Ai-Powered Loan Underwriting Mastery
Last updated 6/2025
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 1h 1m | Size: 444 MB
Leverage Artificial Intelligence to Streamline Credit Analysis, Reduce Risk, and Approve Loans Faster
What you'll learn
How to use AI tools like ChatGPT, FormFree, Ocrolus, and Microsoft Copilot in the mortgage underwriting process
Analyze borrower income, assets, and credit quickly and accurately using AI
Learn how to identify fraud indicators and red flags using AI-powered pattern recognition
Understand how to draft professional underwriting summaries, approval memos, and condition letters using AI prompts
How to apply Fannie Mae, FHA, VA, and conventional loan guidelines while working with AI tools
Use AI to save time, reduce errors, and increase productivity as an underwriter or loan processor
Comprehend how to ethically and compliantly integrate AI into your workflow without replacing human judgment
Boost your resume and job readiness as an AI-powered underwriter in a competitive mortgage job market
How to complete a real-world underwriting file from start to finish using AI assistance
Learn how to transition from traditional underwriting to modern, automated, and efficient underwriting systems
Requirements
No prior experience with AI tools is required - everything is explained step-by-step
A computer or laptop with internet access
Description
Want to get paid more by underwriting and closing more loans in less time even with no prior experience in underwriting or artificial intelligence? Are you tired of spending hours reviewing loan files manually-only to feel overwhelmed, underpaid, or unsure of your decision-making process?Whether you're just starting out or already experienced, this course will show you how to leverage AI to streamline the underwriting process, boost accuracy, speed up approvals, and stand out in your company or job interviews.In today's rapidly evolving mortgage industry, AI isn't just an option-it's the competitive edge.This course will give you the practical tools and workflows to increase your productivity, enhance your resume, and even position yourself for higher-paying roles or senior underwriting opportunities. ANYONE CAN LEARN TO USE THESE AI UNDERWRITING TOOLS!What You'll Learn in this course:Learn how to use predictive risk tools that can suggest condition recommendations based on lender guidelinesFollow me as I go through an AI-powered loan file walkthrough exampleDiscover how to use AI tools like ChatGPT, FormFree, Ocrolus, and Copilot to automate loan reviewsBuild your very own AI-Enhanced workflowAnalyze income, assets, and credit in minutes-not hoursIdentify fraud indicators, red flags, and inconsistencies using smart promptsWrite professional underwriting memos, condition letters, and risk justificationsHow to ethically and compliantly use AI with Fannie Mae/FHA/VA loan standardsLearn to apply these tools to get hired, promoted, or freelance as an expert AI-savvy underwriterWhat's Included inside the course:7 detailed modules with step-by-step video trainingDownloadable AI prompt packs, checklists, cheat sheets, and templatesA real-world practice file walkthrough to test your skillsCompliance-safe memo and LOE writing promptsLifetime access to this courseCertificate of completionWhat's inside this course:Module 1: What is AI in Underwriting?Understanding how AI is changing the mortgage industryThe difference between traditional automation and generative AIReal-world underwriting tasks AI can assist with (and what it can't replace)Module 2: Top AI Tools for Mortgage ProfessionalsOverview of ChatGPT, FormFree, Ocrolus, and Microsoft CopilotHow to choose the right AI tools for your underwriting needsLive demo: How each tool works in a loan file reviewModule 3: Automating Income, Asset & Credit ReviewUsing AI prompts to calculate W-2, self-employed, and bonus incomeAI-assisted analysis of 60-day bank statements and reservesPulling key credit factors and identifying high-risk profiles automaticallyModule 4: Risk & Red Flag Detection with AISpotting red flags in credit reports, deposits, and income trendsUsing AI to summarize borrower risk and explain conditions clearlyCreating red flag checklists and audit-ready memos using promptsModule 5: Streamlining the Underwriting WorkflowPre-written AI prompt packs for daily underwriting tasksBuilding time-saving workflows with smart checklistsReal examples of AI reducing underwriting time by 30-50%Module 6: Ethics, Compliance & Human OversightHow to stay compliant with Fannie Mae, FHA, and Fair Lending rulesThe human role in AI underwriting: judgment, empathy, and accountabilityWriting compliance-safe memos and conditions with AI assistanceModule 7: Real-World Loan File AI Walkthrough + Final Practice ExerciseFull start-to-finish AI-powered underwriting file walkthroughStudent practice activity with real borrower profile and docsFinal review: submitting a compliant AI-supported underwriting memo*100% Risk-Free: 30-Day Money-Back GuaranteeGuess what? If you're not fully satisfied or don't feel more confident using AI in your underwriting workflow, Udemy offers a full refund within 30 days-no questions asked.Who's Your InstructorJoe Correa is a seasoned mortgage expert with over 20 years of hands-on experience in residential and commercial lending. As the founder and owner of Finibi Mortgage, Joe has helped thousands of borrowers navigate the loan process and has successfully closed hundreds of millions of dollars in funded loans. With deep industry knowledge and a passion for education, he now shares proven strategies to help underwriters, processors, and loan officers improve their skills, reduce errors, and stay competitive in the evolving mortgage market. Joe's mission is simple: empower others to master the loan process and build successful careers-with or without prior experience.Take Action NowWhether you're looking to become a more efficient underwriter, impress hiring managers, or break into the mortgage industry with a competitive edge "and the potential for a higher starting income", this course is your blueprint."ENROLL NOW" and unlock the full potential of AI in loan underwriting-your future self will thank you.I'll see you inside the course!
Who this course is for
Aspiring mortgage underwriters who want to enter the industry with a modern skillset
Experienced underwriters looking to save time, reduce errors, and stay competitive using AI
Loan processors, loan officers, and credit analysts who want to understand underwriting from an AI-powered perspective
Mortgage professionals interested in automating parts of their workflow to increase productivity
Job seekers in the finance or real estate space who want to stand out with in-demand AI skills
Freelance or contract underwriters who want to work more efficiently and take on more clients
Anyone curious about how AI can be used in real-world mortgage underwriting
Entry-level professionals looking to break into mortgage underwriting with no prior experience
Mortgage underwriters who want to enhance their workflows with AI-powered tools
Loan processors aiming to better understand underwriting logic and file preparation
Loan officers who want to improve pre-qualifications and streamline borrower submissions
Mortgage brokers seeking to close loans faster and with fewer errors
Anyone transitioning careers into fintech, mortgage, or lending operations
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