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Success in mortgage lending starts with a high-performing team.

Arch MI trains mortgage professionals to compete in today’s fast-paced lending environment. Our Customer Training Program is a best-in-class educational curriculum teaching the key skills, techniques and best practices needed to build your team’s confidence and grow your share of originations.

To view all of our available webinars, click here.

To request on-site training, please contact your Arch MI Account Manager. Click on the course titles below for more information.

Mortgage Insurance   |   Appraisal   |   Business Development   |   HaMMR
Income Analysis   |   Mortgage Skills   |   Virtual World


 Mortgage Insurance

An Overview of Mortgage Insurance

A Path to Home Ownership

Audience: Mortgage Professionals

On Demand Video

Learn about Mortgage Insurance (MI), what it is, how it works, why it provides value to lenders, investors, borrowers, and ultimately how it helps build a path to homeownership!


 Appraisal

Analyzing Appraisals for Single Family Residences

Identifying the Key Areas of the Uniform Residential Appraisal Report

Audience: Loan Processors and Underwriters

Webinar   On Demand Video   On-Site Training

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.


 Business Development

Journey to Success in Business and Life

Strategies for Achievement Learned on a 500-Mile Trek Across Spain

Audience: Mortgage Professionals

On-Site Training

This unique professional development opportunity provides insights on how to grow and expand your skills to achieve more happiness and success at home and work. Arch MI’s accredited public speaker and industry expert, Blaine Rada, will share his story of personal challenge and valuable lessons gained during his month-long trek across Spain, unplugged from modern life, technology and the nine-to-five routine. This stimulating presentation will get you thinking through the next steps to your best year yet.

His 2019 book, From Sore Soles to a Soaring Soul: Changing My Life One Step at a Time on the Camino De Santiago, complements this session. Walk with Blaine as he shares his daily diary filled with insights, humor and his quest for meaning. All proceeds from the book benefit charities that support the Camino. For more information, click here.


Seizing Market Share

Creating Separation Between You and Your Competitors

Audience: Loan Originators, Managers and Marketing Staff

Webinar   On Demand Video   On-Site Training

Learn how to differentiate yourself from the competition and gain market share by becoming the best choice for mortgages among borrowers and Realtors. Enhance your reputation by aligning your market, message and media. Discover untapped markets for additional business, understand the importance of content marketing, know what your borrowers value in a lender, create unique competitive advantages and examine a framework for selecting Realtor partners.



Sharpen Your Selling Skills

Sharpen Your Selling Skills

How to Become a Trusted Advocate, Earn More Business and Bring in Quality Loans

Audience: Loan Originators

On-Site Training

Learn effective selling skills and interpersonal techniques that earn you more business, attract better-quality loans and enable you to become a trusted advocate for your borrowers.



Ten Tips That Turn the Tide in Your Favor

Ten Tips That Turn the Tide in Your Favor

Ideas for Success in a Changing Market

Audience: Loan Originators and Mortgage Management Professionals

On-Site Training

Whether you’ve been in the business for decades or have just taken on a new role, you’ll benefit from 10 tips for communicating effectively with mortgage referral partners to gain a regular stream of business.



 Housing and Mortgage Market Review

HaMMR

Housing Update

Summer 2020

Audience: Mortgage Professionals

On Demand Video

HaMMR author and Arch Global Chief Economist Ralph DeFranco hosts this Arch MI complimentary Housing Update where he addresses the following key questions:

  • What is the impact of COVID-19 on buying decisions?
  • What are the top housing market drivers?
  • How do current conditions compare to past recessions?
  • Just how low can the 30-year fixed mortgage rate go?
  • What is the impact of underbuilding?

Discover why your peers are attending the best housing webinar in the industry.


 Income Analysis

Clarify the Confusion

Clarify the Confusion

Understanding Self-Employed Borrowers and Business Tax Returns

Audience: Loan Originators, Sr. Processors and Underwriters

On-Site Training

Enhance your understanding of self-employed borrowers and develop an understanding of the components of business tax returns. Allowable add-backs and required deductions will be discussed, and we’ll demonstrate how to calculate income from various business structures, introducing you to the Arch MI Tax Return Analysis Calculator (AMITRAC), the industry’s most user-friendly Schedule Analysis form.



Explore the Essentials

Explore the Essentials

Reviewing and Understanding the Basics of Tax Returns

Audience: Loan Originators, Jr. Processors and Underwriters

On-Site Training

Learn about the various tax returns and forms in this introductory class. Various income sources, income trending and non-taxable income will be discussed. In addition, you’ll review a variety of income sources, from social security to interest income to capital gains, and learn how to calculate income for Rental Property owners utilizing Arch MI’s Tax Return Analysis Calculator (AMITRAC). In addition, you’ll be introduced to business tax returns and learn the differences between the business structures.



