Southeast Regional Center for Financial Training, Inc.

AIB Profiling Mortgage Prospects (AIB-7814)

This AIB course provides participants with the knowledge to profile a prospective client and recommend the mortgage product that would best fit his or her individual needs. It reviews mortgage terminology, fixed-rate and adjustable-rate mortgage products, and mortgage referrals. Conventional, FHA, and VA loan products are presented.

Delivery Options

Self-Paced Online

Audience

Personnel who are currently selling or will begin selling mortgage loans

Learning Objectives

At the conclusion of the program participants will be able to:

Describe the features and benefits of conventional, fixed and adjustable-rate, FHA, and VA loans
Identify the client profile who generally benefits from the mortgage 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 and the situations to which they apply during the mortgage lending process

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834