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

• 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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• Capital markets and secondary marketing professionals
• Hedge desk analysts and pricing strategists
• CFOs, controllers, and risk managers
• Developers and analysts supporting capital markets systems
• Senior executives ready for a deep dive

• A complete understanding of best execution strategy, PPEs, hedging inputs, pull-through, and hedge ratios
• Hands-on skills in Excel and data analysis for decisions
• A structured approach to servicing valuation and MSR economics
• Clarity on performance attribution, hedge accounting, and balance sheet impacts
• Greater cross-functional communication and executive influence
• A digital certification respected by lenders and industry employers