I is for Income

"I" is for Income

The Basics of Qualifying Income

Audience: Loan Processors and Junior Underwriters

On-Site Training

Correctly calculating income is fundamental to insuring a member qualifies for a loan. In this mini-workshop we will discuss the basics of income calculation, including base, bonus, overtime and commission. Bring your calculator and be ready to practice what you learn.



Master the Mystery

Master the Mystery

Navigating and Evaluating Personal Tax Returns

Audience: Loan Originators, Loan Processors and Underwriters

Webinar   On Demand Video

Learn the fundamentals of navigating through personal tax returns, including key components of the 1040 including Schedule 1, Schedule B, Schedule D and Schedule E. Discover when and why tax returns are needed, and how to recognize when tax returns are complete. Understand income trending and be introduced to the Arch MI Tax Return Analysis Calculator (AMITRAC).



Negotiate the Numbers - The Basics

Negotiate the Numbers - The Basics

The Basics of Business Tax Returns and Self-Employed Borrowers

Audience: Loan Originators, Loan Processors and Underwriters

Webinar   On Demand Video

Learn how to determine qualifying income for self-employed borrowers and understand the different business structures related to Sole Proprietorships (Schedule C), Partnerships (Form 1065), S Corporations (Form 1120S) and Corporations (Form 1120). Recognize cash-flow adjustments, which deductions are required, and which are allowable add-backs. Learn when a Profit and Loss Statement is needed. Net Operating Losses and Personal Debt Paid by Business will be discussed.



Negotiate the Numbers Applied: Partnership, S Corporation, Corporation

Negotiate the Numbers Applied: Partnership, S Corporation, Corporation

Case Study: Partnership, S Corporation, Corporation

Audience: Loan Originators, Loan Processors and Underwriters

Webinar   On Demand Video

Study the Partnership (Form 1065), the S Corporation (Form 1120S) and the Corporation (Form 1120). Understand K-1’s and learn about ordinary income, distributions and liquidity tests. Understand cash flow adjustments for the Corporation.



Negotiate the Numbers Applied: Sole Proprietorship

Negotiate the Numbers Applied: Sole Proprietorship

Case Study: Sole Proprietorship

Audience: Loan Originators, Loan Processors and Underwriters

Webinar   On Demand Video

Study the Sole Proprietorship (Schedule C) and learn how to determine expenses for car and truck, meals, business use of home and other expenses. Cash flow will also be discussed.


 Mortgage Skills

Conquer the Components

Conquer the Components

Understanding the Aspects of a Loan File

Audience: Loan Processors, Loan Processors and Jr. Underwriters

Webinar   On Demand Video

Get an overview of The Three C's of mortgage banking including income/employment, assets/reserves and ratios. Understand the factors that make up a credit score, and the fundamentals of mortgage risk.



Essentials of Mortgage Lending

Essentials of Mortgage Lending (1 or 2-Day Course)

Understanding the Fundamentals of Home Loans

Audience: Loan Originators, Loan Processors and Underwriters

On-Site Training

1-Day Course:
This one-day hands-on fundamentals course delivers information that you can use to be a successful mortgage industry team member. Modules focus on the Three Cs of mortgage lending, including credit, income, assets and collateral. New to the industry? Need a refresher? This course will help you strengthen your mortgage skills and knowledge.

2-Day Course:
This two-day course, designed with industry newcomers in mind, provides an overview of mortgage lending from A to Z. Modules range from industry terminology and property types, to the basics of understanding credit, income, the loan application and more! Let us help you build, strengthen and educate your team.

Please note: There is a nominal fee for this course. Contact your Arch MI Account Manager for details.



Fannie Mae HomeReady

The Key Points

Audience: Loan Originators and Marketing Staff

On Demand Video

Expand your market of borrowers by learning the key points and unique features of the Fannie Mae HomeReady™ Program. An alternative to FHA financing, HomeReady™ is designed for creditworthy, low-to moderate income borrowers and includes expanded eligibility for financing homes in designated low-income, minority and disaster-impacted communities.




Loan Processing

Loan Processing

Using the 1003 as a Roadmap

Audience: Loan Originators and Loan Processors

Webinar   On Demand Video

Learn about the role of Loan Processing, use the 1003 as a roadmap to gather, review, and verify required documentation, prepare the loan application for Underwriting, and utilize Arch MI resources to assist in your Loan Processing effort.



