Equal Housing Lender
Event Title and Details:
Time to Share What’s Working: Tools that Work for Mortgage Loan Originators to Assist Clients Are Also Being Used by HUD Counselors on HomePrep Platform
Date: Feb 21, 2024
Time: 11:00 AM EST
Location: Online Webinar
The encouraging economy is predicted to be good for the mortgage industry this year, but more clients are needing help with common issues that prevent them from purchasing a home.
HomePrep, an Indisoft IT platform that connects mortgage loan originators (MLO) with clients who need help getting mortgage ready to HUD counselors who can help get these clients, has identified The 6 most needed services that can assist the greatest number of clients.
2 of these services, budgeting and homebuyer education, are a required staple of the HUD housing counseling industry. 3 of the services have added tools that are being shared with MLOs and HUD counselors to finetune needs such as credit help with CreditXpert’s Wayfinder and What-If Simulator, Down Payment Connect for down payment assistance and the SDS platform for student loan repayment plans.
The sixth service (soon to be open!) is Freddie Mac’s HomeCoach that can only be used by HUD counselors and gives an automated approval using a soft pull credit used by the HUD counseling agency.
An explanation page for HomePrep resides on the Clients2Homeowners.com website, a place where MLOs can go to learn about HomePrep and connect with the service. This site was made by MLO’s FOR MLO’s to grow mortgage knowledge!
Minimum requirements for MLOs and their clients and cost for the program will also be explained.
Join us on the February 21st Brokers and Bagels Zoom webinar from 11am-12noon where we share “success” stories, how “tools” work, show MLOs when these services can help, and get questions answered for you!
Date: Feb 21, 2024
Time: 11:00 AM EST
Location: Online Webinar
Don't miss out on this opportunity. Mark your calendars, set your reminders, and let's meet up to discuss the future of mortgage readiness. See you there!
M: 603-494-3770
Email: Dave.Danielson@efiscal.net
Website: https://www.myresolvent.com/
• SME and Product Manager for SDS
• 10+ years of certification counseling experience with thousands of clients
• Co-creator of IP related to SDS DE and Rules Engine allowing dynamic modification for constant change
• Frequent speaker for NFCC, Housing Counseling Assn, FL Bar Assn, Journal of Accountancy
Email: melissa.maguire@efiscal.net
Website: https://www.myresolvent.com/
Down Payment Resource, Down Payment Connect
404-729-8294
Email: seanm@downpaymentresource.com
Website: https://downpaymentresource.com/, https://downpaymentresource.com/dpc/
727-755-8558, ext. 3110
Email: rgraves@nfdm.org
Website: https://nfdm.org/
Email: hans.rusli@indisoft.us
Website: www.indisoft.us
941-243-4117
Email: Daniel@Bayportlending.com
Website: www.bayportlending.com
727-534-3445
Email: pam.m.marron@gmail.com
Website: CloseWithPamandTara.com, Clients2Homeowners.com
305-779-8410
Email: dsocarras@1stfml.com
Website: www.1stFML.com
CEO, eFiscalNetworks, Resolvent
M : 603-494-3770
Dave.Danielson@efiscal.net
CCC, CSLS
• SME and Product Manager for SDS
• 10+ years of certification counseling experience with thousands of clients
• Co-creator of IP related to SDS DE and Rules Engine allowing dynamic modification for constant change
• Frequent speaker for NFCC, Housing Counseling Assn, FL Bar Assn, Journal of Accountancy
melissa.maguire@efiscal.net
CEO, eFiscalNetworks, Resolvent
M : 603-494-3770
Dave.Danielson@efiscal.net
CCC, CSLS
• SME and Product Manager for SDS
• 10+ years of certification counseling experience with thousands of clients
• Co-creator of IP related to SDS DE and Rules Engine allowing dynamic modification for constant change
• Frequent speaker for NFCC, Housing Counseling Assn, FL Bar Assn, Journal of Accountancy
melissa.maguire@efiscal.net