Closing With Confidence Series Part III, Sept. 4

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About the Event

Closing with Confidence is a dynamic three-part webinar series designed for anyone looking to launch or advance a career in loan closing. Whether you’re exploring the role, sharpening your existing skills, or staying current with evolving protocols, this series offers practical, real-world guidance for success. Organizations should use this series to ensure teams have the latest information and tools to successfully perform this critical function in the loan production process.

Led by seasoned industry expert Kirsten Agard, CMB, AMP, each session will cover essential knowledge, tools, and best practices every closer needs to master this critical function. You’ll also have the opportunity to engage directly to get your questions answered.

Loan closing demands precision, expertise, and the right mindset—join us to gain the confidence and capabilities to excel at one of the most vital stages in the mortgage process.

Each webinar in the series will be presented on the following dates. You must register for each session you would like to attend.

Closing With Confidence Series – Part I: Thursday, August 21

Closing With Confidence Series – Part II: Thursday, August 28

Closing With Confidence Series – Part III: Thursday, September 4

Date/Time:

Thursday, September 4 (2:00 PM – 3:30 PM ET)

Objectives:

Mortgage Insurance

Loan Approval

Closing Disclosure

Compliance Analysis

Document Delivery and Execution

What makes a good closer?

What is the appeal of closing?

Target Audience:

Loan Closers

Operations/Fulfillment Managers

Mortgage Loan Originators

Underwriters

Shipping and Loan Sales Personnel

Experience Level:

Entry-Level

Intermediate

Speaker(s):

Kirsten Agard, CMB, AMP

Charmaine Learnard, Escrow Officer, WFG National Title