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PROFILING MORTGAGE PROSPECTS


Self-paced online course - ABA eLearning  (length: 2 hours)
Price: $95 members; $130 non-members  
Print Registration Form     Enroll 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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