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.
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 firstname.lastname@example.org or 800-792-8861 ext. 100 for details.
To register and pay by check, send an email to Mary Zelinsky at email@example.com and your credit union will be invoiced. To register and pay online, click here.