Mortgage Customer Counseling and Prequalification

$95.00

  • Total

SKU: 10253 Category: Tag:

Description

Describes mortgage counseling and the type of information and techniques to improve communication between the MLO and customer. Reviews mortgage counseling from the transaction-oriented and mortgage program-oriented perspectives. Explains critical areas of review for each step in the prequalification process.

What You’ll Learn

After completing this course, students will be able to:

  • Define mortgage counseling and describe the techniques used in a session with a customer
  • Recognize your customer’s key indicators to understand the customer needs profile
  • Match mortgage financing options to meet customer needs
  • Prequalify a customer for mortgage programs using an outline and calculations

Additional information

Credits

n/a

Member Price

95.00

Non-Member Price

130.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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