Assets That Qualify: Solving Income & DTI Challenges with Non-Agency

While the concept is similar to agency asset depletion, our non-QM asset utilization products give you far more flexibility to solve real borrower challenges especially when employment, income, or DTI don’t tell the whole story.

What we’ll cover:

• The products that allow assets to be utilized to qualify a borrower
• Two distinct paths:
  1. Using assets to offset or solve a DTI issue
  2. Standing alone on assets — no employment, no income, no DTI required
• A deep dive into the calculations behind each approach
• Which products including our Equity solutions best serve asset-heavy borrowers facing employment or DTI challenges

Who should attend: Any loan originators working borrowers who don’t fit a traditional income box.

The Investor Market: One-Stop Shop for Investors: DSCR, HELOCs & Fix-and-Flip

If you’re not offering a full suite of DSCR products, you’re leaving production on the table. Join us for a deep dive into everything you need to become the go-to loan officer for investment property borrowers.

We’ll cover:

• DSCR 1-4 Unit — the foundation of investor lending
• DSCR 5-9 Unit — scale up with growing investors
• Closed-End Second DSCR — help investors tap equity without touching their first mortgage
• DSCR HELOC — flexible equity access for the investor borrower
• Fix-and-Flip & Residential Transition Loans — through our sister company, Anchor Home Loans

Whether your borrower is buying their first rental or scaling a portfolio, you’ll walk away with the products and know-how to serve them at every stage — and win more of that 30%.

Spots are limited — this one fills up fast. Register today and save your seat!

Condo Curveball: Navigating the New Agency Rules & Unlocking Non-Warrantable Opportunities with Deephaven

The condo lending landscape just changed and the window to get ahead of it is right now.

On March 18, 2026, Fannie Mae and Freddie Mac rolled out coordinated policy updates that are fundamentally reshaping how condos get financed. We’re talking the elimination of the limited review process starting August 3, 2026, with reserve requirements jumping from 10% to 15% and stricter full-project scrutiny on every single transaction. More condos than ever are falling outside agency guidelines and that means more borrowers need YOU to have a solution.

Join us for this power-packed session where we cut through the complexity and show you exactly how to keep these deals alive using Deephaven’s non-agency product suite.

Here’s what we’ll cover:

• Real scenarios: which condo types are getting flagged and why
• Deephaven’s non-warrantable condo solutions including LTVs, and qualifying criteria
• How to position yourself as the go-to originator when the agency door closes
• Pipeline-building strategies to turn non-warrantable into your competitive advantage

Don’t let a non-warrantable condo be a dead end. Let it be your differentiator.

Register now — this one will fill fast.

Close More Deals, Earn More Commissions: The Power of Investor Lending

Are you leaving money on the table? If you are not leveraging investor lending, the answer is yes.

Join us for this power-packed session designed to unlock a lucrative lane in your lending business. Whether your clients are flipping properties for profit, breaking ground on new construction, or bridging the gap between opportunities we will show you exactly how to fund their vision and grow your commissions.

• Fix and Flips
• Ground Up Construction
• Bridge loans
• DSCR

Real estate investors don’t just close once. They close over and over. This is your opportunity to build a pipeline that pays you again and again.

From Loan Officer to Trusted Advisor

Build a business that runs on equity for investors, contractors, referrals, and recurring revenue.

The capstone session advances loan officers from competent equity practitioners to full equity practice builders. The focus is on the highest-leverage referral channels: real estate investors, contractors, and professional referral networks. Find out how to build the systems and mindset needed to sustain equity production as a core business line, not a side initiative.

Learn to master:

• The Real Estate Investor Segment: Your Highest-Value Untapped Channel
• The $600 Billion Renovation Market as a Referral Engine
• Building a Landlord and Investor Referral Network
• The Professional Referral Machine — CPAs, Planners & Attorneys
• Scaling from Transaction to Practice: The Equity Business Model

Take Control and Stop Waiting for Referrals

Depending on referrals is likely stalling your growth. Instead, build an equity marketing engine that generates pipeline from your entire book of business.This session moves from individual conversations to systematic marketing. Loan officers will learn how to build a content engine, deploy a structured email campaign across their full book of business, leverage short-form video for equity education, and create community-level awareness events that generate pipeline from entirely new audiences.

• Why Loan Officers Struggle with Consistent Marketing — and How to Fix It
• The Four HELOC Content Pillars
• Video and Short-Form Content for HELOC Education
• Email Campaigns Across the Full Book of Business
• Community and Event Marketing — The Equity Education Workshop

Your Database Is a Goldmine

The focus of this session is retention and recapture — the strategic use of second lien products to re-engage a past client before banks, credit unions, and fintech lenders do it first. Every LO has a book of business. This session will help you turn that book into a pipeline.

What you will learn:

• The Silent Client Loss Problem
• Database Segmentation for Second Lien Targets
• The Annual Equity Review
• Leveraging Trigger Events for Timely Outreach
• The 30-Day Recapture Sprint

FIRST LIEN HELOC: Stand Out or Get Left Behind

This webinar in our series makes the case for why loan originators should embrace equity products as a core part of their practice and not a side offering. The focus is on competitive differentiation, the development of non-Realtor referral relationships, and building a brand as the equity specialist in the local market.

What you will learn:

• Why Most LOs Are Ignoring This Product — and Why That’s Your Edge
• New Referral Sources Beyond the Realtor
• Positioning the HELOC as a Financial Planning Tool
• Marketing Your HELOC Expertise Through a 90-Day Campaign
• Scripts and Conversations That Convert