P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Profiling Mortgage Prospects
Course Description: Profiling Mortgage Prospects provides students with the product knowledge they need to profile and refer mortgage loan clients to a product that matches their needs. Many of the real estate products available in the current market will be covered, including Federal Housing Administration (FHA), Veterans Administration (VA), and conventional mortgage loan. This course will also discuss the elements of a successful referral of a prospect to a mortgage specialist. Audience: Bank employees who will be or are referring or prescreening prospective mortgage loan clients. Learning Objectives: After successfully completing this program, you will be able to:   • Describe features and benefits of conventional fixed rate, adjustable rate, FHA, and VA loans   • 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 prescreening and referral process Course Credits: AIB: 0.25 ; ICB: 2.5 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $95   •   NonMembers $130       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association