Secondary Education

Blue Loans Secondary Markets Education

We offer on-line classes that are presented live by a Certified Mortgage Banker and includes attendee interaction.

Introduction to Secondary Markets

Ideal for individuals with zero to limited exposure to the secondary markets.  This course is designed for those who may be new to a secondary marketing department, or for those organizations who would like to increase the efficiency of their current secondary market department.  Mortgage professionals whose expertise is outside secondary markets and are looking to build on their mortgage knowledge will also find this class useful.  This course covers:

• Capital markets/secondary markets overview

• Revenue generation of a mortgage originator

• Responsibilities of a typical secondary marketing department:

  • • Ratesheet generation

    • Product and pricing engines

    • Locking loans

    • Hedging the origination pipeline

    • Selling loans on the secondary market

• Other topics discussed include:

  • Portfolio lending

  • Mortgage servicing rights

  • Lock policies

  • Loan delivery

  • Product development

Format: Live, on-line, instructor/attendee interaction.

Length: 2 hours

Materials: presented materials distributed prior to class.

​Cost: $295 per student

Group rates available.  Contact us for more information.

Upcoming Session

• Tuesday, May 16th, 2023.  2:00 pm - 4:00 pm, Eastern Time

Recommendations

I really enjoyed the Intro to Secondary Marketing class by Blue Loans.  The class walks you through the entire process from the importance of pricing to the valuation of servicing rights.  They are experts in all things mortgage related and on pulse with the market.  Highly recommended.

- Justin

Blue Loan's Intro to Secondary Markets class delivered a succinct introduction to the secondary market in a manner that was easy to understand.  Russ is professional, knowledgeable, and pleasant to learn from.

- Nanette