Find the best-fit loan, flag potential issues, and explain options clearly with smart automation tools.
Review standard guidelines and CMG overlays, FNMA, FHLMC, FHA, USDA, Home-Ready & Home-Possible, DTI limits, reserves, and income rules.
Clarify VA Guidelines, CMG Overlays, entitlement, loan limits, and residual income tests.
Check CMG Non-QM eligibility: Prime, Horizon, Advantage, Edge, Premier, MedPro, Connect, and more.
Review jumbo investor overlays, reserve rules, and high-balance borrower criteria.
Explore DPA programs filtered by loan type, location, and buyer profile.
Help structure One-Time and Two-Time Close construction and renovation loans.
Compare HELOCs and fixed second options. Learn how to structure blended loans.
Project balance reduction using offset deposits with 12+ months of bank data.
HomeFundIt, List & Lock, Rate Rebound, Knock, Zavi, and other CMG exclusives.
Find the best-fit loan, flag potential issues, and explain options clearly with smart automation tools.
Review standard guidelines and CMG overlays, Conv - Govy - Non QM Etc.
Accountability Tracker and a Place for Teams to work together to achieve goals
Tools I have built for real estate agents to use to automate items in their business
Buy a copy of The Chat GPT Playbook - For Realtors and LO's - How I built an AI Assistant that changed my career! by CJ Nelson
Buy a copy of Just WIN The Day by Ricky Khamis!