1. On Tuesday, March 17, 2026, from 8:00 PM until 10:00 PM ET, Newrez will be conducting infrastructure upgrades. As a result, our website will be unavailable. Please be reminded that you can continue locking loans by contacting the Registration/NT Desks at (866)-396-4622 or you can also email questions/requests to Registrations@newrez.com.

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NewRez Training Calendar

March

Monday, March 16

11:00 am - 12:00 pm EST

Smart Series: SmartEdge Overview

The SmartEdge product is meant for borrowers that have strong credit and are looking for flexible financing options INCLUDING those looking for Non-warrantable Condos and Condotel options. Includes our Asset Qualifier which features NO DTI calculations Those borrowers may have had some credit issue in the past. This includes credit issues such as: Bankruptcy, Foreclosure, Short sale

Tuesday, March 17

2:00 - 3:00 pm EST

Mortgage Fundamentals: Loan Processing 101

This session will cover the steps necessary to process a loan. Understanding the loan application; Overview of automated underwriting options; Reviewing the credit report and Verifying income and assets This session is the fifth in our Mortgage Fundamentals series.

Wednesday, March 18

11:00 am - 12:00 pm EST

Smart Series: SmartSelf Overview

The SmartSelf product is designed for a strong credit quality, self-employed borrower. It allows for the use of bank statements, 1099s or a P&L instead of tax returns in order to qualify the borrower(s). The statements must show proof that the borrower’s income is: Stable, Sufficient to repay the borrower’s debts and Likely to continue.

Wednesday, March 18

1:00 - 1:30 pm EST

Closed End Seconds Overview

This session will provide an overview of Newrez's Closed End Seconds Guidelines and the processes.

Thursday, March 19

1:00 - 2:00 pm EST

Mortgage Fundamentals: Advanced Processing

This session will cover more in-depth processing tasks. Increased details of the loan application; Credit and liability requirements; Acceptable Assets and Verifying different types of income and assets. The sixth and final portion of our Mortgage Fundamentals series.

Friday, March 20

2:00 - 3:00 pm EST

Smart Series: SmartVest Overview

The SmartVest product is for borrowers who are considered real estate investors. They are looking to purchase or refinance an investment property that is owned strictly as an investment. The borrower is going to be qualified based on the cash flow of the subject property.

Monday, March 23

2:00 - 3:00 pm EST

VA Basics

This overview will provide the basics of VA loans to our clients. Discussion will center on: Specifics of VA; VA Guidelines and Specifics of Transaction Types

Tuesday, March 24

11:30 am - 12:00 pm EST

VA IRRRLs

This session will provide an overview of VA IRRRL transactions. Discussion will center on: IRRRL specifics; Guidelines; Transaction Types; Product Features; Product Enhancements; Documentation Options and Questions

Wednesday, March 25

11:00 am - 12:00 pm EST

Conforming Products Overview

This FREE webinar will be a review of the FNMA and FHLMC product mix offered by NewRez

Wednesday, March 25

1:00 - 2:00 pm EST

Texas Home Equity Overview

This Webinar will be an overview of Texas Real Estate Law, general Texas Home Equity information, products and questions

Thursday, March 26

11:00 am - 12:00 pm EST

NewRez HomeReady Products

Join us for this webinar covering the affordable products of Fannie Mae's HomeReady and the HomeReady Plus option. We will discuss: Product Details including Duty to Serve Automated Underwriting Borrower Eligibility Loan Eligibility Mortgage Insurance Options Special Requirements

Thursday, March 26

1:00 - 2:00 pm EST

Newrez Home Possible Products

Join us for this webinar covering the affordable products offered under Freddie Mac Home Possible products. We will discuss of the BorrowSmart option and how the use of this credit could allow for your borrowers to purchase a house without depleting any emergency funds or savings and could be used toward maintenance or even furniture for their new home. This program is intended to assist borrowers in need of additional funds and we will discuss who is best suited for it and it's usage. We will discuss: Product Details including Duty to Serve Automated Underwriting Borrower Eligibility Loan Eligibility Mortgage Insurance Options Special Requirements

Friday, March 27

1:00 - 2:00 pm EST

Yosemite Jumbo Overview

Newrez's Yosemite Jumbo AUS product for Correspondents seeking larger loan amounts. This product offers an ideal solution for borrowers who require greater flexibility and higher loan limits, all while adhering to Agency AUS guidelines.

Monday, March 30

12:00 - 1:00 pm EST

Smart Series: SmartEdge Overview

The SmartEdge product is meant for borrowers that have strong credit and are looking for flexible financing options INCLUDING those looking for Non-warrantable Condos and Condotel options. Includes our Asset Qualifier which features NO DTI calculations Those borrowers may have had some credit issue in the past. This includes credit issues such as: Bankruptcy, Foreclosure, Short sale

April

Wednesday, April 1

1:00 - 2:00 pm EST

Smart Series: SmartSelf Overview

The SmartSelf product is designed for a strong credit quality, self-employed borrower. It allows for the use of bank statements instead of tax returns in order to qualify the borrower(s). The statements must show proof that the borrower’s income is: Stable, Sufficient to repay the borrower’s debts and Likely to continue. As an alternative we allow the use of 1099's to qualify

Thursday, April 2

11:00 am - 12:00 pm EST

Closed End Seconds Overview

This session will provide an overview of Newrez's Closed End Seconds Guidelines and the processes. This is for Delegated and Non-Delegated Correspondents.

Thursday, April 2

1:00 - 2:00 pm EST

Smart Series: SmartVest Overview

The SmartVest product is for borrowers who are considered real estate investors. They are looking to purchase or refinance an investment property that is owned strictly as an investment. The borrower is going to be qualified based on the cash flow of the subject property.

Monday, April 6

2:00 - 3:00 pm EST

FHA Basics

This overview will provide the basics of FHA loans to our clients. Discussion will center on: Specifics of FHA; FHA Guidelines; FHA Case Number; CAIVRS; Exclusionary Lists; Statutory Loan Limits and Specifics of Transaction Types

Tuesday, April 7

11:30 am - 12:00 pm EST

FHA Streamline

This session will provide an overview of FHA Streamline loans. Discussion will center on: Streamline specifics; Guidelines and Transaction Types

Wednesday, April 8

1:00 - 2:00 pm EST

Conforming Condo, Co-op and PUD Warranties

An Overview of Conforming Condo and Co-op Warranties and Processes. Also touching on Non-Warrantable Condos and Condotel and what products we offer that allow those

Thursday, April 9

1:00 - 2:00 pm EST

Yosemite Jumbo Overview

Newrez's Yosemite Jumbo AUS product for Correspondents seeking larger loan amounts. This product offers an ideal solution for borrowers who require greater flexibility and higher loan limits, all while adhering to Agency AUS guidelines.

Friday, April 10

11:30 am - 12:00 pm EST

NewRez's Manufactured Housing Guidelines

This brief session will provide an overview of manufactured housing guidelines for our FHA, VA and Agency products. Includes the new offering MH Advantage!

Monday, April 13

11:00 am - 12:00 pm EST

Smart Series: SmartEdge Overview

The SmartEdge product is meant for borrowers that have strong credit and are looking for flexible financing options INCLUDING those looking for Non-warrantable Condos and Condotel options. Includes our Asset Qualifier which features NO DTI calculations Those borrowers may have had some credit issue in the past. This includes credit issues such as: Bankruptcy, Foreclosure, Short sale