Mortgage underwriting course

1 & 2 November 2021

In recent years the recognised career path to mortgage underwriter has changed substantially, partly due to the changing nature of mortgage advice. This new virtual course is delivered over two-days and has been designed to equip underwriters with the knowledge required to carry out their role effectively. 


  • Develop the judgment needed to make sound lending decisions, manage risk and identity fraud.
  • Understand and assess customers’ needs and circumstances.
  • Know how to assess and mitigate the risk features of a given set of circumstances.
  • Understand the role of credit reference agency reports and to be able to interpret them.
  • Know how to identify unusual application attributes that may lead to mortgage fraud

The course will be delivered using the Zoom virtual platform and will be interactive with several group discussions and case studies for attendees to consider, discuss and apply the knowledge and skills gained from the course.

Trainee underwriters, mortgage advisers that wish to broaden their skillset and those employed in a product development or risk capacity.

"Interesting and Informative with a good mix of people from different career backgrounds. Ian quickly established good rapport with everyone and the course was fun but informative."

"I thought Ian was charismatic and presented the class well over Zoom, and kept things moving along well to stop discussions or points becoming stagnant. Weaving in anecdotes was also beneficial for context."

(Delegate feedback from our July 2021 online course)

Timings for each day:
The course will take place over two 90-minute sessions on each day:
09.30 - 11.00
Break (30 mins.)
11.30 - 13.00

£595 (VAT exempt) - BSA Members/Associates only
Online payment by credit card only.

This course is fully booked. Please email the events team if you'd like to be added to the waiting list
for this date or are interested in attended future courses.



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