AS LOAN OFFICERS for reverse mortgages look to improve their processes from start to finish, it doesn’t hurt to talk to a few people who have been learning and adapting their craft for decades. That was the idea behind a seminar titled “Pro Tips for Improving the Customer Experience, And Your Success” that was held in July during NRMLA’s Eastern Regional Meeting in Baltimore. “We may know things from being around,” says panel moderator Patty Wills, CRMP, while introducing the other reverse mortgage experts with more than 100 years of experience among them. “... We also know the reverse mortgage industry and our experiences are clearly not perfect. We have work to do.” “What can we do to make it better?” adds Wills, national reverse mortgage sales director, Open Mortgage, Morristown, NJ. The other panelists were Mark Browning, founder, HomeChex, Rochester, NY; Neil Sweren, CRMP, senior vice president and reverse mortgage division manager, Atlantic Coast Mortgage LLC, Baltimore; and Ken Sawan, CRMP, Longbridge Financial, Mahwah, NJ. Sawan has since joined Benchmark Mortgage as its reverse mortgage sales manager. From Start to Closing Pros Give Tips on Getting Loans Across the Finish Line and Beyond By Thomas A. Barstow Patty Wills 28 REVERSE MORTGAGE / NOVEMBER–DECEMBER 2022
RkJQdWJsaXNoZXIy MjQ1MzY1