Unlike the traditional loan originator, Mortgage Planning is a holistic approach, which moves you from a commodity to a trusted advisor.
Loan
You might have read about "strategic equity" in the numerous mortgage publications. If you have been thinking about making the move from being a loan officer who just quotes rates to becoming an originator who clients, financial planners and CPA's rely on to show them how to use their mortgage as a wealth equity tool, then this is the online seminar for you.
Officer
You will learn:
- Simplified explanation of what wealth equity is all about
- How the Internet is affecting your business
- Why quoting rates and programs is a dead-end street
- How to convert more prospects into closed loans using strategies other than rates
- How to effectively present a "mortgage" as a wealth-building tool.
- How the rules of money have changed
- Why home equity is not the same as cash in the bank & how to explain it to your clients.
