Net Worth Programs
Thu, Nov 05
|ZOOM
A comprehensive overview of how net worth programs work, how to qualify files and how to use them strategically to help clients as well as challenges and marketing opportunities.
Time & Location
Nov 05, 2026, 10:00 a.m. – 1:00 p.m. MST
ZOOM
About the event
A newbies guide to underwriting net worth files!
We will dive into examples of how to underwrite and qualify using the various net worth programs available for clients who have a lot of money in savings but don't traditionally qualify for the loan they are seeking. We will go through a handful of lender's qualifying guidelines and examples of how to use these programs as well as touching on marketing opportunities to bring in more high net worth clients.
Tickets
Net Worth Training
Net worth underwriting training. Note - unauthorized recording and distribution of this event is prohibited.
$89.00
Total
$0.00