HO014WT: HECM to HECM Refinance Counseling

Certificate Course
CEUs: 0
Clock Hours: 1Hr 30Min
140 learners enrolled

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Most HECM counselors have heard of HECM refinance loans, but many have rarely completed counseling for a HECM to HECM refinance loan and may find themselves unprepared when a refinance client comes along.

This webinar will review client situations that may warrant a refinance, review the information that counselors need to collect in order to do informed counseling, demonstrate the use of Ibis software to carry out the specialized calculations for a refinance, and highlight situations where a refinance may not be in the client’s best interest.