Practice Management: Mortgage Roadmap - Home Loan Solutions for Divorcing Couples

4 (1 vote)

Recorded On: 11/01/2022

Mortgage Roadmap is a 50-minute Zoom lecture course in 2 sections.
  
Section 1 provides current basic knowledge of the home loan process. This includes the application process, processing, underwriting through funding. Attendees will learn the fundamentals of the loan process to be able to speak intelligently to set realistic expectations.
   
Section 2 discusses the three (3) loan Silos available to Consumers today. This will educate Attendees to the many loan options available for W2 employees, self-employed, retired people and real estate investors. The overall course educates Attendees, Realtors, Home Buyers, Homeowners, and real estate managers on the basics of the home loan process, loan products and a general understanding of loan choices in today’s market.

Participants will receive: 
- PowerPoint Presentation
- Blank URLA (1003) Residential Loan Application 
- Sample of pre-Approval & FastTrack Underwritten Approval 
- List of “what NOT to do during the loan process” 
- List of possible documentation needed by the Buyer to qualify for a home loan.
- List of “Key Players” in the home loan process.

Benefits gained by taking this course: 
- An Attendee or OCAR Realtor will gain basic mortgage lending knowledge to provide their customers. 
- Obtain pertinent facts to discern if a Buyer can qualify for a loan.
- Understand the Loan Process and the customer's financing journey.  
- Knowledge of the credit report & FICO scores. 
- Knowledge of key members in the loan process and their roles.
- Knowledge of different underwriting styles of the 3 loan silo choices. 
- Knowledge of Qualified Mortgages vs. Non-QM Mortgages. 

Jeffrey Scott

Loan Officer, CMA

CrossCountry Mortgage, LLC – JJ Mazzo Group

Jeffrey Scott is a Senior Loan Officer with the Certified Mortgage Advisor designation who is responsible for the origination & funding of residential Fannie Mae/Freddie Mac conforming home loans, Jumbo loans, Non-QM loans and residential Community home loans.

Jeffrey brings in-depth sales experience and loan structure expertise resulting in meeting or exceeding clients expectations. He has extensive income analysis and file structure experience along with CRM software management and effective marketing skills selling to prospective Home Buyers while maintaining a large 480+ client database. He is responsible for planning and the execution to generate new business, repeat business and referral business.

Licenses:
- NMLS # 255094  
- CA Real Estate Broker License #01005034  
- CA Dept. of Insurance Jeffrey Scott #0M38531 Expired

Education:
- Certified Commercial Investment Member – Chicago, IL – CCIM June 1996
- University of Denver, Denver, CO – Graduated B.S.B.A / Finance-Marketing - May 1984
- Colorado Academy High School, Denver, CO – Graduation May 1980

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Recording: Practice Management: Mortgage Roadmap - Home Loan Solutions for Divorcing Couples
Open to view video.
Open to view video. Mortgage Roadmap is a 50-minute Zoom lecture course in 2 sections. Section 1 provides current basic knowledge of the home loan process. This includes the application process, processing, underwriting through funding. Attendees will learn the fundamentals of the loan process to be able to speak intelligently to set realistic expectations. Section 2 discusses the three (3) loan Silos available to Consumers today. This will educate Attendees to the many loan options available for W2 employees, self-employed, retired people and real estate investors. The overall course educates Attendees, Realtors, Home Buyers, Homeowners, and real estate managers on the basics of the home loan process, loan products and a general understanding of loan choices in today’s market. Participants will receive: - PowerPoint Presentation - Blank URLA (1003) Residential Loan Application - Sample of pre-Approval & FastTrack Underwritten Approval - List of “what NOT to do during the loan process” - List of possible documentation needed by the Buyer to qualify for a home loan. - List of “Key Players” in the home loan process. Benefits gained by taking this course: - An Attendee or OCAR Realtor will gain basic mortgage lending knowledge to provide their customers. - Obtain pertinent facts to discern if a Buyer can qualify for a loan. - Understand the Loan Process and the customer's financing journey. - Knowledge of the credit report & FICO scores. - Knowledge of key members in the loan process and their roles. - Knowledge of different underwriting styles of the 3 loan silo choices. - Knowledge of Qualified Mortgages vs. Non-QM Mortgages.
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