Course Details

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. This faculty-led webinar training will last 90-minutes and include resource materials, check-and-reflect activities, interactive polling, and participant Q&A with the faculty. A quiz will be open at the conclusion of the session which must be passed in order to obtain a certificate and credit toward continuing education hours. Participants can access the training site upon registration and begin looking at the available resources prior to the live online training session. Participants will complete the quiz and print their certificate immediately after the live session.

This course provides 1.5 hours of continuing education.

Course Length: 1/4 Days

Tuition: $115.0

Course counts toward a professional certificate (PCP): No