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Getting the Word Out: Leveraging Public Relations and Social Media to Promote Your Expertise Locally

... if the initial conversation doesn’t result in an interview or meeting: As you come across interesting information, forward it ... put on lenders because of pressure from federal financial regulators. My firm is still doing solid volume, but the approval ...

Story - Bob Zeitlinger - 04/24/2012 - 12:21 - 0 comments - 0 attachments - 0 groups

Cogent Road Launches New Mortgage-Specific CRM Tool

... application, select and price a loan, accurately discuss financial benefits and qualify borrowers in one call. Gravity’s toolset ... leads from more sources." After using customized Interview Wizards to capture a prospect’s basic application data, the ...

Story - NationalMortgag... - 03/14/2012 - 12:32 - 0 comments - 0 attachments - 0 groups

Opening a Dialogue: Elizabeth Warren and the Mortgage Industry

... and solution to a problem. In response to the recent financial crisis, the Dodd-Frank Wall Street Reform and Consumer Protection Act ... received a JD from Rutgers University. 29 Interview and participants We are at the advent of a new era in financial ...

Story - Jonathan Foxx - 09/29/2011 - 17:26 - 0 comments - 0 attachments - 0 groups

Advertising secrets from one of America’s most successful copywriters and direct marketers

... After his presentation, I asked him if he would let me interview him for National Mortgage Professional Magazine . What follows is ... you were starting a marketing campaign, “Addressing Financial Services to Consumers,” how would you start? What issues would ...

Story - Linda Moore MacCoy - 09/20/2011 - 15:49 - 0 comments - 0 attachments - 0 groups

FIT for Reverse Mortgage Lenders (Part VII): Burn-Through Risk

... benefit from a reverse mortgage over time (the goal of the Financial Interview Tool or FIT), a lack of steady help with daily living activities can ...

Story - Atare E. Agbamu - 05/20/2011 - 14:20 - 0 comments - 0 attachments - 0 groups

FIT for Reverse Mortgage Lenders: Part VI ... Marital Transitions

... Two months after Sandy Pumata’s death, their financial advisor, Peter Puta, delivered another blow: Monthly income from his ... uncertainty, they discussed it briefly, and the Financial Interview Tool (FIT) summary reflected it as “yellow flag” number ...

Story - Atare E. Agbamu - 04/27/2011 - 12:20 - 0 comments - 0 attachments - 0 groups

FIT for Reverse Mortgage Lenders: Part V ... Holes in the Safety Net

... wisely to support the surviving spouse. In new the Financial Interview Tool (FIT) process “no life insurance policy and no pension ...

Story - Atare E. Agbamu - 03/07/2011 - 15:36 - 0 comments - 0 attachments - 0 groups

FIT for Reverse Mortgage Lenders: Funds Usage Matters (Part IV)

... funds. The first “yellow flag” of the Financial Interview Tool (FIT) looks at funds-usage. Home equity conversion mortgage (HECM) ...

Story - Atare E. Agbamu - 02/21/2011 - 15:29 - 0 comments - 0 attachments - 0 groups

NCOA Receives $2.53 Million to Provide Reverse Mortgage Counseling

... complete a budget review with clients using NCOA’s Financial Interview Tool (FIT). The tool helps prospective borrowers consider both ...

Story - NationalMortgag... - 01/04/2011 - 12:17 - 0 comments - 0 attachments - 0 groups

FIT for Reverse Mortgage Lenders (Part III): Why Lenders Must be FIT Smart

... long-run needs and goals. The newly-mandated Financial Interview Tool (FIT) is about digging a little deeper for better home equity ...

Story - Atare E. Agbamu - 12/31/2010 - 11:20 - 0 comments - 0 attachments - 0 groups