Should We Offer Home Equity Lines of Credit? HELOC VS. Conventional Mortgage

Instructor: J T Turner
Product ID: 704612
  • Duration: 60 Min
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This training program will offer an introduction to HELOCs and explain how a HELOC is structured. It will also discuss why they are profitable, potential issues, and how to retain loans.

Why Should You Attend:

The secondary market and regulators are growing stricter about having trained staff handle mortgage appraisals. Yet many employees are not properly trained in residential mortgage appraisal review. This webinar will highlight the key approach to valuation of a single family residence. Attendees will feel more confident when reviewing single family appraisals after this session.

This webinar is ideal for any lending Institution that is considering offering home equity lines of credit. These products can be very profitable, but should be offered with a full understanding of the positive and negative aspects for the lender and borrower. The session will offer a full overview of adding this product to your portfolio, including how to retain customers.

Learning Objectives:

  • Introduction to HELOCs
  • How a HELOC is structured?
  • Why are they profitable?
  • Potential issues
  • How to retain loans

Areas Covered in the Webinar:

  • What is a HELOC?
  • Why Offer a HELOC?
  • HELOC vs. Conventional Mortgage
  • Basic Structure
  • Modification

Who Will Benefit:

  • Lending management
  • Loan operations
  • Lenders
  • Bank and financial institution auditors
  • Controllers and corporate managers
  • Accounts payable and financial analysts
  • Internal and external auditors
  • CPAs and CAs
  • Financial services professionals
  • Securities attorneys
  • Wall Street
  • Board members
  • Staff members who are currently working with ARM loans

Instructor Profile:

J.T. Turner has over 35 years of experience in the financial field, much of it in Residential Lending. He also has over 30 years’ experience in corporate training and communication. His classes on lending topics are attended by thousands of bankers annually.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

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