Training

Fundamentals of the Mortgage Process – Session 2: Taking the Loan Application & Processing the Loan

60 minutes

Categories: Mortgage Skills | Skill-based

In the second part of our 3-part Fundamentals series, learn about loan types and programs, questions to ask while completing the loan application, and the importance of processing and completing documentation.

Upcoming Sessions:

September 10, 2025

6:00pm UTC

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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.