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PROFILING MORTGAGE PROSPECTS
Self-paced
online course -
ABA
eLearning
(length: 2 hours)
Price: $95 members; $130 non-members
Print
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Online
This course is also
available at discounted prices under an annual license. Call or email
for details.
Course Description: Profiling Mortgage Prospects provides students with the product knowledge
they need to profile and refer mortgage loan clients to a product that
matches their needs. Many of the real estate products available in the
current market will be covered, including Federal Housing Administration
(FHA), Veterans Administration (VA), and conventional mortgage loan. This
course will also discuss the elements of a successful referral of a
prospect to a mortgage specialist.
Audience: Bank employees who will be or are referring or
prescreening prospective mortgage loan clients.
Learning Objectives:
After completing this course,
students will be able to:
·
Describe
features and benefits of conventional fixed rate, adjustable rate, FHA, and
VA loans
·
Identify client
profiles that generally benefit from each product type
·
Use key
questions to help clients determine beneficial mortgage financing options
·
Effectively
refer mortgage loan application clients to the appropriate person
·
Identify
mortgage-lending regulations that apply during the prescreening and
referral process
Course Credits: AIB: .25; ICB: 2.5
For further information,
please call Elisa Legg at 212-297-1679 or elegg@nyba.com.
The New York Bankers
Association is a Local ABA Training Provider.
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