Non-Agency Training Series: Alt Doc and Interest-Only, Sept. 30

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About the Event

Join us for this session in our Non-Agency Training Series, where we’ll focus on Alt Doc and Interest-Only lending — both key solutions in today’s evolving mortgage landscape. Designed for mortgage professionals looking to lead with non-Agency products, this webinar will explore how to position these products proactively to help clients with complex or unique financial pictures.

We’ll also highlight current market opportunities, broker and referral strategies, pricing and liquidity considerations, and underwriting challenges specific to these products. Whether you’re new to non-Agency lending or looking to sharpen your expertise, you’ll walk away with a clearer understanding of how Alt Doc and Interest-Only loans fit into a modern loan officer’s toolkit.

If you missed the previous offerings in our Non-Agency Training Series, be sure to check out the Webinar Recordings page on mba.org!

Date/Time:

Tuesday, September 30 (3:00 PM – 4:00 PM ET)

Objectives:

Overview of the landscape and opportunities for Alt Doc and Interest-Only lending

How to source leads from referral partners

Underwriting considerations and overview of required documentation

Discussion on various risks and risk mitigation tactics

Compliance considerations and how to prepare

How to succeed and grow your business

Target Audience:

Heads of Production and Business Development

Loan Officers and Branch Managers

Secondary and Capital Markets Professionals

Compliance Professionals and Risk Management Staff

Investor-Focused Real Estate Teams

Speakers:

Steven Davids, SVP Product Development, Northpointe Bank

Lisa Schreiber, SVP, Correspondent Lending, eResi Mortgage

Catherine Parsell, VP of Business Development and Training, Deephaven Mortgage

Tom Davis, Chief Sales Officer, Deephaven Mortgage