Non-QM Masterclass Series is a three-part event designed to provide mortgage brokers, originators and sales managers with a deep understanding of the Non-QM market. Each session will focus on a critical aspect of Why, the Who and the How of Non-QM lending focusing on the market landscape, borrower profiles, and strategies for business growth.
Session 2: Who Does Non-QM Serve Best - Identifying and Understanding Non-QM Borrowers
May 1, 2025
Key Topics:
- Who are Non-QM borrowers?
- The rise of self-employed borrowers, gig workers, and 1099 earners
- Investors and their impact on the mortgage market
- Foreign nationals and their real estate investment patterns
- How loan officers can better identify and serve Non-QM borrowers
- Aligning borrower needs with the right Non-QM solutions
Takeaways:
- Understand borrower profiles and their unique financial situations.
- Learn how to identify potential Non-QM borrowers early in the process.
- Shift from a reactive to a proactive approach in offering Non-QM solutions.
Session 3: How To Build A Non-QM Pipeline - Building Your Business and Referral Network
June 12, 2025
Key Topics:
- How to find Non-QM deals in any market
- Building strategic partnerships with real estate investors, business groups, and local organizations
- Establishing yourself as a go-to Non-QM lender
- Leveraging referral networks (credit unions, real estate groups, financial advisors)
- Differentiating your brand with Non-QM expertise
- Marketing strategies for targeting Non-QM borrowers
Takeaways:
- Participants will learn actionable strategies for growing their Non-QM business.
- Discover how to create long-term referral partnerships.
- Gain insights into marketing and branding tactics specific to Non-QM lending.
Watch Session 1: Why Non-QM Is Important Right Now.
