Our mission is to provide a core knowledge base to Mortgage Brokers and Financial Planners.  Then - when they "take the leap" into the senior demographic, they will do so with enough basic information that they can correctly explain and apply the product.


"Understanding Reverse Mortgages" 
"Evaluating and Explaining Benefits"
These are the basic "AWARENESS"  Sessions that will introduce you to the niche and its most popular products.  During this session you will learn about the senior demographic, its expectations of you, and the most common issues encountered by new originators.  You will also learn the nuances of federal and state law regarding these programs and your unique responsibilities.  Then, Nelson will take you through the numbers line by line so you understand how to evaluate and explain them to your clients. This is a three and a half hour session.  Nelson will discuss everything from how to speak to seniors as you explain these products - to how the secondary market affects your income.

"Taking a complete Reverse Mortgage Application" 
You will need to know how to take a good application package - and these are specialized loans.  During this one hour session your instructor will discuss the most important parts of a Reverse Mortgage package, what documents are the most critical up front, and which can cause processing delays.  Submit your loans correctly the first time.  It's not another 1003!

"Marketing to Seniors"
This one hour session will give you a frank and open contrast between the forward and reverse marketing paradigms. It should get you to thinking and start you on the road to planning an effective marketing campaign to launch your new product niche. 

"Counseling - the objective and the process"
This will be a one hour session.  You will learn about the solid valid reasoning behind counseling and how it has developed over the years.  The current situation regarding counseling fees will be discussed. When you send YOUR client to counseling, you need to know what to expect - because your customers need to be prepared.  Success in this niche is defined by operating without any surprises.