How to prequalify a homebuyer
Early review sets realistic expectations.
6 steps →How-to guides
Loan Officer How-To Guides
Step-by-step guides to common loan officer tasks: the practical side of the job.
Common loan officer tasks
Step-by-step overviews of tasks loan officers perform regularly. Use them to understand the job, prepare for training or refresh your memory.
How to calculate debt-to-income ratio
DTI is one of the most important approval factors.
6 steps →How to clear underwriting conditions
Fast condition clearing keeps closings on time.
6 steps →Before you practice
Learn every core task
Our Loan Officer training walks through these procedures and more, alongside vocabulary, safety and career-launch lessons.