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Equity Entry Point: Shifting Today

Duration:

60 Minutes

Description:

The entry point for today's mortgage opportunities has moved. For the last 3 years, rate has been the mortgage advisor's foot in the door. Now your toehold isn't rate - it's equity.

The typical U.S. home appreciated $53k last year, which is more than America’s median annual income. Homeowners are sitting on more tappable equity than ever before in history. Equity isn’t just for cash-out refis; it can unlock any type of loan. No matter what kind of loans you want to originate, your customer’s equity is key to starting the conversation — even if your shop doesn’t do cash-outs, or even if you specialize in purchase lending.

Join Alex Kutsishin from Sales Boomerang, Dave Savage from Mortgage Coach and Josh Mettle from NEO Home Loans as they uncover the entry points to being successful in today's equity market. Learn new ways to turn a customer’s equity into a loan that converts quickly and how Sales Boomerang and Mortgage Coach can help you turn home equity into the gift that keeps on giving.

Objectives

  • How to dominate in this purchase market
  • Specific ways to turn customer’s equity into loans that convert quickly
  • Knowing the exact right time to talk to your customers
  • Best understanding your customer’s options for different scenarios
  • How Sales Boomerang and Mortgage Coach can help you 

Experience Level

  • Entry-Level

Target Audience

  • Mortgage Operations
  • Finance Professionals
  • Sales/Revenue and Marketing Leaders
  • Regional & Branch Managers
Speakers
Alex Kutsishin
Chief Visionary Officer
Dave Savage
Chief Innovation Officer
Josh Mettle
Division President

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