Being a better educator starts with having a full picture of the borrower’s financial situation. By taking a consultative approach, loan officers can ask questions to better understand what goals the potential borrower is trying to achieve. LOs can then provide the appropriate financial education that is relevant to best prepare them for homeownership.
Tag: Financial Education

Fabio Rivas of LenderClose: Knowledge is Power: Creating Borrower Partnerships with Information
Being a better educator starts with having a full picture of the borrower’s financial situation. By taking a consultative approach, loan officers can ask questions to better understand what goals the potential borrower is trying to achieve. LOs can then provide the appropriate financial education that is relevant to best prepare them for homeownership.

Bruce Schultz of Gateway First Bank: Promoting Affordable Homeownership in the Age of COVID
The COVID-19 pandemic presents residential mortgage lenders with an opportunity to expand their role in a critically needed area of community development – advancing affordable homeownership.