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NewRez Training Calendar

November

Wednesday, November 4

1:00 - 2:00 pm EST

Smart Series: SmartSelf Overview

The SmartSelf product is designed for a strong credit quality, self-employed borrower. It allows for the use of bank statements instead of tax returns in order to qualify the borrower(s). The statements must show proof that the borrower’s income is: Stable, Sufficient to repay the borrower’s debts and Likely to continue. Our 1099 feature allows the use of 1099's to qualify

Thursday, November 5

11:00 am - 12:00 pm EST

New Client Portal Introduction

This session is designed to show our new web portal for all users. See the redesign in action and learn where the items you most commonly access in the legacy portal are located.

Thursday, November 5

1:00 - 2:00 pm EST

Medical Professional Loan Products

Empowering Medical Professionals with the ability to make Smart, Strategic Home Financing choices Our Medical Professional program is for Delegated and Non-Delegated Correspondents. The Medical Professional program is designed to make homeownership more accessible for doctors and other medical professionals. It does this by offering flexible underwriting that considers student loan obligations, employment contracts, and early career income potential, this program supports borrowers whose financial profiles may not fit traditional guidelines. The program offers fixed and adjustable-rate options and provides financing up to 100% with no mortgage insurance (MI) requirement.

Friday, November 6

11:30 am - 12:00 pm EST

Manufactured Housing Guidelines

This brief session will provide an overview of manufactured housing guidelines for our FHA, VA and Agency products.

Friday, November 6

1:00 - 2:00 pm EST

Smart Series: SmartVest Overview

The SmartVest product is for borrowers who are considered experienced real estate investors. They are looking to to purchase or refinance an investment property that is owned strictly as an investment. The borrower is going to be qualified based upon the cash flow of the subject property.

Monday, November 9

2:00 - 3:00 pm EST

USDA Basics

A review of USDA programs for Delegated and Non-Delegated Correspondents

Tuesday, November 10

2:00 - 3:00 pm EST

Yosemite Jumbo Overview

Newrez announces the launch of the Yosemite Jumbo AUS product for Correspondents seeking larger loan amounts. This new product offers an ideal solution for borrowers who require greater flexibility and higher loan limits, all while adhering to Agency AUS guidelines.

Wednesday, November 11

1:00 - 2:00 pm EST

Conforming Condo and Co-ops

This session will provide an overview of condo and co-op project types as well as how to submit projects to NewRez for warranty.

Thursday, November 12

1:00 - 2:00 pm EST

New Client Portal Introduction

This session is designed to show our new web portal for all users. See the redesign in action and learn where the items you most commonly access in the legacy portal are located.

Friday, November 13

11:30 am - 12:00 pm EST

Collateral UW Overview

This session will provide a general overview of Fannie Mae's Collateral Underwriter as well as some examples of findings to review.

Monday, November 16

11:00 am - 12:00 pm EST

Smart Series: SmartEdge Overview

The SmartEdge product is meant for borrowers that have strong credit and are looking for flexible financing options INCLUDING those looking for Non-warrantable Condos and Condotel options. We have just added an Asset Qualifier which features NO DTI calculations Those borrowers may have had some credit issue in the past. This includes credit issues such as: Bankruptcy, Foreclosure, Short sale

Monday, November 16

2:00 - 3:00 pm EST

VA Basics

This overview will provide the basics of VA loans to our clients. Discussion will center on: Specifics of VA; VA Guidelines and Specifics of Transaction Types

Tuesday, November 17

11:30 am - 12:00 pm EST

VA IRRRLs

This session will provide an overview of VA IRRRL transactions. Discussion will center on: IRRRL specifics; Guidelines; Transaction Types; Product Features; Product Enhancements; Documentation Options and Questions

Tuesday, November 17

2:00 - 2:30 pm EST

Closed End Seconds Overview

This session will provide an overview of Newrez's Closed End Seconds Guidelines and the processes for delivery for both Delegated and Non-Delegated clients.

Wednesday, November 18

11:00 am - 12:00 pm EST

Smart Series: SmartSelf Overview

The SmartSelf product is designed for a strong credit quality, self-employed borrower. It allows for the use of bank statements instead of tax returns in order to qualify the borrower(s). The statements must show proof that the borrower’s income is: Stable, Sufficient to repay the borrower’s debts and Likely to continue. Our 1099 feature allows the use of 1099's to qualify

Wednesday, November 18

3:00 - 4:00 pm EST

New Client Portal Introduction

This session is designed to show our new web portal for all users. See the redesign in action and learn where the items you most commonly access in the legacy portal are located.

Thursday, November 19

11:00 am - 12:00 pm EST

FHLMC GreenCHOICE Program

Freddie Mac GreenCHOICE program for Delegated and Non-Delegated Correspondents. GreenCHOICE Mortgage helps homeowners upgrade their property with energy-efficient improvements while potentially reducing monthly utility expenses.

Thursday, November 19

1:00 - 2:00 pm EST

Medical Professional Loan Products

Empowering Medical Professionals with the ability to make Smart, Strategic Home Financing choices Our Medical Professional program is for Delegated and Non-Delegated Correspondents. The Medical Professional program is designed to make homeownership more accessible for doctors and other medical professionals. It does this by offering flexible underwriting that considers student loan obligations, employment contracts, and early career income potential, this program supports borrowers whose financial profiles may not fit traditional guidelines. The program offers fixed and adjustable-rate options and provides financing up to 100% with no mortgage insurance (MI) requirement.

Friday, November 20

11:00 am - 12:00 pm EST

Smart Series: SmartVest Overview

The SmartVest product is for borrowers who are considered experienced real estate investors. They are looking to to purchase or refinance an investment property that is owned strictly as an investment. The borrower is going to be qualified based upon the cash flow of the subject property.

Friday, November 20

3:00 - 4:00 pm EST

Yosemite Jumbo Overview

Newrez announces the launch of the Yosemite Jumbo AUS product for Correspondents seeking larger loan amounts. This new product offers an ideal solution for borrowers who require greater flexibility and higher loan limits, all while adhering to Agency AUS guidelines.

Monday, November 30

12:00 - 1:00 pm EST

Smart Series: SmartEdge Overview

The SmartEdge product is meant for borrowers that have strong credit and are looking for flexible financing options INCLUDING those looking for Non-warrantable Condos and Condotel options. We have an Asset Qualifier which features NO DTI calculations Those borrowers may have had some credit issue in the past. This includes credit issues such as: Bankruptcy, Foreclosure, Short sale

Monday, November 30

2:00 - 3:00 pm EST

Conforming Products Overview

This FREE webinar will be a review of the FNMA and FHLMC product mix offered by NewRez

December

Tuesday, December 1

12:00 - 1:00 pm EST

Medical Professional Loan Products

Empowering Medical Professionals with the ability to make Smart, Strategic Home Financing choices Our Medical Professional program is for Delegated and Non-Delegated Correspondents. The Medical Professional program is designed to make homeownership more accessible for doctors and other medical professionals. It does this by offering flexible underwriting that considers student loan obligations, employment contracts, and early career income potential, this program supports borrowers whose financial profiles may not fit traditional guidelines. The program offers fixed and adjustable-rate options and provides financing up to 100% with no mortgage insurance (MI) requirement.