2021 NRMLA Annual Meeting Conference Book

www.nrmlaonline.org 2021 Annual Meeting 7 Agenda Wednesday, November 3 11:30 am Real - Word Applications of Equity Elite® Expanded Eligibility and Simplified Borrower Qualification Enhancements Please join National Wholesale and Correspondent Sales Leader Mark O’Neil for a unique look at real - world Equity Elite® success stories through the eyes of RMF’s own broker partners. Mark’s special guests will share narratives of actual loans that came to fruition thanks to the expanded eligibility and simplified borrower qualification enhancements of our proprietary product suite—Equity Elite®. Featured real - world application accounts will include: • An Equity Elite® reverse mortgage borrower under the age of 60 • An expedited Equity Elite® loan approval using proceed and asset dissipation in lieu of income documentation • An Equity Elite® loan on a condo that was ineligible for a HECM Provided by: 12:00 pm Tapping into the Reverse Mortgage Space If you’re new to reverse mortgages, or want to brush up on your sales skills, Longbridge Financial Training Manager Jim McMinn will share his insights on sourcing business, identifying prospects and articulating key differences between forward mortgages and reverse mortgages. Introductions by Megan Awalt, Vice President, Allegiant Reverse Services Provided b y: 1:00 pm Break 1:15 pm Check your Blind Spots: How to Close Your Reverse Mortgage in 30 Days or Less We all strive for efficiency, especially in an industry that serves an older clientele. Our panelists will share tricks and tips they've learned over the years to close reverse mortgages in 30 days or less. Introductions by Ian Gates, Business Development, National Field Representatives. Presenters: • Renee Konstantine, CRMP, Mutzig Management, Inc. dba Estar Mortgage • Kim Buckley, CRMP, C2 Financial Corporation Provided by: Approved for 1 CRMP credit * All sessions are Eastern Time