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Profiling Mortgage Prospects (AIB)            

Course Code: 7814

DELIVERY METHOD:

Online
LOCATION, DATE, TIME & INSTRUCTOR:
# of CREDITS:
.5
COST:
$95

Program Description:

This AIB course provides participants with the knowledge to profile a prospective client and recommend the mortgage product that would best fit his or her individual needs. It reviews mortgage terminology, fixed-rate and adjustable-rate mortgage products, and mortgage referrals. Conventional, FHA, and VA loan products are presented.

After successfully completing this course, the student will be able to:

  • Describe the features and benefits of conventional, fixed and adjustable-rate, FHA, and VA loans 
  • Identify the client profile who generally benefits from the mortgage 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 and the situations to which they apply during the mortgage lending process

Who Should Attend:

Personnel who are currently selling or will begin selling mortgage loans.

HOME     177 E. Silver Spring Drive, Suite 201     Whitefish Bay, WI 53218-4703         TEL: 414.332.6468     FAX: 414.332.6478         info@cftncs.org