> Full-Day: Learn How to Become Your Members’ Mortgage Solution

Thursday, January 16, 2014
10:00 AM Eastern Daylight Time
2:00 PM


Learn How to Become Your Members’ Mortgage Solution
Understanding Mortgage Terminology: Credit, Capacity, Capital and Collateral

A workshop from NJCUL and MGIC designed for anyone with limited mortgage knowledge who interacts with members.

When your members are ready to purchase a home, you want them to turn to your credit union as their trusted financial advisor. Join us for an introductory workshop that will help your team understand the basics of the mortgage process and gain valuable insight into communicating the value of your mortgage program to your members.

You’ll learn:

  • About the loan application process
  • The basics of members’ credit evaluation, or the 4 C’s: Credit, Capacity, Capital and Collateral
  • How helping your members consider, compare and conclude which financing option is best for them positions your credit union as their trusted financial advisor, increasing retention and referrals 

Speaker: Jeff Platfoot, MGIC, Director of Regional Training
Jeff has been with MGIC for over 9 years and has responsibilities for education and development growth in WV, KY, IN, OH, MI, NY, NJ, RI, ME, MA, CT, NH, and VT. He has over 24 years in conventional conforming mortgage lending including 6 years of sales and 10 years in underwriting operations including management and regional management.

Locations: NJ Credit Union League "live" and via Video Conferencing at Atlantic FCU and Members 1st of NJ FCU.

NJCUL                                Atlantic FCU                    Members 1st of NJ FCU
299 Ward Street                 37 Market Street               37 West Landis Avenue
Hightstown, NJ 08520       Kenilworth, NJ 07033     Vineland, NJ 08360

Time: 10:00 a.m. – 2:00 p.m.


Over $150 Million                         $209.00
$50 Million to $150 Million         $149.00
Under $50 Million                        $  69.00

Note: A 50% discount is available for all CUs under $10 million in assets. Contact Mary Zelinsky at mzelinksy@njcul.org or 800-792-8861 ext. 100 for details.

To register and pay by check, send an email to Mary Zelinsky at mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.