Originating and Succeeding with High-Net-Worth Borrowers 2023 | Mortgage Bankers Association (MBA) | 28 November 2023 | Webinar

It’s nothing new that high net worth borrowers can be a great source for production volume and referral sources. But in a competitive market where every closed loan represents a major win, loan officers and production teams need to ensure they are at the absolute top of their game. This webinar brings together the people and perspectives you need to hear in order to to get in front of and stay in front of high-net-worth borrowers, and their wealth managers and advisors.

Objectives

• Define what it means to be a high-net-worth borrower
• Understand the needs of high-net-worth borrowers and their wealth managers
• How to position yourself and your organization as a reliable and capable lending partner
• Products and services lenders may need to consider in order to recruit and retain high net-worth borrowers
• Identify potential referral sources and how to get in front of them
• Tips for training and educating production staff to meet the expectations of high-net-worth borrowers
• Target Audience

• Loan Officers
• Heads of Production and Branch Managers
• Loan Officer Assistants
• Account Executives
• Wealth Managers and Advisors

2023 Speakers

Jim Cameron
Senior Partner, STRATMOR Group

Jeff Dannelly
Senior Vice President, Hancock Whitney’s Private Wealth Management

Jennifer Smith
Principal, STRATMOR Group

Nicole Smith
Private Mortgage Banker, TD