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the fundamentals of the mortgage process

Strengthen your real estate agent partnerships and generate leads with MGIC's Fundamentals of the Mortgage Process training workshop.

It all starts with the dream of owning a home. To turn that dream into reality, a consumer will usually turn first to a loan originator or real estate agent for help. But who can mortgage and real estate professionals turn to for guidance? That's where we come in. We've put all the essential information about the mortgage process in one convenient, easy-to-understand package: The Fundamentals of the Mortgage Process.

The Fundamentals of the Mortgage Process is a program that can help you build and strengthen relationships with your real estate referral partners by presenting them tools and information that will prove valuable in their daily work.

The program is based on 5 modules that cover the entire mortgage process. Use each module as a topic for a training session with real estate agents, to nurture relationships over time.

As you guide agents to a better understanding of the mortgage process, you will also be building partnerships with a strong return value: Their customers can become your customers.

The Fundamentals of the Mortgage Process program materials, provided by MGIC at no cost to you.

Participant materials include:

  • Handouts
  • A binder
  • 5 modules:
    • Book 1: Understanding the Mortgage Cycle
    • Book 2: Taking the Loan Application
    • Book 3: Processing the Loan
    • Book 4: Evaluating Credit, Capacity, Capital and Collateral
    • Book 5: Understanding How MI Works

Trainer materials include:

  • Loan officer facilitator guide for real estate agents (includes the binder with all 5 books and handouts)
  • A PowerPoint presentation with facilitator notes

For more information, contact your Account Manager.

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