Venue
Pasea Hotel & Spa
Pasea Hotel & Spa, 21080 Pacific Coast Hwy Huntington Beach, CA 92648 United States

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Event Date Mon Feb 19 EST - Tue Feb 20 EST (almost 7 years ago)
Location Pasea Hotel & Spa
21080 Pacific Coast Hwy Huntington Beach, CA 92648 United States
Region Americas
Details

Join us for NRMLA’s Western Regional Meeting as we invite the industry’s top subject matter experts to share their insights and guidance on critical issues impacting today’s reverse mortgage marketplace.

Mixing fun with informative discussions, we explore:

• Selling HECM as a Solution. With the recent changes to principle limit factors and mortgage insurance premiums, it’s important to remember that HECMs provide sustainable solutions for many potential borrowers. Reverse Mortgage Funding’s head trainer Craig Barnes discusses HECM utilization strategies, such paying off debt, buying a home, paying off a HELOC and more.

• Should I Stay Or Should I Go? A house is brick and mortar; a home is a house with accessibility, support and comfort. Where older adults choose to age depends on functionality, location, availability of services and affordability. They have many options. NRMLA’s Marty Bell will discuss them all. Not everyone you meet with is going to qualify for a reverse mortgage—but you’ll still want to help them be in the right home.

• Servicing for Loan Officers. Servicing is the least understood part of the reverse mortgage process. Use this opportunity to better understand servicing policies and timelines, so that you can better inform your clients and their families.

• HECMs in Sun City. Legal experts will discuss the issues and challenges around free assumability.
“I’ll Take FA For $100, Alex.” Industry trainers lead a friendly trivia competition covering financial assessment, HUD’s final rule, servicing and borrower scenarios.
Avoiding Closing Pitfalls. A panel of closing pros and loan officers will share examples of things that can turn a closing sideways and how to avoid them.

Sponsors & Partners

2018 Sponsors

DIAMOND
• Liberty

SILVER
• American Advisor Group

BRONZE
• Finance of America
• RMF