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Qualifying Mortgage Prospects

Course List | ABA Member Registration | Non-Member Registration

Qualifying Mortgage Prospects stresses that the most effective mortgage referrals are ones that best match your client's needs to the mortgage programs you offer. In this course you will become familiar with many of the mortgage programs available in the current market including government and conventional mortgage programs. You will also learn how to refer a client to a mortgage specialist.

Price $130 Nonmembers / $95 Members
License Option Courses are also available at discounted prices under an annual license.  Learn More
Course Credits ICB: 2.5 CPB
Prerequisites None
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

Bank personnel who refer clients to mortgage specialists.

Learning Objectives

After completing this course, students will be able to:

  • Describe features and benefits of conventional fixed rate, adjustable rate, FHA, and VA programs
  • 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 client preparation and
    referral process


Questions? Please contact training@aba.com for more information.