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Mortgage Capital Markets Executive Course

Capital markets fluency—for professionals who need to know, now.

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Is This Course Right for You?

The Mortgage Capital Markets Executive Course delivers a flexible, 8-week overview of the mortgage capital landscape—designed for busy professionals who need to understand the big picture without getting lost in the math. Learners explore pricing strategies, rate sheets, servicing, and market dynamics through accessible, real-world instruction. Perfect for loan officers, agency reps, and operations leaders seeking to improve performance and communication across teams.

All Panoramic Capital Academy courses are great for professionals who need a strong grasp of capital markets without diving deep into technical calculations. This course is ideal for:

  • Branch managers and loan officers
  • Correspondent and wholesale AEs
  • Agency reps and mortgage insurers
  • Operations and servicing professionals
  • C-suite leaders with limited time

Book Your Seat Today

Spots are limited.

Pay a 20% deposit today to reserve your seat in the next cohort.
Now enrolling students for Spring 2026.

Course Highlights

What the Course Includes

The Deep Dive includes 8 structured modules, such as:

  • Mortgage Finance Foundations
  • Best Execution Principles
  • Rate Sheet and Lock Desk Strategy
  • Hedging Fundamentals (non-technical overview)
  • Servicing Economics
  • Performance Topics and Market Strategy

Includes quizzes, discussions, and a final assessment.

What You'll Learn

You’ll walk away with:

  • A clear understanding of rate sheets, pricing components, and market drivers
  • Fluency in capital markets terminology and processes
  • Insights into loan sale execution, servicing decisions, and risk strategy
  • The ability to improve internal communication and decision-making
  • A digital certification respected by lenders and industry employers

Compare Course Modules

Both Panoramic Capital Academy courses include in-depth information on capital markets, but each offers a different approach.

8-Week Executive Course

14-week Masterclass

Mortgage Finance Foundations
Mortgage Finance Foundations
Best Execution Principles & Math
Best Execution Principles & Math
Rate Sheet Margin & Pricing Practices
Rate Sheet Margin
Lock Desk Best Practices
Lock Desk Best Practices
Hedging Fundamentals
Hedging Fundamentals
Hedging Practices & Math
Hedging Practices & Math
Service Decision & Valuation Overview
Service Decision & Valuation Overview
Servicing Valuation Practices & Math
Servicing Valuation Practices & Math
Loan Delivery Best Practice
Loan Delivery Best Practice
Loan Delivery Best Practice (pt 2)
Loan Delivery Best Practice (pt 2)
Performance Reporting Overview
Performance Reporting Overview
Hedge Accounting & Attribution
Hedge Accounting & Attribution
Quizzes
Quizzes
Final Project
Final Project
Course Survey
Course Survey
Grading of Finals
Grading of Finals
Certificate
Certificate
Two professionals pointing at a laptop screen while reviewing rate sheet margins.

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