Loan Processing Using the Redesigned URLA/Form 1003

Loan Processing Using the Redesigned URLA/Form 1003

Making the Loan Application Process Easier

Audience: Loan Originators and Loan Processors

Webinar   On Demand Video

Learn how to use the redesigned Uniform Residential Loan Application or URLA (also known as Fannie Mae Form 1003 and Freddie Mac Form 65), to process your loan application. Understand what documents to gather, how to review and verify required documentation, and prepare the loan application for underwriting. Use Arch MI resources to assist you in your loan processing review.



Mortgage Fraud

Mortgage Fraud

Do Your Diligence

Audience: Loan Originators, Loan Processors and Underwriters

Webinar   On Demand Video

Understand the impact of mortgage fraud, how to spot it and how to prevent it. Mortgage fraud has been around a long time and it continues to be one of the fastest growing crimes in the United States. With this course, acquire an increased awareness of the sources of fraud, learn ways to prevent fraudulent mortgage loans and discover how to effectively identify "Red Flags".



Trended Credit Data

Trended Credit Data

An Overview

Audience: Loan Originators, Loan Processors and Underwriters

On Demand Video

What is Trended Credit Data? In less than 10 minutes, we will define it, discuss Desktop Underwriter as it relates to trended credit data and talk about the impact that trended credit data will have on Arch MI-insured loans.



What Starts Well, Ends Well

What Starts Well, Ends Well

12 Steps to Ensure a Smooth Transaction

Audience: Loan Originators

On Demand Video   On-Site Training

Learn simple techniques you can use to set loans up for success. From setting realistic expectations, to understanding what drives borrower satisfaction, you’ll discover how to invest your time and effort for maximum return. As an added bonus, you’ll learn how to overcome common loan challenges and a formula for getting exceptions approved.


 Virtual World

Building Your Virtual World

Learn How to Record Videos, Share Screens and More Using Zoom

Audience: Mortgage Professionals

On Demand Video

As we enter into this new world of remote workers and social distancing, we will need to change how we do business.

Today you must meet with borrowers virtually and being able to share how to upload documents, review conditions or appraisals is important. In this webinar, Ginger Bell will share how to share your screen with borrowers via virtual meetings and record videos using zoom.



Educating in the Virtual World

Building Your Business with Webinars, Facebook Live Events and YouTube

Audience: Mortgage Professionals

On Demand Video

In this recorded webinar, we will share how to set up, invite and host online webinars, FaceBook Live Events and post videos onto YouTube to educate, inform and promote.

Arch MI is excited to bring you this important information with industry professional, Ginger Bell! Now more than ever it is important to share your expertise and webinars can help you do that!

For the past ten years, Ginger Bell has been holding online meetings, webinars and virtual training for the mortgage industry and she knows how to help you take your business virtual.

In this webinar you will learn:

  • How to set up webinars.
  • How to invite real estate partners to your webinars.
  • How to record your webinars and post them on YouTube or share on social media.
  • How to hold FaceBook live events.
  • How to post and share videos on YouTube.

Listen in to this informative webinar as she shares how you can continue to stay connected with your borrowers and real estate partners with webinars.



Virtual Business Meetings

How to Set Up and Conduct Virtual Meetings with Your Borrowers

Audience: Mortgage Professionals

On Demand Video

As we enter into this new world of remote workers and social distancing, we will need to change how we do business.

Moving your meetings to online virtual meetings is one of the first things you can do to help to conduct visual meetings with your customers and partners.

For the past ten years, Ginger Bell has been holding online meetings, webinars and virtual training for the mortgage industry and she knows how to help you take your business virtual.

In this webinar Ginger will share:

  • Virtual meeting software options.
  • How to use virtual meetings.
  • How to instruct your staff on how to use virtual meetings.
  • How to instruct your customers on how to use virtual meetings.
  • How to easily invite your customers to virtual meetings.

Join her for this recorded webinar as she shares how to set up virtual meetings. She will cover what systems you can use, how to send out an invitation and how to easily get your customers onto a virtual meeting.


Creating a Customer Communication Strategy Plan

Keeping customers informed and engaged in a virtual world

Audience: Mortgage Professionals

Webinar  On Demand Video

Getting a mortgage is one of the most stressful things people go through. Combine that with the recent pandemic environment and it is not surprising that your customers have varying needs and comfort levels for communication and engagement right now.

Join, industry expert, Ginger Bell as she shares:

  • How to create a customer communication strategy plan.
  • Communication strategies to keep customers engaged.
  • How to leverage personalization in emails, phone calls and text messages.
  • How to successfully incorporate video into your communication.
  • How and when to engage with consumers at various stages of the sales process.
  • Strategies to leverage your expertise and educate buyers.