1. CONNECTING TO CLOSE (9:00 AM - 11:30 AM)

This workshop is sponsored by Radian, Finance Factors, and the Mortgage Bankers Association of Hawaii. This event is open to both members and non-members. This workshop is free for 2018 MBAH members.

COURSE DESCRIPTION:

Designed for Loan Officers, Sales Professionals, and Sales Leaders

How do you get more referrals, fuel your pipeline and close more quickly in today’s competitive market? Industry experts say the key is your ability to make connections with people and to foster deeper relationships. Research will tell us your Emotional Intelligence is a driving factor in your ability to do this!

In this interactive session, you will gain a deeper understanding of EI and the critical role it plays in creating the right connections with your customers and referral sources. You will leave armed with the industry’s best tips and tools to help you strengthen your relationships, increase your communication capability and laser focus on language that builds trust.

TAKEAWAYS:

Insight from top producers in the Mortgage Industry
Increase your referrals and generate more leads through stronger relationships
Use the right language to connect with customers, realtors, and referral partners

2. THE BASICS OF INCOME (1:00 PM - 2:30 PM)

This workshop is sponsored by Radian, Finance Factors, and the Mortgage Bankers Association of Hawaii. This event is open to both members and non-members. This workshop is free for 2018 MBAH members.

COURSE DESCRIPTION:

Who Should Attend: Loan Officers, Processors, or Underwriters

Attend this foundational session to learn how to calculate the most basic types of income including: base income, hourly pay including overtime, commission, bonus income, and tip income. In this course you will learn to:

Calculate base pay and discuss the nuances of including additional income sources, such as overtime, commissions and bonus pay
Document income based on GSE requirements and when to compare to your company’s guidelines
Analyze the VOE to assess the borrowers pay history and employment status for the purposes of income qualification
How to address part time or secondary income types, employment gaps, unemployment benefits and contractual employment
Gain a deeper understanding of the risk levels associated with income and employment

ABOUT THE PRESENTER:

Richard has been in the mortgage banking industry over 20 years, and has held a variety of positions: processor, closer, underwriter and loan officer. His focus for the past 14 years has been on training technical and soft skills. With such rich industry experience he is an extremely versatile trainer. Richard has been delivering training to Radian’s Clients and Partners in the industry for over 8 years. Having trained over 10,000 people on Analyzing Income for Self Employed Borrower he is an industry expect on that topic.

Thank you to Radian and Finance Factors for helping to make these educational events possible!

PARKING:

Recommended parking locations will be included with your order confirmation.

Registrations are closed

MBAH Education Events for August 2018