Training

Evaluating Borrower Assets

60 minutes

Categories: Assets | Skill-based

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?

During this live training webinar you will learn about:

  • Different types of assets
  • Documentation requirements
  • Funds required for closing and for reserves

Upcoming Sessions:

Recorded Session

Available any time.

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jeff platfoot

Lead Customer Trainer

Jeff Platfoot

Leading MGIC’s training team for over 20 years, Jeff Platfoot has over 35 years of experience in the mortgage industry, including in positions in sales/origination, underwriting and underwriting management. Much of his focus today is on delivering MGIC’s best-in-class specialized training curriculum, teaching the key skills, techniques and best practices needed to build your team’s confidence within essential areas of industry knowledge.

Jeff is passionate about helping mortgage professionals to compete in today’s fast-paced lending environment. He loves to help customers develop a depth of understanding on a wide range of topics, including origination, loan products, industry updates and processing.