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Capital markets fluency—for professionals who need to know, now.

Mortgage Capital Markets Executive Course

8 weeks

$3,000

Next Cohort Starts Jan 2026

The Mortgage Capital Markets Executive Course delivers a flexible, 8-week overview of the mortgage capital landscape—designed for busy professionals who need to understand the big picture without getting lost in the math. Learners explore pricing strategies, rate sheets, servicing, and market dynamics through accessible, real-world instruction. Perfect for loan officers, agency reps, and operations leaders seeking to improve performance and communication across teams.

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Where capital markets leaders go to sharpen strategy and execution.

Mortgage Capital Markets Masterclass

14 weeks

$5,000

Next Cohort Starts Jan 2026

The Mortgage Capital Markets Masterclass is our flagship, 14-week accredited program for professionals ready to elevate their technical fluency, strategic insight, and real-world impact. Designed by industry veterans, this program demystifies the full capital markets lifecycle—from rate sheet pricing and hedging to servicing valuation and hedge accounting. If your role requires precision, performance, or leadership in the secondary mortgage market, this course was built for you.

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"I with 100% confidence can tell you I would not have achieved that promotion if it wasn’t for this course. I spent hours watching and rewatching your videos and podcasts about MSRs and that gave me a lot of knowledge and general speaking points to make me competitive for this role."

- Fall 2024 Graduate

reviews

Testimonials

"I recommend considering this coursework for newer secondary and servicing valuation analysts."

Brett Schaffer

Phoenix

"Panoramic's coursework is a foundational collection of critical content for mortgage capital markets participants."

Seth Sprague

Mortgage Consulting Services, Richie May

"I can not imagine a company in our industry, that would not benefit from this service."

Mark Garland

SitusAMC

"The hands-on experience was invaluable, but having access to structured guidance like that offered by Panoramic Capital Academy would have undoubtedly accelerated my proficiency and confidence in handling these complex tasks."

Wes Horbatuck

Dark Matter Technologies

"Challenging, enlightening, and highly informational. The content is engaging and entertaining while also clearly explaining some of the most complex topics I've come across."

Michael O.

Polly

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How Our Courses Help

When your team understands the history, context, and mechanics of capital markets, they unlock the ‘why’ behind how mortgages are priced, managed, and delivered. This deeper knowledge drives sharper decisions, stronger financial performance, and more efficient capital use — the difference between simply keeping up and consistently outperforming. Employees who master this context become a strategic advantage at every level of your company.

Explore how this knowledge benefits you, regardless of where you are in your career or in the industry:

Accounting

Greater confidence in secondary, servicing and month-end reporting
Deeper understanding of fair value derivatives, and hedge accounting
Better forecasting and understanding of performance rate sensitivity
Remove language, jargon disconnect with secondary and servicing

C-Suite

Enhanced focus on strategies and operations to improve performance
Greater confidence and predictability in financial projections and performance
Better understanding of deviations of target margins
Demystify capital markets jargon for better interdepartmental communications

Development and technology

Foundational understanding of business, urgency, and workflow required for development or deployment of enterprise systems, consistent with secondary and C-Suite objectives

Operations

Improved focus on operational areas to better support financial performance consistent with secondary and C-Suite objectives

Production

Loan Officers and Brokers: Enable better pull-through, lock performance, confidence, and comprehension of rate sheet and market dynamics
Correspondent Reps: Enable more productive conversations with sellers, better feedback loop with secondary, and production success

Secondary Marketing

Implement more profitable rate sheet and margin strategies
Ensure full deployment of best execution strategies
Identify areas to reduce hedge cost and improve performance attribution
Improve communication to c-suite and accounting

Servicing

Improved accuracy of valuations and understanding of rate sensitivity
Better cash flow planning and forecasting
Expanded context on economics and workflow associated with retention strategies

Need help choosing?

8 weeks

Mortgage Capital Markets Executive Course

What you can expect

A clear understanding of rate sheets, pricing components, and market drivers
Fluency in capital markets terminology and processes
Insights into loan sale execution, servicing decisions, and risk strategy
The ability to improve internal communication and decision-making
A digital certification respected by lenders and industry employers

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Who this course is best for

Branch managers and loan officers
Correspondent and wholesale AEs
Agency reps and mortgage insurers
Operations and servicing professionals
C-suite leaders with limited time

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Capital markets fluency—for professionals who need to know, now.

14 weeks