while navigating the remote environment.
Launch e-LearningInstructional Videos
Rate Finder with EssentEDGE®
INSTRUCTIONAL VIDEO < 4 MIN.
Get step-by-step instructions on how to access and request a rate quote via Essent's Rate Finder tool.
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Essent Online MI Ordering – Non-Delegated Application
INSTRUCTIONAL VIDEO < 5 MIN.
Get step-by-step instructions on how to submit a non-delegated loan for Essent MI through Essent Online MI Ordering.
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Essent Online MI Ordering – Delegated Application
INSTRUCTIONAL VIDEO < 6 MIN.
Get step-by-step instructions on how to submit a delegated loan for Essent MI through Essent Online MI Ordering.
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Essent Online MI Docs Upload
INSTRUCTIONAL VIDEO < 2 MIN.
Get step-by-step instructions on how to upload loan documents for Essent MI through Essent Online MI Docs.
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