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Financial Assessment Accepted by Industry

Financial Assessment Accepted by Industry

Shannon Hicks May 22, 2017 2

The origins of the now-accepted HECM Financial Assessment Despite it’s initial chilly industry reception the HECM Financial Assessment has been accepted- so said HUD’s Phil Caulfield. During his remarks at the NRMLA western regional

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Mental Shifts to Get Out of a Rut

Mental Shifts to Get Out of a Rut

Shannon Hicks May 19, 2017 0

Practical changes to get out of a rut Practical tips to mix things up for greater efficiency. Changing call-back times Moving out of under-performing target markets Why you should avoid checking your email first

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Where to Sit at the Table

Where to Sit at the Table

Shannon Hicks May 18, 2017 0

Where you and your prospects sit matters…a lot John Luddsy shares how to position yourself at the kitchen table and why it matters. About John Luddy: John has trained reverse mortgage professionals how to

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Equal Disclosure Requirements for All

Equal Disclosure Requirements for All

Shannon Hicks May 15, 2017 4

Older borrowers deserve to know their options before getting a traditional mortgage Whether it is due to over-regulation, the sheer size of our housing bureaucracy, or crony capitalism, the mortgage marketplace is not a

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Smart Tips for Workplace Communication

Smart Tips for Workplace Communication

Shannon Hicks May 12, 2017 0

7 Tips & Tools to Maximize Effective Workplace Communication Clear email expectations and standards Instant messaging (IM) versus email overload Standing meetings When to make a phone call instead of sending an email Creating

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Sales Tip: Dealing with Property Values

Sales Tip: Dealing with Property Values

Shannon Hicks May 11, 2017 0

How to address property values early John provides insight into what is often one of the touchiest subjects in reverse mortgage lending… property values. How should you determine the approximate value? How do you

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When No Advice is Worse Than Bad Advice

When No Advice is Worse Than Bad Advice

Shannon Hicks May 8, 2017 1

Professionals not providing all options can have devastating consequences “Failing to provide a client with viable options can be just as damaging, if not worse than providing poor advice” Such is the case in

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When Saying No is Your Best Option

When Saying No is Your Best Option

Shannon Hicks May 5, 2017 0

Wht saying NO will help you and your prospective borrowers Here are two specific instances when saying ‘no’ is your best choice as a reverse mortgage professional

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