Non-Agency Training Series: Second Liens and HELOCs, Oct. 28

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About the Event
Join us for this session in our Non-Agency Training Series, where we’ll focus on Second Liens and HELOC lending — both key solutions in today’s evolving mortgage landscape. Designed for mortgage professionals looking to lead with non-Agency products, this webinar will explore how to position these products proactively to help clients with complex or unique financial pictures.

We’ll also highlight current market opportunities, broker and referral strategies, pricing and liquidity considerations, and underwriting challenges specific to these products. Whether you’re new to non-Agency lending or looking to sharpen your expertise, you’ll walk away with a clearer understanding of how Second Liens and HELOCs fit into a modern loan officer’s toolkit.

If you missed the previous offerings in our Non-Agency Training Series, be sure to check out the Webinar Recordings page on mba.org

Date/Time:
Tuesday, October 28 (3:00 PM – 4:00 PM ET)

Objectives:
Overview of the landscape and opportunities for 2nd Liens and HELOCs

How to source leads from referral partners

Underwriting considerations and overview of required documentation

Discussion on possible risks and risk mitigation tactics

How to succeed and grow your business

Target Audience:
Heads of Production and Business Development

Loan Officers and Branch Managers

Secondary and Capital Markets Professionals

Compliance Professionals and Risk Management Staff

Investor-Focused Real Estate Teams

Speakers:
Moderator: Catherine Parsell, VP of Business Development and Training

Jon Penniman, Associate Director, Systems & Analytics, Mortgage Bankers Association

Tom Davis, Chief Sales Officer, Deephaven

Rudy Orman, SVP TPO Lending, NQM Funding

Nicole Smith, Senior Mortgage Banker, US Bank