Training

Evaluating Borrower Assets

60 minutes

Categories: Assets | Skill-based

Thorough evaluation of borrower assets is critical in making an informed underwriting decision. Have the borrowers demonstrated an ability to save? Do they have assets sufficient to close the loan and satisfy reserve requirements?

During this live training webinar you will learn about:

  • Different types of assets
  • Documentation requirements
  • Funds required for closing and for reserves

Upcoming Sessions:

Recorded Session

Available any time.

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Lucy Dietrich

Lucy Dietrich

Lucy joined MGIC's underwriting team in 2016 and has over 20 years' experience in the financial services industry. She presents Evaluating Borrower Assets on our national webinar platform. The training is designed to help processors, underwriters and loan officers gain a better understanding of how critical a thorough evaluation of borrower assets is when making an informed underwriting decision.   

An animal lover, Lucy and her spouse enjoy long walks and playtime with their 3 dogs. They also volunteer to foster pets who are in between homes.  

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